Staff at The San Diego Foundation address the region’s most pressing challenges and identify opportunities by working with donors and partners to improve the quality of life for all San Diegans.
Opportunities
Thank you for your interest in the work of The San Diego Foundation. To learn more about our work and inquire about joining our team, contact jobs@sdfoundation.org.
Accounts Payable & Payroll Coordinator
At The San Diego Foundation, we value our diverse and experienced staff that are committed to our mission of improving the quality of life within all of San Diego’s communities. We strive to be an employer of choice, offering a competitive compensation package, and a professional and vibrant work environment for those who have a passion for our mission that is carried out every day by providing leadership for effective philanthropy and promoting community solutions.
We are seeking an experienced team member to accomplish the organization’s payroll processing objectives and to coordinate and process all accounts payable. The selected candidate will be cross trained in the accounting department to learn other components of the accounting function. The Coordinator will interface with internal staff, vendors, contractors, and organizations as well as the supporting organizations of The Foundation.
This opportunity offers:
- An exciting career opportunity at a leading San Diego philanthropic institution
- An opportunity to work with a collaborative team
- A convenient Point Loma location, green-certified professional office building with free parking
- A competitive pay, a comprehensive and generous benefit package
Essential duties and Principal responsibilities include but are not limited to:
Principal Duties
Invoice Processing: Ensure all invoices are processed into Financial Edge (FE) timely and coded accurately.
Payroll Processing: Coordinate payroll processing in accordance with current payroll Federal and California standards and practices. Prepare payroll journal entries and payroll salary offset allocations to non-operating funds monthly. Payroll reconciliation for quarterly tax purposes. Track and maintain PTO, Health Care Time and Discretionary accruals. Function as point of contact for payroll information.
Retirement Plan Coordination: Act as liaison with 403(b) plan record-keepers to ensure timely and accurate administration of enrollments, participant deferrals, employer contribution timing and vesting, regulation changes, and monitoring of plan compliance, plan enhancements and necessary updates. Process enrollments, reconcile payments, and facilitate annual testing; prepare quarterly reports.
Independent Contractors: Maintain records on file for independent contractors and other service contracts. Request updated agreements/contracts from appropriate staff as they expire or become obsolete. Prepare and send CA EDD forms for independent contractors. 1099 payment recording, file maintenance, reporting and filing.
Grant Processing: Processing grant payments. Working closely with Grants Department to ensure requested grant checks are processed and mailed out to appropriate organizations.
Other Accounting Department Assistance: Accounting cross training as required to learn to be a backup for any other departmental needs, which may include use of journal entries and account reconciliation for audit preparation. Preparation of journal entries for reclassification and year-end accruals; monthly reconciliation of accounts payable;
clearing of checks monthly; and administer corporate credit cards and function as point of contact.
Qualifications
- Minimum two years of administrative and bookkeeping or basic accounting experience in a business environment.
- Minimum two years of electronic payroll processing experience in California, preferably using ADP, and retirement plan payment administration experience.
- Solid understanding of basic bookkeeping and/or basic accounting principles including understanding debits/credits and chart of accounts for coding
- Demonstrated ability utilizing technology in process improvements
- Demonstrated track record in developing and utilizing administrative organizational systems with attention to detail, timeliness and record keeping
- Strong character and use of discretion with highly confidential information
- Advanced proficiency with Windows and all MS Office applications, Outlook, Word, Excel, with a solid ability to set up and track information in spreadsheets using higher level Excel functioning
- Strong data entry, data management skills to include query development and report generation
- Regularly takes the initiative to recognize problems, and clearly explain potential solutions
- Ability to work independently and successfully prioritize and coordinate multiple projects and meet deadlines
- Highly dependable team player with a positive and enthusiastic attitude
- Strong written, verbal and interpersonal communication skills
- Able to thrive in a fast-paced environment where adapting to change is necessary.
Education
- Associate’s or bachelor’s degree with booking/accounting emphasis preferred
- Education and professional training and experience required
Work Environment
- Non-smoking, professional office environment
- Fast paced working with multi-level distractions
Apply Today
Please submit the following to jobs@sdfoundation.org:
- Resume
- Indicate in the Subject Line: Accounts Payable & Payroll Coordinator
Please direct all inquiries to: jobs@sdfoundation.org.
Stewardship Team Administrator
Since 1975, The San Diego Foundation (TSDF) has been helping passionate, charitably minded citizens find ways to create positive impacts in communities across the San Diego region.
With more than $850 million in assets and management of more than 2,100 funds, we support our donors philanthropic goals. Today more than $1 billion in grants have been made to support nonprofit organizations that provide service and opportunity to people throughout our community. Join TSDF to assist us in growing a vibrant region!
Purpose of Position
TSDF is seeking a dynamic, experienced administrator to provide administrative support for the members of the Development & Stewardship Team and Regional Affiliate Team.
In this role you will be responsible for, but not limited to:
Coordinate and provide support to stakeholders related to charitable giving, planned giving and estate administration:
- Adhere to policies, procedures and workflow related to creating, maintaining, inputting and changing fund agreements for all fund types.
- Will share initial contact for the Development & Stewardship Team, responding to phone and e-mail inquiries and/or forwarding to appropriate staff member.
- Maintain tracking system.
- Create and maintain electronic files.
- Update and maintain all mail codes in Raiser’s Edge, Financial Edge and Granted Edge.
- Research projects as assigned
Support and maintain an accurate database:
- Maintain constituent contact information in Raiser’s Edge, Financial Edge and Granted Edge
- Participate as a departmental representative for Blackbaud Power User group.
- Provide support and expertise to establish and maintain standards of input.
- Stay adept and up-to-date with Raiser’s Edge, Financial Edge and Granted GE, and the capabilities of each.
- Ensure departments are updating and maintaining relationships and/or constituent codes in Raiser’s Edge, Financial Edge and Granted Edge.
- Act as an internal resource for staff on pulling data.
- Ensure accuracy in the use of constituent codes, attributes, queries, and reports.
Provide support for Regional Affiliate (RA) programs:
- Direct customer service by answering calls and responding to email inquiries.
- Coordinate and maintain effective administrative workflow processes.
- Prepare and process contribution requests.
- Prepare and provide timely and accurate reporting data to committees.
- Support planning and execution of membership building and retention strategies.
- Provide coordination between RA and Communications department.
- Implement communication strategies to include literature preparation and distribution, blogs, website updates and social media activities.
- Other duties as assigned, but not limited to:
- Provide occasional front desk telephone and in-person reception backup.
- Support to other departments as needed.
We are looking for:
- Minimum of three years of administrative and/or customer service experience in a professional office environment; nonprofit experience preferred, but not required
- Demonstrated track record in developing and utilizing administrative organizational systems with attention to detail, timeliness and record keeping
- Professional attitude and demeanor working with both internal and external customers
- Ability to work independently and successfully prioritize and coordinate multiple projects and meet deadlines
- Regularly takes the initiative to recognize problems, and clearly explain potential solutions
- Highly dependable team player with a positive and enthusiastic attitude
- Outstanding interpersonal, verbal and written communication skills
- Advanced knowledge and expert proficiency with computer software applications: MS Windows, Outlook, Word, Excel, PowerPoint
- Strong aptitude and experience with database applications, data entry and report generation preferably with Blackbaud (Raiser’s Edge, Financial Edge and Granted Edge)
- Ability to be flexible and open to change with successful experience working in a fast-paced environment
- Associates or bachelor’s degree helpful but not required
Apply Today
The San Diego Foundation offers and excellent benefits package and competitive compensation. Please submit the following to jobs@sdfoundation.org:
- Resume
- Cover Letter
- Indicate in the Subject Line: Stewardship Team Administrator
Please direct all inquiries to: jobs@sdfoundation.org.
