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Finance and Accounting Associate

University Impact
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Finance and Accounting/Operations Associate

Job Description

 

ORGANIZATION BACKGROUND

 

UI Charitable’s mission is to enable investment advisors to help their clients give more impactfully. We work with strategic partners such as financial advisors, investment professionals, accountants, and trust and estate lawyers to set up charitable vehicles that meet the needs of their clients.

 

At UI Charitable, our team members are valued and respected for who they are - with opportunities to bring their entrepreneurial spirit and talents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes UI Charitable a great place to work.

 

Position Overview

 

Finance & Accounting Associate will be responsible for contributing to improving the finance and accounting processes and standards and helping to manage the complex nature of UI Charitable’s tax filings, as well as the filings for the nonprofit, University Impact. This position is responsible for the accurate and timely management of the daily activities related to contribution and grant transactions, expenses, and financial analysis planning and reporting.

 

Duties and Responsibilities:

  • Manage Fiscal Sponsorships, General Field of Interest Funds and Community Fund relationships
  • Manage complex asset contributions and documentation
  • Update/edit/correct critical data in the system of record
  • Comfortable with donor care, ie. communicating with donors and nonprofits
  • Payroll
  • Tax and audit preparation
  • Financial planning and budgeting
  • Business performance reporting and analysis

The above list is not exhaustive; additional tasks may be assigned as necessary

 

Required Skills/Abilities:

  • Administrative Skills: Proficient in office applications such as Google Workspace and QuickBooks and have experience using or the desire to learn to use other applications.
  • Financial Acumen: Experience with finance and accounting.  Comfortable with financial tracking, budgeting, and reporting with a preference for those with experience using Quickbooks.
  • Communication Skills: This role requires strong written and verbal communication skills, as the associate will need to liaise with both internal teams and external programs.
  • Project Management Skills: The associate should be capable of handling multiple projects at once, prioritizing tasks, and meeting deadlines. This also includes the ability to coordinate and communicate with various project leaders.
  • Analytical Skills: The associate should be able to interpret data, draw conclusions, and present findings clearly and concisely.
  • Networking Skills: The ability to build and maintain relationships with partners, donors, and stakeholders.
  • Problem-Solving Skills: The ability to solve unforeseen problems quickly and effectively.
  • Desire to Learn: The associate should have a strong desire to learn and understand the ins and outs of the UI Charitable tools and programs and their role in achieving social impact. 

 

  • OTHER: 
    • Strong organizational and time management skills.
    • Detail-oriented, highly organized with the ability to multitask
    • Capable of multi-tasking and keeping others well-informed
    • Skilled problem–solver
    • Both a team player and capable of independent work
    • Must possess unquestioned personal integrity and reliability; keep commitments, admit mistakes, accept responsibility for all departmental output and results, maintain confidentiality when necessary and appropriate, and act in the organization’s best interests at all times.
    • Experienced with database or processing work
    • Success in meeting deadlines

Education and Experience:

  • Four-year degree or equivalent experience in accounting.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer


 

EQUAL EMPLOYMENT OPPORTUNITY


 

UI Charitable offers fair and equal employment opportunity to all qualified job candidates regardless of age, race, religion, color, sex, marital status, sexual orientation, gender identity or expression, arrest record, conviction record, physical disability, developmental disability, national origin, membership in the National Guard, state defense force or any other reserve component of the military forces of the United States or Utah, genetic information, marital status, or any legally protected status.