Finance and Development Associate

Employer
Ramah Darom
Location
Atlanta, Georgia (Sandy Springs)
Salary
Based on experience.
Posted
Oct 02, 2019
Closes
Nov 01, 2019
Position Type
Full Time
Degree Level
Bachelors
Willingness to Travel
Not willing to travel
Experience Level
Management

Summary: The Finance & Development Associate works with both the Finance and Development teams at Ramah Darom. Primary responsibilities include communicating directly with Ramah Darom families, guests and donors to manage accounts receivables, handle incoming donations, manage key organizational elements of the annual financial aid process, and assist with banking and other day-to-day finance and development needs. This role is based in Ramah Darom’s Atlanta offices. 

Reports To: Controller and Development Director 

Key Responsibilities: 

Accounts Receivables and Banking  - Summer Camp, Retreats and Rentals 

  • Responsible for accounts receivable for Summer Camp. Maintains ongoing communication with Summer Camp families to ensure timely payment of registration fees, processes and posts all payments in CampMinder (camping registration software) and posts deposits from CampMinder into Quickbooks. Follows up with past due accounts by making calls/writing emails. 
  • Processes and posts Retreat and Rental guest payments (cash/check/credit card) in Quickbooks 
  • Prepares deposit slips and credit card batches, scans and deposits checks/cash in Bank 

 

Development department 

  • Procures the Razor’s Edge (donor software) cash receipts report and credit card receipts along with the checks/cash 
  • Posts deposit by individual check to Quickbooks, crediting pledges receivable/debiting cash 
  • Prepares deposit slips and credit card batches, scans and deposits checks/cash in Bank 
  • Balances the day’s credit card receipt slips to the batch totals 
  • Reconciliation of Quickbooks with Razors Edge: Obtains a month end report from Development listing break down of pledges and cash payments by category. Makes a month end journal entry in Quickbooks to ensure reconciliation of Quickbooks and Raiser's Edge. 

 

Financial Aid Process 

  • During financial aid season (Oct–April) monitors financial aid applications. Communicates with Summer Camp parents and advises them of process, deadlines, missing information, requirements. 
  • Creates a master file of all financial aid requests 
  • Verifies outside sources of support and notes on CampMinder . 
  • Communicates with, and processes special grant applications from, outside funding sources such as “One Happy Camper” and local synagogues and Jewish Federations. Posts scholarships to camper accounts in CampMinder and notifies parents of receipt of funding. 
  • Collects and files tuition deferral request forms identifying:
    • Expected sources of financial aid 
      • Based on tuition deferral request information establishes payment plan expectations with parents. In the absence of adequate information from parent, contacts individual and establishes payment plan.
  • Prepares reports for the scholarship committee, listing sources of support, financial ability, and relative need. 

 

Development department support 

  • Maintains the Raiser’s Edge donor database and ensures that all constituent information is current and accurate. Enters pledges and payments, produces donor acknowledgements, prepares periodic management reports, and maintains an expert knowledge of the Raiser’s Edge software. 
  • Prepares and sends thank you letters and other communications with donors within one week of receipt of pledges and donations. Maintains accurate files of all donor correspondence in Sharepoint. 
  • Prepares materials and coordinates arrangements for various fund-raising campaigns including mailings, telethons, community events and other programs designed to raise funds for the organization. 

Other Responsibilities 

  • In conjunction with A/P Clerk, ensure that all invoices are entered into Bill.com and are properly coded: o Reconciles vendor statements with the A/P ledger to identify any missing invoices. Follows up with vendor to obtain missing invoices and reviews information with responsible manager to verify accuracy of invoice information and confirm receipt of merchandise.
    • Understands payroll system to act as backup/partner with controller in processing payroll: o Posts Flexible Spending Account eligible expenses into A/P as a journal entry.
      • Processes Joint Retirement Board employee contributions that have been withheld from employee paychecks to Joint Retirement Board. 
      • Inputs ADP payroll info including processing fees as a Journal Entry using biweekly statements from ADP. 
    • Reads the postage meter at month end and prepares journal entry to expense postage utilized to appropriate departments. o Bills outside users for postage due and invoices those users. 
    • Reconciles petty cash accounts as needed. 

 

Role Requirements 

  • A degree and/or background in finance or accounting, with a minimum of 3 years of previous work experience in a finance or accounting role.  
  • Exceptionally organized with strong attention to detail 
  • Well-developed communication skills. Comfortable communicating (phone and email) with various stakeholders and customers. Able to remain friendly, yet firm as needed, in phone and email communication. 
  • Calm under pressure. Able to maintain composure at all times, and in particular when speaking with challenging stakeholders 
  • A self-starter. Comfortable multitasking and operating with minimal day-to-day supervision 
  • Previous experience working in a non-profit environment is an asset 

 

It is the policy of the Ramah Darom to provide equal employment opportunity to all qualified employees and applicants for employment and not to discriminate on any basis prohibited by law, including race, color, sex, sexual orientation, gender, gender identity and expression, age, religion (except in those instances where a bona fide occupational qualification), ancestry, national origin, disability, marital status, veteran status, genetic information, or other legally protected group status. It is our intent and desire that equal employment opportunities will be provided in employment, recruitment, selection, compensation, benefits, promotion, demotion, layoff, termination and all other terms and conditions of employment. Ramah Darom and all managerial personnel are committed to this policy and its enforcement.

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