Position Purpose & Overview

The Finance Associate reports directly to the Accounting Manager and is primarily responsible for processing grant distributions.

Duties & Responsibilities

The Finance Associate will have the following responsibilities:

• Process internal and external grant requests, including those submitted via the online fund advisor portal. Activities include data entry in the grant application of the database, vetting of the grantee’s IRS 501c3 status, and generating and mailing grant letters.
• Process annual designated grants.
• Process interfund grants.
• Maintain electronic grant record filing system.
• Provide timely written and verbal communication with grantees and donors as needed.
• Handle agency fund reinvestments or distributions.
• Assist in various annual audit items, including maintaining grants payable schedules and pulling backup documentation.
• Participate in the Donor Fund Statement review and mailing process. Assist CFO and Community Investments team with annual grant budget.
• Interface with supporting organizations and project funds on grant activity from a Finance perspective.
• Report to internal and external stakeholders from a grant perspective, including grant reports for CFSA Board meetings.
• Other duties as assigned by the Accounting Manager

Experience, Knowledge, and Skills

• Education equivalent to an Associate Degree in Accounting or three or more years of bookkeeping experience.
• Use of Microsoft products (including Word, Excel, Access, Outlook), and Adobe Acrobat.
• Correct English usage, including spelling, grammar, and punctuation.
• Donor relationship skills, understanding donor needs, problem-solving, and aptitude for fostering positive relationships.
• Excellent organizational skills, including the ability to prioritize tasks.
• Excellent time management skills, including the ability to work in a fast-paced environment.
• Ability to maintain confidentiality.
• Willingness and ability to work cooperatively with others.
• Must always project a professional image in person, via email, and on the phone to internal and external stakeholders.
• Attention to detail and high level of accuracy.
• Excellent active listening skills, as well as verbal and written communication skills.
• Ability to work effectively in both a remote and in-person working environment.
• Commitment to creating an inclusive atmosphere where differences are understood, valued, and respected; an understanding and appreciation of the diversity found within southern Arizona including the ability to work with all individuals regardless of race, color, gender, sexual orientation, sexual identity, age, religion, marital status, disability, national origin, and military status.
• Nonprofit experience, particularly with the grant issuance process is preferred.

To apply submit a cover letter and resume to HR@cfsaz.org