Youth Law Center

Financial Planning and Analysis

• Prepare and issue monthly invoices for recurring contracts according to contract terms
• Reconcile monthly accounts receivable activity, including invoices, payments, and outstanding balances
• Download, code, and enter corporate credit card transactions into Quickbooks
• Audit credit card documentation for receipts and business purposes
• Serve as primary contact for employee expense reimbursements
• Review reimbursement requests for completeness, accuracy, and supporting documentation
• Manage recurring monthly vendor invoices and upload statements into BILL
• Liaise with vendors to obtain documentation, resolve discrepancies, and answer questions
• Enter staff hours into State Bar grant reporting worksheets
• Maintain grant support documentation and assist with financial compliance reporting
• Coordinate annual audit schedules and organize auditor requests seasonally
• Download, categorize, and maintain audit sample documentation seasonally
• Maintain and organize finance and other records according to retention policies
• Assist with special projects, month-end close activities, and other finance-related duties
• Prepare recurring financial schedules and reconciliations for month-end close and grant reporting
• Assist with finance operations and administrative process documentation
• Perform other responsibilities as needed and assigned

Finance Specialist