Investment Banking Associate at a rapidly expanding boutique investment bank in Los Angeles. Focused on lower middle market sell - side M&A and supporting a high - performing deal team.
About the role
- Finance and Systems Officer managing financial operations for Crisis Action. Ensuring accuracy in financial records and compliance with company policies in a hybrid work environment.
Responsibilities
- Process purchase invoices, staff expenses and weekly/monthly payments run
- Manage cashbook processing for different offices
- Check accuracy of the cashbook returns, ensure the entries tie back to the bank statements and are supported by receipts
- Prepare monthly payroll journals and ensure monthly cashbooks tie back to payroll journals
- Upload cashbook entries onto the accounting systems in line with the monthly Finance timetable
- Perform monthly bank and control account reconciliations
- Support preparation of cash flow statement
- Ensure accurate coding of income and expenditure to projects and restricted funds
- Produce invoices for partners’ annual fees and other contributions as necessary
- Provide regular progress reports for Directors on the status of Partnership Fee invoices
- Resolve all payment queries
- Ensure timely transfer of UK and US staff salaries and pensions
- Support in the preparation of the statutory accounts for various entities of Crisis Action
- Support preparation of monthly management accounts
- Assist budget holders with financial information and reporting
- Monitor restricted and grant-funded budgets
- Support the Head of Finance in cashflow monitoring
- Prepare annual audit and statutory accounts
- Provide documentation and schedules required by organisation auditors
- Assist with month-end and year-end close processes
- Support in the preparation of annual organizational budget
- Support the Head of Finance in preparation of Donor reports
- Act as system administrator for the finance systems i.e. Sun System
- Ensure all suppliers are properly approved prior to setting up on the system
- Ensure all invoices are approved by the budget holders prior to processing on the accounting system
- Ensure the automated payments are processed accurately through the banking system
- Process journals from the Concur staff expenses system onto Sun Systems on a monthly basis
- Maintain chart of accounts and project codes
- Maintain and improve financial processes and internal controls
- Maintain documentation of finance processes and procedures
- Support in system troubleshooting and any upgrades
- Ensure compliance with international finance and charity accounting standards
- Maintain strong financial controls and segregation of duties
- Support preparation of information for the Board / Finance Committee
- Ensure all financial records are filed correctly on SharePoint
- Maintain a good filing system of invoices and supplier records
- Support maintaining the financial planning tool and workflow
Requirements
- Proven experience in financial systems, reconciliation, and audit processes
- Must have ability and experience with Concur, Sun system and advanced Excel
- Strong analytical and documentation skills
- High attention to detail and discretion with sensitive financial data
- Familiarity with SharePoint an advantage
- Ability to work remotely (online)
- Ability to work independently and collaboratively with cross-functional teams
Benefits
- 25 annual leave days (30 days after 3 years)
- Up to 6% contribution to pension
- 3-month long service leave after 6 years
- One-month sabbatical leave in year 10
- Annual inflationary increase and 2% salary increase in year 2, 4 and 8 subject to availability of funds
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