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Financial Liaison III - Finance Department

UMOSMilwaukee, Wisconsin

$75,096 - $93,870 / year

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Job Description

Earn up to $3,000 in incentive pay during your first year of employment!

Are you a motivated, results-oriented candidate seeking to put your talents, skills, and experience to work as part of a mission-driven, customer-focused organization? If so, we invite you to join UMOS’ diverse and dedicated team of over 1,000 professionals making a positive difference across more than 60 offices in seven states. Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures.

Benefits:To support its team members, UMOS offers highly competitive compensation as well as a benefits package including:

  • Paid time off that will increase over your years of service
  • 15 paid holidays annually
  • A robust range of insurance covering health, dental, vision, life, short- and long-term disability, and accidental death & dismemberment
  • The options to establish either a Health Savings Account or Flexible Spending Account, which can be used to cover deductibles, prescriptions, and other healthcare expenses
  • A variety of support services to promote well-being through the employee assistance program
  • Retirement plan options, including 401(k) and Roth IRA, allowing you to make pre-tax or after-tax contributions. For those participating in the 401(k) Retirement Plan, UMOS annually contributes at least 3% of employees’ eligible compensation.

Financial Liaison III Job Compensation:

  • Starting $75,096.02 to $93,870.03/Salary

Financial Liaison III Job Responsibilities:

Financial Liaison Duties: 

  • Responsible for 401K Management, DOL, CSBG, Housing Centers, and Energy Assistance Grants and related grant programs’ overall grant management and financial and program reporting of its monthly, quarterly, and applicable close or final reports. Other grants, as appropriate, may be assigned.  
  • Maintain and obtain appropriate current program documentation needed to substantiate program operations.  
  • Monitoring of actual financial results compared to budget and communication to appropriate levels to ensure funds are not overspent.  
  • Analysis and forecasting of current financial position to the unspent funds or budgeted transaction level to ensure proper budget compliance with the funding source and communicate results to the appropriate personnel.  
  • Ongoing review of financial transactions that include invoices, travel reports, personnel time sheet activity coding. Ensure transactions are compliant with applicable financial or purchasing and program policy requirements to ensure transaction adherence with them; initiate necessary corrective action for any non-compliant items.  
  • Manage the Grant monitoring reviews and provide all requested information needed to monitor the program.  

Financial Management Duties: 

  • Manage fixed asset accounting system and applicable accounting entries for monthly transactions, asset purchase disposal and inventory; maintain fixed asset system in accordance with required regulations.  
  • Will direct work, as appropriate, to the Financial Liaison Specialist and supervise the Accounting Associate’s work and provide assistance to others with department transactions and reporting.  
  • Will serve as backup for the Accounting System Administrative and operational functions  
  • Manage General Ledger Functions  
  • Prepares tax reporting for property tax payments, low-income housing tax returns, and other annual reporting returns 
  • Oversight of year end regulatory processing for unclaimed property 
  • Manages rental receivables 
  • Prepares cash request orders 
  • Oversee and maintain grant management reporting format for the company’s grants including record retention and audit requirements and other required data.  
  • Coordinates and manages UMOS’ financial audit and prepares audited financial statements, including distribution of audit reports to grantors and other interested parties.  
  • Manages Workers Compensation audit process.  
  • Manages payroll reconciliation process  
  • Manages Employee Cafeteria Plan and other benefit accounting  
  • Manage yearly processes for internal control and authorization of employee forms.  
  • Perform Sub-Recipient Monitoring  
  • Maintain and participate in the ongoing department activities that comprise the Company’s internal control environment with a focus on Uniform Guidance 2 CFR regulations pertaining to not for profits.  
  • As needed, other duties assigned as appropriate to and correlated with position and responsibilities.  
  • Assist with other department projects and audit requests.  

Financial Liaison III Job Qualifications:

  • Bachelor’s degree in accounting or financial related area  
  • Minimum five to seven years of financial management experience, preferably in non-profit or governmental accounting.  
  • Familiar with Uniform Guidance 2 CFR regulations pertaining to not for profits 
  • Intermediate experience utilizing computer software applications, Microsoft Office, Accounting software programs, and other customary desktop programs.  
  • Advanced analytical skills.  
  • Strong organizational, prioritization, and communication skills and the ability to work comfortably on your own or as a part of a team in a fast-paced environment.  
  • Able to travel and work flexible hours as needed during the peak and busy season. 

Work Environment, Physical, and Sensory Demands:

The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation will be considered to enable individuals with disabilities to perform the essential functions. 

Physical Demands: 

  • Employees are frequently required to stand, walk, sit, and bend.  
  • Occasionally required to lift and /or move up to 20 lbs. 
  • Frequently exposed to moderate temperatures, generally encountered in a controlled temperature environment and outside setting.  
  • Noise levels in this work are usually semi-moderate.  

Tools & Equipment Used: 

  • iPad, iPhone, laptop computers, projectors, copy/scanner machine, computer.  
  • Be able to scan documents and encrypt documents as necessary     
  • Use first aid equipment, fire extinguisher.  

Usage varies by position.  

Additional Eligibility Requirements:

Employment with UMOS is contingent upon successful completion of a criminal background check prior to employment.   

UMOS is an equal opportunity Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

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