The National Fraternity of Kappa Delta Rho, Inc.
Accountant/Bookkeeper
The Financial Manager is responsible for the maintaining financial information in the
database, day to day financial operations of the organization, updating and keeping the
financial records of the fraternity, serving on the Fraternity’s Finance Committee, answering
phones, distributing mail, copying, updating the Fraternity’s database and completing tasks
as assigned by the Executive Director or the Director of Office Operations.
Other Individuals Supported by the Position:
Executive Director
National Treasurer
Vice President for Finance and Administration
National Fraternity Finance Committee
National Fraternity Audit Committee
I. Education
The successful candidate must have a Bachelors Degree in Business or Management
with an emphasis on accounting and bookkeeping.
II. Responsibilities and Duties:
A. Records and Reports
Record, process or bill all payments and receivables for the National
Fraternity in timely manner
Will provide in a timely fashion all financial reports of the National Fraternity
and Foundation of Kappa Delta Rho.
Will keep all records of the National Fraternity consistent with the Written
Documentation and Destruction policy of the National Fraternity of Kappa
Delta Rho
Collaborate, develop and maintain a Standard Operations Procedural Manual
regarding finances for the National Office with the Executive Director
Will assist in maintaining the National Fraternity’s database up to date and
accurate per the database protocol
Will maintain and keep available the National Fraternity’s 990 information in
the office and on the National website.
III. Office Equipment Operation
A. Actual Equipment
This position uses a desktop computer that is connected to the office network.
Software used in this position includes:
i. Microsoft Office Suite
ii. Netscape Communicator Professional Edition
iii. Outlook email
iv. Blackbaud Database system
v. Peachtree Financial package for accounting
vi. Outlook Calendar maintenance system (networked for access to all
staff calendars)B. Other Equipment
Calculator – financial records management and daily deposits
AT&T multi-line/function phone with voicemail – reception responsibilities
IV. Files and Artifacts
Develop system and manage financial files accordingly for immediate and
archival uses. Methods include chronological (archival information), alphabetical
(employee files) numerical (account expenditures and revenues), and by subject
(correspondence).
This person serves as the primary resource for retrieving financial information
from the files (both current and archival). Any compilation of data or general
financial information retrieval is done by this person.
Currently reviewing financial archival materials for proper storage or disposal as
required by existing system and requirements.
V. Mail
Mail is received daily from the United States Postal Service and is addressed to
the staff in the area. This position distributes or supervises the distribution of the
mail the appropriate staff member.
Signs for all incoming parcels from Central Receiving and prepares Return
Shipping Forms for outgoing parcels or supervises the office assistant in this task.
VI. Supervision Received
Supervised through regular meetings with the Executive Director and the Director
of Chapter Operations and regular communication via both email and daily
conversations.
VII. Knowledge, Skills, & Abilities and Training and Experience Requirements
A. Knowledge, Skills, & Abilities
High interpersonal organizational and management skills to maintain a competent
operation.
Computer literacy with the availability to learn new applications independently.
Ability to be an effective supervisor.
Ability to organize and effectively present information to groups or individuals in
various formats.
Ability to role model quality customer service.
Knowledge of basic accounting principles, analytical reporting, and data
management.
Knowledge of campus resources.
B. Required Minimum Training
Computer Skills.
Proficiency in all software items of Microsoft Office
Proficiency in Peachtree
Proficiency in standard Bookkeeping proceduresVIII. Additional Training/Experience
It is expected that the successful candidate will have 1 to two years experience in
bookkeeping and accounting.
