Financial Planning and Analysis

• Perform accounting functions for chapters who have elected to use Shared Financial Services (SFS) to ensure financials are recorded accurately and timely.
• Support chapters using SFS in accounting functions to ensure accurate and timely processing.
• Commit donation batches to Salesforce and post to NetSuite (financial system), the general ledger.
• Review of check requests for proper coding and approvals.
• Prepare bank reconciliations and balance sheet reconciliations for review.
• Records journal entries for monthly financial activity.
• Prepare financial reporting package including monthly variance report.
• Reviews, researches, and analyzes data. Responds to inquiries from chapter staff.
• Assist with gathering of information and documents for annual audit process. Helps prepare chapter’s audit workbooks.
• Assist with running custom reports and queries in NetSuite, and/or Excel, as requested.
• Builds and maintains relationships with chapters.
• Provides support for Support Team Staff.
• Performs other job-related duties, as assigned.

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