Create and manage client budgets, including scenario-based modeling ensuring clients’ meet financial goals with sufficient operating cash flows.
Recommend actions to optimize the positive educational impact, within the client’s educational model, of all available financial resources.
Review monthly budget versus actuals and accounting close.
Review monthly financial s and present them at client Finance Committee and Board of Director meetings.
Answer client questions in a timely and accurate manner.
Manage accounting and financial systems and maintain full and accurate accounting records. Review general ledger account reconciliations..
Manage the payroll processes by ensuring that all employees are paid the proper amounts and liaise with payroll providers to ensure that all tax payments are paid on time.
Manage the vendor payment process, ensuring that all vendors are paid on time and the appropriate amounts. Verify that all payments are within budget.
Periodically reviewing the grant budgets and drawdowns, following all applicable federal, state and local requirements, to ensure the receipt of all monies owed to clients.
Review and/or prepare statutory s and financial statements in forms acceptable to the governing body.
Build automation tools to improve organization efficiency and performance.
Prepare accounting and financial information for annual audit. Liaise with external auditor and manage, coordinate and integrate the work of internal and client personnel to ensure a successful audit conclusion.
Analyze and implement best practices and procedures to improve client and internal efficiency and productivity.
Create ad hoc s and analysis upon request.
Participate in internal strategy and client acquisition meetings.
Other duties as assigned.
Participates in the management of the Accounting and Finance teams.
Extensive knowledge of general financial accounting and cost accounting.
Understanding of and ability to adhere to generally accepted accounting principles.
Highly proficient with accounting software.
Excellent organizational skills and attention to detail.
Excellent written and verbal communication skills.
Proficient in Microsoft Office Suite or similar software.
Education & Experience:
Bachelor’s Degree in Accounting or Finance. CPA or MBA is a plus.
Five to seven years of previous work experience with demonstrated knowledge of budget management, automation, financial ing, client presentations and day to day accounting. Non-profit experience preferred.
Advanced Excel skills.
Strong analytical ability. Demonstrated ability to work under pressure and make deadlines. Comfort in making client presentations on a regular basis. Demonstrates good judgment; strong interpersonal skills; solid problem-solving skills; ability to handle multiple tasks; self-motivated; well organized.
Hours & Travel: Travel required for client meetings. This is NOT a remote position.