Special Funds Coordinator

Requisition #: 14545

Name of Location: Egleston

Work Schedule: Day

Employment Type: Full-Time

Work Days: Monday – Friday

JOB SUMMARY

Provides broad oversight and day-to-day management of unrestricted, restricted purpose, and endowment funds for service line departments. Works closely with Manager, Financial Operations and clinical and physician leaders to develop budgets, approve and monitor monthly expenses, process personnel transactions, develop long-range funding plans, and prepare reports as needed by system leaders and Board of Trustees. Ensures adequate donor and spending policy funds are available in the short and long term to meet the operating and capital budget needs of the service line and that donor funds are managed appropriately.

EDUCATION

• Bachelor’s degree in Accounting, Finance, or related field

CERTIFICATION SUMMARY

• No professional certifications required

EXPERIENCE*

• 3 years of experience in a business setting

PREFERRED QUALIFICATIONS*

• Experience in healthcare

• Familiarity with Lawson activity reporting

KNOWLEDGE SKILLS & ABILITIES*

• Proficient in and advanced knowledge of Microsoft Excel

• Demonstrated experience with monthly financial reports such as income statements and fund balance reports

• Demonstrated attention to detail, analytical and quantitative skills, and written and verbal communication skills

• Ability to interact with and develop presentations for system leaders and Finance

• Ability to balance multiple priorities, work within stringent timeframes, and execute projects to completion with minimal supervision

• Familiarity with generally accepted accounting principles

JOB RESPONSIBILITIES*

1. Plays significant role in development of annual operating and capital budgets, including projections of expenses, development of Excel spreadsheets, and entry of information into the budget system.

2. Seeks approval of budgets from system leaders in accordance with outlined format and timeline.

3. Processes human resources transactions for personnel hired into or terminated from Vision Endowment and donor cost centers, including personnel requisitions and employee transaction forms.

4. Works with managers and directors in Human Resources, Payroll, and Finance to facilitate transactions in a timely manner and ensure accuracy.

5. Monitors labor distribution reports on a biweekly basis to ensure appropriate staff and hours are charged to donor and Vision Endowment cost centers and salaries are being charged to appropriate activity code.

6. Works with Human Resources and Payroll to make corrections to auto-labor distribution splits and processes payroll reclassifications as needed.

7. Prepares, approves, and/or submits check requests and purchase orders for expenses from donor and spending policy cost centers in accordance with approved operating and capital budgets for each service line, working with Accounts Payable or Purchasing as necessary to research lost or delayed requests.

8. Tracks donor-funded operating expenses in Excel-based workbooks used to produce reports required by certain donors and monitors various expenditures throughout the year.

9. Maintains organized records of expenses to facilitate review of expenses posted in financial systems for each cost center and monthly activity report for each restricted purpose fund.

10. Processes expense reclassifications as needed on a monthly basis to ensure that expenses are charged to the appropriate cost center, sub-account, and activity in accordance with the budget.

11. Prepares monthly variance reports for each of the donor and Vision Endowment cost centers.

12. Prepares periodic reports outlining Vision Endowment expenditures by year and category with appropriate variance explanations, progress reports, and continuation requests.

13. Prepares reports in accordance with new system guidelines for spending policy fund reporting approved by the Board of Trustees.

14. Develops and maintains a multi-year spending plan for each of donor and endowment funds, categorizing historic and projected use of funds according to clinical, academic, and research.

15. Prepares reports in response to special requests from system leaders regarding utilization of Vision Endowment or donor funds, possibly working directly with Clinical Director and/or Manager, Financial Operations to develop format and approach.

16. Works closely with service line directors and Foundation leaders to manage new restricted purpose gifts, including determining appropriate fund for deposits.

17. Responds to inquiries from donors regarding designations for planned gifts.

18. Maintains wish lists for each service line reflecting prioritized funding needs for routine operating expenses, renovation projects, capital items, and other equipment and supplies, revising often to reflect changes in needs and priorities.

19. Routes wish lists to appropriate parties to ensure that Foundation reps and service line directors have detailed and accurate information to support fundraising efforts.

20. Maintains organized records of restricted purpose gifts to ensure that funds are spent in accordance with donor designation and to ensure timely and accurate reporting to donors regarding utilization of gifts.

21. Reviews monthly activity reports to monitor expenses for accuracy and track fund balances.

22. Prepares summary reports for directors to keep them abreast of trends in fund balances.

SYSTEM RESPONSIBILITIES*

Safety: Practices proper safety techniques in accordance with hospital and departmental policies and procedures. Responsible for the reporting of employee/patient/visitor injuries or accidents, or other safety issues to the supervisor and in the occurrence notification system.

Compliance: Monitors and ensures compliance with all regulatory requirements, organizational standards, and policies and procedures related to area of responsibility. Identifies potential risk areas within area of responsibility and supports problem resolution process. Maintains records of compliance activities and reports compliance activities to the Compliance Office.

The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be an exhaustive list of all job duties performed by the personnel so classified.

PHYSICAL DEMANDS*

Ability to lift up to 15 lbs independently not to exceed 50 lbs without assistance

Bending/Stooping – Occasionally (activity or condition exists up to 1/3 of time)

Climbing – Occasionally (activity or condition exists up to 1/3 of time)

Hearing/Speaking – Effective communication with employees, supervisors/managers and staff. Effective communications with patients and visitors, as required.

Lifting – Occasionally (activity or condition exists up to 1/3 of time)

Pushing/Pulling – Occasionally (activity or condition exists up to 1/3 of time)

Sitting – Frequently (activity or condition exists from 1/3 to 2/3 of time)

Standing – Occasionally (activity or condition exists up to 1/3 of time)

Walking – Occasionally (activity or condition exists up to 1/3 of time)

WORKING CONDITIONS*

No potential for exposure to blood and body fluids

Location Address: 1405 Clifton Road NE, Atlanta, GA 30322

Function: Finance/Accounting – Finance

Overview:

Children’s Healthcare of Atlanta has been 100 percent dedicated to kids for more than 100 years. A not-for-profit organization, Children’s is dedicated to making kids better today and healthier tomorrow.

With 3 hospitals, 27 neighborhood locations and a total of 575 beds, Children’s is the largest healthcare provider for children in Georgia and one of the largest pediatric clinical care providers in the country. Children’s offers access to more than 60 pediatric specialties and programs and is ranked among the top children’s hospitals in the country by U.S. News & World Report.

Children’s has been ranked on Fortune magazine’s list of “100 Best Companies to Work For” for eleven consecutive years and named one of the “100 Best Companies” by Working Mother magazine. We offer a comprehensive compensation and benefit package that supports our mission, vision and values. We are proud to offer an array of programs and services to our employees that have distinguished us as a best place to work in the country. Connect to our mission of being Dedicated to All Better and impact the lives of hundreds of thousands of patients and their families each year.