The Specialist will provide customer support and end-user training to chapter and Home office staff for Sage 500 (the Association's accounting software) and BI360 Reporting and Planning (the Association's financial reporting and budgeting software). Familiarity with basic accounting principles and complex accounting general ledgers, sub-ledgers and report writers is a must. This position is based in the Home office in downtown Chicago, IL.
Essential Job Functions
Timely response and resolution of assigned Helpdesk tickets from chapter and Home office staff related to accounting processes and accounting/report writer software functionality.
Foster strong relationships and trust with chapter and Home office constituents.
Deliver training programs for chapter and Home office staff for the use of Sage 500 and BI360, as assigned
Provide advice on not-for-profit accounting processes consistent with GAAP and Association policies
Assist in planning, testing and implementing accounting and reporting system updates and upgrades.
Produce and maintain procedural and instructional manuals and other training materials for Sage 500 and BI360; revise as needed.
Support Chase Paymentech user access and reporting requests.
Provide support and assistance with other finance-related systems and projects as assigned.
Weekly reporting of project status, tasks completed, and work plan in required format to supervisor
Bachelor's degree in finance, accounting, or computer science
3 years financial accounting software usage and/or implementation experience, preferably in a not-for-profit environment
Proficiency with accounting systems and financial report writers. Experience with Sage 500 and BI360 software preferred.
Proficiency writing reports in accounting and financial reporting systems
Proficiency with Microsoft Office suite of software (particularly Excel)
CPA or CPA-track preferred
Experience with Sage 500, BI360 Reporting, BI360 Planning, Sage 90, Blackbaud Financial Edge, Solomon, Great Plains, ACC-PAC or similar middle market accounting package required.