empowering people to become self-reliant

Finance and Grants Manager

Primary Role

The Finance and Grants Manager will be responsible for following grant reporting requirements, tracking and reviewing receipt of funds, paying all bills, reviewing  payroll procedures, tracking purchasing of supplies and assuring that all outstanding contracts are satisfied.

  1. Quickbooks and entry process for profit/loss and balance sheets, develop a timeline for due dates for reports with funding details.
  2. Aids in developing written and oral communications for Board of Directors and Finance Committee.

Reports To:  Sr. Finance Director-Executive Director

Duties

Organizational Effectiveness

  • Applies principles of accounting and maintain accounting records.
  • Prepares financial reports and insures submission at required due dates.
  • Aids in preparing Quickbooks reporting
  • Assists in the preparation of budgets annually of all grants.
  • Aids in month end closing  process, including  required accruals and depreciation estimates
  • Aids in filing federal and state tax returns and other regular and special tax reports to government agencies such as the Form 990 with assistance from Sr. Finance Director
  • Aids in bank account reconciliations and balance sheet reconciliations as needed
  • Assists the Executive Director in the development and preparation to budgets and general accounting procedures.
  • Provides consolidated financial reports for presentation to the Board of Directors, and/or as requested by Executive Director.
  • Maintains the purchasing system within the agency in ordering office supplies and equipment and other items purchased—also maintains the stockroom for supplies requisitioned.
  • Attends Board of Directors and Finance Committee meetings.

Risk Management

  • Assures that the bookkeeping methods and practices are in keeping with requirements of the funding sources and the Experiment in Self-Reliance.

Ambassadorship

  • Serves as an ambassador for the Experiment in Self-Reliance and respects the integrity of the organization.
  • Serves as a team player and assists in furthering the mission of the organization.

Reasoning Ability

  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Physical Demands

  • While performing the duties of this job, the employee is regularly required to walk, stand, crawl, bend, stoop, climb, use hands to finger, handle, or feel; and reach with hands and arms. The employee frequently required to sit and talk. The employee may occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job includes close vision, distance vision, peripheral vision, and depth perception.

Work Environment

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is rarely exposed to outside weather conditions. The noise level in the work environment is usually low to moderate.

Specification

  • The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.

Licenses, Registrations, Certifications

  • Valid Driver’s License and reliable transportation that may be used in the performance of duties.

Qualifications

  • Should possess a 4-year college degree in Accounting and 5-8 years’ experience.
  • No history of bad debts or criminal convictions, and must be bondable.
  • Individual must be computer literate and maintain all levels of confidentiality organizationally.