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Tribal EcoRestoration Alliance · 1 month ago

Financial Data Specialist

Lakeport, California, United States

Full-time

Hybrid

Entry, Mid Level

$32/hr - $37/hr

2+ years exp

The Tribal EcoRestoration Alliance (TERA) is a community-based, intertribal nonprofit organization focused on revitalizing ecology, economy, and culture. The Financial Data Specialist will track and manage financial data, ensuring effective fund utilization to support TERA’s mission.

Non-profit Organization Management

Responsibilities

Generate Accounts Receivables for the organization. This includes invoicing federal, state, and foundation grants for expenses incurred for a diversity of projects, and serving as the primary point of contact for AR invoices

Under supervision of the Finance Manager, maintain budget tracking systems in Google Sheets to support contract billing and grant administration

Work collaboratively with Grant Managers and the Finance Manager to meet federal, state and funder reporting requirements for timely invoicing to TERA’s grantors and clients

Manage Accounts Payable, including the processing and accurate tracking of all outgoing payments to vendors, training participants, and contractors, as well as expense reimbursements for TERA staff and board

Work with the Finance Manager to manage the integrity of financial records through reconciliation and data entry in our accounting software, and ensure successful integrations across financial management softwares (Ramp and Quickbooks)

Support teammates to comply with organization-wide financial policies and procedures, including enforcing the proper documenting of expenses

Support the Finance Manager to produce financial reports, including quarterly, annual, and other reports as needed

Manage payroll, including bimonthly paycheck disbursements, identifying and resolving discrepancies and errors

Verify new vendors against Federal and State exclusion lists, performing quarterly checks for all active vendors

Assist the Financial Manager, Grant Managers, Administrative Director, and Executive Director with additional financial data and accounting duties as needed

Qualification

ExcelGoogle SheetsGAAPQuickBooksFund accounting softwareCommunication skillsAttention to detailProblem-solvingTeam collaboration

Required

Expert-level mastery of Excel and Google Sheets with outstanding skills in creating and managing complex spreadsheets utilizing formulas, pivot tables, filters, and other advanced data management tools

Either: An Associate's or Bachelor's degree AND 2+ years work experience in accounting, business, and/or finance, OR 5+ years work experience in accounting, business, and/or finance

Strong understanding of Generally Accepted Accounting Principles (GAAP) and non-profit accounting practices

Experience managing and tracking expenditures on client/project-specific budgets

Meticulous attention to detail and the capacity to aggregate and manipulate large amounts of financial data in multiple formats

Familiarity with QuickBooks, fund accounting software, or comparable accounting software

Proficiency and expertise with office technology, including Google suite (Mail, Calendar, Docs, Sheets, Drive), MS Office suite (Word and Excel), videoconferencing (Zoom, Meet), and ability to learn new software and technology

Patient, personable, and approachable with the ability to build and maintain strong relationships with a diverse team and external partners

Highly motivated and self-directed with the ability to prioritize tasks, solve problems, set and meet deadlines, and manage multiple projects simultaneously

Excellent written and verbal communication skills to effectively collaborate and share information in clear and concise ways that streamline workflows