Senior Financial Operations Associate

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

📋 Description

• Act as the expert on financial operations for clients.

• Oversee Associates while directing accounting and financial operations for various clients.

• Engage with clients to ensure precise and prompt financial data and platform management.

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

• Work alongside client managers to create and uphold working budgets.

• Offer insights on cash-flow forecasting.

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

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

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

• Ensure adherence to regulatory requirements and maintain financial transparency.

• Set shared expectations, provide context, and nurture client relationships through clear communication.

• Establish expectations, delegate responsibilities, and mentor Associates.

• Uphold the organization's values and cultivate a values-driven workplace.

• Initiate and lead special projects.

• Carry out additional responsibilities as assigned.

⛳️ Requirements

• 7–10 years of accounting experience managing full-cycle accounting processes.

• Bachelor’s degree in Accounting.

• Strong knowledge of GAAP.

• Significant experience with QuickBooks Online.

• Supervisory experience with a compassionate leadership style.

• Proven success in working within and managing projects for a remote team environment.

• Demonstrated ability to engage with customers/clients effectively.

• Proven capability to manage multiple clients simultaneously with varying work-capacity demands.

• Cross-functional fluency and an understanding of stakeholder needs.

• Ability to support, manage, and supervise 1–3 associate-level team members.

• Strong attention to detail while keeping the overarching goals in mind.

• Comfortable in a dynamic team environment, willing to embrace change, and take initiative.

• Eagerness to support progressive organizations and their missions.

• Candidates must be authorized to work in the US without requiring visa sponsorship now or in the future.

• Preferred: Master’s degree in accounting.

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

• Preferred: QuickBooks Online ProAdvisor Certification.

• Preferred: Extensive proficiency with Microsoft Excel.

• Preferred: Working knowledge of Google Suite/Workspace, Asana, Keeper/Double, and Slack.

🏝️ 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, depending on client needs.

• Medical benefits for employees only.

• Dental benefits for employees only.

• Vision benefits for employees only.

• 401K plan with pre-tax employee contributions.

• Healthy work/life balance.