Finance and Fundraising Assistant

The Fundraising and Finance Assistant is a shared role designed to bridge the gap between HWI’s Development (Fundraising) and Finance departments. As such, we are looking for an adaptable, flexible self-starter who is interested in learning and doing a variety of things—from Quickbooks entries to packaging merchandise orders. This is an ideal role for someone who gets bored easily, as every day can be different!

Although the Finance and Fundraising Assistant is a shared role, it is housed within the Administration Department and reports directly to the Director of Finance and Administration.

Primary Duties & Responsibilities

Financial Record Reconciliation (Quickbooks)

• Enter and reconcile all revenue and donations in Quickbooks online
• Enter and reconcile expenses in Quickbooks online
• Help with bank and credit card reconciliations and monthly financial reporting
• Reconcile gifts between CiviCRM database and Quickbooks online
• Work closely with department heads to ensure that gifts are entered accurately and coded properly

Other Finance Duties

• Produce financial reports for other departments and help fulfill other reporting requests
• Actively explore opportunities to make processes more efficient and data more actionable

Donor Database Management (CiviCRM)

• Lead the gift acknowledgment process, from entering gifts into the database to pulling together the final thank you letter package
• Update and clean CiviCRM database to keep information updated and free of duplicates
• Generate and prep mailing lists as needed
• Assist Development team with reporting on key fundraising metrics
• Assist the Development team in donor outreach by identifying important opportunities to connect with donors and other constituents and logging activities

Other Fundraising Duties

• Complete charitable registrations
• Manage in-house merchandise orders
• Manage main organization email
• Actively explore opportunities to make processes more efficient and data more actionable

Qualifications

• Strong computer skills including experience with or a willingness to quickly learn new systems such as Microsoft Office software, Google products, Quickbooks online and CiviCRM
• Hawk-like eye for detail and accuracy
• Ability to solve problems and prioritize workload independently
• Strong written, verbal, and interpersonal skills
• Comfort working with remote team members

Characteristics That Will Set You Apart

• Highly organized and independently motivated
• Quickbooks online and database expertise
• Experience with basic IT tasks, including setting up new hardware, supporting remote staff with access to servers, etc.

Additional Information

• Although the successful applicant must be comfortable working with a remote team, this is not a remote role. All applicants must be able to work out of the main HWI office in Salt Lake City, Utah.
• Flexibility in scheduling is available, including some ability to occasionally work remotely, but this is an exception rather than the rule. Applicants must be available to work 9am-5pm Monday-Friday. During periods where the workload requires working overtime, comp time is provided to promote a healthy work-life balance for employees.
• As part of our commitment to providing a safe and secure work environment, we conduct background checks on all prospective employees. These checks are conducted in accordance with applicable laws and regulations and are designed to ensure that our hiring decisions are based on legitimate, non-discriminatory reasons.
• Key Points:
  • Consent: We obtain written consent before conducting any background check.
  • Transparency: Should any information from a background check potentially impact hiring decisions, we will provide you with a copy of the report and an opportunity to respond.
  • Non-discrimination: We apply the same standards to all candidates, regardless of race, national origin, color, sex, religion, disability, genetic information, or age.
  • Relevance: A criminal record will not automatically disqualify you from employment. We will consider the nature and timing of any offenses in relation to the job requirements.
  • Mandatory: Final approval of hiring is contingent upon completion of the background check process.