Full-time-NC
Richmond Hill, NY, US
Salary Range: $50,000.00 To $52,500.00 Annually
Outreach Development Corporation
Outreach is a non-profit organization that helps people address the issues stemming from substance use and behavioral health disorders by providing the highest quality, life-changing treatment, training and tools to build healthy lives . Our mission is to inspire individuals and families to achieve a life of unlimited potential. For more information, please visit www.opiny.org.
Position: Finance Clerk - Finance Department - Richmond Hill Corporate Office
The Finance Filing Clerk (Audit Support) is responsible for organizing, maintaining, and retrieving financial documentation to support internal and external audit requests. This role plays a critical part in ensuring audit readiness by maintaining accurate, complete, and well-structured financial records in compliance with regulatory and organizational requirements.
This position is ideal for a detail-oriented individual who can manage large volumes of documentation, meet tight deadlines, and support the finance team during audit cycles.
Reporting Structure
Reports to: Accounting Manager
Job Scope - Key Responsibilities
Audit Documentation & Filing (Primary Focus)
Organize, scan, and electronically file financial documents (invoices, contracts, payroll records, journal entries, bank statements, etc.)
Retrieve and compile documentation in response to auditor requests
Maintain audit request logs and track status of submissions
Ensure all documentation is complete, labeled, and easily accessible
Records Management
Maintain structured electronic and physical filing systems
Standardize naming conventions and filing protocols for audit readiness
Ensure proper retention and archiving in accordance with policies and regulations
Finance Team Support
Assist finance staff in gathering supporting documentation for:
Financial statement audits
CFR reporting and audits
Grant and regulatory audits (e.g., OASAS, OMH, federal/state funders)
Cross-check documents for completeness and accuracy prior to submission
Data Entry & Administrative Support
Perform basic data entry related to financial records and tracking logs
Assist with uploading documents to auditor portals or shared drives
Support reconciliation documentation preparation (backup schedules, support files)
Compliance & Confidentiality
Ensure strict confidentiality of financial and personnel records
Follow internal controls and compliance standards for document handling
Support audit readiness by maintaining well-organized and up-to-date records
Qualifications
Associate's degree in accounting, Business, or related field preferred
1-2 years of administrative, filing, or accounting support experience
Experience supporting audits or working in a finance department preferred
Skills & Competencies
Exceptional attention to detail and organization
Strong document management and filing skills (electronic and physical)
Proficiency in Microsoft Office (especially Excel and Outlook)
Ability to manage high volumes of documents under tight deadlines
Familiarity with accounting systems or document management platforms (e.g., SharePoint, Sage Intacct) a plus
Ability to work independently and prioritize tasks efficiently
Success Factors
Ability to quickly locate and organize documents under pressure
Strong follow-through on audit request timelines
Commitment to accuracy, compliance, and confidentiality
Proactive communication with finance team on missing or incomplete items
Position Status
This is a non-exempt position, typically requiring [35 hours per week], with possibility of additional hours during payroll processing cycles or year-end payroll activities.
A non-exempt employee is an employee that is covered by the FLSA regulations, and are entitled to overtime pay at 1.5 times their regular rate for any hours worked over 40 in a workweek (or as specified by state law).
Work Environment
Office-based
Fast-paced during audit cycles with high documentation volume
The intent of this job description is to provide a representative summary of duties and responsibilities that will be required of this position and title and shall not be construed as a declaration of the specific duties and responsibilities of any position. Employees may be requested to perform job-related tasks other than those specifically presented in this description. This job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.
Outreach is an equal opportunity employer. The agency does not discriminate on the basis of race, color, gender, socio-economic status, marital status, national or ethnic origin, age, religion or creed, disability, or political or sexual orientation. Diversity is celebrated as a strength at Outreach.
