Financial Liaison II

UMOS
  • Milwaukee, Wisconsin
    3 days ago

    Job Description

    Earn up to $3,000 in incentive pay during your first year of employment!

    Are you a motivated, results-oriented candidate seeking to put your talents, skills, and experience to work as part of a mission-driven, customer-focused organization? If so, we invite you to join UMOS’ diverse and dedicated team of over 1,000 professionals making a positive difference across more than 60 offices in seven states. Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures.

    Benefits:
    To support its team members, UMOS offers highly competitive compensation as well as a benefits package including:

    • Paid time off that will increase over your years of service
    • 15 paid holidays annually
    • A robust range of insurance covering health, dental, vision, life, short- and long-term disability, and accidental death & dismemberment
    • The options to establish either a Health Savings Account or Flexible Spending Account, which can be used to cover deductibles, prescriptions, and other healthcare expenses
    • A variety of support services to promote well-being through the employee assistance program
    • Retirement plan options, including 401(k) and Roth IRA, allowing you to make pre-tax or after-tax contributions. For those participating in the 401(k) Retirement Plan, UMOS annually contributes at least 3% of employees’ eligible compensation.

     

    Financial Liaison II Job Compensation:

    • The salary range is between $69,131.42 and $86,141.27 (depending on experience). 

     

    Financial Liaison II Job Responsibilities:

    Financial Liaison Duties:

    1. Responsible for financial reporting for the assigned program for both internal and program required reporting - monthly, quarterly, annual, and applicable close out or final reporting.

    2. Maintain and obtain appropriate current program documentation needed to substantiate program operations.

    3. Monitoring of actual financial results compared to budget and communication to appropriate levels to ensure funds are not overspent.

    4. Analyze and forecast current financial position to the unspent funds or budgeted transaction level to ensure proper budget compliance with the funding source and communicate results to the appropriate personnel.

    5. Ongoing review of financial transaction coding to ensure activity is appropriately recorded, including invoices, journal entries, travel reports, and payroll.

    6. Ensure transactions are compliant with applicable financial or purchasing and program policy requirements to ensure transaction’s adherence with them; initiate necessary corrective action for any non-compliant items.

    7. Manage claims and outstanding receivables for assigned grants.

    8. Manage the Grant monitoring reviews and provide all requested information needed to monitor the program.

     

    Financial Management Duties:

    1. Manage and oversee the grant’ invoice, receivable and collection.

    2. Reconciliation of assigned GL and bank accounts and as appropriate, maintain applicable processing.

    3. Assist with Sub-Recipient Monitoring.

    4. Assist in finding digital solutions to manual processes.

    5. Actively participate in process improvement.

    6. Develop or update assigned grant procedures.

    7. Provide back up in department cross training.

    8. Maintain and participate in the ongoing department activities that comprise the Company’s internal control environment with focus on Uniform Guidance 2 CFR regulations pertaining to not for profits.

    9. Will direct work, as appropriate, to the Financial Liaison Specialist, and provide assistance to the Accounting Associate and others with department transactions and reporting.

    10. As needed, other duties as assigned as appropriate to and correlated with position and responsibilities.

    11. Assist with other department projects and audit requests.

     

    Financial Liaison II Job Qualifications:

    1. Bachelor’s degree in accounting or financial related area preferred. Associate’s degree (or equivalent of 60 credits) in accounting or finance required. Equivalent work experience may be considered.

    2. Minimum three to five years of experience in Finance/Accounting, preferably in non- profit or governmental accounting.

    3. Working knowledge, experience, aptitude to improve skills utilizing computer software applications using Microsoft Office, Sage Accounting software programs and other customary desktop programs.

    4. Advanced Microsoft Excel skill required.

    5. Solid analytical skills.

    6. Good organizational, prioritization and communication skills and the ability to work comfortably on your own or as a part of a team in a fast- paced environment.

    7. Able to travel occasionally and be flexible regarding working hours.

    8. Ability to work additional hours as needed during the peak and busy season.

     

    Work Environment, Physical, and Sensory Demands:

    The demands described here are representative of those that must be met by an employee to successfully perform the job functions. Reasonable accommodations will be considered to enable individuals with disabilities to perform essential job functions.

     

    Physical Demands:

    1. Employee is frequently required to stand, walk, sit, bend.

    2. Occasionally required to lift and /or move up to 20 lbs.

    3. Occasionally required to drive.

    4. Frequently exposed to moderate temperature generally encountered in a controlled temperature environment.

    5. Noise level in this work is usually quiet to moderate.

     

    Tools & Equipment Used:

    1. iPad, iPhone, laptop/desktop computer,

    2. Projectors, multi-functional scan/fax/copy machine.

    3. Use first aid equipment, fire extinguisher.

    Usage varies by position.

     

    Additional Eligibility Requirements:

    Employment with UMOS is contingent upon successful completion of a criminal background check prior to employment

     

    UMOS is an equal opportunity Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

     

    Numbers & Facts

    LocationMilwaukee, Wisconsin
    Websitehttps://www.umos.org/about-us/about-umos

    Skills

    • Accidental Death and Dismemberment (AD&D)unmatched
    • Accountingunmatched
    • Accounting Softwareunmatched
    • Accounts Receivableunmatched
    • Analysis Skillsunmatched
    • Billingunmatched
    • Budget Managementunmatched
    • Budgetingunmatched
    • Claims Managementunmatched
    • Code of Federal Regulationsunmatched
    • Communication Skillsunmatched
    • Computer Softwareunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Desktop PCunmatched
    • Documentationunmatched
    • Employee Assistance Planunmatched
    • Establish Prioritiesunmatched
    • Financeunmatched
    • Financial Managementunmatched
    • Financial Reportingunmatched
    • Financial Servicesunmatched
    • Financial Transactionsunmatched
    • Forecastingunmatched
    • Fundingunmatched
    • Futuresunmatched
    • Geneticsunmatched
    • Government Accountingunmatched
    • Grant Administration/Managementunmatched
    • Insuranceunmatched
    • Journal Entriesunmatched
    • Lift/Move 20 Poundsunmatched
    • Maintain Complianceunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Nonprofitunmatched
    • Organizational Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Purchasing/Procurementunmatched
    • Reconciliationunmatched
    • Sage Softwareunmatched
    • Training/Teachingunmatched
    • Willing to Travelunmatched

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