by Irma Moore | Mar 7, 2024 | Uncategorized
JOB SUMMARY
Reporting to the Associate Director of Development Operations, the Associate will be responsible for all things data– from making sure our donor data is impeccable to managing our reporting data. You will play a critical role in delivering proof of impact back to each donor. You will be a part of the larger Development Operations team that aims to deliver best-in-class operations to support our fundraising goals.
YOU’LL BE RESPONSIBLE FOR…
● Overseeing the donor database in our CRM (Salesforce), ensuring accurate and up-to-date records with regular contact and donation data cleaning and maintenance
● Working closely with the Fundraising team to provide timely and accurate mailing lists and constituent reports requested to support fundraising needs
● Updating and maintaining our proprietary reporting databases or files to ensure accurate and current information is available for use by others
● Gathering and summarizing data from various sources to complete reports and special projects
● Creating and monitoring data quality reports to ensure data standards are being met – identify, investigate, and resolve data gaps, and actively find opportunities for process improvements
● Informing policies, procedures, and standards to maintain data quality
● Providing additional support during high-season– donation coding and supporting tax receipt when necessary
YOU MUST HAVE…
● Bachelor’s degree, preferably in operations, information systems, or other business-related field
● 1-2 years of data entry or management experience
● Experience working with Salesforce or comparable CRM database
● Proficient Excel skills
● Outstanding written and oral communication skills
● Ability to work independently in a remote environment
● Highly-developed interpersonal skills
● Project management experience is a plus
by Irma Moore | Mar 7, 2024 | Uncategorized
ob Description
Elevate Your Career with Expert Bookkeepers for a Non-Profit Journey! Join Us Today.
Location: North or South Carolina preferred
Are you a numbers enthusiast? A detail-oriented data aficionado with QuickBooks experience and a thirst for knowledge? Do you have experience of working for an accounting firm and a non-profit? An exciting opportunity awaits you! If you’re an Accountant eager to learn and adapt, we want you on our team.
We’re in search of reliable professionals who can seamlessly blend enthusiasm with reliability for our non-profit mission. If you’re looking for remote and flexible part-time engagement that transitions into a full-time commitment, your journey starts here.
Rewards that Matter: Embrace a rewarding hourly compensation of $21 to $25. Your dedication and growth will be acknowledged, especially as you contribute to the vital mission of our non-profit organization.
NOTICE: It is essential to attempt the Prescreeners provided during the application process. Applications lacking completed pre-screeners will not be taken into consideration for this position.
Tackle Dynamic Responsibilities:
- Categorize transactions meticulously using QuickBooks online
- Reconcile accounts accurately under the guidance of a CPA
- Craft financial reports that resonate within the non-profit landscape
- Manage bills and invoices with finesse
- Excel in data entry, with a focus on quality
- Work your magic in Excel’s domain
- Foster continuous improvement within a non-profit context
- Engage effectively with clients and stakeholders
- Lead impactful meetings for results, with CPA support
Requirements
- A Bachelor’s degree – your foundation for excellence
- Strong time management skills
- Passion for business and finance
- Independent work style that delivers results
- Effective management upwards, with guidance from a CPA
- Proficiency in virtual communication
- Exhibit patience and persistence
- Strong communication skills
- Curiosity and adaptability
- Uphold honesty and integrity
- Seek assistance proactively
- Keen eye for detail, ensuring accuracy
- Tech-savviness for modern tools
- Prioritization skills for multitasking
- Experience of working with a CPA/Accounting firm
- Experience within the non-profit sector
by Irma Moore | Mar 7, 2024 | Uncategorized
The experience we feel we need
- Expert-level knowledge of Excel: Command an expert-level proficiency in Excel, showcasing an adept ability to manipulate and analyze data, create advanced formulas, and generate comprehensive reports. Your mastery of Excel is a cornerstone for driving efficiency and informed decision-making.
- Basic-level knowledge of database concepts.
- Demonstrate an innate knack for organization, driven by an unwavering commitment to detail. Your passion for perfection ensures that no gap goes unnoticed, creating an environment of seamless operations and heightened efficiency.
- Excel in both verbal and written communication, articulating complex ideas with clarity and coherence. Your excellent communication skills foster collaborative environments, ensuring that information is conveyed effectively and comprehensively.
- Agility: You’re an individual who can adapt and communicate technical details to non-technical people. You’re a team player who’s able to empathize and jump in for additional support when needed.
- Growth Mindset: You thrive on growing with your team by doing fast-paced work and you’re striving to learn new workflows to have a stronger impact.
- Customer Care: You’re open to helping our Support team to help our customers to create a smooth transition to Jane. You lead with kindness and empathy in your communication.
Bonus points:
- Ability to transform data programmatically.
- Proficient in both Windows and Mac.
- You’ve used Jane on the patient or customer end.
by Irma Moore | Mar 7, 2024 | Uncategorized
In This Role You Will:
Your role will begin as an IC reporting directly to the VP of health, with the opportunity to build a coaching operations team underneath you in the future. Initially, you will be responsible for three crucial areas:
- Manage the supply of dietitians
- As we build demand for insurance-reimbursed dietitian video calls, you will be responsible for always ensuring we have an adequate supply of dietitians in the most cost-effective and scalable way possible.
- This includes building hiring forecasts and analyzing current supply & demand models.
- Revise existing workflows & build new workflows across all of the dietitian touchpoints to create systems that are scalable and optimized
- Spot inefficiencies and bottlenecks in the organization’s processes and optimize resources based on metrics and key performance indicators.
- Work cross-functionally to identify process issues and lead the implementation of solutions to improve these issues, using data along the way.
- Lead data analytics for the health team
- Communicate data and strategy through well-built and easy-to-follow models.
- Support department decisions with data by finding answers to questions within our data and setting up appropriate dashboards as needed.
To Thrive In This Role You Will Need:
- Strong technical proficiency – Thinks analytically and leverages data to make decisions. Experience with data processing and proficiency in Excel. Basic understanding of SQL. Proficiency with applications such as production automation, data entry, and using software to access project data, track budget information, and design processes.
- Strategic planning & risk analysis skills.
- Ability to understand targets and goals and build a cohesive roadmap to achieving them
- Can engage in both big-picture thinking and day-to-day execution
- Foresight to anticipate and solve problems
- Strong understanding of higher-level business goals, financials, and KPIs
- Strong business financial knowledge
- Detail-oriented with great organizational skills.
- A self-starter who thrives in ambiguity and can figure things out given high-level direction.
- Is excited by the startup environment and bringing structure to chaos.
- Has no problem getting projects off the ground from 0 to 1.
Preferred Qualifications:
- 3+ years experience in operations, consulting, analytics, and/or financial services.
- Bonus points if previously at a startup, extra bonus points if previously at a health startup.
- Project management experience.
- Experience scaling a human workforce is a plus.
- Experience with people management is a plus.
by Irma Moore | Mar 6, 2024 | Uncategorized
The individual for this role will be responsible for collections, posting receipts, clearing unapplied cash, and other billing-related items for customers.
Job Duties:
• Process and post payments to customer accounts including cash, checks, wires, bank transfers, and credit card transactions.
• Respond to customer billing questions, customer disputes and escalate to supervisor or manager as needed.
• Assist in the mailing of the invoices to customers and processing all administrative materials as required
• Quality assurance of monthly invoices generated from various billing platforms
• Maintain Accounts Receivable policies, procedures, and controls
• Assist in Collection of Accounts Receivable
• Monitor and manage unapplied cash on a monthly basis
Job or Project Requirements and Experience:
• Experience in posting and applying cash receipts and credit cards
• Experience with Oracle Financials software is a plus.
• Excellent customer service and problem-solving skills
• Must have strong analytical and be able to multi-task
• Strong organizational, verbal, and written communication skills, attention to detail, and a strong consistent performer desire to learn. Willingness to go to the “extra mile” to get the job done right
• Ability to work through issues with customers, employees, and colleagues in a calm, proficient, and effective manner
• Ability to work in a fast-paced environment at a company growing in revenue
Please note this role is a Temporary Assignment
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