Position Title: Foundation Financial Coordinator

Reporting Relationship: Senior Director of Foundation Operations

Position Status: Non-exempt, hourly, full-time

Position Location: Carmel, Indiana

Position Summary: The Foundation Financial Coordinator assists the Foundation with various responsibilities and projects essential to day-to-day operations. This includes, but is not limited to, maintaining and monitoring the daily financial systems/operations of the Foundation.

Qualifications

  • Bachelor’s or associate degree in finance/accounting or related field
  • Minimum two years of experience in a related field
  • Working knowledge of Microsoft Office (Excel, Word, PowerPoint)
  • Database experience preferred but not required
  • Customer-service oriented with strong written and oral communication skills
  • Attention to detail and ability to problem solve

Responsibilities

  • Process and code individual, company and alumnae-chapter donations to the Foundation
  • Prepare and review monthly financial statements
  • Manage weekly A/R and check processing for the Foundation
  • Prepare required government financial forms (i.e., tax information)
  • Prepare daily contribution reports
  • Prepare donation receipts and thank-you letters
  • Prepare statistical reports and spreadsheets as needed
  • Assist the Foundation Secretary-Treasurer and Senior Director of Foundation Operations with year-end closing
  • Assist auditors with year-end audit preparation
  • Ensure all financial documents are filed as needed
  • Handle billing and processing of Second Century and scholarship fees
  • Participate in bi-weekly calls with the Foundation Secretary-Treasurer and Senior Director of Foundation Operations
  • Assist with Foundation projects as assigned, including preparation for Convention/leadership academies
  • Cross-train with the Foundation Account Coordinator
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