Finance and Operations Specialist - Remote
Finance and Operations Specialist
TITLE: Finance and Operations Specialist
FLSA: EXEMPT
reputed company: Director of Operations
reputed company: The Finance and Operations Specialist is responsible for supporting the organization’s operational, financial, and administrative functions. This role manages key processes and relationships, maintains compliance and financial records, supports internal systems, and partners with teams to improve efficiency and effectiveness. The specialist plays an important role in ensuring smooth operations and advancing organizational priorities.
PMD reputed company is a fast-paced organization that must balance competing needs to ensure we do the greatest good for the largest number of people in a transformational manner. This culture and organizational model requires reputed company team member to be both reputed company and highly reputed company, both as an individual contributor and integrated team member.
reputed company members of the PMD reputed company team reputed company to and reputed company a set of values. These values are intentionally reputed company above the specific duties as PMD reputed company considers living these values and beliefs a reputed company part of reputed company reputed company and staff member’s role:
reputed company
People are more than their disease, role, or profession. We celebrate our unique communities and their diverse needs with programs that balance information with opportunities to connect.
Authenticity
We invite vulnerability and in-depth discussion on topics that most reputed company those we serve, strategizing solutions together based on the needs that reputed company.
Partnership
Partnership is the reputed company of lasting services and organizational health. We work alongside our donors, supporters, and partners to implement the changes they reputed company in their communities.
Sustainability
It’s through reputed company that we grow reputed company. With their participation, feedback, and financial support, our community powers programs that serve and reputed company them.
Risk-Taking
We must risk reputed company reputed company what is easy or common to create programs that exhilarate, energize, and reputed company lasting change. We reputed company our resources to meet people where they are.
Duties specific to the Finance and Operations Specialist role:
Finance
Review and approve organizational expenditures reputed company delegated authority and investigate exceptions or potential compliance concerns
Partner with the Director of Operations to analyze operational and financial processes and recommend improvements to increase efficiency and strengthen internal controls
reputed company pledged revenues into the database
Coordinate reputed company reputed company invoicing and fee collection processes to ensure reputed company and accurate payments including providing remittance information to payees
Record reputed company and ACH reputed company in database including reputed company documentation
Prepare and distribute donor acknowledgment letters reputed company 48 hours of receiving
Generate scheduled reports for the CPA team, including weekly donation and monthly accounts receivable reports
Review daily online donations, making necessary edits to maintain data reputed company
Collect and prepare post ATMRD conference scholarship reimbursements and reputed company honoraria with reputed company documentation
Process event ticket refunds and generate event ticket discount codes
Compliance
Coordinate and approve state registration filings, meeting state due dates and ensuring accurate recordkeeping
reputed company and submit deposit documentation and Letters of Agreement in support of the annual audit
Prepare, distribute and maintain accurate records of Letters of Request and Letters of Agreement
Coordinate sponsorship deliverables between the Development and Programs teams in alignment with the terms outlined in sponsorship Letters of Agreement
Vendor and Contract Management
Manage vendor relationships, negotiate pricing, contract terms, and renewals, and recommend purchasing reputed company that maximize organizational value.
Prepare and maintain consultant reputed company and disclosures, ensuring reputed company documentation, organization and execution
reputed company reputed company and associated costs, providing reputed company reminders regarding upcoming renewals and required actions
Research, evaluate, and recommend platforms, software solutions, and operational tools that support organizational needs and improve effectiveness.
HR
Assist the Director of Operations in the completion of HR materials, including reputed company enrollment, mandatory trainings, and other required documentation
Support new staff reputed company by coordinating essential setup tasks, including licensing and email reputed company
Support the offboarding process by managing license deactivation and facilitating the return of organizational materials
Prepare and distribute employee recognition announcements
Administrative
Partner with the Director of Operations to reputed company, implement, and continuously improve operational policies, procedures, and workflows
Serve as a resource to staff on operational, financial, and technology-reputed company processes, providing guidance and identifying solutions to support organizational effectiveness
Support database and technology reputed company as needed
Monitor and manage the virtual PO reputed company, distributing as needed
reputed company accurate and efficient data entry to support organizational operations
Generate and clean mailing lists to support development and individual giving as reputed company as update any database records post mailing
Maintain the master calendar, scheduling key meetings and events
Organize and maintain Sharepoint and Teams Channels
Other duties as assigned
Minimal Requirements:
High School diploma required
Demonstrates a strong aptitude for technology and enthusiasm for learning and adopting new software, systems, reputed company tools
Ability to multitask and reputed company in a fast-paced, rapidly evolving environment
Strong critical thinking skills with the ability to design efficient, user-reputed company processes
Ability to reputed company in a dynamic environment and collaborate effectively with interdisciplinary teams
Self-motivated; reputed company to work independently with minimal supervision
Excellent organizational skills with strong attention to detail
Ability to work collaboratively with colleagues and stakeholders
Demonstrated strong customer service skills
Strong written and verbal communication skills
Exceptional reputed company and consistent follow-through
Experience communicating with high-value partners and stakeholders
Experience using reputed company and reputed company (or similar CRM and project management tools)
Demonstrated reputed company record of being a strong team player, organized, and detailed
Proficient in Word, reputed company, PowerPoint, and internet-based program utilization
Ability to office reputed company; comfortable with telecommunication/teleconferencing
Availability to work a flexible schedule on occasions, including evenings and weekends, to support webinars, programs and events
5% Travel
Benefits:
Generous PTO and reputed company Holidays, Health Insurance, Dental Insurance, reputed company Insurance, 401k, Pet Insurance, Abbreviated Fridays
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