Overview
This role manages the accounting and finance functions associated with grants and revenue, providing fiscal stewardship over grants and donations. The position requires strong organization, critical thinking, attention to detail, and the ability to manage multiple priorities and competing deadlines.
Responsibilities
Grants Management
- Manage the fiscal implementation of philanthropic and government grants, partnering with Program colleagues to maintain grant budgets and forecasts, monitor spending against budget, and support timely and accurate financial reporting throughout the grant lifecycle.
- Identify, track, and record grant expenditures thoroughly and accurately.
- Prepare and submit government grant and contract invoices and related financial reports, ensuring accuracy, compliance with funding requirements, and adherence to established submission deadlines.
- Analyze, reconcile, and forecast all restricted and unrestricted revenues for internal and external stakeholders on a timely basis.
- Work with Program and Finance leadership to analyze grant spending and forecasts, and communicate projected funding surpluses, deficits, and other significant variances to internal stakeholders.
- Support the development of grant proposals and budgets by providing financial information, analysis, and other assistance as needed.
Revenue & General Accounting
- Perform daily accounting functions related to revenue of $25M-$30M annually: track incoming wires, prepare invoices for multi-year grants and pledges, and post all revenue-related transactions in NetSuite.
- Analyze and reconcile General Ledger revenue and receivables accounts; prepare monthly Accounts Receivable aging reports.
- Work with fundraising colleagues to conduct monthly revenue reconciliations between accounting and fundraising systems.
- Prepare monthly wage allocation entries and bank reconciliations, participate in other month-end and period-end close activities, and support other general accounting functions, transactions, and projects as needed.
- Enforce and maintain internal controls and implement processes to improve efficiencies.
- Work with finance colleagues to design and implement upgrades and refinements to existing financial systems.
- Support government monitoring reviews and the annual financial audit, including preparation of required financial documentation and revenue-related audit schedules.
Grants & Organizational Compliance
- Support ongoing compliance with government grant and contract requirements, maintaining required documentation and coordinating recurring compliance filings and submissions in accordance with established deadlines.
- Manage multi-state business and nonprofit compliance activities, maintaining a tracker of deadlines and coordinating with registered agents and other compliance vendors to ensure required registrations, renewals, filings, insurance, and other state-specific requirements are completed accurately and on time for ongoing operations and prior to entering new markets.
Requirements
- 2-4 years’ accounting or financial planning & analysis experience.
- Advanced Excel skills, including pivot tables and advanced functions.
- Experience with NetSuite and/or other accounting software.
- Highly valued: experience and skill with budgeting, planning, and analysis.
- Excellent time management and prioritization skills.
- Strong attention to detail.
- Effective written and oral communication and interpersonal skills.
- Ability to work independently with some degree of flexibility and ambiguity.
- Enjoy working as part of a team, exchanging insights and following up on team members’ input.
Preferred Qualifications
- Nonprofit or philanthropy experience.
Compensation & Benefits
- 13 paid holidays, Summer Fridays, and ample paid time off
- 16 weeks fully paid parental leave for birth parents and 8 weeks for non-birth parents
- Dollar-for-dollar retirement plan match up to 4% of base compensation
- Opportunities to learn continuously through conferences, workshops, and more
- Competitive, comprehensive benefits package
- Flexible working schedules, support for big life events, and home office equipment for an ergonomic workspace
Location
- San Francisco Bay Area preferred but open to remote.
- San Francisco Bay Area salary range: $86,817 – $108,521. The range will be adjusted according to the candidate’s location.