Pledge Receivable Accountant

United Way Of Greater Atlanta - Atlanta, GA

Full-time - Entry Level

Atlanta, GA

11-50 employees

Social Assistance

About the position

The Pledge Receivable Accountant is a key member of the Finance department at United Way of Greater Atlanta, responsible for managing the pledge receivable payment process and outstanding balances. This role involves daily cash management related to fundraising campaigns and government grants, ensuring accurate financial reporting and oversight. The accountant interacts with various stakeholders, including donors and internal teams, to provide a quality donor experience and support the organization's financial health.

Responsibilities

• Manage the pledge receivable processes, including collections of outstanding pledge balances.
• Analyze pledge receivables on a regular basis and determine plan of action for outstanding balances, including direct donor follow-up.
• Perform daily cash management duties, processing incoming cash, checks, EFTs, credit cards, refunds, cancellations, and charge backs, ensuring correct account crediting.
• Serve as backup to the Director, Accounts Receivable for processing electronic payment details to the donor level.
• Resolve inquiries regarding pledge balances with donors and other agencies.
• Prepare and send pledge statements, confirmations, and invoices to companies and individuals.
• Assist in streamlining the accounts receivable process by identifying areas for performance improvement.
• Consult and assist donor services and other finance team members as necessary.
• Develop working relationships with donor company A/P coordinators.
• Perform other duties as assigned or necessary.

Requirements

• Bachelor's degree in accounting or appropriate accounting experience with a customer service background.
• Excellent communication skills (both written and verbal).
• Strong mathematical, analytical, and problem-solving skills with attention to detail.
• Proficient in Microsoft Office and knowledgeable in basic office equipment.

Nice-to-haves

• Proven ability to work under pressure.
• Good communication skills.
• Ability to effectively work well with all levels of management.
• Strong customer service skills.

Benefits

• Flexible PTO instead of banked hours.
• Excellent health insurance coverage.
• 401K plan with a good percentage match.