Administration and Finance Specialist

ABOUT COOPERATIVE DEVELOPMENT INSTITUTE 

CDI is a regional 501(c)3 non-profit founded in 1994 by co-op leaders in the Northeast. Cooperative Development Institute’s mission is to build a cooperative economy through the creation and development of successful cooperative enterprises. We are transforming ownership of our economy, so all people can meet their basic needs.  Our mission is to work with people in the Northeast to create cooperative businesses and networks that grow a prosperous, equitable economy. We envision a democratically owned and just economy where everyone can fulfill their needs and aspirations.

CDI is an inclusive, collaborative, resilient organization. CDI holds the following values as important within our organization and in our work with communities: cooperation, equity, justice and fairness; integrity, honesty, and transparency; respect, inclusion, patience, and trust; and wellness, environmental justice, and responsibility.

Essential Functions

Success in this role requires an ability to manage multiple tasks, attention to detail, good judgment, a positive attitude, both independent self-management and collaboration skills, and a willingness to be a proactive problem-solver.

Accounting and Cash Management Support (50%)

  • Cash management
    • Enter bank deposits
  • Accounts payable
    • Process invoices
    • Process credit card statements
    • Initiate and process electronic and check payments
  • Revenue cycle
    • Create and process invoices
    • Process payments
    • Coordinate collections process
    • Assist with grant invoicing and reconciliation
  • Reconciliations
    • Assist with account reconciliations
  • Payroll
    • Perform biweekly payroll processing

Grants Management Support (20%):

  • Organize and maintain grant-related files in relevant platforms.
  • Support the development of materials for grant applications and reports.
  • Support grant-related research.

Communications Support (15%): 

  • Support external communications coordination and content creation
  • Perform research for media outreach.
  • Support dissemination of information, announcements, materials, and tools with affiliates and external partners.
  • Send acknowledgements to donors.

Administrative Support (15%): 

  • Maintain and update the CDI Google Calendar, i.e., holidays, Board meetings.
  • Maintain meeting agendas and minutes.
  • Customize contract boilerplates for program leads
  • Coordinate with contractors to facilitate the contract execution and storage process.
  • Support contract and grant administration.
  • Support coordination and tech facilitation for online workshops and meetings.
  • Process physical and electronic mail

Qualifications & Requirements, Education and Experience 

  • Associate degree, bachelor’s degree preferred.  Relevant experience may be substituted for educational requirement.
  • One (1) to three (3) years of relevant experience.
  • Intermediate expertise in the use of Google Suite, Zoom, enterprise accounting applications, and communications platforms; experience with Sage Intact and ADP preferred.
  • Effective verbal and written communication skills.
  • Strong time management and organization skills; meticulous attention to detail.
  • Excellent customer service skills and ability to address inquiries in a timely fashion.
  • Ability to work well independently and as a member of various teams.
  • Ability to manage multiple tasks, prioritize assignments, and meet deadlines.

Competencies: 

Problem Solving – Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.

Written Communication – Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.

Teamwork – Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed.

Planning/Organizing – Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.

Innovation – Displays original thinking and creativity; meets challenges with resourcefulness; generates suggestions for improving work; develops innovative approaches and ideas; presents ideas and information in a manner that gets others’ attention.

Physical Demands and Work Environment: 

  • Able to work well independently and remotely.
  • Coordinate multiple tasks simultaneously.
  • Sit for prolonged periods of time.
  • Utilize visual acuity to operate equipment, read technical information, and/or use a keyboard.

 

To apply please fill out the form found here.  The position will remain open until filled, but applications received by August 30th will get priority attention. Three references will be requested before an offer is made.

No phone calls, please.

Equal Opportunity Employer

Visit us at https://cdi.coop/

 

 




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