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Finance and Accounting Associate

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Project Evident

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Location:
United States, Boston

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Category:
Finance

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Contract Type:
Not provided

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Salary:

65000.00 - 73000.00 USD / Year

Job Description:

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

Additional Information:

Job Posted:
December 11, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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