Description

Position Summary 
With a commitment to cultural humility and an on-going awareness of personal biases, this position provides financial and administrative support for the UCPEA Office in compliance with established policies and procedures. The Financial/Administrative Assistant reports to the Executive Director or designee.  
 
Duties & Responsibilities 
 
Perform day-to-day bookkeeping activities including but not limited to: 

• record transactions 
• categorize expenses 
• process accounts payable and receivable 
• reconcile accounts.   

Maintain accurate, up-to-date, and accessible records of all financial transactions. 
 
Respond to and resolve financial inquiries and issues.  
 
Prepare financial documentation for external audits and historical data to support the annual budget preparation process. 
 
Provide administrative support including but not limited to: 

• Prepare, edit, and format documents 
• Maintain physical and electronic filing systems 
• Assist staff with daily tasks, data entry, and projects 
• Coordinate office maintenance and cleaning 
• Maintain office inventory and order supplies as needed 
• Answer, screen, and direct phone calls 
• Respond to and direct incoming emails 
• Welcome and assist office visitors 
• Assist with event planning and on-site event support 
• Book meeting spaces and coordinate appointments  

Perform related work as assigned.  

Requirements

REQUIRED QUALIFICATIONS

Experience 

1. One (1) year of professional bookkeeping or accounting experience, three years of volunteer bookkeeping experience, or relevant degree.

Knowledge 

1. Bookkeeping practices and procedures. 
2. Account reconciliation processes.  
3. Microsoft Office or similar productivity software.  

Skills 

1. Communicates effectively with others one-on-one and in small groups.  
2. Comfortable using or learning common office software and collaboration tools.  
3. Proficient in addition, subtraction, multiplication, division, and percentages. 

Values 

Commitment to shared values, social justice, and antiracism.   

PREFERRED QUALIFICATIONS - in addition to all required qualifications. 
 
Experience 

1. Three (3) years of professional bookkeeping or accounting experience.  
2. Experience using Microsoft Word, Excel, and Outlook. 
3. Experience using Adobe Acrobat. 
4. Experience using QuickBooks Online or other similar accounting software. 

Knowledge 

1. 501 (c)(5) financial regulations and reporting requirements. 
2. Internal structure of labor unions.  
3. Relationship between union membership and dues.  

Certification 

1. AIPB Certified Bookkeeper, NACPB Certified Public Bookkeeper, or similar.