Account Specialist – Financial Administration

Job Description

Finance and Administrative Specialist | Santa Barbara Foundation

The Tone:
This is a full-time role at Santa Barbara Foundation, located in Santa Barbara County. The Santa Barbara Foundation builds empathetic, resilient communities and attracts individuals who care deeply about its mission. The organization lives its values by fostering trust, embracing learning, promoting innovation, creating inclusive spaces, and treating everyone with respect and care. As a consecutive winner of PCBT’s Best Places to Work in the Central Coast, the foundation is seeking a Finance and Administrative Specialist to support daily operations and special projects within its Finance Department. This position is crucial for ensuring the smooth financial functioning of the foundation, allowing it to continue its vital community work.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Santa Barbara, CA
• Pay: $61000–$66000 yearly
• Team: Reports to Accounting Manager within the Finance and Admin Team
• Mission: Ensures efficient daily financial and administrative operations to support the foundation’s mission.
• Tech Stack: FE NXT, Blackbaud Raiser’s Edge (RE), Financial Edge (FE), NPact Foundation Cloud (FC), MS Office Suite, BoardEffect, MS Outlook calendar

What You’ll Actually Do
• Cash Management: Process daily cash receipts, applying correct fund codes and preparing batches for entry.
• Bank Monitoring: Monitor daily bank account activity and provide incoming wire specifications to the Donor Relations team for gift entry.
• Invoice Processing: Enter accounts payable invoices accurately into FE NXT.
• Financial Reporting: Prepare necessary journal entries and monthly budget to actual operating expense reports.
• Committee Support: Provide administrative support for finance and audit committee meetings, including document uploading, coordination, and minute-taking.

The Must-Haves
• Background: Entry-Level. High School Diploma with demonstrated success in education or past employment.
• Experience: Working knowledge of MS Office Suite, with potential and a can-do attitude to learn new financial systems.
• Skills: Excellent communication skills, strong organizational abilities, and meticulous attention to detail.
• Bonus: Experience with Blackbaud Raiser’s Edge (RE), Financial Edge (FE), NPact Foundation Cloud (FC), or prior bookkeeping experience.