Monday, May 12, 2014

[KITlist] Finance Coordinator (San Ramon, CA)

 

Please direct your responses to: http://www3.apply2jobs.com/SmithBucklin/ProfExt/index.cfm?fuseaction=mExternal.ShowJob&RID=1354&sid=316

The Finance Coordinator is responsible for managing all client services for Global Inventures' clients to include both full-charge bookkeeping/finance and membership services. This position involves managing multiple priorities in a multi-task environment and requires strong organization skills, attention to detail, and accounting background.

Role/Responsibilities:

� Produce and maintain bank accounts and manage daily and monthly banking activity
� Process AR: perform collections, deposit payments, track wires, handle member Finance inquiries
� Process AP: obtain necessary internal approval for expense payment, pay invoices by wire/check, handle vendor inquiries
� Perform Bookkeeping in accordance with GAAP
� Prepare and distribute monthly financial and cash flow accounts
� Administer annual operating budget, and offer monthly reporting of YTD actuals against budget
� Work with CPA* to prepare/file annual tax return and Audits
� Secure and maintain necessary insurance policies
� Research investments accounts and obtain them as needed
� Create Presentations of finical and membership status for review.
� Delight customers
� Manage and complete Special projects as needed

Qualifications:

� Configure and manage membership database and maintain membership information (application status, member list, contact list, etc.) as required
� Monitor and react to customer queries and support requests via telephone, electronic mail, web forum, and so on
� Administer member IDs and passwords for secure access to Workgroup collaboration platform
� Create and maintain internal/external email lists for communications to all members and workgroups
� Create membership ad hoc reports when called for
� Provide professional service to client requests
� Provide training for clients on using Inventures portal
� Delight customers
� Manage and complete Special projects as needed
� Administer Certification programs for Clients

Founded in 1992 as Interprise Ventures, Global Inventures, Inc. offers association management services, produces conferences, and provides specialized consulting. Since 1993, we have helped build 17 associations focused around technology initiatives. Each was created from a "blank sheet of paper" and designed to meet the particular requirements of their founders and membership. Currently, our associations are centered around Communications Infrastructures, Broadband Enterprise and Home Networking, and Web Applications.

We use our vast array of experience and access to the more than 1,000 technology, healthcare, and gaming firms involved in our associations around the world to help our clients develop and prosper.

Today, Global Inventures Inc. employs 35 people and is headquartered in San Ramon, California, with an additional office in Portland, Oregon. We are privately held, self-financed, and debt- and investor- free.

Who we are: SmithBucklin is a professional services company specializing in association management. We are the world's largest association management company, founded in 1949. The company provides full-service management and high-impact specialized services to trade associations, professional societies, technology user groups, corporations, government institutes/agencies and other nonprofit organizations. SmithBucklin's mission is to drive growth for its client organizations and provide uncompromised stewardship for their long-term prosperity. SmithBucklin offices are located in Chicago, Ill., Washington, D.C., Old Lyme, Conn., Bethesda, Md., St. Louis, and San Ramon, Calif. SmithBucklin is 100 percent employee-owned.

Equal Opportunity Employer M/F/V/D

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