Luna Jimenez Seminars is hiring a Finance Manager (PT)!

Description:
Luna Jimenez Seminars & Associates (LJS)
Position: Finance Manager
Salary: Competitive salary and benefits, commensurate with experience and skills. Part-time salary 20 hours per week commensurate with experience.
Location: North Portland, Oregon

Luna Jiménez Seminars & Associates, Inc. is currently seeking a part-time Finance Manager. Interested candidates should review the responsibilities and requirements carefully and respond using the application process found at the end of this posting. Only complete applications will be considered.

Firm Description:
Luna Jiménez Seminars & Associates, Inc is a local consulting firm dedicated to providing training, facilitation, coaching and public speaking to assist individuals and organizations to address and eliminate the effects of institutional oppression. Founded in 1994, LJS has established an excellent national and international reputation for developing innovative seminars on cross cultural communication, leadership development, and alliance building, as well as facilitated events supporting organizational growth and development. Clients include state, regional and local government agencies, non-profits, leadership training programs, elected officials, universities and colleges, and corporations throughout the US.

Position Description:
The Finance Manager is responsible for ensuring optimal effectiveness and success of the organization. Duties consist of: Finance – budgeting and forecasting, collaborating with President and Financial Planning team to support organizational and personal financial goals; Accounting – bookkeeping (or potentially managing contract bookkeeper), billing and accounts payable, accounts payable and payroll; preparing tax documents for accountant and preparing 1099s for contractors; Contracts Management – preparing draft and final contracts, reviewing client contracts, setting up and managing Docusign account for contracting, working with legal departments or securing sound legal guidance for customized contracting; Human Resources – maintaining and regularly updating HR Manual, policies and procedures, managing benefits including enrolling in insurance or other benefits programs; Business Management – contractor and vendor contracting and compliance, insurances and licensing, professional membership and credential management, update and manage Board Meeting notes and records. The Finance Manager will be supervised by the President and work closely with the Executive Assistant.

Applicant needs to have excellent oral and written communication skills, strong financial acumen, demonstrated project management skills, attention to detail and high-level functionality and discretion in a home office environment with a passion for social justice. This is a fast-paced, small business environment, so the ability to prioritize and manage multiple projects and deadlines with grace, high-quality results, and a positive attitude is a must. We seek applicants who are energetic, reliable, self-starters, have experience with and understand the unique benefits and challenges of working in a small business, and have the ability to work both independently and as a member of a team.

This is a growth-filled opportunity for a person who is open to professional development and rewarding work. We have an office that reflects our core organizational values: courage, caring, connection, grace and transformation. We have created an environment that treats employees as full humans with their dreams supported, while committing to complete the projects at hand with consistent excellence. We look forward to adding to our LJS team!

Position Responsibilities:
Finance and Accounting
• Develop annual budget and manage revenue goals and expenditures in accordance to budget.
• Update financial reports and forecasting, including cash flow, monthly.
• Maintain up-to-date and thorough books, or oversee contract bookkeeper as needed: accounts payable, accounts receivable, monthly payroll posting, banking and credit card reconciliations.
• Prepare client billings monthly and ensure timely collection of revenue.
• Prepare monthly payroll for review by President and submit to Prime Pay upon approval.
• Collaborate with accountant on tax matters, as well as quarterly and annual filings, and with financial planners to meet organizational and Presidents’ financial goals.
• Prepare all personal and business tax materials for Accountant.
• Update Accounting Policies and Procedures as needed.

Human Resources
• Update Employee Manual annually.
• Collaborate with President to update policies and employee benefits enhancements in alignment with organizational goals and values.
• Update HR policies and procedures as needed.
• Manage company benefits and prepare annual renewals for approval by President.
• Develop job descriptions and postings and support Executive Assistant in hiring process.

Business Management/Operations
• Maintain business licensure and insurance policies.
• Maintain professional memberships for President and company.
• Prepare contracts for clients and ensure contract compliance.
• Manage vendors and vendor agreements.
• Support LJS Associates from contracting to billing.
• Update Operations Manual as needed, with support of Executive Assistant.
• Manage organizational password protocols.
• Act as back up to Executive Assistant in office management and IT coordination.
• Update and manage Board meeting notes, records and notebooks.

Required Qualifications & Qualities:
• Minimum 5 years of finance, accounting and human resources experience, particularly in small business executive support contexts.
• Bachelor's degree in accounting or finance. Masters preferred.
• Exceptional computer and typing skills, including database, word processing and contact management, using MS Office Suite 2013 with Windows 7 & 8, Outlook, Constant Contact and Mail Chimp and Word Press. Project management software expgerience a plus.
• Demonstrated accounting and project management skills.
• Experience with business networking, outreach and marketing via social media (including but not limited to blog, Facebook, Twitter and Linked In) and other sources.
• Commitment to deliver consistently excellent results and outstanding attention to detail.
• Initiative and eagerness to excel in all responsibilities, with the ability to take instructions while innovating for improvements and flexibility to address unexpected issues as they arise.
• Warm personality with exceptional interpersonal and relationship building skills, a sense of humor, integrity, and a passion for social justice.
• Polished, professional and clear-written and oral communication skills.
• Ability to work discreetly and respectfully within a home office environment and maintain strict confidentiality.
• Proven time management and prioritization skills, and ability to successfully and proficiently manage multiple simple and complex tasks under time constraints.
• Ability to think quickly and proactively analyze situations and solve problems.
• Flexibility to address unexpected issues as they arise.
• Ability to work gracefully under pressure in fast-paced environment.
• Ability to calmly work with and troubleshoot problems with computers and other technology.
• Confidence to take responsibility and be accountable for mistakes and exercise sound judgment.
• Commitment to beauty, order and respect for property/supplies, and love of plants and caring for things.

Additional Desirable Qualifications:
• Ability to lift 40 lbs. safely.
• Bilingual (oral and written skills) in Spanish.
• Comfort with emotions and commitment to own emotional and self-work.
• Loyalty and ability to make long-term commitment to this position.

Position Details:
Schedule and Compensation:
• Competitive wage and benefits, commensurate with experience and skills. Starting salary range, depending on experience.
• Part-time position, weekly 20 hours.
• Typical work schedule Monday-Friday, 8:30 am-5:00 pm. Some evening and weekend availability and scheduling flexibility may be required. Advance notice will be given when evening and weekend work is needed.


Application Guidelines/Contact:
Application Process:
Email the following information to hiring@lunajimenezseminars.com with the title “Finance Manager” in the subject line:
• Cover letter clearly outlining the specific skills and expertise you would bring to the job and how you are a good fit for the responsibilities of this position and LJS.
• Resume detailing relevant experience, work history, education and accomplishments.
• Contact information for three (3) professional references.
• Salary history and desired salary.

Incomplete and generic applications will not be reviewed.

Luna Jiménez Seminars & Associates, Inc. is an Equal Opportunity Employer.

Salary:
Part Time, DOE.