Finance Operations Specialist managing billing and payment processes in a tech company. Ensuring data integrity and driving automation opportunities in finance operations.
About the role
- Finance Manager overseeing nonprofit accounting functions for CAMEO Network. Supporting financial planning, compliance, and fostering growth for underserved entrepreneurs.
Responsibilities
- Oversee daily accounting operations, including general ledger, accounts receivable, and bank reconciliations.
- Prepare monthly, quarterly and annual financial statements.
- Expert at nonprofit fund accounting including donor restricted grant tracking and compliance with U.S. GAAP.
- Alongside the CFO, coordinate and lead preparation for the annual independent financial audit and Single Audit.
- Ensure compliance with Uniform Guidance (2 CFR Part 200), including subrecipient monitoring, cost principles, and reporting requirements.
- Develop and maintain policies, procedures, and internal controls to safeguard assets and ensure proper grant management.
- Support the annual budgeting process in collaboration with the CFO.
- Provide financial analysis and forecasting to support strategic planning.
- Collaborate with leadership to support fundraising, grant proposals, and financial sustainability strategies.
- Promote a culture of accountability, transparency, and continuous improvement.
Requirements
- Bachelors degree required and CPA preferred.
- 7 years + nonprofit fund accounting and bookkeeping experience required.
- Experience with annual financial audit and OMB single audit.
- Minimum of 2 years of experience in the CDFI industry in microlending/small business lending and project management.
- Proven experience as an engaging trainer, both in-person and virtually.
- Experience in the Community Development Financial Institution (CDFI) industry highly preferred.
- Extensive experience in writing, financial management, and analytical analysis is essential.
- Strong people skills and a high degree of self-awareness with a flexible growth mindset that supports a strong culture.
- Experience working with and on a remote team a plus.
- A strong willingness to continue to learn the latest trends and best practices in accounting and CDFI space.
- Successful candidates must be proficient in QuickBooks Online, Microsoft Office, Google Workspaces, Asana, Zoom, and possess the ability to learn new software quickly.
Benefits
- Health Insurance Benefits include Kaiser HMO, Anthem PPO, Principal Dental & VSP Vision, LTD and Life insurance.
- Approximately 9 paid company holidays plus Christmas week off.
- PTO Policy: 16 - 20 accrued vacation days per year based on tenure.
- Retirement Plan 403B and Company Match of 4%.
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