Client Processing Manager

YourCause, LLC

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Plano, TX, us on site Until 8/21/2026 First posted March 27, 2025 Last posted March 27, 2025
Job description

YourCause provides companies the CSRconnect Employee Engagement Platform, which is a dynamic online community tool to consolidate core programming that elevates limited communications, increases participation and truly measures success through comprehensive real-time reporting. The fully-hosted and managed platform contains flexible choices of modules for programs such as employee giving, volunteer, disaster relief, grant management, payroll deductions and more.

We’re seeking individuals with 3-5 years consistent accounting and finance work experience. Most importantly, we’re looking for individuals who are smart, driven, dedicated, personable, thorough, and very detail oriented. We want someone who gets excited about delivering the resources necessary for non-profits to drive impact.

Skill Sets

Analytical problem solving – anticipating, analyzing, diagnosing & solving problems

Maintain an organized workspace and flow

Proven attention to detail and ability to handle multiple projects simultaneously

Strong time and project management of small to large internally focused projects

A commitment to timeliness and reliability

Flexible and proactive to assist on last minute client or team needs

Responsibilities

Execute a defined workflow for each of your client(s)

Process invoices for payment and keep record

Review and process employee donation reports

Prepare monthly bank reconciliations for multiple client bank accounts

Produce invoice analysis for major vendors

Qualifications
Bachelor’s degree in accounting or finance required (mathematical studies are acceptable) OR equivalent experience in the workforce such as 3-5 years in a full-time number-oriented position or rigorous internships
Proficiency in MS Excel and/or accounting systems required
Excellent written and oral communication skills

Visit and apply! https://yourcause2010.wufoo.com/forms/join-our-team/

About this role

Summary

Manage client processing, invoicing, reports, and reconciliations in a finance role.

Job title

Client Processing Manager

Experience level

3-5 years

Industry

software

Location requirements

Plano, TX, US; on-site preferred, remote possible

Salary

Not specified

Management role

No

Skills & keywords

Required skills

accountingfinanceMS Excelbank reconciliationsinvoice processing

Preferred skills

problem solvingproject managementcommunication

Specializations

accountingfinancereportingreconciliation
Locations

Structured locations inferred from the posting.

Plano, TX, USA

On-site City