Executes the financial activities of the Institute including all A/R & A/P bookkeeping, billing, payment processing, and accounts reconciliation. Assists Executive Director in budgeting and forecasting and report preparation. Coordinates compliance and policy activities such as assisting the auditor and tax preparer.
Performs all bookkeeping for all accounts receivable and accounts payable activities
Reconciles all Institute financial accounts, including but not limited to bank accounts, credit card accounts, and investment accounts
Prepares invoices for customers as needed
Processes credit cards and wire transfers
Ensures that all Chapter and Affiliate required information is collected in a timely fashion to ensure legal compliance with IRS
Prepares invoice “quotes” needed for business development
Enters budget into Quickbooks
Prepares monthly financial reports as needed
Develops and maintains all Institute policies relating to accounting/financial matters
Prepares all information required by auditor and/or tax preparer
Works diligently to improve efficiency of office accounting functions
Ensures all deliverables of position are entered on Institute operational calendar
Performs other duties as assigned.
MEASURABE BUSINESS OBJECTIVES
All accounts reconciled within 3 weeks of month end
Creates/maintains financial policy and procedure handbook for the Institute
POSITION REQUIREMENTS (an equivalent amount of training, education and experience will be considered)
BBA in Accounting required; CPA preferred
Three to five years’ experience in an accounting position. Experience in a non-profit environment a plus.
Financial management experience including AR/AP, account reconciliation, and month-end reporting
Knowledge of standard and/or fund accounting principles, methods, and application
Knowledge of federal and state financial regulations, especially regarding nonprofits
Ability to analyze and interpret financial data and prepare financial reports, statements
Knowledge of best practices in finance, accounting, and budgeting policy and procedures
Knowledge of state and federal human resource law affecting employee benefits
Experience in setting up and maintaining financial accounts and ledgers
Working knowledge of financial software tools to quantify and illustrate routine financial reports, statements, and/or projections. Quickbooks experience preferred
Excellent written and oral skills including proficiency in Microsoft Word, Excel, PowerPoint and accounting software is required; experience in budgeting and/or membership databases is a plus
Demonstrated ability to perform multiple tasks in an independent and effective manner while demonstrating initiative, resourcefulness, and timely follow-up in a fast-paced environment
Demonstrated ability to work well with others as part of a team in a collaborative environment as well as work independently to achieve organizational goals
Must be flexible in response to changing priorities
The Vibration Institute is a 501(c)(3) professional member-based society with an operating budget of $1.5 million annually that provides training and certification programming in the maintenance reliability industry specifically geared toward evaluating machinery behavior and condition through vibration analysis.