Description
Primary Function
The Shared Financial Services Coordinator provides fulfillment of the Oklahoma Center for Nonprofits’ outsourced accounting services. The Shared Financial Services Program provides fee-for-service financial management services to Oklahoma nonprofits on a contract basis. The Shared Financial Services Coordinator must be a well-organized self-starter with excellent time management skills. Additionally, the ideal candidate will possess outstanding communication skills, be customer focused, responsive and flexible, and be able to work independently and as a team to ensure that the financial management services delivered represent the Center’s commitment to nonprofit excellence.
Requirements
Essential Functions (3-5 essential functions of the positions)
PROVIDE SUPERIOR FINANCIAL MANAGEMENT SERVICE TO OUR SHARED FINANCIAL SERVICES CLIENTS
- Ensure that segregation of duties is maintained
- Daily AP and AR support to client
- Assist with payroll processing
- Reconcile monthly bank statements and account schedules
- Assist with month-end close process, including journal entries
- Prepare financial reports from accounting software, as needed
- May be responsible for banking processes, including deposits
- May attend client governance and committee meetings
PROVIDE ADMINISTRATIVE SUPPORT TO OUR GROWING SHARED FINANCIAL SERVICES PROGRAM
- Develop operating procedures and job aids for Shared Financial Services Program
- Develop and maintain reports and other metrics for program evaluation and improvement
- Work as a member of a team dedicated to excellent client service and continuous improvement
Administration and Other Duties
- Generate reports for staff and the board of directors as requested.
- Maintain professionalism, organizational standards and confidentiality as a representative of OKCNP to all donors, members, and other key stakeholders.
- Recruit and retain volunteers, donors, interns, and other partners as necessary.
- Represent OKCNP’s values in working with clients and colleagues.
Other Functions
- Other duties may be assigned by Director of Shared Financial Services
- Must be able to sit for long periods of time, life more than five pounds, and communicate on telephone and in person, work on a computer, and be able to speak in public.
- Ability to travel throughout the state and outside of Oklahoma as needed.
- Engage in professional development activities such as training, conferences, research and coaching.
- Participate in OKCNP’s special events, including ONE and Visions, and board meetings as requested.
- Provide general administrative functions such as expense reporting, budget oversight, consultation with other team members, and attendance at scheduled meetings.
- Maintain the strictest of confidentiality at all times.
Education and Expertise
- AA or BS in Accounting or related field. In lieu of a degree, job experience will be accepted with the approval of the President and CEO.
- Experienced in MS Excel, MS Word, and some form of accounting software; minimum intermediate level.
- Intermediate level experience in QuickBooks; preferred.
- Nonprofit accounting experience a plus.
- Exceptional communication skills (verbal, written, presentation).
Experience
Possess a minimum of 3-5 years' experience in bookkeeping/accounting experience (accounting write-up services: AP, AR, payroll, and account and bank reconciliations.
Reports to
Director of Shared Financial Services
Supervises
- Shared Financial Services Bookkeeper
- Shared Financial Services Accountant
- Volunteers and Interns (paid and unpaid)
Location
Oklahoma City
Exempt Position
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
Updated June 22, 2022
