Financial Liaison III - Finance Department

UMOS • Milwaukee, WI

6d

About The Position

The Financial Liaison III manages financial and program reporting for assigned grants and related programs, including 401K Management, DOL, CSBG, Housing Centers, and Energy Assistance Grants. The role monitors budgets and transactions for compliance, maintains program documentation, supports grant monitoring, and oversees grant management reporting and record retention.

The position also manages a range of accounting and finance functions, including fixed assets, general ledger, rental receivables, cash requests, payroll reconciliation, benefit accounting, audits, and tax and regulatory reporting. It directs work as appropriate to the Financial Liaison Specialist, supervises the Accounting Associate’s work, and provides support for departmental transactions, reporting, and projects. The role participates in the company’s internal control environment, with a focus on Uniform Guidance 2 CFR regulations for nonprofits.

The position requires a bachelor’s degree in accounting or a related financial area and five to seven years of financial management experience. The employee must be able to travel and work flexible hours as needed during peak and busy seasons. Employment is contingent on successfully completing a criminal background check.

Requirements

• Bachelor’s degree in accounting or a financial-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.

Nice To Haves

• Financial management experience in nonprofit or governmental accounting is preferred.

Responsibilities

• Manage financial and program reporting for 401K Management, DOL, CSBG, Housing Centers, Energy Assistance Grants, related programs, and other assigned grants.
• 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 and unspent funds or budgeted transactions to support budget compliance.
• Review invoices, travel reports, personnel time-sheet coding, and other financial transactions for compliance; initiate corrective action for non-compliant items.
• Manage grant monitoring reviews and provide requested information.
• Manage fixed-asset accounting, including monthly entries, purchases, disposals, inventory, and regulatory compliance.
• Direct work as appropriate to the Financial Liaison Specialist and supervise the Accounting Associate’s work.
• Serve as backup for accounting system administrative and operational functions.
• Manage general ledger functions.
• Prepare property tax, low-income housing tax, and other annual reporting returns.
• Oversee year-end regulatory processing for unclaimed property.
• Manage rental receivables and prepare cash request orders.
• Oversee and maintain grant management reporting formats, record retention, audit requirements, and other required data.
• Coordinate and manage the financial audit and prepare audited financial statements; distribute audit reports to grantors and other interested parties.
• Manage the Workers Compensation audit process and payroll reconciliation process.
• Manage the Employee Cafeteria Plan and other benefit accounting.
• Manage yearly internal control and employee-form authorization processes.
• Perform sub-recipient monitoring.
• Participate in ongoing departmental internal control activities, with a focus on Uniform Guidance 2 CFR regulations for nonprofits.
• Assist with departmental 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.
• Health Savings Account or Flexible Spending Account options.
• Employee assistance program.
• Retirement plan options, including 401(k) and Roth IRA.
• UMOS annually contributes at least 3% of eligible compensation for employees participating in the 401(k) Retirement Plan.
• Incentive pay of up to $3,000 during the first year of employment.

What This Job Offers

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