Finance Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Assist with financial activities across multiple programs and contracts.

• Deliver data-informed management support and financial analysis to internal clients.

• Evaluate grants and contracts to comprehend budgetary constraints.

• Oversee, prepare, review, and manage invoicing and advances related to grants and contracts.

• Generate monthly, quarterly, and annual expense reports for various grants and contracts.

• Create and process journal entries for expenditures associated with grants and contracts.

• Track subrecipient fiscal compliance and the responsible use of awarded funds.

• Organize the collection, preparation, and submission of subrecipient financial documents to funders.

• Conduct closeout procedures for grants and contracts following project completion and fulfillment of funder stipulations.

• Execute ad hoc projects as requested by finance and executive leadership.

• Review monthly grant spend-downs of available funds.

• Support the annual and midyear budget creation process, including tool development and data collection from programs.

• Engage with program directors to anticipate significant budget discrepancies.

• Identify necessary budget adjustments and facilitate the budget modification process.

• Prepare financial pro formas and budgets for funding and grant applications.

• Suggest and implement enhancements to financial processes and procedures.

• Assist with the annual audit process.

• Develop and maintain documentation for relevant processes and procedures.

• Participate in reflective supervision sessions.

• Coordinate and oversee volunteers or interns as required.

• Collaborate with the Finance team, organizational directors, external partners, and funders.

• Report directly to the Budget and Grants Director.

⛳️ Requirements

• BA/BS degree in accounting, finance, a related field, or equivalent experience.

• At least 3 years of experience in financial analysis, subrecipient monitoring, and budgeting.

• Ideally, experience in the nonprofit sector with compliance reporting for local, state, and federal requirements.

• Previous experience in nonprofit organization management, contract administration, budgeting, and fundraising.

• Proficiency in creating complex financial models, forecasts, and reports.

• Preferred knowledge of regulatory requirements for state and federal funding streams.

• Advanced skills in Microsoft Excel.

• Familiarity with Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.

• Experience with database applications.

• Understanding of nonprofit accounting principles.

• Thorough knowledge of standard office practices, procedures, equipment, and techniques.

• Exceptional organizational, managerial, and communication abilities.

• Capacity to plan and achieve annual goals and objectives.

• Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, and governmental regulations.

• Proficiency in writing reports, business correspondence, and procedural manuals.

• Capability to present information and answer questions from managers, clients, customers, and the public.

• Ability to perform calculations and apply basic algebra and geometry.

• Skill in solving practical problems and interpreting written, oral, diagrammatic, or scheduled instructions.

• Strong interpersonal and communication skills.

• Ability to work independently and within a multidisciplinary team while managing multiple projects and priorities.

• Genuine interest in immigrant and farm worker rights.

• COVID-19 vaccination is strongly recommended and may become mandatory if future pandemic conditions arise.

• No certificates, licenses, or registrations are required.

🏝️ Benefits

• Accrual of 2, 3, and 4 vacation weeks annually based on tenure.

• 16 paid holidays, including a personal day.

• 1 mental health day per calendar year.

• Paid sick leave.

• Health, dental, and vision insurance benefits.

• Life insurance coverage.

• Flexible Spending Accounts.

• Employee Assistance Program.

• 403(b) retirement plan with a 2% employer match, subject to criteria.

• 401(k) retirement plan without an employer match, subject to criteria.

• Employer-sponsored pension plan.

• Supplemental insurance options available within 30 days of hire date.

• Opportunities for professional development and access to thousands of courses.

• 20% discount on immigration services through the UFW Foundation.

• Discounts on entertainment and other services via ADP Lifemart, TicketsatWork, and UnionPlus.

• Occasional in-person meetings may be scheduled throughout the year.