Administrative Associate
CurrentKey Financial Responsibilities:• Analyze donor income and expense transactions to advise Executive Director on financial trends• Prepare quarterly Profit & Loss and Balance Sheet reports• Create & Plan $600,000+ annual budget• Guide organizational leadership through an annual budget analysis and forecasting session• Evaluate credit card expenses and assign to appropriate expense accounts in Quickbooks Online• Strengthen internal controls by ensuring designated funds are utilized for appropriate projects
Oct 2019 - Present
