Administration and Finance Specialist

TITLE: Administration and Finance Specialist

CLASSIFICATION: Non-exempt

DEPARTMENT: Administration

WAGE CATEGORY: full time

SALARY: $30-$32 per hour

REPORTS TO: Finance Director

LOCATION: Remote, New England Area

ABOUT COOPERATIVE DEVELOPMENT INSTITUTE

CDI is a regional 501(c)3 non-profit founded in 1994 by co-op leaders in the Northeast. Cooperative Development Institute’s mission is to build a cooperative economy through the creation and development of successful cooperative enterprises. We are transforming ownership of our economy, so all people can meet their basic needs. Our mission is to work with people in the Northeast to create cooperative businesses and networks that grow a prosperous, equitable economy. We envision a democratically owned and just economy where everyone can fulfill their needs and aspirations.

CDI is an inclusive, collaborative, resilient organization. CDI holds the following values as important within our organization and in our work with communities: cooperation, equity, justice and fairness; integrity, honesty, and transparency; respect, inclusion, patience, and trust; and wellness, environmental justice, and responsibility.

Essential Functions

The Administration and Finance Specialist Supports the Finance Director in performing transactional activities for the monthly accounting cycle. The Administration and Finance Specialist is the key liaison with fiscally sponsored organization contacts and performs other duties to support the administration and finance team. Success in this role requires an ability to manage multiple tasks, attention to detail, good judgment, a positive attitude, both independent self-management and collaboration skills, and a willingness to be a proactive problem-solver.

Accounting and Cash Management Support (60%)

• Cash management
  • Enter bank deposits
• Accounts payable
  • Maintain vendor files and documentation
  • Process invoices
  • Process credit card statements
  • Initiate and process electronic and check payments
  • Coordinate the production and distribution of Form 1099 statements
  • Coordinate and process unclaimed property
• Revenue cycle
  • Process payments
  • Coordinate collections process
• Reconciliations
  • Assist with account reconciliations
• Payroll
  • Perform biweekly payroll processing
  • Maintain employee payroll records
  • Process and maintain employee deductions (i.e. HSA, FSA, 403b)
  • Process state payroll tax and unemployment reporting
  • Produce reports for workers compensation audits
  • Produce payroll reports as needed for financial statements and audits
• Special projects
• Participate in the selection and implementation of systems
• Contribute to continuous process improvement
• Other projects as assigned

Fiscal Sponsorships (20%)

• Act as primary liaison between CDI, Board and current and prospective fiscal sponsorees.
• Process sponsorship applications and related documentation
• Distribute payments and financial reports to sponsorees
• Administer sponsorship fee program

Administrative Support (20%):

• Maintain and update the CDI Google Calendar, i.e., holidays, Board meetings.
• Coordinate and administer the contract execution and storage process.
• Process physical mail and electronic messaging
• Provide support to the Finance Director and Admin team as needed

Qualifications & Requirements, Education and Experience

• Associate degree, bachelor’s degree preferred. Relevant experience may be substituted for educational requirement.
• One (1) to three (3) years of relevant experience.
• Intermediate expertise in the use of Google Suite, Zoom, enterprise accounting applications, and communications platforms; experience with Sage Intact and ADP preferred.
• Effective verbal and written communication skills.
• Strong time management and organization skills; meticulous attention to detail.
• Excellent customer service skills and ability to address inquiries in a timely fashion.
• Ability to work well independently and as a member of various teams.
• Ability to manage multiple tasks, prioritize assignments, and meet deadlines.

Physical Demands and Work Environment:

• Able to work well independently and remotely.
• Coordinate multiple tasks simultaneously.
• Sit for prolonged periods of time.
• Utilize visual acuity to operate equipment, read technical information, and/or use a keyboard.