Company Overview:
At Soukup Strategic Solutions, we have the privilege of advising our community’s top leaders in the nonprofit sector. Our clients have selected us to guide them in making their organizations more effective at achieving their missions. We are proud of our strong reputation as one of our community’s most trusted resources in strategic planning, fundraising, nonprofit management, and Board development.
Our clients are large and small nonprofits that positively impact our world in countless ways. Their leaders are some of the most talented and generous people in our community. Through our work with them, we make a measurable impact on thousands of lives.
Job Responsibilities:
General
• Complete onboarding, and complete follow up training as assigned.
• Meet with supervisor.
• Communicate and collaborate with Company personnel, clients, and vendors by phone, email, Teams (or similar video conferencing and collaboration technology), and in person on occasion.
• Research information for business and finance functions as assigned by supervisor.
• Prepare reports on work activities and progress toward assignments.
• Keep track of and report time on Company timesheet.
• Other duties in support of the Company’s operations.
Finance
• Scan and electronically file original source documents (receipts, invoices, statements, contracts, etc.)
• Maintain accurate financial records of the Company by posting transactions in QuickBooks Online (QBO) in accordance with GAAP.
• Distribute ACH forms and W-9 forms as assigned by supervisor.
• Prepare client invoices and ensure they are distributed to clients according to Company policies and procedures.
• Collect Clockify reports for all hourly employees and submit by 5pm on the 9th and 24th of each month.
• Enter payroll data into company spreadsheet and submit for approval.
• Enter new employee data into ADP and initiate enrollment in state withholding tax programs when required.
• Follow up with state and local payroll withholding jurisdictions to update and/or close accounts.
• Ensure time tracking reports are produced through Clockify for each client when requested by supervisor; when assigned, compare client reports to Client Fee Analysis report in the company dashboard and identify discrepancies; resolve discrepancies or seek support from supervisor and other team members to resolve when needed.
• Create Utilization report, and other reports as assigned by supervisor; submit monthly reports by 5th of each month.
• Format spreadsheets and enter data into Excel, using formulas and multiple workbooks.
• Use Excel to create reports and prepare presentations.
• Coordinate the monthly consultants’ payment process.
Business Administration
• Translate business objectives into workflows and enter processes into project management system (MS Planner or similar).
• Help design and support projects to solve business problems.
• Track and report on progress toward project goals and objectives.
• Prepare and present reports to supervisor and other personnel.
• Create templates for frequently used Company documents.
• Update Company calendars.
• Manage AI note takers, create meeting summaries, and download data to SharePoint.
• Update and organize company files and folders in SharePoint according to company policies.
Client Engagement
• Perform research and download documents on prospective clients (prospects) as assigned by supervisor.
• Draft client engagement messages and enter approved messages into email templates.
• Create drafts of email campaign pathways for segmented audiences.
• Design and produce client engagement reports.
• Create employee and client surveys in SurveyMonkey, distribute approved surveys, issue reminders as needed, and download reports.
• Update client engagement templates.
Work Context:
• Requires interfacing with a computer
• Requires telephone and video conferencing conversations
• Requires use of electronic mail
• Requires working independently and cooperatively with teams
• Requires driving for errands
Education and Experience:
• High School/G.E.D. required
• Current enrollment in an accredited university required
• Paid work experience required
• Experience in business administration and/or finance (at least two years of combined coursework, internship, or employment) preferred
Specific Knowledge Required:
• English language and grammar
• Mathematics
• Business and professional etiquette
• Customer service
• Computer skills: Internet browsers and searches, email, video conferencing
• Microsoft Word and Excel
Specific Knowledge Preferred (Applications):
• MS 365: Teams, SharePoint, Outlook, Planner, Bookings
• Financial, Payroll, and Timekeeping: QuickBooks Online, ADP Run, Clockify
• CRM’s, Donor Databases, Email Marketing, and/or Fundraising Apps: Active Campaign, Constant Contact, Mail Chimp, DonorPerfect, Raiser’s Edge, NMT, eTapestry, Bloomerang, Little Green Light, Salesforce, QGiv, etc.
• Project Management / Business Process Management: Monday, Asana, MS Project
Job Location:
Work will primarily be performed remotely. Occasionally work may be performed at other locations. A weekly trip to Naples to retrieve mail and scan documents is required, so a driver’s license and clean driving record are required.
Time Commitment:
This is a part-time position. The employee can propose a schedule, which may include some non-business hours for independent work, and once the schedule is agreed to, the employee will be expected to report for work during those hours unless a change in schedule is approved. The employee will keep track of time using the company’s time tracking system.
