YourCause

SaaS platform for employee philanthropy

Client Processing Manager

BookkeepingConfirmed live in the last 24 hours

Full-timePlano, TX, USANo salary listedIn-person

About the Job

Requirements

Three to five years of consistent accounting and finance work experience, or equivalent workforce experience such as three to five years in a full-time number-oriented position or rigorous internships.
A bachelor's degree in accounting or finance, or mathematical studies, unless equivalent workforce experience is provided.
Proficiency in Microsoft Excel and/or accounting systems.
Strong analytical problem-solving skills, including anticipating, analyzing, diagnosing, and solving problems.
Ability to maintain an organized workspace and workflow.
Attention to detail and ability to handle multiple projects simultaneously.
Strong time and project management skills for internally focused projects ranging from small to large.
Commitment to timeliness and reliability.
Flexibility and proactivity in assisting with last-minute client or team needs.
Excellent written and oral communication skills.

Responsibilities

Execute a defined workflow for each client.
Process invoices for payment and maintain records.
Review and process employee donation reports.
Prepare monthly bank reconciliations for multiple client bank accounts.
Produce invoice analysis for major vendors.

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/

About the Company

YourCause

SaaS platform for employee philanthropy

YourCause provides software that helps companies connect their employees to charitable causes. Its SaaS platform, CSRconnect, is a hosted solution for running employee engagement, workplace giving, and volunteering programs. GrantsConnect helps grant administrators manage corporate and foundation philanthropy programs. The products work by offering an integrated, cloud-based suite where employers can run campaigns, track donations and hours, and manage volunteers and grants from a single interface. YourCause differentiates itself with a global reach (over 7 million employees in 170+ countries), a long track record (nearly $2 billion donated and over 30 million volunteer hours processed), and a large network of corporate partners and nonprofits—the YourCause Global Good Network. The company’s goal is to enable companies to advance social impact at scale by aligning employees, resources, and causes through a unified platform and services.

Company size: 51-200
Company stage: Series A
Total funding: $4M
Headquarters: Plano, TX
Founded: 2008

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