Program/Operations

• Serve as the liaison between parents of clients and the organization

• Coordinate schedule changes and cancellations with parents and program staff to ensure efficient program operation 

• Generate and manage billing processes, ensuring timely and accurate invoicing for goods or services rendered, and diligently monitoring accounts to guarantee timely payments from clients

• Oversee and manage the client waiting list to ensure accurate information and effective implementation into programs

• Onboard all clients into the program by coordinating evaluation ride of the client, meeting with parents, and scheduling clients for weekly sessions  

• Participates in program operations as a side walker, horse lead, or instructor as needed by the Program Director 

• Onboards new employees, holds orientation, disseminates employee handbook, policies, and forms

• Ensures all employee records are up to date and meet the required regulations, identifies review periods and files all required documentation throughout the year

• Implement other directives as handed down from the Operations Manager

• Maintain Salesforce CRM platform including training staff members on the functions of the software

 

Finance

• Monitor all business expenses inputted by the Office Assistant, including receipts, and categorizing them appropriately

• Match bank statements with internal records to reconcile any discrepancies and ensure financial accuracy

• Generate regular financial reports, such as income statements and balance sheets, to provide insights into the financial health of the organization

• Collaborate with other members of the finance team, management, and external stakeholders to ensure accurate and timely financial information 

 

Fundraising

• Support fundraising efforts as directed by the Operations Manager and Executive Director

• Maintain donor database, keep organized records of donors, and provide donor stewardship when directed