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The Finance and Accounting Associate plays a critical role in supporting the execution of financial, business, and certain administrative operations to ensure timely and compliant workflows, leveraging data and technology to enhance operational efficiency and inform sound decision-making.
Job Responsibility:
Support the organization with essential tasks to ensure that financial operations run smoothly and on time
Process accounts payable (AP) and monthly contractor/vendor billing. Maintain a list of active vendors and their associated budgets/contracts, and help set up new contracts
Support accounts receivable workflows and maintain current and accurate records and data entry
Prepare and submit client invoices in collaboration with program and operations leads
follow up on outstanding balances as needed
Support grant proposal development and reporting
Support fee for service contract development
Support the annual audit process
Assist with tracking and reporting on project management deliverables in Asana or other project management software
Reconcile and validate financial data across multiple systems, including accounting (Xero), budgeting (Budgyt), and CRM (Salesforce)
Maintain an ongoing financial calendar for key dates, insurance renewals, and work plans
Working with the finance and PE Way team, maintain and document organization-wide policies and procedures
Ensure all vendor agreements are up-to-date
Contribute to internal onboarding and knowledge-sharing by keeping process documents, SOPs, and finance-related templates up to date
Process paperwork to ensure that all relevant state and federal payroll taxes are set up, filed, and reconciled
Draft, write, and edit quality documents, presentations, and other communications for internal and external use
Continuously improve processes through annual reviews and by identifying and eliminating waste, duplication, and errors
Provide occasional coverage and cross-functional support for other operations and finance roles
Requirements:
Bachelor’s degree or equivalent experience
A minimum of 2 years of continuous, relevant experience in analytics, accounting, and/or finance, including accounts receivable, accounts payable, and grants and contracts administration
Ability to process information, generate reports, and create visuals
Proven ability to work under tight timelines, accurately assess problems, and develop solutions
Impeccable attention to detail and extremely high standards for accuracy, and the ability to handle sensitive information discreetly and appropriately
Experience working effectively with multiple stakeholders who may have evolving priorities
Ability to solve problems and is an active listener who seeks clarification, asks questions, and surfaces solutions
Excellent oral and written communication skills
High degree of proficiency expected with Google and Microsoft software, especially Google Sheets/Excel, Asana & Salesforce. After training in Xero and Budgyt, proficiency is expected
Comfortably communicate with internal teams and external vendors/partners in a clear, timely, and professional manner
What we offer:
Generous medical, dental, and vision plans
a 403(b) retirement plan with employer match
life and disability insurance
Unlimited vacation days
Summer Fridays between Memorial Day and Labor Day
organizational-wide closure from December 25 to January 1
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