Finance Associate

Summary of Position : The Finance Associate is a permanent, part-time (25 hours/week) position, reporting to the Finance Manager. The Finance Associate is a crucial, multifaceted position that is primarily responsible for managing accounts payable and receivable, processing invoices, coordinating payroll, and assisting with onboarding new staff to financial processes and policies. The Finance Associate will possess strong organizational skills, a keen eye for detail, and the ability to prioritize multiple responsibilities effectively. To be successful in this position, a high level of accuracy and confidentiality is essential to the effectiveness and efficiency of the Finance department. Accounts Payable/Receivable : Process invoices and ensure timely payment to vendors. Track and reconcile accounts payable and receivable transactions. Assist with the preparation of financial reports related to accounts payable/receivable. Maintain accurate records of financial transactions. Vendor and Contract Management Upload new contracts and/or accounts into Salesforce. Track spend-down on invoices and contract agreements to ensure proper closeout of terms. Payroll Assistance : Coordinate Support the payroll process, ensuring accuracy and compliance with company policies and regulations. Maintain and update employee payroll records. Address payroll-related inquiries and issues from employees. Assist with tax filings and compliance reporting related to payroll. Expense Management : Process employee expense reports and ensure compliance with company policies. Track and report on departmental spending and budget adherence. Review and approve employee credit card expenses in Bill Spend & Expense to ensure proper documentation and compliance with organizational policies. Onboarding and Offboarding: Lead the finance part of the onboarding process for new hires, including setting them up with credit cards, and training on our Credit Card, Travel & Expense Policy. Manage the finance part of the offboarding process for departing employees, ensuring the return and reconciliation of credit cards and timesheets. Other Duties: Maintain accurate and organized records for finance and contracting. Assist in the development and implementation of finance policies and standard operating procedures. Support various finance projects as assigned by management. Provide general administrative support to ensure the smooth operation of finance functions. Perform other duties as assigned. Education : Any degree is a plus. Any equivalent combination of training, education, and experience demonstrating the ability to perform the position's essential functions. Experience and Skills : 1-2 year's experience in finance or accounting. Proven experience in a similar role. Proven experience with and Sage Intacct is required. Strong u Understanding of accounting principles, including General Ledger coding. Ability to work independently with minimal supervision. Detail-oriented with strong organizational skills. Demonstrate a high level of integrity, confidentiality, and discretion in all aspects of the role. Maintain professionalism in handling access rights and managing sensitive information, ensuring that data is used appropriately, securely, and as authorized. Ability to make informed, sound decisions across all aspects of the role, including daily responsibilities. Effectively assess situations and know when to escalate matters to management as needed. Excellent interpersonal, written, and verbal communication skills to interact with the organization's staff, grantees and vendors. Ability to travel domestically up to 10% annually to meetings and other Equity Fund events. Technical Competencies Accounts Payable and Receivable Processing Accounting and/or Finance BILL AP & AR and BILL Spend & Expense System Sage Intacct Salesforce Excel, strong proficiency Payroll administration experience Google Suite Location: Remote within Wasington, DC, Maryland, or Virginia, DC preferred Behavioral Competencies Universal Competencies for All Staff: Detail key behaviors necessary for each employee to perform effectively across the organization. Accountability: Holds self and others accountable for accomplishing measurable, high-quality, timely, cost-effective results. Collaboration: Builds constructive working relationships with clients/customers/grantees, other work units, community organizations, and others to meet mutual goals and objectives; behaves professionally and supportively when working with individuals from various ethnic, social, and educational backgrounds. Communication: Conveys and receives information and ideas through various media to individuals or groups in a manner that engages the listener, helps them understand and retain the message, and invites response and feedback. Keeps others informed appropriately; demonstrates effective written, oral, and listening skills. Commitment to Equity: Has lived experience and systems-level understanding of equity, diversity, and inclusion. Cultivates opportunities through diverse people; respects and relates well to people from varied backgrounds; understand various worldviews and is sensitive to group differences; sees diversity as an opportunity; challenges bias and intolerance. Appreciates and leverages all individuals' capabilities, insights, and ideas. Works effectively with individuals of diverse styles, abilities, and motivations. Teamwork: Participates as an active and contributing team member to achieve team goals. Works cooperatively with other team members, involves others, shares information as appropriate, and shares credit for team accomplishments. Competencies for Support Professionals: Detail key behaviors necessary for each employee to perform effectively in their specific role. Adaptability:"¯ Adapts workflow to accommodate changes when opportunities have arisen or work priorities shift. Adjusts plans"¯on a quick timeline when needed. Accepts changes as part of the process to meet goals and shows a willingness to engage in"¯tension that might arise. Remains optimistic when changes occur."‹ Detail Oriented:"¯ Achieves thoroughness and accuracy when accomplishing tasks. Tracks multiple pieces of information at the"¯same time. Ensures the accuracy of work. Is aware of processes and timelines and engages in work promptly."¯Accomplishes"¯tasks by considering all areas involved, no matter how small; shows concern for all aspects of the job; accurately checks"¯processes and tasks."‹ Continuous Learning:"¯ Actively identifies new areas for learning; regularly creates and takes advantage of learning"¯opportunities; using newly gained knowledge and skills on the job and learns through their application."¯"‹ Follow-up: "¯Recognizes actions needed to advance the decision-making process. Gathers further information or reinforces and"¯evaluates a previous action."¯"‹ Personal Planning:"¯ Organizes materials to accomplish tasks, sets priorities, determines resources requirements; determines"¯the"¯necessary sequence of activities needed to achieve goals in a complete and timely manner."¯Shows ability to plan, schedule,"¯and self-direct"¯completion of work."‹ Strategic Thinking:"¯ Obtains information and identifies key issues and relationships relevant to achieving a long-range goal or"¯vision; commits to a course of action to accomplish a long-range goal or vision after developing alternatives based on logical"¯assumptions, facts, available resources, constraints, and organizational values."‹ Benefits: Climate and Clean Energy Equity Fund offers a comprehensive benefits package for part-time employees that includes employee assistance program, professional development, remote stipend, caregiver support program, commuter plan, and retirement. All health, dental, vision, life, AD&D, and disability benefits are reserved for full-time employees and their families. We offer paid vacation (20 days), sick (10 days), holidays (10 days), personal (5 days), and full office closure between Christmas and New Years Day. Compensation: The hourly rate range for this role is $25 to $30, based on our DC office location. Typically, new hires are hired into the middle portion of the range, enabling employee growth in the range over time. Actual placement in range is based on job-related skills and experience, as evaluated throughout the interview process. Pay ranges are adjusted based on cost of labor in each respective geographical market. Hiring Statement: Climate and Clean Energy Equity Fund is a newly independent 501(c)(3) public charity, committed to attracting, developing, and retaining exceptional people and to creating a work environment that is dynamic and rewarding. Our work environment is safe and open to all employees, respecting the full spectrum of race, color, religious creed, sex, gender identity, sexual orientation, national origin, political affiliation, ancestry, age, disability, genetic information, veteran status, and all other classifications protected by law in the locality and/or state in which you are working. Equal Opportunity Employer Statement: The Equity Fund is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, religious creed, national origin, caste, ancestry, citizenship status, age, sex or gender, pregnancy and pregnancy-related conditions (including childbirth, lactation, and related medical conditions such as pregnancy loss and reproductive and sexual health decisions), gender identity or expression (including transgender status), sexual orientation, marital status, status as victim of domestic violence, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law (such as cancer), genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. The Equity Fund is dedicated to this with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and all other terms, conditions and privileges of employment. COVID-19 Policy: To maintain the safety and well-being of its employees, the Climate and Clean Energy Equity Fund requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law by contacting Human Resources.

Created: 2024-11-05