Cause Areas

When

It's flexible! We'll work with your schedule.

Where

This is a Virtual Opportunity, with no fixed address.
The UBC

About

The Financial Assistant will be responsible for various financial tasks including all monies, processing banking, processing of financial data collections, budget updates and financial statements.

For additional information on the UBC, please visit our website: www.UBCnow.org

Responsibilities

  • Process data for donations into cash ledger
  • Prepare checks for bank electronic deposit daily
  • Copy and file all checks and process banking
  • Transfer monies weekly from PayPal into the bank account
  • Prepares collection reports for Finance Meetings with Director of Development
  • Monthly billing for inventory and account management
  • Process data for monthly and bimonthly payroll through pay statements within 2 working days
  • Keep daily cash ledger updated with weekly expenses and revenue
  • Download and log PayPal transactions and update systems
  • Reimburse all travel expenses or approved supply expenses to staff on a weekly basis
  • Pay monthly utilities and rental bills by due date
  • Assess running total of petty cash on a weekly basis
  • Reconcile monthly bank statement against Cash Ledger with all methods payment including Neon, Square (Credit Card/Cash), PayPal, and Checks
  • Contribute to team effort by reporting any challenges then create solutions
  • Alert Directors of any budget excesses as they occur
  • Review and understand monthly budget as set by Executive Director and Director of Development
  • Prepare and distribute finance meeting agenda with current totals in revenue and expense areas and any details on various expense categories as directed
  • Prepare accurate quarterly and yearly statements for Board meetings with Executive Director
  • Update master contact list at the end of every session
  • Make weekly collections calls to pledges who are outstanding
  • Take occasional messages and handle account services over the phone
  • Provide receipts for donors

Skills

  • Financial Auditing
  • Financial Planning
  • Budgeting
  • Reporting & Dashboards
  • Cost Analysis
  • Accounting

Good Match For

Teens People 55+

Requirements & Commitment

  • Background Check
  • Orientation or Training
  • Six hours weekly min.

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