Position Title: Finance A/P & A/R Manager
BROAD FUNCTION AND SCOPE OF THE POSITION:
Responsible for leading the Finance Operations Team of A/R and AP in the organization’s New York office. Primary responsibilities include managing and supervising closely our centralized A/R and A/P staff who act as customer service and processing support center for our offices and employees in the chapters, regions, and departments.
The position closely monitors high performance standards of the centralized data processing and disbursement processing and payment centers and continuously seeks opportunities for improvement to ensure accuracy and timely financial operations and excellence in customer service support to our donor giving experience as well as enhancing vendor relationships. This position is also responsible to work closely with the Technology Operations Team to drive continuous improvements and efficiencies in streamlining processes across all systems (especially, CRM- Salesforce, MSD -Financial and Fundraising systems).
Oversee day-to-day operations and processing of accounts receivable and accounts payables
Ensure the complete, accurate and timely processing of all transactions (donations and disbursements) in accordance with established service levels required for each area
Maintain and establish benchmarking report that will enable to compare A/P and A/R functions to other companies with similar level of automation and organizational structures
Provide daily guidance and coaching to donation processing and accounts payable specialist team, including acting as an escalation point of contact for internal and external issues
Support training and development within the team and with continuous improvements to processes and procedures across the organization
Work closely with the Senior Accountant on ensuring donation of stocks are identified and credited to the appropriate chapters and tax acknowledgements are issued accurately and in a timely manner
Communicate with financial advisors and donors, as necessary, to resolve issues, address inquires and provide general support.
Take the lead in ensuring the accurate processing of 1099 reportable income statements to vendors/contractors
Primarily responsible for managing the case management system queue, allocating and assigning cases to the team based on workload and subject matter expertise
Act as main contact person on all bank relationships of the company and facilitate the updating of signatories and all processes related to the operating bank account.
Oversee and ensure the timely reconciliation of bank accounts and all cash receipts processes assigned to direct reports, the Donation Processing Specialist.
Support and maintain the vision, mission, priorities, and guiding principles of JDRF. Understand the strategic direction and purpose of the department and conform to stated strategies and business needs.
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Contributes to team effort by accomplishing related results as needed.
EXPERIENCE & SKILLS REQUIREMENTS:
Minimum of 5 to 7 years of relevant experience in Centralized A/R and A/P with a not for profit organization
Experienced leader, with a minimum of two (2) years of supervisory experience
Experience working with ERP System (Centralized A/P and General Ledger Module) and CRM or other complex donation processing systems. Salesforce highly preferred.
Experience working with a contracted centralized check and data processing vendor required
Ability to discern and adapt to variable volumes of work including periods of very high volume.
Strong organizational skills and demonstrated ability to prioritize work. Effectively multi-task and work in a fast-paced environment. Highly efficient in time management and can meet deadlines under pressure.
Excellent interpersonal communication skills and high level of professionalism. Enthusiastic in communicating and engaging with employees and volunteers in providing donor processing/cash receipts support. Proactive in seeking ways to improve/enhance process workflow and performance.
Ability to work and make judgments independently and take initiative. Self-starter that requires little supervision
Demonstrate sound business judgement to recognize issues that should be escalated to subject-matter experts for further handling
Be flexible, adaptable, people oriented with strong supporter care focus
Proactive, with a “can do” attitude, always results driven to improve performance.
Bachelor’s degree required. Advanced education preferred
Interested, qualified candidates may apply by forwarding a resume and cover letter to:
Please indicate “Finance Manager” in the subject line.