Finance and Gifts Entry Associate

The Finance and Gifts Entry Associate is a key position at SELT serving all programmatic functions. This position is primarily responsible for maintaining accurate day-to-day accounting records and recording donations received. This position serves a detailed-oriented and important function to ensure the financial close takes place on time and our donor relations team has the information it needs to conduct advancement activities. The person in this role will be a good collaborator who is focused, analytical, and organized.

Essential Duties and Responsibilities

1.  Bookkeeping and Finance

• Records financial transactions including accounts payable, accounts receivable, bank transactions, and journal entries
• Enters debits and credits through journal entries for items like prepaid expenses and credit memos
• Prepares financial reports for the Director of Finance and Operations, Executive Director, Leadership Team, Finance Committee and Board of Directors
• Manages vendor records including gathering W9 forms and preparing annual 1099s
• Shepards account payable bills through the approval flow ensuring they are paid on time
• Records accounts receivable for grants, pledges, and other funds to be received in both accounting and donor systems
• Comfort conversing with vendors, donors, or grantors regarding accounts, as needed
• Coordinates credit card expense coding and upload it into the accounting system
• Supports the organization’s use of stringent financial controls and maintains accurate records
• Supports the Director of Finance and Operations with audit schedule preparation, budget preparation, and additional analyses as needed

2.  Gifts Entry

• Accurately enters donations received online, by check, in cash, through stock gifts, grants, pledges, and other sources into Salesforce (Non-profit Service Pack)
• Maintains accurate donor records by updating donor contact and account information regularly
• Ensures accuracy between accounting systems (Sage Intacct) and database (Salesforce) on a regular basis for smooth reporting and up to date donor information; coordinates updates between both systems; potential to work on or lead a long-term project to increase automation between the two systems
• Communicates major donations to advancement team as they come in
• Prepares donor acknowledgements such as sending emails to donors, preparing written thank you letters and ensuring all donors are treated with the utmost care and appreciation
• Supports advancement staff with donor reports, mailing list preparation, and other items during the busy season

3.  Operations Support

• Supports monthly payroll preparation, benefits administration, and other financially-adjacent operational items, as needed
• Conducts other tasks related to insurance and organization risk management, as requested
• Supports projects led by the Operations team to improve communication, efficiency, and effectiveness across the organization
• Provides back-up front desk coverage; includes taking phone calls and talking with the public, processing mail and managing routine office administration tasks (occasional)
• Attends SELT events and provides support to event staff as needed (occasional nights or weekends)
• Other duties, as requested

Required Qualifications and Skills

Education and Experience:

• Associate’s degree in finance, accounting, business administration, or a related field is desired but not required if the candidate has a minimum of 2 years financial, operational or donor experience
• Proven experience working independently in an office environment
• Non-profit experience desired, but not required

Skills and Competencies:

• Accounting and bookkeeping skills required, familiarity with non-profit accounting standards (GAAP) preferred
• Ability to follow a flow chart or set of written criteria to determine the proper categorization of each donation which SELT receive
• Ability to read financial statements, preference for those with experience in nonprofits
• Data entry skills with high attention to detail
• Proficiency with Microsoft Excel required
• Experience with donor database, accounting system or other financial software is required; Experience with Salesforce or Sage Intacct preferred
• Project management skills and ability to prioritize tasks
• Good communication skills both verbal and written
• Commitment to SELT’s mission and values, including a passion for land conservation and stewardship