Finance Specialist

Finance Specialist

Harrisburg company seeking a Finance Specialist to join their team! Company is a donor centered charitable agency dedicated to support the stability of life which helps meet the social, cultural and educational needs of their communities. Salary $55 -60 K DOE, Health Insurance, PTO, 37.5-hour work week occasional Saturday or evenings.

Responsibilities of Finance Specialist:

  • Process all donations, payments, vouchers, and grants.
  • Bank and investment reconciliation.
  • Process annual fund distributions.
  • Calculate and access admin fees, update investment worksheet monthly.
  • Prepares quarterly fund statements for fund holders.
  • Prepare and enter necessary journal entries.
  • Responsible for investment pool rebalancing.
  • Oversee external vendors, investment partnerships, and contracts.
  • Provide customer service and technical support to Fund holders/advisors 
  • Maintain an organized system of paper and electronic recordkeeping.
  • Analyze and present financial reports accurately and timely to the Finance Committee, investment committee, and Board of Directors.
  • Coordinate and lead the annual audit process, liaise with external auditors and finance committee, and assess necessary changes.
  • Update and implement all necessary business policies and procedures.
  • Support other employees assisting in updated and maintaining the CRM
  • Cross train to help Provide technical assistance to employees.  
  • Stay up to date with inhouse current technology.

Qualifications of Finance Specialist:

  • Above average finance skills.
  • Microsoft Office.
  • At least two years’ experience as financial specialist or similar
  • Tech savvy, willingness to cross train in technical support.
  •  Attention to detail
  • Excellent analytical and thinking abilities

Benefits of Finance Specialist:

  • Salary 55-60k
  • Health, Dental, Vision insurance
  • HSA
  • 403B
  • PTO

Apply below or Call: 717-561-2222 

Additional Info

Job Type : Full-Time

Education Level : Not Applicable

Experience Level : Mid to Senior Level

Job Function : Finance

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