Finance Specialist – Manager

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

📋 Description

• Oversee finance operations, including the evaluation of payment requests and the distribution of payments.

• Manage Mercury and credit card transactions, ensuring adherence to expense policies.

• Monitor and assist various sub-budgets, such as team budgets and restricted grant budgets.

• Maintain accurate and up-to-date financial records in QuickBooks Online.

• Collaborate with external accountants and handle client invoicing.

• Prepare for and facilitate the annual audit process.

• Own the financial Standard Operating Procedures (SOPs) and accounting policies, while supporting internal controls.

⛳️ Requirements

• Minimum of 2 years of experience in finance operations within a complex non-profit environment.

• Strong grasp of non-profit and multi-entity accounting, including knowledge of restricted funds and GAAP compliance.

• Proficient in bookkeeping and accounting, with practical experience using QuickBooks.

• Ability to take initiative and operate with a high degree of autonomy.

• Familiarity with AI tools and automation, along with a passion for optimizing financial processes.

• Advanced expertise in Excel and Google Sheets.

• Highly organized and detail-oriented, with the ability to navigate uncertainty and ambiguity.

• Genuine interest in and understanding of Epoch AI's mission.

• Preferred: Experience in supporting or preparing for a non-profit audit and Form 990.

• For Manager level: 3+ years of relevant experience, including end-to-end management of recurring close cycles.

• For Manager level: Experience collaborating directly with external auditors and overseeing accounting/bookkeeping services.

• Preferred: Experience in implementing or migrating accounting software platforms for Manager level roles.

🏝️ Benefits

• Comprehensive global benefits program, featuring an extensive health insurance plan.

• Generous paid time off (PTO), with no specific annual limit, including 30 days of protected PTO per year.

• Unlimited personal and sick leave, plus 4 months of paid parental leave for permanent staff with at least 12 months of service.

• A flexible and generous expense policy for purchasing equipment and a wide range of productivity tools.

• Funded work trips, including 3 staff retreats each year and relevant conferences.

• Access to our well-equipped offices in Berkeley, California, which include paid meals, snacks, a gym, and more.