Alliance for Decision Education

Financial Planning and Analysis

• Provide administrative and clerical support across all departments and specific projects
• Balance on-site office coordination with providing remote support to distributed team members
• Report to the Accounting Senior Manager within the Operations Department
• Maintain, organize, and order general office supplies and equipment
• Assist with general office-related work (furniture/layout changes, technology set-ups, etc.)
• Provide technology support to employees (troubleshooting, equipment setup assistance)
• Support employee onboarding and offboarding
• Copy, print, scan, and prepare documents; receive, sort, and distribute the mail
• Assist with planning and coordination of organizational events (internal and external)
• Assist with planning and coordination of conferences attended, sponsored, or presented at by staff or invited Alliance volunteers
• Communicate and collaborate with internal staff, external vendors, and stakeholders
• Coordinate travel arrangements for staff
• Take meeting notes to supplement AI notes as appropriate and follow up on action items until completed
• Enter invoices into QuickBooks and schedule payments through the online bill pay system
• Coordinate expense approval workflows/fulfillment and process reimbursement requests
• Code and upload receipts for organizational credit card transactions
• Maintain accurate financial records and support month-end processes
• Coordinate regular updating of various compliance and finance tracking schedules
• Enter data into Salesforce and Wrike, and generate reports as requested
• Review, proof, and format documents as requested
• Conduct research on various topics as requested

Operations and Finance Coordinator