COUNTERPOINT, INC. FINANCIAL COORDINATOR REPORTS TO: Executive Director QUALIFICATIONS REQUIRED Bachelors Degree in Business Management, Accounting or other related fields and 1 year experience in accounting, business management and fiscal reporting; OR 3 years experience in accounting, business management and fiscal reporting. Computer experience. Criminal background clearance. PREFERRED Persons with experience using the following software preferred: a. MIP nonprofit fund accounting and payroll applications. b. Current Windows operating system. c. Microsoft applications. CONTINUING EMPLOYMENT IS CONTINGENT UPON COMPLETING THE CORPORATION ORIENTATION TRAINING. COUNTERPOINTS MISSION AND VALUES Counterpoints mission is to nurture personal growth and support meaningful lives. Counterpoints employees promote this mission by embracing the following values: Individuality Personal Choice & Freedom Comfort & Health Independence & Self-reliance Human Potential Quality in the Lives of our Consumers Self Respect & Self Worth Community Integration & Involvement Emotional & Physical Safety The Expansion of Experiences Equality in Relationships with all People JOB SUMMARY The Financial Coordinator is directly responsible to the Executive Director and is a member of the Management Team. The Financial Coordinator has overall responsibility for corporate financial activities and major program compliance in accordance with OMB Circular A-133. The Financial Coordinator is responsible for establishing and maintaining effective internal control over compliance with requirements of laws, regulations, contracts, and grants applicable to State and Federal programs. ESSENTIAL FUNCTIONS Physical The essential physical functions of this job will involve sitting for 2 hours or longer, computer data entry for 2 hours or longer, intermittent walking, standing, bending, reaching, stooping and carrying up to 10 lbs. Mental/Cognitive Communication with co-workers, consumers, members of the community; written documentation of job-related issues; sound financial judgment; problem-solving skills; maintain budgets and balance accounts; read, understand, recall and follow written and verbal instructions; prioritize and complete multiple concurrent tasks with frequent interruptions; maintain professional workplace conduct; maintain confidentiality in regard to all consumer, employee, and organizational issues. Ability to work unsupervised. PERSONNEL ADMINISTRATION Participates in annual review/revision of Counterpoint policies and procedures. Attends and prepares financial information for presentation at board meetings. Maintains accurate employee payroll and benefit records. Meets with individual staff as needed to discuss, resolve or clarify any issues related to payroll or benefits. FISCAL MANAGEMENT RESPONSIBILITIES Manages and maintains computerized bookkeeping system which includes: a. MIP payroll program. b. MIP general ledger/fund accounting program. c. Microsoft Excel spreadsheet program. Manages fund accounting system. a. DDP monies by program of service. b. SSA/SSI client room and board payments. c. Counterpoint Enterprises. d. Grants and Contributions. Manages revenue and expense for all programs. a. Makes and records cash deposits. b. Pays bills using MIP check writing program. c. Maintains monthly revenue and expense files. Prepares staff and client payroll. a. Prints payroll checks using MIP payroll program. b. Manages employee State/Federal W/H tax, FICA/Medicare tax. c. Manages employer FICA/Medicare tax, Workers Compensation, Unemployment Insurance. d. Manages employee health benefit and 401(k) plan W/H. e. Tracks employee leave and maintains monthly payroll files. Reconciles corporation and client monthly bank statements with check registers. Reconciles monthly revenue/expense reports with balance sheet and compares to budgeted amount. Records and reconciles any donated food inventory. Prepares and submits financial information and reports. a. Monthly General Ledger listing and Revenue & Expense reports. b. Quarterly 941, Unemployment Insurance, and Multiple Worksite reports. c. Annual State Fund, Workers Compensation Insurance, and OSHA reports. d. Annual W-2, W-3, MT Dept. of Revenue, and 1099 wage and tax statements. Develops annual budget with assistance from Executive Director and Management Team. Assists Executive Director to make sure PPHHS Provider Revalidation is up to date. Maintains depreciation schedules and fixed assets inventory lists. Prepares accrual entries for fiscal year-end close; produces reports and gathers information necessary for annual audit/review. Serves as Trustee for Counterpoint 401(k) Profit Sharing Plan, maintaining participant data and submitting annual census information to 401(k) Third Party Administrator. Serves as Trustee for Special Needs Trusts and manages expenditures for Self Sufficiency Trusts. Requests background check and drivers record, searches for Medicaid fraud, and reports MT new hire for all new employees. Obtains company-paid Montana Notary Public License and serves as Notary for Counterpoint required documents. OTHER Participates in corporate fundraising. Attends seminars or participates in other training/growth opportunities. Attends Board of Directors meetings monthly. Attends and participates in monthly Management Team meetings. Participates in Strategic Planning. Maintains flexibility in schedule to best accommodate workload and needs of the Corporation. Performs other duties as assigned or necessary for the continued integrity of operations.
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