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Finance Assistant

Title: Finance Assistant

Department: Finance

Reports To: Finance Director

FLSA Classification: Non-Exempt       FTE: 1

Supervises: None

Budgeted Salary: $45,000.00 to $47,000.00

Position Summary:

The Finance Assistant provides accounting support to the Foundation and Federal Grantees.  The Finance Assistant provides support to the Finance Director for accounting for the Philanthropic Initiative (TPI) Department, performs routine accounting department functions, and works closely with other accounting staff.  They will assist in ensuring accurate and appropriate reporting for federal grants.


Essential Functions:

  • Assists the Finance Director in preparation of the month end processing for TPI Department, including time sheets and expenses;
  • Assists the Finance Director in preparation of monthly invoicing to TPI clients;
  • Records and deposits accounts receivable receipts in a timely manner;
  • Prepares TPI departmental invoices for payment according to the established budgeted expense accounts;
  • Assists the Finance Director in preparation of TPI Scholarship requests;
  • Assists the Finance Director in monthly and quarterly closing entries for the Boston Foundation (TBF);
  • Updates vendor and grant Automated Clearing House (ACH) information via DocuSign; and
  • Assists the Finance Director with Federal Grant finance implementation.


Other Duties and Responsibilities:

  •  Individuals assigned to this position may perform other duties as assigned.


Qualifications

Preparation, Knowledge, Previous Experience:

  • Bachelor’s degree or equivalent experience; and
  • 1-2  years’ related experience preferred.

Skills, Abilities, Competencies:

  • Experience in non-profit grants accounting preferred;
  • Knowledge of standard accounting operating procedures and principles;
  • Successful work experience in an office environment preferred;
  • Ability to maintain TBF’s required standards of confidentiality;
  • Maintain proficiency as needed and approved by attending trainings, reading job-related materials, and meeting with others in area of responsibility;
  • Proven ability to manage and complete concurrent projects;
  • Proven ability to be a proactive and flexible team player;
  • Intermediate skill (fluency) in Excel, i.e. set up a spreadsheet, select and apply formulas;
  • Intermediate skill level in Word, i.e. create and format a document;
  • Proficient skill in Outlook;
  • Effective written and verbal communication skills; and
  • Effective organizational skills.


Working Conditions & Physical Demands:

  • Ability to sit for long periods of time; and
  • Ability to use a computer keyboard for long periods of time.


The content is intended to describe the general nature and level of work being performed by persons assigned to this job.  It is not intended to constitute an exhaustive list of all responsibilities and duties required.
 
External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation.  Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.

This job description is intended to be general and may be revised from time to time.  At management’s discretion, the employee may be assigned different or additional duties from time to time.

Revised 4/2021