Finance Coordinator

Overview of Local Partnership

The Partnership for Children of Lincoln and Gaston Counties is a nonprofit local partnership in North Carolina’s Smart Start network, funded through the North Carolina Partnership for Children (NCPC).

Position Overview

The Finance Coordinator leads and is responsible for the bookkeeping, accounting, budgeting, and internal control functions of the Partnership’s operations. The Finance Coordinator works closely with the Multi-Partnership Accounting and Contracting (MAC) site, the Partnership’s auditor, and the North Carolina Partnership for Children (NCPC) to meet all financial reporting deadlines.

Position Supervision & Feedback

The Finance Coordinator reports to the Operations Manager. The Finance Coordinator does not supervise other positions.

Role and Responsibilities

1. Accounting and Transaction Processing (35% of time)
   1. Processes online bank payments and check requests, ensures correct account coding, verifies Recurring Invoice/Payment Requests (RIPRs) and purchase orders, submits them to the MAC site, and distributes checks.
   2. Prepares all journal entries, verifies coding, and transmits them to the MAC site.
   3. Verifies all documents provided by the MAC site, including Financial Status Reports (FSRs), trial balances, check registers, and the general ledger, and provides accurate, timely information to the MAC site.
   4. Oversees deposits and the security of funds, verifying all deposits.
   5. Performs reconciliations of cash receipts logs, deposits, petty cash, and similar accounts.
   6. Maintains secure financial files, including RIPRs, check copies, supporting documentation, and check registers.
2. Budgeting, Cash Management, and Reporting (30% of time)
   1. Monitors expenditures and cash and prepares documents for draws of funds.
   2. Verifies cash balances and manages cash flow.
   3. Projects expenditures and compares them to budgets and cash balances.
   4. Prepares the administrative budget and amendments, and assists the Executive Director and Board of Directors in preparing other budgets.
   5. Verifies and sends the Comprehensive Budget Sheet (CBS) to the MAC site.
   6. Manages the cost allocation plan.
   7. Completes reports for funding sources.
   8. Provides financial information to the Board of Directors and its committees.
3. Payroll and Benefits (15% of time)
   1. Serves as liaison with the payroll service, verifies time sheets, and transmits payroll information.
   2. Reconciles payroll withholding accounts, including retirement, health insurance, and dental insurance, to the general ledger. The MAC site reconciles wages and FICA taxes.
4. Audit, Compliance, and Internal Control (20% of time)
   1. Works with the Partnership’s auditor and NCPC to prepare the audit package or the off-year audit package.
   2. Maintains internal controls and the security of funds and assets.
   3. Serves as custodian of property and equipment, maintains the inventory list, and tags items.
   4. Assists in developing new financial procedures and policies as needed.
5. Other duties as assigned

Accountability Measures

• Projecting and assuring adequate cash is available to meet operational requirements.
• Preparing budgets and assuring their accuracy.
• Making timely payments of operational obligations.
• Maintaining good relationships with the MAC site and funding sources.
• Assuring internal control and the security of funds and assets.
• Assuring appropriate financial policies, guidelines, and procedures are followed.
• Assisting with financial monitoring and audits.
• Timely processing of payroll and employee benefits and assuring their accuracy.
• Assuring files are complete and properly filed.
• Providing Board members and others with accurate and clear financial information.
• Meeting deadlines.
• Coordinating and collaborating with other functions of the office.

Education (and/or Certification) and Experience

Required: 

• High school diploma
• 4 to 6 years of bookkeeping or accounting experience.
• Required: Experience in budgeting and internal control.
• Required: Experience in not-for-profit accounting.
• Required: Experience in fund accounting.
• Required: Proficiency in Excel spreadsheets and in the use of computers.
• Required: Ability to meet deadlines. All Partnership reporting centers on deadlines, including FSR submissions, check request submissions to the MAC site, and payroll submissions.
• Required: Strong multitasking skills.
• Required: Well organized, self-motivated, and attentive to detail, with excellent verbal and nonverbal communication skills.
• Required: Reliable access to transportation and a valid North Carolina driver’s license.

Preferred:

• Bachelor’s degree in accounting, finance, or a related field.
• Preferred: Experience with Smart Start, NCPC, or MAC site procedures.

Opportunity for Advancement

The Partnership prioritizes ongoing education and professional growth. Some of the opportunities offered include:

• Annual performance evaluation, including a self-evaluation, a meeting with the supervisor, and a review of the job description
• Access to trainings and conferences offered by NCPC and other partners

Physical Demands of the Position

The Finance Coordinator works in the Partnership office at 120 Roechling Street in Dallas, NC and remotely on a hybrid schedule, primarily at a desk and computer for extended periods. The position requires local travel.