Finance Clerk
About The Position
Outreach is a non-profit organization that helps people address the issues stemming from substance use and behavioral health disorders by providing the highest quality, life-changing treatment, training and tools to build healthy lives. Our mission is to inspire individuals and families to achieve a life of unlimited potential. For more information, please visit www.opiny.org. Position: Finance Clerk – Finance Department – Richmond Hill Corporate Office The Finance Filing Clerk (Audit Support) is responsible for organizing, maintaining, and retrieving financial documentation to support internal and external audit requests. This role plays a critical part in ensuring audit readiness by maintaining accurate, complete, and well-structured financial records in compliance with regulatory and organizational requirements. This position is ideal for a detail-oriented individual who can manage large volumes of documentation, meet tight deadlines, and support the finance team during audit cycles.
Requirements
- Associate’s degree in accounting, Business, or related field preferred
- 1–2 years of administrative, filing, or accounting support experience
- Experience supporting audits or working in a finance department preferred
- Exceptional attention to detail and organization
- Strong document management and filing skills (electronic and physical)
- Proficiency in Microsoft Office (especially Excel and Outlook)
- Ability to manage high volumes of documents under tight deadlines
- Ability to work independently and prioritize tasks efficiently
- Ability to quickly locate and organize documents under pressure
- Strong follow-through on audit request timelines
- Commitment to accuracy, compliance, and confidentiality
- Proactive communication with finance team on missing or incomplete items
Nice To Haves
- Familiarity with accounting systems or document management platforms (e.g., SharePoint, Sage Intacct) a plus
Responsibilities
- Organize, scan, and electronically file financial documents (invoices, contracts, payroll records, journal entries, bank statements, etc.)
- Retrieve and compile documentation in response to auditor requests
- Maintain audit request logs and track status of submissions
- Ensure all documentation is complete, labeled, and easily accessible
- Maintain structured electronic and physical filing systems
- Standardize naming conventions and filing protocols for audit readiness
- Ensure proper retention and archiving in accordance with policies and regulations
- Assist finance staff in gathering supporting documentation for: Financial statement audits CFR reporting and audits Grant and regulatory audits (e.g., OASAS, OMH, federal/state funders)
- Cross-check documents for completeness and accuracy prior to submission
- Perform basic data entry related to financial records and tracking logs
- Assist with uploading documents to auditor portals or shared drives
- Support reconciliation documentation preparation (backup schedules, support files)
- Ensure strict confidentiality of financial and personnel records
- Follow internal controls and compliance standards for document handling
- Support audit readiness by maintaining well-organized and up-to-date records
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
1-10 employees
