(Full Time 15 Month Term position)

Want to do work that makes a difference?

We work to change lives. Check out our mission, vision and values on our website. Don’t forget to read about how we work with our participants to make a difference.

The Organization

Momentum is an award winning and nationally recognized Community Economic Development (CED) organization. CED promotes local action to create economic opportunities in the community on a sustainable and inclusive basis. We strive to be an employer of choice and have been selected as one of Alberta’s Top 50 Employers. We provide competitive compensation and benefits with an unparalleled work environment. We’re professional and diverse so you’ll find a range of people and backgrounds working here anywhere from an MBA to Social Work and everything in between. We’re serious about our work but we don’t take ourselves too seriously and love to celebrate and have fun along the way. We are a responsible organization with sustainability being one of our values and take care to reduce our environmental footprint.

If this sounds like a place where you want to work, please review the position description below to see if there’s a fit with your skills and experience.

Introduction

Momentum staff are expected to work cooperatively with others; demonstrate flexibility in organizing work; have good communication skills; and demonstrate thoughtfulness in decision making.

Staff must be non-judgmental and receptive in approach and reflect genuine concern, respect and commitment towards the individual, family, and community.

Responsibility

This position is responsible to the Finance Manager, and will work in close collaboration with Department Managers and Program Facilitators and Assistants. The incumbent will assist in creating a positive, welcoming, and helpful level of contact for participants, volunteers, and staff of Momentum.

Key Areas of Responsibilities

• Bookkeeping – Momentum
• Donation Administration
• Loan portfolio administration
• General administration

Primary Relationships

• Finance Manager
• Finance Coordinator
• Department Managers, Facilitators, Assistants
• Finance Administrator

Duties

Loan Administration

• Collaborate with Immigrant Access Fund (IAF) and Momentum loan program facilitators and managers to ensure accuracy and integrity of loan transaction information is maintained and  necessary support is provided to loan programs
• Record new approved loan information into The Exceptional Assistant (TEA) database, which includes: update loan application status; total committed amount and new issued loan amount.
• Maintain an accurate loan payment collection system (PAP system); execute PAP transactions five times per month; ensure all transaction deadlines are met and transaction information is correct.
• Download NSF payment reports from Royal Bank after each PAP transaction; update NSF payment information into TEA database; inform Loan facilitator about unsuccessful transactions; take necessary action toward collecting Rent Bank loan payment.
• Record manual loan payments (include cash and cheque) into TEA Database.
• Adjust payment transactions according to loan facilitators’ requests.
• Write off bad debts loans in TEA Database following proper procedures.
• Generate various loan performance reports as requested; inform loan facilitators about NSF inactive accounts, held accounts and other unusual data information.
• Submit Equifax report monthly.

Bookkeeping

• Responsible for accounts receivable: ensure invoices are issued correctly to customers and are entered into the accounting system with the correct coding. Apply payment to outstanding invoices. Take initiative action in the collection process when required.
• Prepare deposits related to loans; execute IAF bank reconciliation monthly within or prior to set deadlines
• Prepare assigned month-end general journal entries and process any subsequent entries based on analysis.
• Update assigned working papers monthly; reconcile assigned balance sheet accounts and execute any additional accounting entries.
• Audit CASS clients files monthly and issue audit journal report accordingly.

Donation Administration

• Coordinate recording of donations with Finance coordinator into Raiser Edge database; ensure all donation information is maintained accurately.
• Issue receipt and thank you letters to donors.
• Ensure collection of monthly visa donations and automatic bank deposit donations.
• Reconcile donation records with accounting books monthly.
• Keep all transaction paper documents in proper files.

Program Support

• Collaborate with departments to ensure accuracy and integrity of information is maintained.
• Provide support to department managers and program facilitators as required.

Administration

• Provide support to the accounting team as needed and when delegated.
• Participate in organization related activities – monthly chores, reception cover off, etc.
• Participate on internal committees.
• Attend general staff meetings.
• Attend the Board/Staff retreat, staff team building retreat and other organizational events.

Qualifications

• Working towards accounting certification/diploma
• Intermediate bookkeeping experience (minimum 2 years) in the areas of accounts receivables, accounts payable and reconciliations
• Experience in multi-cost center environment
• Knowledge of software –QuickBooks/Great Plains Dynamics/ Word/Excel/ Power Point and Access
• Knowledge of The Exceptional Assistant (TEA) database an asset
• Excellent time management, organizational and planning skills
• Accountable, dependable, reliable, takes initiative in responding to tasks needing completion and anticipating needs or impact of actions
• Effective interpersonal skills, works collaboratively with others
• Personable, friendly, and poised in dealing with people
• Able to work independently and within a team
• Good communication skills and follow up
• Ability to deliver high quality work within tight deadlines
• Ability to problem solve and work collaboratively and at a high capacity level

To apply

Please forward resume with covering letter:
Via e-mail to: job at momentum.org
State competition number in subject line of email.
Or by mail: #16, 2936 Radcliffe Drive SE, Calgary, Alberta T2A 6M8
Or Fax: 403.235.4646

Applicants must state salary expectations in their cover letter.

Momentum is an equal opportunity employer. Persons from diverse groups are encouraged to apply. We wish to thank all applicants for their interest, however, only those selected for interviews will be contacted.

To see why Momentum is a great place to work and what we have to offer visit www.momentum.org

SOURCE: Momentum