Finance & Operations Specialist
AI Summary
Supports daily financial operations and builds analytical tools for leadership, managing Scholarship Granting Organization transactions, dashboards, and variance reporting while collaborating with the CFO and Finance Director.
About this role
The Finance & Operations Specialist supports daily financial operations and building analytical tools that guide leadership’s decisions. This role works closely with the CFO and Finance Director to manage the distinct financial transactions of the Scholarship Granting Organization (SGO), assist with dashboard creation and variance reporting, and provide crucial support to organizational financial operations.
Reports to: Chief Financial Officer
Hours: Monday–Friday, 8:00am to 4:30pm
Compensation: Full-time, Salaried/Exempt
Location: CCV Office in Columbus, Ohio, with Occasional Statewide Travel
Benefits: PTO (Paid Time Off), 10 Paid Holidays, Monthly Cell Phone Allotment, Mileage, Health, Vision, and Dental Insurance (CCV covers 75% of premium), Life Insurance, 3% Match on Retirement Plan Available after 1 Year
Key Responsibilities
Scholarship Granting Organization (SGO) Management
- Manage and track all financial transactions specifically related to the organization's Scholarship Granting Organization (SGO).
- Collaborate with Christian Education Network (CEN) staff to prepare scholarships for distribution, and assist with troubleshooting donation and distribution issues.
- Ensure compliance with state and federal regulations governing SGO funds, including accurate donor receipting and scholarship disbursement tracking.
Financial Reporting & Dashboarding
- Build, update, and manage dynamic financial reporting and analysis tools for use by the CFO and executive leadership.
- Design and monitor financial dashboards to track Key Performance Indicators (KPIs), budget vs. actuals, and cash flow trends.
- Prepare preliminary variance analyses and data visualizations to support the CFO's monthly budget review meetings with department leaders.
Financial Operations
- Collaborate with the Finance Director to ensure continuous, full-cycle Accounts Payable (AP) and Accounts Receivable (AR) coverage throughout the week.
- Assisting the Finance Director with credit card reconciliations, including reviewing and posting transactions as necessary.
- Provide coverage and support for managing weekly bank deposits, ensuring organized records and timely reports.
- Assist with gathering documentation for annual internal and external audits.
- Other duties as assigned.
Job Qualifications & Requirements
Skills and Experience
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field is required.
- 3-5 years of professional experience in finance, accounting, bookkeeping, or data analysis. Experience in a non-profit setting is a plus.
- Exceptional organizational skills with a meticulous eye for detail, ensuring zero-defect data entry and reporting.
- Familiarity with spreadsheets and AI tools and their application in streamlining administrative or financial workflows.
- Experience with QuickBooks (or similar) and a baseline understanding of non-profit GAAP preferred.
Character and Spiritual
- Mature Christian, currently attending or pursuing attendance in a local church.
- Agreement with and adherence to CCV’s Statement of Faith and Code of Conduct.
- Demonstrated commitment to CCV’s mission and position on Core Issues.
- Ability to work discreetly with confidential information.
- Trustworthy, responsible, tactful, diplomatic, and focused on building consensus rather than emphasizing differences.
- Maintain a high level of professionalism focused on client/constituent relationships.
Skills
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