Nonprofit CPA & Financial Specialist (Fully Remote) ID-17256
Position Summary
Our work team continues to grow! Kelley NPC seeks a full-time Nonprofit CPA & Financial Specialist to join its growing company. We are a hard-working team with a fun but fast-paced and often heavy - but extremely rewarding - workload. The successful candidate will bring excellent bookkeeping and financial management skills, paired with nonprofit experience and an ability to manage multiple projects and deadlines concurrently. As this position will be working directly and almost exclusively with nonprofits (and some smaller jurisdictions), the ideal candidate will have extensive experience and knowledge of financial grants management and accounting specific to the nonprofit sector, this is a non-negotiable.
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At Kelley NPC, a Nonprofit CPA & Financial Specialist is responsible for:
- managing a rotating portfolio of 3-6 clients. These clients vary in size and with bookkeeping and accounting systems in various stages of growth.
- For these clients, the Financial Specialist will develop financial policies and procedures to improve systems of internal control, manage and track all financial transactions, maintain and monitor a variety of accounts, complete bank reconciliations and other end-of-month or recurring accounting, and prepare appropriate financial reports for necessary parties to review, including preparation for audits and tax submissions.
- providing assistance and occasional oversight to Kelley NPC’s team of Nonprofit Bookkeepers & Financial Specialists, while maintaining a high standard of quality control across all financial services the firm provides. As the most senior staff position in the department, this also includes keeping the CEO informed of team development needs and identifying opportunities for growth and improvement across the department.
- overseeing, with team support as needed, the development of various curated training programs and associated supplementary materials for an array of client audiences - these are generally convened around a particular sector, topic or issue (e.g. federal contract management; building an organizational budget; best financial practices for smaller grantmakers).
In addition to providing accounting assistance, the Financial Specialist will work in tandem with other Kelley NPC employees who are providing complementary services (such as contract management, grant writing and management, Human Resources) and support to our clients.
Applicants
We are ideally seeking a licensed CPA for this role. However, we will also consider candidates with advanced nonprofit accounting experience or equivalent credentials. Being well versed in bookkeeping, Generally Accepted Accounting Principles, and specifically, a deep knowledge of and experience working in QuickBooks, are requirements for this position.
A successful candidate will have a solid understanding of how financials work within the larger organizational health and structure (programmatic, operational and fund development or grantmaking) for both community-based nonprofits and grantmakers.
While this position will report to Kelley NPC’s Founder and CEO, the Financial Specialist will be expected to work independently and remotely a majority of the time while maintaining availability and responsiveness during regular business hours (9am to 5pm PT).
For a go-getter, scrappy and proactive person dedicated to high-quality work, this position offers an opportunity for swift and intensive professional growth.
We take care of our clients, we take care of our team, and together we set the standard for consultant work.
Essential Duties
Please note that, on average, this position’s duties will be approximately 85% external (i.e. providing services as needed to Kelley NPC’s clients) and 15% internal.
Client-Focused Bookkeeping (85%)
- Record and manage day to day finances for a variety of nonprofit organizations
- Data entry and record keeping as it relates to donations, expenses, and all financial transactions (this will vary depending on the project and the client)
- Organize clients’ expenses and make necessary deposits or payments
- Organize clients’ financial data so it may be understood and reported upon
- Maintain a detail-oriented output and balanced workflow
- Generate financial reports
- Focus in a work environment containing multiple accounts and clients with varying levels of need while managing priorities effectively
- Have the ability to build a bookkeeping system from the ground up, or engage with and develop one that is not yet complete
- Streamline individual bookkeeping systems according to each unique nonprofit’s needs and have a willingness to work with and educate clients with a wide range of experience
- Help establish and maintain communications to keep Kelley NPC staff and our clients informed of current financial needs and developments
- Establish and maintain fiscal reporting systems, assist with client budgets and accounting procedures
- Collaborate with nonprofits and fellow Kelley NPC staff regarding financial aspects of grants and contracts
- Accurately assess and report on the effectiveness of bookkeeping systems and fiscal policies; propose updates where necessary
- Identify and resolve any issues with bookkeeping in a timely and professional manner
- Coordinate meetings and presentations as needed
- Build and maintain the cherished productive, respectful, and trust-based relationships with our clients
Please note the above list is not exhaustive.
Qualifications
Required Qualifications
- Experience with QuickBooks (Desktop and Online), Google Suite apps, Microsoft Office apps
- A passion for supporting a diversity of nonprofit missions.
- 5+ years working in finance & accounting.
- 3+ years in a financial consultancy, management, and/or advisory role.
- Ability to supervise bookkeeping staff and review the month-end close process
- Well-versed in Generally Accepted Accounting Principles.
- Knowledge of foundation and government grants and contracts and reporting.
- Solid understanding of how financials work within the larger organizational health and structure (programmatic, operational and fund development or grantmaking).
- Strong foundation in nonprofit and/or government accounting.
- Clear understanding of weekly/monthly/yearly accounting workflows, and willingness to perform bookkeeping services as needed.
- Experience developing financial policies and procedures to improve systems of internal control.
- Ability to create budgets, financial forecasts, and supporting accounting schedules (e.g., depreciation, lease amortization)
- Ability to organize and prioritize multiple complex projects.
- Superb written and verbal communication skills.
- Excellent people skills – warmth, empathy and a desire to genuinely help our under-resourced nonprofits.
- Ability to identify and use resources creatively and proactively.
- Ability to use time efficiently and purposefully.
- Excellent computer and technological skills - tech literate in a variety of platforms.
- Ability to work a flexible schedule that will include some evenings and weekends during the occasional heavy deadline time period.
- Ability to attend meetings in and around Oregon (statewide) and SW Washington as needed.
Preferred Qualifications
- Bachelor's in accounting, finance, or related field.
- CPA or CMA preferred.
- Experience preparing for Federal Single Audits.
- Familiarity with Uniform Guidance and federal grants management
- Highly proficient in QBO and ability to learn other accounting software as needed
- Knowledge of Form 990 and other annual nonprofit filing requirements
- Resident of a rural Oregon community.
- Bilingual.
- Experience with community-based and entrepreneur-based economic development.
- Experience working with culturally-specific organizations.
- Experience managing the financial aspects of federal grants.