Fiscal Services Coordinator

Primary Accountability

Detail-oriented individual responsible for performing basic accounting duties, including processing membership dues.  

Description of Primary Responsibilities

 Responsible for processing membership dues

• 1. Processes daily dues check payments
  2. Reconciles check deposits received
  3. Processes credit card dues payments through CRM software and reconciles with daily deposits
  4. Creates daily cash receipts in accounting system
• Responsible for the reconciliation of general ledger accounts and preparing/entering journal entries related to dues income
  1. Generates check requests for dues amounts owed
  2. Performs calculations for deferred dues
• Responsible for filing Campaign Treasurer’s Reports for PAC
• Responsible for performing data entry and reconciling bank accounts
• Responsible for serving as liaison between accounting and membership departments
  1. Assists with generating dues invoices
  2. Assists with membership check-in calls
  3. Performs collection calls for past due membership dues 
  4. Verifies membership and generates insurance reimbursement requests
• Responsible for assisting with year-end audits
• Responsible for performing administrative duties including but not limited to
  1. Copies, scans and emails documents as needed
  2. Assists in the organization and maintenance of Accounting department files
  3. Assists in answering and directing switchboard calls
  4. Performs other duties as assigned by FDA Director of Accounting

Description of Primary Attributes

 General Development:

• Possesses basic organizational skills, in order to organize projects or the work of others 
• Works independently and as part of a team
• Manages own duties and responsibilities on a fixed schedule without the need for direction or assistance in prioritization
• Is able to effectively select from both established alternatives and to modify approaches in response to situations encountered 
• Considers the way work affects other employees outside the department or functional area 

Professional & Technical Knowledge:

• Possesses advanced-level general skills, including written and verbal communication skills, computational and computer skills, and mathematical knowledge frequently acquired through completion of a Bachelor’s Degree program
• Possesses extensive knowledge in the theory and practices of accounting, typically acquired through completion of a Bachelor’s Degree with a major in Accounting or Finance, though equivalent experience would be considered

Technical Skills:

1. Ability to prepare basic correspondence and simple reports in Microsoft Word
2. Ability to use Microsoft Excel to create tables and simple displays of information and format and filter data.
3. Ability to create basic presentations in Microsoft PowerPoint

Licenses & Certifications: None required

Communications Skills:

• Communicates complex and/or technical information to co-workers and others
• Exercises tact and diplomacy in the resolution of mild conflicts or disagreements
• Compiles, analyzes and prepares information in an effective written form, including correspondence, reports, articles or other documentation 
• Effectively conveys technical information to non-technical audiences

Physical Demands: Job duties are performed under typical office conditions