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1199SEIU Benefit and Pension Funds · 20 hours ago

Finance Support Associate

New York, NY

Full-time

Hybrid

Entry Level

2+ years exp

1199SEIU Benefit and Pension Funds is seeking a Finance Support Associate to provide administrative support to the CFO and Finance Directors. The role involves preparing financial reports, managing meeting schedules, and assisting with financial data analysis.

Non ProfitRetirement

Responsibilities

Perform all administrative functions for the Chief Financial Officer (CFO) and Finance Directors

Prepare and run Accounts Receivable reports, queries and other system reports for use by Accounts Receivable Accountants and Analysts in the completion of their daily activities

Assist CFO with organization charts and other sensitive materials

Assist with spreadsheet creation and data analysis, as needed, to support Accountants with analysis and completion of daily activities, cash receipts and collections activities

Enter requisitions for procurement process for Finance Department

Create and mail letter confirmations to Employers; track payments from Employers; distribute Withdrawal Liability reports to Employers

Manage CFO and Directors meeting calendars including setting up interdepartmental meetings to meet Trustee reporting deadlines. Project meeting dates to meet all department deliverables

Schedule group meetings, reserve appropriate meeting rooms, arrange audiovisual equipment and catering as needed, and coordinate multiple calendars

Prepare check records and backup for cash application

Manage the paper and digital record retention process in compliance with departmental and Fund policies and procedures, including scanning Accounts Receivable records

Scan Accounts Payable records into Oracle

Sort and distribute mail for the department, manage the petty cash box, and manage department supplies

Maintain and monitor reporting calendar for reporting deadlines

Keep weekly timesheets for the Finance Department staff; maintain a shared vacation and in-office calendar for the Finance Department

Create Finance Department requisitions for creation of purchase orders to submit invoices for payment in Oracle/NetSuite system

Provide audit support by preparing daily cash receipt records for annual sample testing by external auditors

Perform additional duties and projects as assigned by management

Qualification

ExcelPowerPointWordAdobe AcrobatAccounting backgroundOrganizational skillsVerbal communicationWritten communicationInterpersonal skills

Required

Bachelor's degree required

Minimum two (2) years' experience in a finance department, providing support to management

Advanced skill level in Excel, PowerPoint, Word, and Adobe Acrobat required

Excellent organizational as well as verbal and written communication skills; must be able to establish priorities; meet deadlines and multi-task

Must be able to work independently with minimal supervision and be able to work cooperatively in a group setting

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

Must have high ethical standards and high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated integrity, honesty, poise, tact, and diplomacy

Must be able to interact and communicate with individuals at all levels of the organization in a professional manner

Preferred

Accounting background experience preferred

Company

1199SEIU Benefit and Pension Funds

The 1199SEIU Funds are among the strongest and largest labor-management funds in the nation, providing a range of comprehensive benefits to 400,000 working and retired healthcare industry workers — members of 1199SEIU United Healthcare Workers East — and their families.

Founded in 1945

New York, New York, USA

1001-5000 employees