Finance and Strategy Associate
About The Position
Step into a role at the heart of our organization. As the Finance & Strategy Associate, you’ll partner directly with members of our leadership team to support accounting and finance functions, streamline operations, and key strategic initiatives while getting an inside view of leadership and decision making at a thriving independent school and nonprofit. This is an ideal position for a highly organized, proactive early-career professional looking to build real-world experience in non-profit finance, executive operations, and project management in a high-functioning non-profit.
Requirements
- Exceptional organization, attention to detail, and communication skills; ability to juggle multiple tasks and help to drive a mission forward
- Thirst to learn and tackle challenges with curiosity and creativity
- A team-oriented approach with a sense of flexibility and purpose
- Strong Excel skills and/or experience with CRM software a plus; you have the ability to learn new technologies quickly and can help to teach others
Responsibilities
- Assist with accounts payable (AP), accounts receivable (AR), and the business office more generally.
- Handle AP and expense management tasks such as invoice routing and processing, addressing issues with invoices as they arise, and coordinating with vendors.
- Coordinate credit card reconciliation, including collecting documentation and coding expenses.
- Manage tuition/fee billing and provide payroll support, as needed.
- Support annual financial and retirement audit preparation.
- Assist in developing the annual budget, including engaging with Department Chairs through the budget process, tracking budget to actuals, and creating presentations for the Board and Finance and Investment Committees.
- Maintain accurate records of business office transactions and internal documentation.
- Manage Excel mail merges to communications and segmentation that will enable personalized experiences for community members.
- Support donor data entry and updates in the advancement database.
- Conduct basic research to support donor cultivation and stewardship.
- Provide advancement event support and logistics, including preparation of materials and coordination with other teams.
- Produce and send acknowledgement letters for donations.
- Assist with donor stewardship communications, ensuring timely follow-up and accurate tracking.
- Support tracking and execution of the strategic plan
- Support the Chief Strategy and Operations Officer with special projects
- Assist with admissions tours (logistics and scheduling).
- Support admissions events through logistics and attendance, acting as a welcoming presence for potential families.
- Help with organizing and communicating retention efforts
- Communicate admissions updates and information to families as needed.
- Support outreach and recruitment processes for prospective families.
- Handle admissions data entry and ensure accuracy across systems.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
