Overview
This role oversees financial activities across multiple projects and leads the day-to-day operations of the accounting team. Responsibilities primarily include overseeing invoicing and analyzing and reporting project financial status for various projects within a continuously expanding organization.
The position requires the ability to interact with coworkers and customers at all levels, maintain a high level of accuracy and confidentiality, and thrive in a fast-paced environment while staying flexible, proactive, resourceful, and efficient.
The role reports directly to the VP of Finance and is remote. The selected candidate must live in MST or PST time zone.
Responsibilities
- Supervise and lead accounting staff: mentor, train, and distribute workloads to ensure departmental deadlines are met.
- Review and approval: perform first-level review of journal entries, reconciliations, and financial statements prepared by staff to ensure accuracy and GAAP compliance.
- Process improvement: identify, develop, and implement streamlined accounting procedures and internal controls to enhance departmental efficiency.
- Compliance oversight: ensure the team follows procedures and policies supporting effective financial reporting and compliance with Federal WIOA, local, State, and corporate policies.
- Fiscal management: direct fiscal operations related to financial planning, funds management, accounting, and reporting.
- Budgeting and strategy: lead preparation and maintenance of project budgets, forecasts, and working capital requirements.
- Executive liaison: serve as a primary point of contact for senior leadership, Executive Directors, and contracts/customers, providing high-level financial insight and performance reporting.
Operational Duties
- Policy compliance and WIOA stewardship: ensure projects fulfill all financial obligations in a timely and economic manner in accordance with established policies and WIOA guidelines.
- Contractual and project coordination: coordinate accounting activities for assigned projects, including establishing and monitoring contract-specific procedures.
- Disbursement and payroll oversight: oversee processing of employee expenses, participant expenses, vendor project invoices, and program payroll analytics.
- Revenue cycle and board liaison: manage preparation of monthly project advance requests, invoices, and supporting documentation; interface with Workforce Boards to ensure timely payment.
- General ledger and month-end close: lead month-end closing activities, including review of Balance Sheet reconciliations.
- Audit management and external relations: manage annual audit deliverables and serve as the lead contact for periodic program audit requests.
Requirements
- Education: Bachelor’s degree or higher in accounting, finance, or a related field.
- Experience: 7+ years of accounting experience, including at least 2 years in a supervisory or lead role.
- Technical expertise: advanced knowledge of Generally Accepted Accounting Principles (GAAP); ability to reconcile complex balance sheets and profit/loss reports.
- WIOA/grant knowledge: proven experience with budgeting and forecasts across multiple funding streams (specifically WIOA or government contracting) is highly preferred.
- Software proficiency: advanced MS Excel and accounting software skills (QuickBooks, Adaptive Workday, and Expensify experience is a plus).
- Leadership skills: demonstrated ability to manage a team, foster a collaborative environment, and work effectively in a virtual/remote setting.
- Communication: exceptional interpersonal skills, including ability to translate complex financial data for non-financial management and staff.
- Organizational skills: high attention to detail; ability to manage multiple competing priorities and meet strict month-end deadlines.
- Integrity: high ethical standards and strict confidentiality.
- Travel: minimal travel required to meet Project Teams and Board Staff.
Preferred Qualifications
- Experience with budgeting and forecasts across multiple funding streams (specifically WIOA or government contracting).
- Experience with QuickBooks, Adaptive Workday, and Expensify.
Compensation & Benefits
- Job type: Full-time
- Salary: $85,000k - $90,000k based on experience
Location
- Remote position
- Must live in MST or PST time zone only
Equal Opportunity & Background Check
- The organization is an equal opportunity employer and considers applications without regard to race, color, religion, creed, gender, national origin, age, disability, sexual orientation, citizenship status, genetic information, or any other legally protected status.
- Employment is contingent upon successful completion of a background check (including criminal, prior employment and education verification). Failure to satisfactorily complete the background check may affect application status or continued employment.
Privacy Notice (California Consumer Privacy Act)
Personal information collection and use is described as it relates to recruitment and evaluation of applicants, conducting background checks, administering employment-related processes, employee access and security, internal audits and investigations, and compliance with applicable laws and government grant requirements.