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YourCause, LLC  logo

Posted 3 months ago

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Client Processing Manager

PlanoOn-siteFull-time

AI Summary

The Client Processing Manager executes defined workflows for nonprofit clients, processes invoices and employee donations, prepares monthly bank reconciliations, and produces invoice analysis using accounting systems.

About this role

Client Processing Manager

YourCause provides companies the CSRconnect Employee Engagement Platform, which is a dynamic online community tool to consolidate core programming that elevates limited communications, increases participation and truly measures success through comprehensive real-time reporting. The fully-hosted and managed platform contains flexible choices of modules for programs such as employee giving, volunteer, disaster relief, grant management, payroll deductions and more.

We’re seeking individuals with 3-5 years consistent accounting and finance work experience. Most importantly, we’re looking for individuals who are smart, driven, dedicated, personable, thorough, and very detail oriented. We want someone who gets excited about delivering the resources necessary for non-profits to drive impact.

Skill Sets

Analytical problem solving – anticipating, analyzing, diagnosing & solving problems

Maintain an organized workspace and flow

Proven attention to detail and ability to handle multiple projects simultaneously

Strong time and project management of small to large internally focused projects

A commitment to timeliness and reliability

Flexible and proactive to assist on last minute client or team needs

Responsibilities

Execute a defined workflow for each of your client(s)

Process invoices for payment and keep record

Review and process employee donation reports

Prepare monthly bank reconciliations for multiple client bank accounts

Produce invoice analysis for major vendors

Qualifications

Qualifications
Bachelor’s degree in accounting or finance required (mathematical studies are acceptable) OR equivalent experience in the workforce such as 3-5 years in a full-time number-oriented position or rigorous internships
Proficiency in MS Excel and/or accounting systems required
Excellent written and oral communication skills

Additional Information

Visit and apply! https://yourcause2010.wufoo.com/forms/join-our-team/

Skills

Accounting SystemsBank ReconciliationFinancial ReportingInvoice ProcessingMS Excel

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