Affiliate Administrator
Position Summary
This .5 FTE position reports to the Chief Operating Officer (COO). The affiliate administrator manages the accounting, fund administration, and cash flows of the Foundation’s affiliate partner(s), primarily La Crosse Neighborhoods Inc (LCNI). This position is responsible for supporting and communicating with affiliate partners and their related project leaders. Projects include various fiscally sponsored community efforts, events, and other charitable groups.
Principal Duties and Responsibilities
1) Administrative and Accounting Duties for affiliate partners and their projects
• Perform administrative tasks as needed including checking the P.O. Box, processing gift acknowledgments, and responding to general inquiries directed at affiliate partners
• Perform accounting functions including depositing and recording receipts, processing disbursements, and reconciliation and allocation processes for all affiliate partner accounts and funds
• Prepare and present accurate financial reports as requested by affiliate partner boards
• Assist with annual budgeting as requested by affiliate partner boards
• Manage cash transfers between affiliate and project accounts as needed
• Develop and maintain processes and procedures for managing project transactions like expense reimbursement and documentation and credit card use
• Coordinate and assist with annual compliance reporting, including 990 preparation and audits as required
2) Support new project development and onboarding for affiliate partners
• Respond to inquiries from potential new projects, conduct initial screening process and assist applicants as needed, make recommendations to appropriate committees for approval or denial of new projects
• Ensure that approved new projects go through the affiliate’s onboarding process
• Assist committees with monitoring and updating existing project relationships
3) Project Reporting
• Prepare project statements for project leaders showing balance and activity of funds, support and maintain information and access to online portal for all projects
4) Manage and support strategic projects
• Participate in ongoing strategy development and implementation as directed by affiliate partner leaders
5) Support team cohesion and coordination
• Attend and participate in La Crosse Community Foundation staff team building activities
• Model the values of the Foundation and support those values through work with our affiliate partners
This job description in no way states or implies that these are the only duties to be performed by the affiliate
administrator. The affiliate administrator will be required to follow any other job-related instructions and to perform any other duties requested by the affiliate Board(s) of Directors and/or the Foundation’s COO.
Qualifications
Preference will be given to candidates with knowledge and demonstrated experience in:
• Degree in accounting; bachelor’s degree preferred (commensurate experience will be considered)
• Experience in non-profit bookkeeping or accounting, preferably 3+ years of experience
• Experience managing the quality and content of financial data
• Demonstrated ability to interact respectfully and cultivate relationships with people of diverse backgrounds,
perspectives, styles, and cultures
• Goal-oriented, pro-active, self-starter with ability to work independently and approach challenges with a high
degree of adaptability
• Strong communication skills, both written and oral
• Strong organizational skills
• Detail-oriented
• Excellent computer skills, including working with accounting software
• Personal qualities of integrity, credibility, and dedication to the mission of the Foundation
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