Note: The job is a remote job and is open to candidates in USA. Salesberry Group is a financial, people, and operations firm serving organizations in the progressive political arena. The Senior Finance Associate will lead accounting and financial operations for assigned clients, oversee full-cycle accounting processes, manage associates, support budgeting and forecasting, prepare reports and filings, and lead special projects while maintaining strong client relationships.
Responsibilities
- **Lead Accounting and Financial Operations:** Serve as the subject matter expert on financial operations for clients. Manage Associates and lead the accounting and financial operations for a range of clients, effectively communicate with clients, ensure accurate and timely financial data and platform management, and adherence to all internal policies, processes, and procedures
- **Client Bookkeeping:** Supervise Associates and oversee client bookkeeping processes, including but not limited to bill payments, journal entries, account reconciliations, documentation of expenses, and processing payroll
- **Budgeting and Cash-Flow Forecasting:** Collaborate with client managers to develop and maintain working budgets, as well as provide guidance on cash-flow forecasting to help them advise clients to make informed financial decisions
- **Reporting and Analysis:** Lead processes to gather information and compile monthly and ad hoc reports and financial statements for clients including collecting, analyzing, and interpreting financial data and trends to provide valuable insights
- **Audit and Tax Preparation:** Lead the preparation for audits and tax filings for clients, execute audits and tax filings, and ensure compliance with regulatory requirements and financial transparency
- **Direct Client Communication and Support:** Use thoughtful, transparent communication and excellent process and project management to establish shared expectations, provide essential context, and demonstrate the value of strong accounting and finance operations in a way that deepens client relationships and trust
- **Team Management:** Set clear expectations and delegate tasks effectively for Associates. Provide ongoing guidance and mentorship to support growth. Uphold and champion organizational values and foster a values-driven workplace
- **Special Projects:** Undertake and lead special projects and tasks as requested by client manager, clients, and internal Salesberry Group leadership
- Perform other duties as assigned
Skills
- If you thrive in dynamic and innovative settings, where you can contribute to establishing new functions and teams within an established organization
- If you're driven by curiosity and enthusiasm to craft solutions that prioritize people with a proven track record of leading creative cross-functional operation solutions, and if you're excited to explore and develop solutions that cater to clients in progressive fields
- If you have a desire to take ownership of financial projects from their conceptualization through to successful implementation and evaluation while enabling the success of a team associates and in collaboration with other subject matter experts
- If you possess a strong appetite for learning and are dedicated to growing both professionally and personally and are open to creatively utilizing AI tools to support internal efficiency
- 7-10 years of accounting experience and managing full-cycle accounting processes
- Strong understanding of GAAP
- Strong experience with Quickbooks Online
- Experience as a supervisor with the capacity to lead from empathy and contribute to team performance success and job satisfaction
- Experience successfully working in and project managing for a remote team environment
- Demonstrated ability to provide quality customer/client engagement
- Demonstrated ability to successfully project manage several simultaneous clients with fluctuating work capacity demands
- Willingness to approach responsibilities with cross-functional fluency, ensuring that all tasks, deliverables, and processes effectively account for the needs of all applicable stakeholders
- Strong ability to support, manage, and supervise 1-3 associate level team members with demonstrated success doing so
- Strong attention to detail and completeness that balances the ability to hold, communicate, and orient to a bigger picture
- Comfort working in an evolving team and willingness to embrace change and take initiative to ensure quality services
- A desire to support progressive organizations and their missions – including women's rights, abortion rights, LGBTQ+ rights, climate action, voter protection, immigration reform, equal access to healthcare, and others
- Because Salesberry Group's clients are located throughout the country, this position is remote and can work from **anywhere in the continental US**
- Candidates must be authorized to work in the US without need of visa sponsorship now or in the future
- Master's degree in accounting
- Non-Profit accounting experience, including 501(c)(3), 501(c)(4), and political entities
- Extensive experience with QuickBooks Online including ProAdvisor Certification
- Extensive experience in Microsoft Excel
- Working proficiency and confident with Google Suite/Workspace, Asana, Keeper/Double, and Slack
Benefits
- Monthly home office stipend
- 3 weeks of accrued PTO
- 13 paid holidays
- Unlimited sick leave
- 12 weeks of parental leave
- Bereavement leave
- Voting leave
- Blood donation leave
- Holiday extensions for summer holidays, such as 3- or 4-day weekends, as client needs allow
- Medical benefits for employees only; employees can add dependents at their own cost
- Dental benefits for employees only; employees can add dependents at their own cost
- Vision benefits for employees only; employees can add dependents at their own cost
- 401K plan available for employees to make pre-tax contributions, with no employer contribution at this time
- Remote work from anywhere in the continental US
Company Overview