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Accounting and Finance Coordinator

PARTNER COMPANY

WorkLife

ENGAGEMENT TYPE

Remote

LOCATION

N/A

Opportunity Description

WorkLife’s team members identify our greatest strengths as: A shared understanding and deep commitment to our mission, company goals and core values; a willingness to pivot and change when things aren’t working; transparent and honest communication; and a culture that supports individual growth.


About WorkLife Partnership


Since it was founded in 2009, WorkLife Partnership has partnered with 90+ companies across the U.S. to help over 12,000 employees overcome challenges to work and life stability. We are a Denver, CO-based social enterprise dedicated to creating socially sustainable communities and thriving workplaces. We are Brave,

Enthusiastically Entrepreneurial Connectors who seek to Cultivate Potential in ourselves and others.


Our Core Values


Brave • Cultivating Potential • Calm Resilience • Connection

Enthusiastically Entrepreneurial • Data Storytellers


Job Summary


The Accounting and Finance Coordinator is responsible for WorkLife’s financial records, accounts receivable, accounts payable, and other accounting/finance projects to ensure precision and punctuality of deliverables. They provide financial and administrative assistance to the Finance Team by performing tasks such as accounting, financial analysis, and project and administrative coordination.  They serve as the organizational expert on accounting technology platforms. The Accounting and Finance Coordinator reports to the Finance Director.


Key Responsibilities


  • Finance and Accounting

    • Manage accounts receivable

    • Manage accounts payable

    • Manage organizational and employee expense reports and reimbursements

    • Assist with month-end and year-end close

    • Prepare monthly and quarterly financial reports for the Board, staff, and outside stakeholders

    • Grant financial tracking

    • Contribute to the assembly, analysis, and reporting of the operating forecast

    • Analyze financial activity

    • Respond to ad-hoc requests for financial information and analysis

    • Review expenditures to ensure cost effectiveness

  • Financial Administration

    • Organize and manage financial files in accordance with the Financial Policy.

    • Prepare reports and documentation for billable grants, monthly close, annual audit, and other finance needs and projects.

    • Liaison with accounting firm and internal staff

    • Support annual budgeting process

    • Serve as organizational expert and trainer for financial technology

    • Assist in identifying and implementing financial process improvements


Preferred Experience/Expertise with the following tools & technologies (or similar) preferred


● 1-3 years of accounting experience

● QuickBooks Online


Required Timeframe
  • Interns must be able to participate for a minnimum of 5 months


Required Competencies


  • Financial and Accounting Fluency. Ability to interpret and analyze financial reports, identify and correct accounting errors.  Knowledge of US GAAP and internal controls.  Nonprofit finance and/or QuickBooks Online experience a plus.

  • Detail Oriented. Checks work for accuracy, proofreads and ensures all documents and communications look  professional for all stakeholders.

  • Contributing to Team Success. Actively participates as a member of a team to drive the team’s completion of goals. Provides feedback about job position and processes.

  • Managing Work. Effectively manages time and resources to bring daily tasks and projects to completion without supervision. Identifies critical and less critical activities and tasks and prioritizes daily workload accordingly.

  • Communication. Clearly expresses information and ideas through a variety of modalities; helps individuals understand and retain key messages. Organizes communication by clarifying the purpose and importance.

  • Independence. Works with minimal supervision. Takes ownership of processes. Proactive in identifying and resolving issues.

  • Adaptability. Maintains effectiveness when minor or major changes to job occur; effectively handles and adapts to new structures or processes. Actively seeks to understand changes in work tasks, situations, and environments. Works effectively with ambiguity.

  • Curiosity. Seeks opportunities to learn more about finance/accounting and other subjects to assist in professional growth.  Anticipates issues and questions and seeks to address them before they are asked.

  • Technologically Savvy. Demonstrates advanced computer skills including knowledge of Microsoft Excel. Efficiently and independently learns new technology.

  • Commitment to cultural humility and equity. Strives to identify internal and organizational biases and implement actionable steps toward diversity, inclusion, and equity. Helps shape team norms that create a safe, welcome space for all.


WorkLife Partnership values the lived and learned experience of all candidates and is committed to creating a diverse and inclusive workforce. We encourage qualified candidates with all different experiences and backgrounds to apply.

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