Guardianship Accounts

Opportunity Development Centers•Wisconsin Rapids, WI

1d•Onsite

About The Position

This accounting support position is responsible for managing the accounts receivable for Social Enterprises, including invoicing and collections, and maintaining accurate customer records. The role involves generating reports and accurately recording and managing financial records in a donor database and Corporate Guardianship software. The Accounting Specialist will serve as a liaison and provide fiscal support between the finance department and programs such as Fund Development, Social Enterprise, and Corporate Guardianship, ensuring clear communication and accurate financial reporting. Additionally, the position provides administrative office support, including answering phones and greeting guests as needed.

Requirements

Post secondary education in administrative assistant, accounting, business administration, or related field; associate degree preferred.
Demonstrated proficiency in Office software and general accounting processes.
Strong organizational and relationship skills essential.
Proficiency with accounting principles and procedures and a high aptitude for general math skills.
Proficiency with office practices and procedures and skill in their applications.
Proficiency with Microsoft Office products, accounting software, and all office equipment.
Possess strong customer service skills.
High degree of accuracy, professionalism, and confidentiality on all work.
Communicate effectively with internal and external contacts in both written and verbal format.
Ability to facilitate, initiate & respond to verbal, written, computerized, telephone & fax communications.
Mobility to access various locations within/outside ODC facilities.
Ability to perform quality inspection according to ODC’s and /or customer’s requirements.
Ability to operate various office equipment & technology.
This position requires use of a company email address which requires an application to be downloaded on your personal cell phone for multi-factor authentication (MFA) to ensure cyber security.

Nice To Haves

Account reconciliation: Customers, Individuals (Wards), grants, general ledger

Responsibilities

Process invoices and payments for Social Enterprises.
Enter donations and grants into applicable software.
Pay bills and make deposits for individual wards in Guardianship.
Work closely with other departments to assure fiscal responsibility providing reports and information.
Contact customers whose payments are delinquent and monitor receivables to keep payments up to date.
Maintain organized files (physical and electronic) and office area.
Open/Close office, answer phones and greet guests.
Effectively answer and transfer phone calls and perform receptionist duties (as needed).
Maintain a variety of reports for accounting and sales department and oversee the development/maintenance of an electronic monthly report folder for various departments.
Involvement in various committees as assigned.