Financial Services Coordinator
About this role
Position Summary:
Works on the Financial Services Team in providing financial services to US Mob Base missionaries, appointees, other PI Gateways, the International Office, and Partner Organizations.
Qualifications:
- Committed to global missions and overall vision of Pioneers
- Must practice and support the relevant elements of the US Mobilization Base Manual
- Bachelor’s degree preferred
- Ministry experience required
- Excellent communication skills (verbal and written)
- High proficiency in computer skills - Microsoft Office suite products is a must
- Strong administrative and problem-solving skills
- Must be detail-oriented
- Works well on a team with a positive attitude and relationship building skills
- Good time management and organization skills
Responsibilities:
- Learn and implement financial policies and processes pertaining to appointees, field members, staff, volunteers, other PI Gateways, the International Directors Office (IDO), and partner organizations.
- Coordinate with various Orlando-based teams for interactions with PI members, PI Gateways, and Partner Organization pertaining to finance.
- Keep accurate data across multiple systems - NetSuite (FMS), Studio Enterprise (CRM), Concur (ER), Donor Hub/MPDX - involving account set up, transfers & transactions, as well as Statement balances.
- Process expense reimbursements, cash advances, event deposit requests, monthly allocations, recurring transfers, invoice payment, and payment requests for appointees and missionaries.
- Produce various financial reports as assigned by the Financial Services manager.
- Provides education to missionaries/appointees on financial policies and expense reporting.
- Update and maintain forms and resources on our member portal (Envoy) as it pertains to finance.
- Assist in the creation of project accounts for field members and staff.
- Assist in the reconciliation of event finances for field members.
- Participate in grant making program, including assisting in ensuring compliance with BoD requirements, best practices, and regulatory requirement.
- Perform all other related duties as assigned by the Financial Services Manager.
Physical Demands:
- Environment: Work is performed primarily in a standard office environment with extensive public contact and frequent interruptions.
- Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.
- Vision: See in the normal visual range with or without correction.
- Hearing: Hear in the normal audio range with or without correction.
Additional Notes:
This is a hybrid position, requiring to be in the office three days a week (Tu-Th). Additional in-person meetings may be required on an as needed basis.
Company at a glance
Envoy is a workplace platform company focused on hybrid work and safely bringing people together. Since its launch in May 2023, it operates in over 20,000 locations worldwide and counts Slack, Pinterest, and Warby Parker among its customers. Backed by venture investors including Andreessen Horowitz, Menlo Ventures, Initialized Capital, and Brookfield Growth, Envoy positions itself at the intersection of workforce experience and security for hybrid environments.
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