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Direct day-to-day accounting activities in QuickBooks, including transaction coding, class tracking, payment processing, and maintenance of reliable financial records
Complete monthly close activities by reconciling accounts, reviewing financial activity, and preparing accurate reports that support leadership decision-making
Monitor liquidity and cash position on an ongoing basis, providing clear visibility into available resources and upcoming financial needs
Partner regularly with program leaders to connect budgets and spending activity to operational goals, grant requirements, and event performance
Lead financial planning efforts by developing the annual budget, updating forecasts during the year, and analyzing variances between actual and planned results
Manage grant, contract, and event budgets from setup through closeout, ensuring expenses remain aligned with approved funding and reporting obligations
Prepare financial materials for board or committee review and facilitate recurring discussions on budget status, financial trends, and organizational performance
Oversee membership billing coordination, renewal-related financial processes, and system alignment between platforms such as Wild Apricot and QuickBooks
Support annual audit and tax preparation by organizing schedules, maintaining documentation, coordinating with external partners, and assisting with compliance reporting
Administer operational finance functions such as payroll support, contractor payments, vendor coordination, and resolution of day-to-day office or facilities needs
Requirements
5+ years of experience in full-cycle accounting, bookkeeping, or finance operations, preferably within a nonprofit environment
Strong working knowledge of QuickBooks or QuickBooks Online, including reconciliations, accounts payable, accounts receivable, and monthly close procedures
Experience managing budgets tied to grants, contracts, memberships, or events, with the ability to track restricted funding accurately
Background in audit preparation, financial compliance, and reporting for funders, leadership, or board-level stakeholders
Familiarity with payroll processing, Form 1099 administration, and contractor or vendor payment workflows
Ability to analyze financial data, explain budget variances, and maintain dependable cash flow forecasting
Comfortable working across financial and operational responsibilities in a hybrid setting while coordinating with multiple internal and external partners