SENDER ONE FINANCE GENERALIST

Overview:

The Finance Generalist is someone who is enthusiastic, self-motivated, proactive, excited to help members and guests with questions. The Finance Generalist is analytical, empathetic, well organized, a numerate, a problem solver, and manages time effectively. The Finance Generalist will be responsible for a combination of member services and finance duties to create a full-time position. 

Responsibilities:

• Ensure all member change requests are processed according to Sender One’s policies;
• Monitor and adjust automated daily invoices and monthly membership dues;
• Maintain well-organized and accurate records of members and guests correspondences;
• Communicate billing activities with all departments and relevant staff (e.g., Youth Programs);
• Train staff members on Sender One offerings and billing policies as needed;
• Ensure member data is collected accurately and precisely and analyze member data;
• Process transactions in Quickbooks; reconcile bank accounts, credit cards, and RGP transactions;
• Hold managers accountable for classifying transactions timely;
• Create spreadsheets and visuals for financial reporting to management;
• Maintain well-organized and accurate records of data;
• Investor Management;
• Assist with various monthly and quarterly tasks and account analysis;
• Assist with managing and developing data and charts in Grow.

Profile:

• Can take initiative without prompting;
• Handles confidential information appropriately;
• Excellent verbal and written communication skills;
• Highly organized and comfortable recording and tracking data;
• Ability to quickly learn and mast various software applications:
• Performs detail-oriented administrative work accurately and consistently;
• Excellent time management skills and ability to function at a high level under stress;
• Critical thinking, problem solving, and analytical skills;
• Ability to develop new, creative solutions and processes;
• Ability to work independently and cooperatively in teams.

Industry Experience:

• At least two years of experience working in customer service;
• Bookkeeping experience a plus;
• Knowledge of Google Suite – Gmail, Sheets, Docs, Drive, etc.;
• Knowledge of Rock Gym Pro reporting & data handling;
• Knowledge of Excel; Quickbooks Online; SQL (not required).

Time Commitment:

• Must be able to work 32-40 hours per week for Finance Generalist;
• Must be able to work one frontline weekend shift;
• Must be able to attend weekly check ins; Mandatory Quarterly All Staff meeting.