Coordinator, Financial Services

POSITION LOCATION: Chicago (Hybrid)

ABOUT SWE:

The Society of Women Engineers (SWE) for more than seven decades has given women engineers a unique place and voice within the engineering industry. Our non-profit organization is centered around a passion for our members’ success and continues to evolve with the challenges and opportunities reflected in today’s exciting engineering and technology specialties.

OUR VALUES:

Integrity | Inclusive Environment | Mutual Support | Professional Excellence | Trust

Our values shape our culture, drive our decisions, and define who we are. These values serve as the compass for our actions, encouraging a shared sense of purpose among our staff and sets the standard for how we conduct business.

JOB DESCRIPTION:

We are seeking a Coordinator, Financial Services who embodies the values, principles, and priorities that guide our initiatives as we continue to make a lasting impact on the future. The Financial Services Coordinator will carry out the day-to-day business and financial responsibilities, SWE collection, and accounts receivable. This position will also support the Manager of financial services as needed. They will perform organizational tasks related to SWE's mission and support other special initiatives. Handles and maintains confidential and non-routine information and communications.

CORE RESPONSIBILITIES

• Record financial transactions (payments, credits, etc.)
• Manage cash application making sure all cash receipts are applied properly.
• Assure that the company’s standard template regarding invoice samples is in place for every customer and being invoiced into the right portal if requested.
• Provide administrative support to the office, including answering emails, assisting with member questions, directing phone calls, etc.
• Serve as the first point of contact for members and committees and be able to determine where requests should be routed.
• Reviewing open accounts for collection efforts.
• Making outbound collection emails/calls in a professional manner while keeping and improving customer relations.
• Resolves client-billing problems and rescues accounts receivable delinquency, applying good customer service in a timely manner.
• Collect customer payments in accordance with payment due dates.
• Identify issues attributing to account delinquency and discuss them with management.
• Provide timely follow-up on payment arrangements.

DESIRED SKILLS:

• Strong computer skills including Microsoft Office applications; Internet and technology savvy.
• Strong written and verbal communication skills
• Excellent organizational skills
• Effective multitasker
• Collaborative team player
• Self-driven and takes initiative.
• Customer service orientated.
• Ability to work independently.

TRAVEL & SCHEDULE:

Travel to SWE’s Annual Conference, WE Local conferences, and additional meetings is required. If remote, the candidate will be expected to travel to Chicago, IL 4-6 times a year.

COVID-19:

SWE requires all full-time employees to submit proof of full COVID-19 vaccination with a vaccine approved by the U.S. Food and Drug Administration (FDA) or by the World Health Organization (WHO) within 60 days of their start date or request a qualified medical or religious accommodation. Employees are considered fully vaccinated based on the CDC’s latest guidance. Please review the CDC’s website for the most up-to-date vaccination guidance.

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s degree in finance or accounting.
• College degree required Proficient in MS Office
• Proficient in Concur
• Proficient in Salesforce
• Strong written and verbal communication skills
• Excellent organizational skills
• Effective multitasker
• Collaborative team player
• Self-driven and takes initiative.
• Customer service orientated.
• Ability to work independently.

BENEFITS AND SALARY:

SWE strives to offer a competitive compensation and benefits package that reflects our core values and commitment to our employees. Salary is competitive and based upon relevant experience and cost of labor for your location. SWE offers a generous comprehensive benefits package that includes medical, dental, 403B retirement plan matching, paid vacation, and holidays.

EQUAL OPPORTUNITY EMPLOYER:

SWE embraces diversity in its broadest interpretation and is committed to creating an inclusive environment for all our members, stakeholders, and staff. Society of Women Engineers is proud to be an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, political affiliation, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. We reasonably accommodate staff members and applicants with disabilities, provided they are otherwise able to perform the essential functions of the position. We encourage groups who have been historically disadvantaged with respect to employment to apply for positions at SWE.

PHYSICAL AND COGNITIVE REQUIREMENTS

The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements:

• Ability to perform sedentary work, including prolonged periods of sitting and working on a computer.

Mental Requirements:

• Strong cognitive abilities for strategic thinking and problem-solving.
• Emotional intelligence and effective stress management.

Working Conditions:

• Office-based environment with travel requirements.
• Collaboration with cross-functional teams
• Deadline-driven work environment with a focus on continuous improvement.