Data Coordinator

The data coordinator oversees and manages program, grant and finance data for the organization. This includes data entry, workflow, security, auditing and reporting. The data coordinator reports directly to the CEO and collaborates closely with advocacy, outreach and development managers.

Data Entry, Analysis and Oversight

• Oversee key CRM platforms for client and donor management
• Key liaison with Information Technology contractor for projects and improvements
• Develops training and oversee all workflow for data collection and input to develop metrics that provide powerful storytelling opportunities to share
• Maintain client CRM, managing referrals, updating profiles and providing regular reports to other managers, board and CEO
• Oversee data entry for referrals and ensures waitlist and digital case files are up to date

Grant Reporting - Foundations and Government Agencies

• Work with development and program staff to prepare budgets, financial schedules, invoices and other reports as necessary for accurate and timely reporting of restricted grants and other funding sources
• Assess financial and impact data for each program for use in grant writing and reporting
• Tracks and reports grant allocations to ensure billing is accurate and appropriate

Accounting

• Manage and process accounts receivable and accounts payable, including payments to outside contractors and consultants, vendors, employee expense reimbursements, and payroll-related expenses
• Manage invoice approval using adequate controls and accurate coding of all payables • Collaborates with managers and prepares contract and grant billing, ensuring accuracy and adhering to grant requirements.
• Manage all finance and accounting documentation for the organization

Finance

• Produce monthly financial statements, including statements of financial position, statements of activities, schedules of temporary and permanently restricted assets, income and expense budget variance reports and cash flow projections
• Collaborates with bookkeeper ensuring monthly accrual entries, bank reconciliations, trial balances, deposit preparation and related tasks required to close month-end financials
• Works with CEO to enter annual budget, working closely with managers

Human Resources

• Oversee all aspects of payroll including approval, review and submission
• Monitor Risk Management issues & provide staff training on a timely basis

Qualifications

• Three years’ minimum work experience in data administration; with at least 1 years of experience with non-profit organizations preferred
• Proficiency with QuickBooks and advanced skills with spread sheets
• Strong ability to conduct research, analyze information, and represent data effectively
• Proficiency in Microsoft Office 365 and strong CRM capabilities
• Ability to work with minimal supervision, manage multiple projects simultaneously, and multitask to prioritize and deliver results under deadlines
• Strong interpersonal skills, excellent written and oral communications skills, with experience presenting at senior management and Board level

Demonstrated Ability To

• Communicate the mission of CASA and the goals of the organization
• Establish and maintain effective, collaborative working relationships with staff, volunteers, the courts, Children & Family Services and community partners
• Able to be discreet, maintain confidentiality and be trusted with sensitive information
• Self-directed, proactive, and motivated

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to stoop, bend, kneel, crouch, talk, hear, stand, walk, sit, and reach with hands and arms. The employee must occasionally lift, push, pull, and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.