Finance Assistant II

Description

Overview You will work with a dedicated group of professionals and be responsible for accounting clerical duties, including the daily processing of checks and data entry, ensuring accuracy and timeliness of financial administration for case files and payments. This is an exciting opportunity for an individual seeking an administrative support position in the legal industry who prides themselves on professionalism, accuracy, client service, and collaboration.
The successful applicant will work from Atlanta, GA on a hybrid basis (approximately 30% on-site). This position's starting annual equivalent salary range is $48,000 - $52,000, with quarterly incentive opportunities.  
Named one of the 50 best nonprofits to work for by the Nonprofit Times, our employees enjoy rewarding careers in a fast-paced, results-driven environment. We offer a competitive compensation package, including incentives. Eligible employees also participate in a comprehensive benefits program that includes medical, dental, orthodontia, vision coverage, student loan repayment, 403(b) retirement plan with substantial company match, discounted pet insurance, and generous paid-time-off benefits.    SUMMARY Responsible for organizational and accounting functions, performs accounting and clerical duties to ensure accuracy and timeliness of financial administration for case files and payment, and provides backup to the Finance Supervisor for case filing closings.   ESSENTIAL FUNCTIONS

• Processes checks and bank deposits, and completes check identification searches for all departments and divisions across other centers and regional offices.
• Utilizes the internal reporting system and controls to ensure that case finance operations for the division comply with the AAA's policies and procedures.
• Computes, classifies, and records data to keep financial records complete.
• Checks figures, postings, and documents for correct entry, mathematical accuracy, and proper codes, keeping case managers informed of transactions and data.
• Classifies, records, and summarizes numerical and financial data to compile and keep financial records.
• Monitors payments received on cases sent to external collections.
• Reconciles, notes, and reports discrepancies found in records, and develops and implements quality control measures.
• Provides financial expertise and support to case administrators on active and closed cases.
• Reviews financial transactions pending approval to ensure the correct administrative fees and issuance of refunds.
• Performs general office duties such as filing, answering telephones, handling routine correspondence, data entry, filing or archiving, maintaining calendars and appointments, and inter-office communications and mail.
• Collaborates with staff to ensure effective case management, excellent client service, good neutrals relations, and effective Divisional/Center operations.
• Provides customer service support to District VPs and Directors of ADR Services.
• Serves as the team leader to the finance team.
• Attends on-site and in-person meetings and training sessions.
• Ensures confidentiality of case information and case records; adheres to the AAA's information security and data privacy policies, procedures, and practices.
• Demonstrates regular, reliable, predictable job attendance.

EDUCATION & EXPERIENCE High School Diploma or GED; or an equivalent mix of education and work experience, plus 1-3 years of experience in a bookkeeping or accounting/accounts payable role.   KNOWLEDGE, SKILLS, & ABILITIES

• Financial Acumen: Strong understanding of accounting principles, financial record-keeping, and accounts payable processes; ability to accurately record, classify, and summarize financial data.
• Attention to Detail: Meticulous and thorough in reviewing figures, postings, and documents for accuracy and proper coding; able to identify and resolve discrepancies in records.
• Organizational Skills: Proficient in managing multiple tasks, prioritizing work, and meeting deadlines; able to develop and implement systems to organize information and track progress.
• Communication Skills: Able to communicate effectively with colleagues, case managers, and clients; provides clear and concise information and updates on financial transactions and data.
• Customer Service Orientation: Demonstrates a positive, service-centered approach when interacting with internal and external constituents; proactively addresses concerns and solves problems.
• Software Skills: Proficiency with Microsoft Excel, Outlook, and Word.

COMPETENCIES

• Analytical Thinking: Approaches problems logically; notices discrepancies in information; identifies parameters to analyze situations and make decisions; conducts cost/benefit or risk/success analyses; prioritizes tasks.
• Interpersonal Effectiveness: Understands and addresses others' interests and concerns; interprets and considers others' feelings; predicts reactions and plans accordingly; perceives underlying meaning in situations; addresses others' concerns constructively.
• Thoroughness: Monitors own work quality; verifies information; checks accuracy; develops and uses systems to organize information and track progress; prepares carefully for meetings and presentations; organizes information for others; reviews and checks the accuracy of information in reports.
• Personal Integrity: Ensures integrity; practices the highest ethical standards; honors commitments; communicates openly, honestly, and directly; instills trust and confidence; treats all people with respect; values diverse perspectives; supports diversity initiatives.
• Constituent Orientation: Displays a clear, service-centered approach; quickly and effectively solves problems; communicates with constituents to understand their needs and satisfaction.
• Personal Accountability and Credibility: Dependable and delivers on commitments; respects confidentiality; keeps personal conversations private; forthright and honest; carries fair share of the workload; admits mistakes and takes responsibility without blaming others; conveys command of relevant facts and information.
• Collaboration: Develops, maintains, and strengthens partnerships; recognizes others' business concerns and perspectives; provides valuable assistance, information, and support to build future reciprocity; makes others want to build partnerships.
• Results Orientation: Focuses on desired results; sets challenging goals and puts in effort to meet or exceed them; persistent in overcoming obstacles; tracks performance against goals and identifies shortfalls; employs ways to address and correct problems; maintains commitment to goals despite obstacles; exerts unusual effort to achieve goals; demonstrates a sense of urgency.
• Adaptability: Adjusts quickly to changing priorities, demands, and circumstances; maintains effectiveness when experiencing changes in duties, work environment, or conditions; accepts new ideas and approaches; adapts behavior and work methods in response to new information or obstacles.
• Initiative: Identifies what needs to be done and takes action proactively; does more than required; seeks others' perspectives; takes independent action to change the direction of events.

WORK ENVIRONMENT AND PHYSICAL DEMANDS Work Environment: On-site, hybrid, or remote; the specific arrangement may vary based on business needs and will be coordinated with management and Human Resources.   Onsite Work: When working onsite, the employee will be in a professional office environment. The noise level in the office work environment is usually moderate. Remote Work: When working remotely, the employee must maintain a dedicated, professional workspace at home that is free from distractions and allows for focused work. The employee must have reliable internet access and a secure, private space for handling confidential information. Regardless of the work location, the employee must be available and responsive during standard business hours and must adhere to all company policies and procedures related to remote work, data security, and confidentiality.   Physical Demands: The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Frequently required to sit, use hands and fingers, and view a computer screen for extended periods
• Regularly required to talk or hear; occasionally required to stand, walk, and reach with hands and arms 
• Occasionally required to lift and/or move up to 20 pounds
• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception, ability to adjust focus, and distinguish colors and brightness