Senior Finance Associate

Overview The Senior Finance Associate supports the financial efficiency, accuracy, overall data entry and integrity for both organizations in compliance with generally accepted accounting principles (GAAP) that are required to track, manage, and record the organization’s financials for full compliance and fiscal management. Description Position Description The Senior Finance Associate supports the financial efficiency, accuracy, overall data entry and integrity for both organizations in compliance with generally accepted accounting principles (GAAP) that are required to track, manage, and record the organization’s financials for full compliance and fiscal management. This role ensures timely preparation of monthly financials, oversees budget entry and adjustments, grant allocations, supports payroll and transaction management, and partners with leadership to align financial processes with strategic objectives. The Senior Finance Associate serves as both a financial steward and a strategic partner, strengthening the organization’s ability to deliver its mission effectively and sustainably. This position will work closely with the Chief Finance Officer and Certified Public Accountants. Key Responsibilities Financial Management Provide assistance with managing the chart of accounts and program/department identifiers in collaboration with CPA partners in various financial tracking systems Ensure proper coding, tracking and recording of each transaction to the appropriate Chart of Accounts (based on the budget), Class/Department (based on the program) and Donor/Project (based on the Grant). Create, manage, maintain and process accounts payable and receivables, ensuring proper approvals have been completed before processing using the appropriate systems and processes. Assist with vendor management across all platforms as required Manage Gusto profiles based on inactivity Assist with managing the organization's accounts and ensuring proper monthly reconciliations of payroll entries, credit card, RAMP and PEX card statements, and all other accounts as required. Assist with month-end and year-end close processes to ensure accuracy. Project manage the monthly expense reimbursement process with proper reporting and quality review to ensure alignment with the Travel Policy Run bi-monthly payroll for team members Participate in monthly meetings with designated CPAs Generate internal financial memos for proper internal documentation Run donor reports from all third-party donation platforms (i.e. Benevity, Fidelity, etc.). Develop and maintain internal controls to safeguard assets and ensure compliance with GAAP and nonprofit accounting standards. Define systems and processes that assist with tracking programmatic expenditures and grant allocations based on the parameters defined in the grant agreements Assist in establishing internal processes and procedures for the finance team and the organization that are recorded and documented in the internal controls document. Financial and Grant Reporting Assist with producing monthly financial reports for each Director that include a budget analysis that provides financial insights and data-driven recommendations to guide decision-making and long-term planning Assist the CPA in preparing and presenting monthly financial reports for the Chief Finance Officer, Executive Director, and Board of Directors, providing analysis and recommendations as needed. Develop internal processes for proper tracking of unrestricted and restricted grants and expenditures based on utilization and budget guidelines. Generate ActBlue donor reports monthly and post to Sharefile for both orgs Send tax-deductible letter to all donors who provide a donation by check or other methods where acknowledgement has not been completed Assist with the overall management of all proper documentation (i.e., receipts, invoices, etc.) uploaded to Sharefile Maintain integrity of the accounting system and resolve discrepancies proactively Bi-annual completion of the E585 reporting for sales tax refunds Update quarterly ANC Employee Benefits reimbursement for proper recording Credit Card Management Monthly credit card reconciliations and classification Monthly Ramp and PEX card reconciliations and classification Ensure proper documentation and receipts have been provided, and follow up as required Identify and report fraudulent activity. Budgeting and Forecasting Assist with the annual budgeting process in conjunction with CFO and other Directors Consult with the CFO and Development Director to identify annual revenue goals by category (individual, companies, institutional giving, etc.) Consult with the CFO and Program Directors to identify anticipated program expenditures based on work plan and commitments. Monitor actual performance against budget and provide regular updates and analysis to the CFO, Executive Director, and Board of Directors Identify restricted grant dollars that cross over multiple fiscal years to ensure those funds are protected based on commitments made. Special Projects and Process Improvements Support annual audits as required Evaluate and streamline financial workflows to improve accuracy, timeliness, and efficiency. Research helpful systems and tools for cost savings, automation and production effectiveness for review with the Chief Operations Officer Project manage implementation of process improvements that enhance the organization’s flexibility, accuracy, and scalability with proper integrations. Serve as a liaison between finance and other departments to strengthen transparency and communication. The Chief Finance Officer and/or Executive Director may assign other tasks. Core Competencies Analytical Thinking: Ability to interpret financial data and provide actionable insights. Detailed Oriented: Maintains exceptional accuracy in working with financial data, reports, and reconciliations. Carefully reviews entries, identifies variances, ensures compliance with accounting standards, and minimizes errors in all financial processes. Strategic Partnership: Ability to support leadership in planning and decision-making. Process Orientation: Commitment to improving systems and workflows for long-term efficiency. Collaboration: Skilled at building trust and communication between finance and program teams. Mission Alignment: Commitment to advancing the goals and values of the organization. Education and Qualifications Proven work experience, preferably in a 501(c)(3) nonprofit organization (5+ years) Familiarity with the way nonprofit organizations are structured. Excellent knowledge of data analysis, risk management and forecasting methods Hands-on experience with various financial management software systems and different applications (e.g., Sage Intacct, QuickBooks Online, Bll.com, Ramp, PEX, Gusto, etc.) Ability to explain financial terms in simple language. Ability to self-motivate, work with both close direction and independently, function well as a team member, and know when to seek guidance or get help. Strong interpersonal skills, experience meeting deadlines and funding goals, and the ability to multitask while maintaining a calm, professional work style. Proficient and experienced in MS Excel and AI integrations Proficient in Microsoft and Google Workspace applications. BSc or MSc in Finance, Accounting, or relevant field North Carolina Resident Preferred

Overview The Senior Finance Associate supports the financial efficiency, accuracy, overall data entry and integrity for both organizations in compliance with generally accepted accounting principles (GAAP) that are required to track, manage, and record the organization’s financials for full compliance and fiscal management. Description Position Description The Senior Finance Associate supports the financial efficiency, accuracy, overall data entry and integrity for both organizations in compliance with generally accepted accounting principles (GAAP) that are required to track, manage, and record the organization’s financials for full compliance and fiscal management. This role ensures timely preparation of monthly financials, oversees budget entry and adjustments, grant allocations, supports payroll and transaction management, and partners with leadership to align financial processes with strategic objectives. The Senior Finance Associate serves as both a financial steward and a strategic partner, strengthening the organization’s ability to deliver its mission effectively and sustainably. This position will work closely with the Chief Finance Officer and Certified Public Accountants. Key Responsibilities Financial Management Provide assistance with managing the chart of accounts and program/department identifiers in collaboration with CPA partners in various financial tracking systems Ensure proper coding, tracking and recording of each transaction to the appropriate Chart of Accounts (based on the budget), Class/Department (based on the program) and Donor/Project (based on the Grant). Create, manage, maintain and process accounts payable and receivables, ensuring proper approvals have been completed before processing using the appropriate systems and processes. Assist with vendor management across all platforms as required Manage Gusto profiles based on inactivity Assist with managing the organization's accounts and ensuring proper monthly reconciliations of payroll entries, credit card, RAMP and PEX card statements, and all other accounts as required. Assist with month-end and year-end close processes to ensure accuracy. Project manage the monthly expense reimbursement process with proper reporting and quality review to ensure alignment with the Travel Policy Run bi-monthly payroll for team members Participate in monthly meetings with designated CPAs Generate internal financial memos for proper internal documentation Run donor reports from all third-party donation platforms (i.e. Benevity, Fidelity, etc.). Develop and maintain internal controls to safeguard assets and ensure compliance with GAAP and nonprofit accounting standards. Define systems and processes that assist with tracking programmatic expenditures and grant allocations based on the parameters defined in the grant agreements Assist in establishing internal processes and procedures for the finance team and the organization that are recorded and documented in the internal controls document. Financial and Grant Reporting Assist with producing monthly financial reports for each Director that include a budget analysis that provides financial insights and data-driven recommendations to guide decision-making and long-term planning Assist the CPA in preparing and presenting monthly financial reports for the Chief Finance Officer, Executive Director, and Board of Directors, providing analysis and recommendations as needed. Develop internal processes for proper tracking of unrestricted and restricted grants and expenditures based on utilization and budget guidelines. Generate ActBlue donor reports monthly and post to Sharefile for both orgs Send tax-deductible letter to all donors who provide a donation by check or other methods where acknowledgement has not been completed Assist with the overall management of all proper documentation (i.e., receipts, invoices, etc.) uploaded to Sharefile Maintain integrity of the accounting system and resolve discrepancies proactively Bi-annual completion of the E585 reporting for sales tax refunds Update quarterly ANC Employee Benefits reimbursement for proper recording Credit Card Management Monthly credit card reconciliations and classification Monthly Ramp and PEX card reconciliations and classification Ensure proper documentation and receipts have been provided, and follow up as required Identify and report fraudulent activity. Budgeting and Forecasting Assist with the annual budgeting process in conjunction with CFO and other Directors Consult with the CFO and Development Director to identify annual revenue goals by category (individual, companies, institutional giving, etc.) Consult with the CFO and Program Directors to identify anticipated program expenditures based on work plan and commitments. Monitor actual performance against budget and provide regular updates and analysis to the CFO, Executive Director, and Board of Directors Identify restricted grant dollars that cross over multiple fiscal years to ensure those funds are protected based on commitments made. Special Projects and Process Improvements Support annual audits as required Evaluate and streamline financial workflows to improve accuracy, timeliness, and efficiency. Research helpful systems and tools for cost savings, automation and production effectiveness for review with the Chief Operations Officer Project manage implementation of process improvements that enhance the organization’s flexibility, accuracy, and scalability with proper integrations. Serve as a liaison between finance and other departments to strengthen transparency and communication. The Chief Finance Officer and/or Executive Director may assign other tasks. Core Competencies Analytical Thinking: Ability to interpret financial data and provide actionable insights. Detailed Oriented: Maintains exceptional accuracy in working with financial data, reports, and reconciliations. Carefully reviews entries, identifies variances, ensures compliance with accounting standards, and minimizes errors in all financial processes. Strategic Partnership: Ability to support leadership in planning and decision-making. Process Orientation: Commitment to improving systems and workflows for long-term efficiency. Collaboration: Skilled at building trust and communication between finance and program teams. Mission Alignment: Commitment to advancing the goals and values of the organization. Education and Qualifications Proven work experience, preferably in a 501(c)(3) nonprofit organization (5+ years) Familiarity with the way nonprofit organizations are structured. Excellent knowledge of data analysis, risk management and forecasting methods Hands-on experience with various financial management software systems and different applications (e.g., Sage Intacct, QuickBooks Online, Bll.com, Ramp, PEX, Gusto, etc.) Ability to explain financial terms in simple language. Ability to self-motivate, work with both close direction and independently, function well as a team member, and know when to seek guidance or get help. Strong interpersonal skills, experience meeting deadlines and funding goals, and the ability to multitask while maintaining a calm, professional work style. Proficient and experienced in MS Excel and AI integrations Proficient in Microsoft and Google Workspace applications. BSc or MSc in Finance, Accounting, or relevant field North Carolina Resident Preferred