Senior Finance Associate

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

📋 Description

• Act as the expert on clients’ financial operations.

• Oversee Associates and direct accounting and financial operations for designated clients.

• Effectively communicate with clients to ensure precise and timely financial data and platform management.

• Supervise Associates and manage bookkeeping tasks, including bill payments, journal entries, account reconciliations, expense documentation, and payroll processing.

• Collaborate with client managers to create and uphold budgets.

• Offer guidance on cash-flow forecasting.

• Collect information and prepare monthly and ad hoc reports along with financial statements.

• Analyze and interpret financial data and trends to deliver insights.

• Lead the preparation and execution of audits and tax filings.

• Ensure adherence to regulatory requirements and maintain financial transparency.

• Set mutual expectations with clients through thoughtful and clear communication.

• Establish expectations, delegate responsibilities, and mentor 1–3 Associate-level team members.

• Uphold the organization’s values and promote a values-driven workplace.

• Manage special projects and undertake additional duties as assigned.

⛳️ Requirements

• 7–10 years of experience in accounting.

• Proven experience managing full-cycle accounting processes.

• Strong knowledge of GAAP.

• Significant experience with QuickBooks Online.

• Supervisory experience with the ability to lead with empathy.

• Experience working in and managing projects for a remote team environment.

• Proven track record of quality customer/client engagement.

• Ability to manage multiple clients simultaneously with varying workload demands.

• Cross-functional fluency and focus on stakeholder execution.

• Capability to support, manage, and supervise 1–3 Associate-level team members.

• Strong attention to detail while maintaining a holistic perspective.

• Comfort in a dynamic team setting with a readiness to embrace change and take initiative.

• Commitment to supporting progressive organizations and their missions.

• Must be authorized to work in the United States without visa sponsorship now or in the future.

• A Master’s degree in accounting is preferred.

• Experience in non-profit accounting is preferred, including 501(c)(3), 501(c)(4), and political entities.

• QuickBooks Online ProAdvisor Certification is preferred.

• Extensive experience with Microsoft Excel is preferred.

• Proficiency with Google Suite/Workspace, Asana, Keeper/Double, and Slack is preferred.

🏝️ Benefits

• Monthly home office stipend.

• 3 weeks of accrued PTO.

• 13 paid holidays.

• Unlimited sick leave.

• 12 weeks of parental leave.

• Bereavement leave.

• Voting leave.

• Blood donation leave.

• Holiday extensions for summer holidays, subject to client needs.

• Medical benefits for employees only.

• Dental benefits for employees only.

• Vision benefits for employees only.

• 401K plan with pre-tax employee contributions.

• Emphasis on a healthy work/life balance.