Client Processing Manager

Reposted 17 Days Ago
Be an Early Applicant
Plano, TX, USA
In-Office
Mid level
Information Technology
The Role
Manage client workflows, process invoices, review employee donations, prepare bank reconciliations, and analyze vendor invoices. Requires 3-5 years of finance experience.
Summary Generated by Built In
Company Description

YourCause provides companies the CSRconnect Employee Engagement Platform, which is a dynamic online community tool to consolidate core programming that elevates limited communications, increases participation and truly measures success through comprehensive real-time reporting. The fully-hosted and managed platform contains flexible choices of modules for programs such as employee giving, volunteer, disaster relief, grant management, payroll deductions and more.

Job Description

We’re seeking individuals with 3-5 years consistent accounting and finance work experience. Most importantly, we’re looking for individuals who are smart, driven, dedicated, personable, thorough, and very detail oriented. We want someone who gets excited about delivering the resources necessary for non-profits to drive impact.

Skill Sets

Analytical problem solving – anticipating, analyzing, diagnosing & solving problems

Maintain an organized workspace and flow

Proven attention to detail and ability to handle multiple projects simultaneously

Strong time and project management of small to large internally focused projects

A commitment to timeliness and reliability

Flexible and proactive to assist on last minute client or team needs

Responsibilities

Execute a defined workflow for each of your client(s)

Process invoices for payment and keep record

Review and process employee donation reports

Prepare monthly bank reconciliations for multiple client bank accounts

Produce invoice analysis for major vendors

Qualifications

Qualifications
Bachelor’s degree in accounting or finance required (mathematical studies are acceptable) OR equivalent experience in the workforce such as 3-5 years in a full-time number-oriented position or rigorous internships
Proficiency in MS Excel and/or accounting systems required
Excellent written and oral communication skills

Additional Information

Visit and apply! https://yourcause2010.wufoo.com/forms/join-our-team/

Skills Required

  • Bachelor's degree in accounting or finance
  • 3-5 years in a number-oriented position or rigorous internships
  • Proficiency in MS Excel and/or accounting systems
  • Excellent written and oral communication skills
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The Company
HQ: Plano, Texas
95 Employees
Year Founded: 2008

What We Do

YourCause is a technology company connecting corporations and their employees with the causes they care most about. Our SaaS-based CSRconnect Platform is a fully hosted and managed solution used to engage employees in volunteering, giving, and sustainability initiatives, along with helping grants administrators manage corporate and foundation philanthropic programs. We currently support over 7 million employees across 170+ countries. Since inception, we've processed nearly $2B to charities and tracked over 30MM volunteer hours. The companies partnering with us are joining the YourCause Global Good Network, representing some of the most committed corporate citizens and dedicated nonprofits around the world. We are excited to now be a part of Blackbaud.

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