Finance Associate

Community Foundation of Greater Chattanooga•Chattanooga, TN

12d•Onsite

About The Position

The Finance Associate plays a key role in advancing the Foundation’s mission by providing essential support for daily accounting operations, financial recordkeeping, and reporting. Through accurate processing and strong attention to detail, this position helps maintain donor confidence and ensures compliance with financial policies and regulations. This position reports to the Controller and is responsible for supporting the Community Foundation’s mission by ensuring the timely and accurate processing of accounting transactions.

Requirements

2+ years of relevant experience in accounting, bookkeeping, financial operations or a closely related area
Bachelor’s degree in accounting, finance, business administration, or a related field; equivalent work experience may be considered.
Proficient with financial accounting software and Microsoft Office (especially Excel)

Nice To Haves

nonprofit experience preferred but not required
experience with nonprofit accounting systems or donor management platforms is a plus

Responsibilities

Maintain accurate and up‑to‑date financial records, including accounts payable and receivable, general ledger entries, expense reports, and bank reconciliations while following established procedures and internal policies.
Enter financial data into the accounting software system and database with a high level of accuracy.
Update and maintain financial spreadsheets and reports, retrieving financial information as needed.
Enter all donations into the Foundation’s accounting system and prepare donation reconciliations and receipts according to established timelines.
Assist with collecting and verifying employee credit card charges and ensure compliance with the Foundation’s travel and credit card policies using designated software tools.
Support accounts payable processes, including invoice entry, payment request verification, W‑9 and ACH verification, and vendor statement reconciliation while following established workflows.
Obtain refunds, as needed, for payable reconciliation differences or sales tax.
Record donations and other receivables; track incoming stock and wire transfers.
Prepare gift reconciliations and communicate updates to relevant departments.
Coordinate with banks and financial institutions regarding incoming funds and status updates.
Maintain and track IT equipment inventory.
Conduct annual IT inventory audits.
Coordinate with IT service providers, schedule meetings, and monitor outstanding support tickets.
Assist with compiling data and tracking expenses to support the preparation of financial reports for management, board members, and other stakeholders.
Pull monthly bank and investment account statements and prepare them for review.
Assist the Finance Department in maintaining compliance with financial regulations and reporting requirements by following established procedures.
Help gather and prepare documentation for audits, reviews, and internal control activities.
Assist in ensuring adherence to grant funding guidelines by collecting required financial information and preparing routine reports.
Provide administrative support to the Finance Department, including managing calendars, scheduling meetings, maintaining files, preparing agendas, taking minutes or notes, and handling routine correspondence.
Assist with organizing financial meetings, training courses, conferences, and events.
Work with other departments, team members, and external partners to gather financial information, resolve discrepancies, and support smooth financial operations.
Communicate clearly and professionally with internal and external parties regarding routine financial matters.
Perform other duties as assigned by the Finance Department in support of daily operations.