Fiscal Specialist

Miami Valley Community Action Partnership•Moraine, OH

1d•Onsite

About The Position

Miami Valley Community Action Partnership (MVCAP) is seeking a highly organized and detail-oriented Weatherization & Housing Services Fiscal Specialist to support the fiscal operations of the Weatherization & Housing Services Department. This position is responsible for purchase order management, reconciliations, reimbursement requests, budget tracking, fiscal reporting, and maintaining compliance with grant, agency, and funding source requirements. The ideal candidate will have experience in accounting, billing, fiscal administration, or grant-funded programs and possess strong analytical, organizational, and problem-solving skills.

Requirements

High School Diploma or General Equivalency Diploma (GED) required.
Minimum of two (2) years of experience in billing, accounts payable, accounts receivable, bookkeeping, fiscal administration, or related financial support functions.
Strong attention to detail and accuracy in financial recordkeeping, reconciliations, and data entry.
Knowledge of basic accounting principles, including accounts payable, accounts receivable, reconciliations, and general ledger coding.
Ability to interpret and follow grant requirements, funding source regulations, budgets, and internal control procedures.
Experience assembling reimbursement packets and maintaining documentation to support funding requests and audits.
Ability to reconcile receipts, statements, purchase orders, invoices, and credit card transactions while identifying and resolving discrepancies.
Proficiency in Microsoft Office applications, particularly Excel, including sorting, filtering, formulas, and pivot tables.
Ability to learn and effectively utilize accounting systems such as Sage and document management systems such as SharePoint.
Strong organizational, analytical, and problem-solving skills.
Excellent time management skills with the ability to prioritize multiple assignments and meet deadlines.
Effective verbal and written communication skills.
Ability to work independently and collaboratively in a fast-paced environment.
Ability to maintain confidentiality and exercise sound judgment in handling financial information.

Nice To Haves

Associate degree or coursework in Accounting, Finance, Business Administration, or a related field preferred.
Experience supporting grant-funded programs, including state, federal, or utility-funded programs, is preferred.
Experience with reimbursement processes, cost documentation, and compliance requirements is highly desirable.

Responsibilities

Prepare, review, and upload all purchase orders to SharePoint, ensuring completeness, proper approvals, and compliance with agency procedures.
Reconcile all gas receipts with monthly statements, resolve discrepancies, and coordinate timely payment processing with the Fiscal Department.
Reconcile Weatherization & Housing Services credit card transactions, verify receipts and business purposes, ensure appropriate coding and approvals, and upload complete documentation to SharePoint.
Track and reconcile purchase orders by comparing invoices, receipts, and supporting documentation within Sage accounting software to ensure accurate cost allocation, allowability, and compliance.
Generate revenue, expenditure, budget-to-actual, and other financial reports as requested by department leadership.
Assist with budget monitoring, spend-down tracking, grant projections, and funder reporting requirements.
Prepare and submit monthly vendor invoices and reimbursement requests in accordance with approved budgets, grant requirements, and funding source guidelines.
Monitor reimbursement status and follow up on outstanding payments as needed.
Maintain organized, accurate, and audit-ready fiscal files in compliance with internal controls, grant requirements, monitoring reviews, and record retention standards.
Assist with audit preparation, monitoring visits, fiscal reviews, and documentation requests.
Collaborate with program staff, leadership, vendors, and fiscal personnel to ensure accurate financial reporting and compliance.
Attend trainings and meetings as required.
Travel may be required to support agency operations, meetings, or training activities.
Perform other duties as assigned.