Intern supporting the data - driven investment team at D11Z Ventures. Involvement in AI - powered dealflow processes and assisting investment managers in day - to - day tasks.
About the role
- Director of Finance overseeing finance operations at Future Caucus, ensuring compliance and strategic decision support. Collaborating closely with the COO and program directors for effective fund management.
Responsibilities
- Create and maintain finance policies, ensuring strong internal controls
- Support the COO in managing the annual budgeting process for the organization, ensuring accuracy, transparency, and alignment with strategic goals and grant outcomes
- Support the COO and CEO in board relations related to financial leadership
- Prepare, analyze and ensure the accuracy of financial statements, including generating quarterly board reports and annual reports
- Partner with senior staff and directors to ensure financial literacy and accountability
- Provide scenario modeling to support leadership decision-making processes
- Collaborate with the Programs & Development departments to ensure financial alignment
- Assist the accounting firm with annual audit process
- Work with the accounting firm to ensure timely processing of invoices and other accounts payable
- Complete all state and federal tax forms, registrations, licenses and insurance needs
- Serve as the ‘point person’ for staff with payroll questions
- Support project directors in the creation of their budgets annually
- Regularly improve budget templates to clarify the necessary action
- Support the creation of budget development for new grant proposals
- Support the financial grant reporting functions for active grants
- Track and account for grant deposits
- Review and distribute quarterly financial reports to directors, engaging in ongoing conversation to ensure an understanding of variances
- Approve small staff purchase requests
- Conduct monthly, quarterly, and annual reconciliations to ensure accuracy and completeness
- Track monthly cash flow and manage the monthly close process, ensuring accurate and on time team submissions and connections to our accounting firm
- Train staff to complete details for each transaction and review expenses to ensure alignment with policies
- Prepare COO’s expense reports
- Manage the relationship with our accounting firm
- Work with the program team to manage travel and events policy and processes, including vendors, tracking consultant contracts and prompt payments
- Manage semi-monthly payroll processes, including salary reconciliation processes
- Working with the executive team, evaluate employee compensation & benefit offerings in line with financially sustainable practices
- Perform other related duties as needed
Requirements
- Minimum of 5 years of relevant experience in finance-specific roles, with a strong preference for candidates with previous nonprofit experience
- Strong attention to detail and analytical skills
- Excellent written and verbal communication skills, with the ability to convey complex financial concepts clearly
- You thrive at the intersection of strategizing & executing
- Advanced proficiency in Microsoft Excel
- Experience with Quickbooks
Benefits
- transit stipend
- 401(k) with employer contributions
- generous vacation policy
- professional development stipend
- comprehensive health benefits
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