Financial Reporting Associate Jobs in Milwaukee, WI

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 I Job Compensation:

• $64,783.84 to $80,979.80 / Salary Exempt (depending on experience). 

Financial Liaison I Job Responsibilities: 

• Responsible for financial reporting for the assigned program or grants for both internal and program required monthly, quarterly, and applicable close out or final reporting.  
• 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 invoice, travel reports, personnel time sheet activity coding and non-federal share. Ensure transactions are compliant with applicable financial or purchasing and program policy requirements to ensure transaction’s adherence with them; initiate necessary corrective action for any non-compliant items. 
• Perform necessary month end processing activities for assigned grants and or programs.  
• Primary responsibility for transactional review and approval of: Vouchers, stipends, emergency assistance payment requests and refugee assistance payment requests and applicable company travel reports. 
• Transact and affect all requests for cash for assigned grant/ program and related AR. 
• Function as the liaison and coordinate applicable program or grant monitoring reviews and provide all requested information needed to monitor the program. 
• Responsible for routine accounting, processing, and distribution of gift cards to UMOS programs. 
• Responsible for petty cash processing and or imprest accounts to ensure transactions are properly executed and are fully documented. 
• Maintain the Intranet Time recording system with new and changed EAN information and communicate as appropriate. 
• Serve as the backup role for Accounts Payable Vendor and setup function 
• Reconciliations of company’s main cash operating account and other GL account reconciliations.  
• Maintain and participate in the ongoing department activities that comprise the Company’s internal control environment with focus on Uniform Guidance 2 CFR regulations pertaining to non-profits. 
• As needed, other duties as assigned as appropriate to and correlated with position and responsibilities. 
• Assist with other department projects and audit requests.  

Financial Liaison I Qualifications: 

• Associate degree in accounting or financial related area, or credits equivalent to a two- year degree; Note: Additional years of work experience in a relevant field can be equivalent for one year of education. 
• Minimum three years accounting or financial experience preferably in non-profit or government. 
• Intermediate skillset utilizing computer software applications including Microsoft Office, Accounting software programs and other customary desktop programs. 
• Solid analytical skills. 
• Good 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 be open to flexible working hours 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 accommodations will be considered to enable individuals with disabilities to perform the essential functions. 

Physical Demands: 

• Employees are frequently required to stand, walk, sit, bend.  
• Occasionally required to lift and /or move up to 20 lbs. 
• Frequently exposed to moderate temperature generally encountered in a controlled temperature environment and outside setting.  
• Noise level in this work is 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 and driver’s license record check prior to employment. 

UMOS isan equal opportunity Affirmative Action employer, and all qualified applicants will receive consideration for employmentwithout 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.