Accounting and Finance Lead managing day-to-day financial operations for compliance and efficiency. Collaborating with finance leadership and supporting the Controller in accounting processes.
Responsibilities
Manage the full monthly accounting cycle, including transaction clearing, reconciliations, and month-end close support
Clear and reconcile all bank accounts, deposits, donations, credit card activity, and funds received
Identify and process transactions requiring allocation or splits across programs, grants, or funding sources
Ensure accurate expense, grant, and contract coding in compliance with GAAP and funder requirements
Maintain balance sheet schedules, including prepaid expenses, deferred revenue, restricted funds, net assets, and gift cards
Maintain all accounting schedules
Support preparation of monthly financial reports, including budget-to-actual analyses
Manage and support Accounts Payable and Accounts Receivable functions
Oversee invoice processing, vendor payments, credit card reviews, and reconciliations
Ensure bills and expenses are reviewed, approved, and properly coded
Monitor accounts receivable aging and follow up as needed
Conduct pre-invoicing reviews to ensure accuracy and allowability of expenses
Prepare, send, and reconcile monthly and quarterly invoices for grants and contracts
Ensure all invoicing deadlines are met
Track grant and contract expenses monthly to ensure compliance with approved budgets
Reconcile grant activity monthly and clear internal balances as required
Recognize deferred revenue and release restricted revenue in accordance with grant terms
Conduct regular financial check-ins with program managers to review grant activity
Adjust cost allocations and remove unapproved transactions when necessary
Prepare documentation and financial schedules for grant audits and funder reviews
Support program managers and department leads with grant, program, and sponsorship budgets
Assist with budget development for applications and funding proposals
Ensure internal budget tracking aligns with final submitted budgets
Monitor budgets and support variance analysis
Prepare and submit budget amendments to funders as required
Coordinate with finance leadership on annual budget preparation
Establish financial and operational setup for new grants and contracts
Establish, maintain, and monitor strong internal controls, including:
Identify inefficiencies in finance operations and implement process improvements
Develop, document, and enforce Standard Operating Procedures (SOPs)
Train and onboard finance staff as needed
Track and manage key operational deadlines (month-end close, invoicing, reporting)
Communicate operational risks, issues, and improvement opportunities to leadership
Requirements
Bachelor’s degree in accounting, Finance, Business Administration, or related field.
3–5 years of accounting or finance experience, including lead or supervisory responsibilities
Strong knowledge of GAAP, internal controls, and budgeting
Advanced Excel or Google Sheets skills
Experience managing full accounting cycles, reconciliations, and financial schedules
High attention to detail with strong organizational and deadline management skills
Experience in a nonprofit or grant-funded environment
QuickBooks experience (highly preferred)
Experience supporting audits and funder compliance
Benefits
Up to 16 days of accrued Paid Time Off per year
Up to 40 hours of accrued sick leave per year
Up to 16 paid company holidays
Medical and Dental insurance with employee-only premiums covered 100% by CAIRO
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