Administrative Assistant - Finance

Compass United•San Antonio, TX

About The Position

The Administrative Assistant - Finance supports Compass United’s financial and administrative operations. The role maintains employee monthly financial accountability reports; prepares timely, accurate monthly budget reports; processes requisitions and purchase orders through agency systems; obtains bids, invoices, and RFPs as needed; and provides financial information for management review. The position also conducts expenditure analysis, forecasts budget obligations against expenditures, helps ensure compliance with federal and state financial guidelines, and presents historical expenditure analyses at annual budget meetings. The employee communicates professionally with agency staff, vendors, community members, and regulatory and contract staff; participates in meetings and team operations; maintains confidentiality and professional conduct; follows safety protocols; and travels or commutes to the office as scheduled. The role may require work evenings, weekends, and holidays as requested by the supervisor. It requires a high school diploma, English fluency, specified certifications, and three years of progressive clerical or administrative experience.

Requirements

  • High school diploma.
  • English fluency.
  • First aid, CPR, and emergency behavior intervention certifications.
  • Three years of progressive employment experience in a multifaceted clerical or administrative capacity.
  • Pass a pre-employment drug screen and random drug screens throughout employment.
  • Provide proof of work eligibility status upon request.
  • Pass pre-employment and biennial criminal background checks.
  • Respond sensitively and competently to the service population’s cultural and socioeconomic characteristics.
  • Work collaboratively with staff, service providers, and professionals.
  • Provide crisis intervention according to Compass United training when needed to maintain a safe environment.
  • Work in a fast-paced environment while maintaining emotional control and professional composure.
  • Maintain the computer literacy needed to meet the position’s responsibilities.
  • Work effectively without intensive supervision, independently and as part of a multidisciplinary team.
  • Demonstrate working knowledge of Compass United policies and procedures.
  • Be authorized to work for any employer in the United States; visa sponsorship is not available.

Responsibilities

  • Meet all federal and state regulatory guidelines and standards applicable to the position.
  • Accurately maintain employee monthly financial accountability reports.
  • Submit timely and accurate monthly budget reports.
  • Process requisitions and purchase orders promptly using agency systems.
  • Obtain bids, invoices, and RFPs as necessary to ensure financial compliance.
  • Communicate effectively and professionally with agency staff, vendors, community members, and regulatory and contract staff.
  • Participate in scheduled meetings, team decisions, and operations.
  • Work evenings, weekends, and holidays as needed or requested by the supervisor.
  • Implement Compass United safety protocols, including evacuating with children and other staff in an emergency.
  • Maintain confidentiality in all areas of the service population and program operations.
  • Maintain Compass United professional and ethical standards, show respect for agency staff, children, and community members, and comply with the required dress code.
  • Travel or commute to the office as scheduled.
  • Complete expenditure analysis according to budget.
  • Maintain and distribute financial information for management staff review.
  • Forecast budgetary obligations versus expenditures to ensure compliance.
  • Participate in annual budget meetings and present analyses of historical expenditures.

Benefits

  • 100% employer-paid medical insurance.
  • 100% employer-paid dental insurance.
  • 100% employer-paid vision insurance.
  • Retirement plan options.
  • Additional employer-sponsored benefits.
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