Associate, Finance, and Operations

Intentional Philanthropy (IP) seeks a motivated, service-oriented, and highly organized professional in the D.C. Metro area who thrives on supporting and empowering others to effect positive social change. Reporting to the Senior Director of Finance and Operations, the associate will be in a hybrid position responsible for various Finance and Operations projects. This position is an exciting opportunity for someone living within proximity to our Bethesda office, wishing to work in a fast-paced environment and to learn more about the world of philanthropy, nonprofits, and family foundations. Intentional Philanthropy is a growing, entrepreneurial company providing grantmaking strategy and implementation, foundation management, and consulting services to family and independent foundations. We help foundations define the change they want to see in the world, develop a strategy to accomplish that change, and vet and evaluate the nonprofits capable of bringing that vision to reality. We work with individuals and families at all stages of their philanthropic journey. We help those just starting as well as those with years of practice.Our culture is one of teamwork, and continuous learning and growth. The ideal person for this role is proactive, flexible, takes ownership of their work, has great attention to detail, and a desire for excellence. You will have the unique opportunity to work across clients and contribute to the continued success and excellence of the firm.We know that candidates will be stronger in some areas of this role than others. Please don't let that stop you from applying! We are committed to your growth and development. We seek to engage applicants from a variety of backgrounds and experiences who bring their knowledge, passion, and perspectives to the work of helping our clients create the change they want to see in the world.Critical ResponsibilitiesBookkeeping and Finance (Applies to multiple clients and vendors concurrently)Account for bank and credit card transactionsReconcile bank and credit card accountsPrepare monthly and/or quarterly financial reportsProcess grant payment requests, ensuring proper approvals and verifying payment information with granteesProcess receipts and expense reimbursements for clients and staffEnsure all expenses are properly backed up with supporting records i.e., invoices and receiptsScan invoices to a virtual team, record invoices in /QuickBooks Online, process, print, and mail checks as neededServe as primary contact for staff and vendors concerning accounts payable issues and inquiriesAdditional bookkeeping and accounting duties as assignedGrantmaking and Meeting SupportSupport the implementation of grant application processes and manage timely and respectful communication with applicants and granteesContribute to meeting- and conference planning on behalf of clients, manage meeting logistics including transportation, accommodations and meals, agenda development, technology set-up, speaker preparation, and participant managementSupport the development of high-quality reports, presentations, and memos as well as content for client meetings such as agendas, grant summaries, budgets, and other board meeting materials using Word, PowerPoint, and ExcelGeneral OperationsSupport the operations team by addressing operations-related requests and coordinating both internally and externally with team leads, clients, grantees, and vendors Research and select vendors meeting client specifications, manage vendor relationshipsActively participate in documenting processes and proceduresOrganize and maintain digital and physical files in accordance with record management policiesManage office supplies, coordinate with the cleaning company, and manage minor office maintenance processes, addressing any facility-related needs promptly.Special ProjectsSupport internal data-related projects, particularly those involving Harvest and internal surveys.Coordinate internal initiatives, such as employee engagement or communications, in collaboration with Alanna.Assist with maintaining and organizing documentation to ensure compliance and easy accessibility.Contribute to operational efficiency by ensuring smooth internal processes across the operations team.Required SkillsThree or more years of professional experience with finance and/or accounting operations Experience with QuickBooks Online, , and Excel preferredAbility to quickly learn and use new technologies for managing grants and operations, including accounting software and a grants management databaseWorks independently with attention to detail, but also enjoys interacting with a teamSeeks and incorporates feedback and delivers timely work productsDetail and deadline-orientedStrong analytical and problem-solving skillsHighly organized with the ability to prioritize competing demandsEssential Candidate QualitiesGenuinely enjoys charitable work and supporting people and causesTakes their work seriously but doesn't take themselves too seriouslyIs a committed learner who likes to tackle new assignmentsIntegrity, honesty and a team spiritEnjoys the challenge of a learning curve, but never views routine tasks as a burdenHighly flexible team player with the ability to adapt his/her working style to different personalitiesActively pursues learning and self-development to enhance personal and professional growthWorks to both get it right and get it doneAbout Intentional PhilanthropyWe offer a competitive compensation and benefits package, including a 401k plan with an employer match, profit sharing, paid volunteer leave, vacation/PTO time, plus flexible work schedules and professional development opportunities. We are people-centric, and we empower our employees to manage their careers in balance with their personal lives.We benchmark salaries based on field data, considering the responsibilities of the role and the individual's skills and experience. We ask candidates to include minimum salary requirements to help us ensure we meet your needs and that expectations are within the benchmarked range of $63,000 to $78,000. Candidates must be located in the D.C. Metro area. This position requires working one to two days per week in our Bethesda, MD offices, other days may be remote.Application Instructions: To be considered, candidates must submit a resume and cover letter detailing their relevant experience and specific interest in the company and the position to hiring@. Please use this exact subject line: Associate, Finance, and Operations Position. Please note: We kindly request no contact from recruiters or unsolicited direct messages regarding this position.

Created: 2024-11-07