Position Title: Fund Coordinator
Classification: Non exempt
Supervisor: CFO
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities or requirements of this position. Employees are expected to perform other functions as assigned or requested to further support the organization’s mission.
Position Summary
Tracks all revenue streams that flow into the health center. Assists in the preparation of pre-award grant proposals including budgeting salaries, supplies, equipment, and other expenses; preparing internal documents and formatting proposals per agency guidelines. Manages all fund activities from fund inception to closure following approved policy and procedures. Responsible for allocation of grants and payroll; compliance management for all grants and P&Ps (including Sliding Fee Schedule and procurement).
Essential Position Responsibilities
- Reconcile monthly ledgers; compile fiscal information to be used to prepare annual budgets, financial reports, and projections
- Assist in the preparation and development of contract and grant budgets
- Preparation of detailed monthly financial reports on each fund reflecting paid, accrued, and projected expenditures
- Document the current and projected financial status of the programs’ funding sources
- Monitor and reconcile monthly expenses in order to assure validity of all charges for salaries, equipment, supplies and expenses with approved budgets
- Prepare and/or approve purchasing documents, expenditure invoices and other charges
- Resolve any accounting problem or irregularities
- Review patient billing to ensure accuracy and appropriateness of charges.
- Assist in the preparation of pre-award budgeting including salary, equipment, supplies and other expenses
- Assist with any queries associated with clinic finances
- Ensure fiscal accountability and regulatory compliance in the management of contract and grants
- Demonstrate understanding of WCC policies and procedures
- Interacts with patients, physicians, staff, vendors, and visitors in ways that demonstrate caring and reflect the WCC mission and philosophy
- Attends WCC meetings as required
- Other duties as assigned
Skills
- Skill in performing various accounting principles, business math and bookkeeping transactions such as debiting, crediting, reconciling expenses, preparing transfer of payroll and non-payroll expenses
- Skill in projecting salary, benefit and indirect costs, with knowledge of payroll and employee regulations impacting such cost
- Demonstrated ability to analyze and prepare budgets, to identify spending patterns and project future expenditures
- Skills in perceiving and defining cause and effect relationships between expenditure rates and budgetary projections
- Proven ability to analyze complex financial issues, recognize potential impact, identify creative and alternative solutions, and make recommendations
- Excellent skills in data management and conversion for report generation
Education and Experience
- Bachelor’s Degree in business or accounting preferred
- Demonstrated experience in principles and practices of fund accounting, cost analysis, and audit procedures
- Proven experience in analyzing and interpreting data to produce complex financial reports
- Strong experience using computer spreadsheets and database applications for report generation
- Demonstrated experience using computer software such as Excel, Microsoft Word, and e-mail
Supervisory Responsibilities
This position does not have any supervisory responsibilities.
Physical Requirements
Position requires prolonged hours of sitting at a computer, standing and walking in a clinic setting.
Travel Requirements
Travel required to attend monthly local meetings; occasional travel within and out of state.
