Finance Assistant [Monterey Bay Aquarium, Monterey, CA]

Description

Reporting to the Director of Finance, the Finance Assistant assists in the monitoring, processing, tracking and reporting of insurance and claims activity, short term investments, and contracts

Core Responsibilities:

Contracts

• Organize and maintain contracts and related documentation
• Review and process contracts, as directed
• Assure completeness of contracts (attachments, insurance requirements, etc.)
• Identify unusual contract terms and conditions or high risk matters for management attention
• Prepare regular reports on the status of contracts and contract metrics
• Monitor contract requirements, special provisions, and terms and conditions to ensure compliance as directed by management
• Assist in identification, development and implementation of new contract practices, policies and procedures

Insurance (Property and Casualty and Workers Compensation)

• Prepare premium cost, self-insurance, and claim reports
• Assist with preparation of new and renewal insurance applications by updating the statement of values, business income, and other exposure bases
• Maintain insurance schedules, claim reporting protocols
• Prepare annual insurance profile report
• Liaison with insurance broker and insurance company representatives to coordinate claim handling
• Manage records retention for Business Operations

Banking and Investments

• Track laddered CD program returns and report on upcoming maturities
• Monitor brokerage account and prepare and report valuation of stock gifts
• Monitor money market and cash balances daily for incoming wire transfers
• Review Commonfund investment portfolio monthly for compliance with IPS
• Report quarterly on status of retirement plan investments

Record Retention

• Propose and maintain digital archive system for all Business Operations documents
• Manage both on and offsite Business Operations records in compliance with policy

Absolutely Required Skills / Knowledge / Ability / Experience or Education

• Bachelor’s Degree
• 5+ years of experience in finance or accounting
• Microsoft Office/Suite proficient
• Excellent communication skills (written and verbal)
• Strong attention to detail
• Highly organized
• Able to multitask efficiently and effectively

Desired Skills / Knowledge / Ability / Experience or Education

• Bachelor’s Degree in Accounting
• Experience in nonprofit finance or accounting

The Monterey Bay Aquarium is an equal opportunity employer. We are committed to fostering an environment free from any form of unlawful discrimination. Discriminatory actions are strictly prohibited and we are committed to engaging in affirmative action measures to ensure against discrimination. It is the policy of the Monterey Bay Aquarium to promote a positive program of specific practices designed to ensure equal opportunity without regard to race, sex (including breastfeeding and conditions related to breastfeeding), color, creed, gender, religion, marital status, registered domestic partnership status, age, national origin or ancestry, physical or mental disability, special disabled veteran status, veteran status, medical condition, genetic characteristics and information, sexual orientation, gender (including gender identity and gender expression), parental status, political affiliations, military service, family care leave status, or any other consideration made unlawful by federal, state or local laws. All such discrimination is unlawful. This policy governs all aspects of employment at the Aquarium, including hiring, assignments, training, promotions, compensation, employee benefits, employee discipline and discharge, and all other terms and conditions of employment