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Finance Manager - PT

05.12.18
Sherpa
Position: Finance Manager Salary: $20.00-30.00 per hour Type: Full Time Location: Charlotte, NC
Compensation: $20 - $30/hr
Job Overview - 24600
Part-time Finance Manager for non-profit located north of Charlotte. Great work environment and team.
Requirements:
Ability to handle AR/AP/GL/Balance Sheet
Prepare monthly financials and special reports, as requested
Experience processing Payroll
Systems Experience:
Quickbooks required
Intermediate Excel required
Blackbaud, nice to have
Sherpa is an Equal Opportunity Employer.
Candidates for all Sherpa opportunities must be authorized to work in the United States.
Finance Manager
Need team member fairly quickly
Current finance mgr is
Sherpa opportunities must be authorized to work in the United States.BHAS:
sl131app5:81:BULLHORN_LG3113:BULLHORN10407: 221 leaving - 2.5 - 3 weeks
Handling all AR / AP/GL/ balance sheet and HR. (covers payroll, administration of benefits (mostly direct questions to
brokers))
Basic office work
Creates reports for Jim and board finance committee.
Use Quickbooks
Helps with credit card processing makes sure all AR gets in system and writes all the checks or makes direct
payments via check on line or credit cards,
There are audits for Payroll, for workers comp and for benefits. Most recent 990 audit was just completed
Currently use Wells Fargo payroll system – but may make a change – offered a better rate. Were in process of
switching to ADP. If decide to continue the system will look pretty similar. Would be all set up before she leaves.
Suzanne Grace is the current finance person.
Structure of Accounting dept – is Suzanne. She handles everything from AR/ AP/journal entries. Use QB.
Only thing she doesn’t do development side with donors but she does process donations. Anything related to QB.
Also handles Fixed assets.
Does not have CPA – person does not need to have CPA.but needs strong knowledge of financial accounting.
Helps with budgets – but new person should not have to.
Also handles Board Reports
No special projects at this time
Do have a capital campaign – collecting pledge payments which makes some reporting complications.
Need to separate operating from campaign donations. Track money separately.
CRM – will need to use – Suzanne has written out steps. May need to access to get sales / orders or may get a check /
credit card disbursement. Other people at CRC know how to use, if any questions. they use (Blackbaud) Altru.
Don’t need intimate knowledge of it. Just to pull info. But other people of staff know how to use it.
Excel skills – would say not beginner. Need to keep track on spreadsheets. Basic to intermediate knowledge is
sufficient.
Selling point – staff is phenomenal and easy to work with.
Not too many people who do accounting and look out at trees and drive through woods and look at birds. Nice
relaxing wonderful place..
Regarding handling interviews / resume review. Jim said normally he would want to be more involved. But currently
also hiring director of development.
Told him we would filter first level. Let him talk to a couple of them. See who’s out there.
Suzanne is currently $21/$22/hr. 25 – 30 hours / week.
Input on if we make it a full time position how do we word it and structure it.
Originally Suzanne was just doing the books.
Then she started doing the HR piece.
Really need someone to manage the financial side.
She just got the offer last Friday.
Part time role at this time
If we could get someone in there the week of the 17th or earlier that would be great.
Link

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