Financial Liaison III - Finance Department

UMOS, Inc. • Milwaukee, WI

1d • $75,096 - $93,870

About The Position

The Financial Liaison III manages financial and program reporting for assigned grants, including 401K Management, DOL, CSBG, Housing Centers, and Energy Assistance Grants, as well as related or other assigned programs. The role monitors budgets and actual results, forecasts financial positions, reviews transactions for compliance, maintains program documentation, and manages grant monitoring reviews. It also performs broad financial management duties, including fixed asset accounting, general ledger functions, tax and regulatory reporting, rental receivables, cash requests, audits, payroll reconciliation, benefit accounting, internal controls, and sub-recipient monitoring. The position may direct work to a Financial Liaison Specialist, supervise an Accounting Associate, back up accounting-system administrative and operational functions, and assist with department projects and audit requests.

The role requires a bachelor's degree in accounting or a financially related area and five to seven years of financial management experience, preferably in nonprofit or governmental accounting. The employee must be familiar with Uniform Guidance 2 CFR regulations applicable to nonprofits, have intermediate software experience and advanced analytical skills, and be able to travel and work flexible hours as needed during peak and busy seasons. Employment is contingent on successful completion of a criminal background check.

Requirements

• Bachelor’s degree in accounting or a financially related area.
• Five to seven years of financial management experience.
• Familiarity with Uniform Guidance 2 CFR regulations pertaining to nonprofits.
• Intermediate experience with computer software applications, Microsoft Office, accounting software programs, and customary desktop programs.
• Advanced analytical skills.
• Strong organizational, prioritization, and communication skills.
• Ability to work independently or as part of a team in a fast-paced environment.
• Ability to travel and work flexible hours as needed during peak and busy seasons.
• Successful completion of a criminal background check prior to employment.
• Ability to meet the physical and sensory demands of the role, with reasonable accommodation considered for individuals with disabilities.

Nice To Haves

• Financial management experience in nonprofit or governmental accounting.

Responsibilities

• Manage overall grant administration, financial reporting, and program reporting for 401K Management, DOL, CSBG, Housing Centers, Energy Assistance Grants, related programs, and other assigned grants.
• Prepare monthly, quarterly, close, and final reports as applicable.
• Obtain and maintain current program documentation needed to substantiate program operations.
• Monitor actual financial results against budgets and communicate with appropriate personnel to prevent overspending.
• Analyze and forecast financial positions, unspent funds, and budgeted transactions to support compliance with funding-source budgets, and communicate results to appropriate personnel.
• Review invoices, travel reports, personnel timesheet activity coding, and other financial transactions for compliance with applicable financial, purchasing, and program policies; initiate corrective action for noncompliant items.
• Manage grant monitoring reviews and provide requested monitoring information.
• Manage the fixed asset accounting system and related monthly accounting entries, purchases, disposals, and inventory in accordance with applicable regulations.
• Direct work to the Financial Liaison Specialist as appropriate, supervise the Accounting Associate’s work, and assist others with department transactions and reporting.
• Back up accounting-system administrative and operational functions.
• Manage general ledger functions.
• Prepare property tax payment reporting, low-income housing tax returns, and other annual reporting returns.
• Oversee year-end regulatory processing for unclaimed property.
• Manage rental receivables and prepare cash request orders.
• Oversee and maintain the grant management reporting format, including record retention, audit requirements, and other required data.
• Coordinate and manage UMOS’ financial audit and prepare audited financial statements, including distributing audit reports to grantors and other interested parties.
• Manage the Workers Compensation audit process.
• Manage payroll reconciliation.
• Manage the Employee Cafeteria Plan and other benefit accounting.
• Manage yearly internal-control and employee-form authorization processes.
• Perform sub-recipient monitoring.
• Participate in department activities that comprise the company’s internal control environment, with a focus on Uniform Guidance 2 CFR regulations pertaining to nonprofits.
• Assist with department projects and audit requests, and perform other appropriate duties related to the position.

Benefits

• Paid time off that increases with years of service.
• 15 paid holidays annually.
• Health, dental, vision, life, short-term disability, long-term disability, and accidental death and dismemberment insurance.
• Option to establish a Health Savings Account or Flexible Spending Account.
• Employee assistance program support services.
• Retirement plan options, including a 401(k) and Roth IRA.
• UMOS contributes at least 3% of eligible compensation annually for employees participating in the 401(k) Retirement Plan.
• Opportunity to earn up to $3,000 in incentive pay during the first year of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior