coefficientgiving - Finance Operations Associates and Finance Operations Lead

• Finance inbox management: Help manage our shared finance inbox, including processing invoices, troubleshooting finance-related questions from staff and contractors, and coordinating with other teams on collaborative projects. • Accounts payable: Support day-to-day management of our AP process, including collection of relevant information and paperwork to ensure a smooth experience for our vendors and internal stakeholders. • Expense review: Review staff expenses for accuracy, policy compliance, and alignment with IRS accountable plan rules. • Period-end close: Contribute to month-end and year-end close activities, including journal entries, reconciliations (bank, credit card, payroll, expenses), balance sheet analysis, and schedules for prepaid expenses and fixed assets. • Contractor onboarding: Onboard Coefficient Giving contractors, and continually look for ways to improve the contractor process. • Documentation: Maintain accurate records of finance processes, policies, and procedures to support efficient operations and continuity. • Finance operations special projects vary significantly in scope and subject, but may include: • Tools and systems implementation: Take a new finance tool from evaluation > purchase > implementation > documentation > steady-state. • International entity build-out and consolidation: Set up new international entities, coordinate with external accounting partners abroad, and contribute to our multi-entity consolidation process. • Internal controls and risks: Strengthen our internal control framework as the organization’s footprint grows across jurisdictions. • Audit and tax compliance: Collaborate with our external tax and audit partners to assist with preparing tax returns and annual audits as needed. • Payroll and benefits: Support payroll and benefits administration and associated systems work (e.g. payroll platform migration, integrations with our broader tech stack). • WHO MIGHT BE A GOOD FIT • You might be a great fit for this work if you are: • Extremely organized and detail-oriented; you rarely let things fall through the cracks • Comfortable managing a high volume of questions, emails, and tasks, and you’re good at balancing day-to-day responsiveness with carving out focused time for deeper or ad hoc projects • A transparent, professional, and empathetic written communicator who can break down complex finance and accounting concepts in an accessible way and tailor your message to the recipient • Dedicated to treating internal and external stakeholders as customers and making them feel supported after every interaction with you or your team • Always looking for systems, tools, and strategies to save time and effort — especially for repetitive processes. You take satisfaction in building solutions that work smoothly behind the scenes, even if most people never notice them • Proficient in Google Sheets, including the ability to use advanced functions and efficiently analyze financial data • Interested in learning the ins and outs of finance operations at a growing, mission-driven organization • We’re open to finance operations associate candidates with a range of backgrounds, likely 3-4 years of finance or accounting experience , or comparable experience in operations or project management at a startup, tech, or management consulting company. We’re aiming to hire 3-5 finance operations associates. • To be considered at the finance operations lead level, we expect strong candidates to additionally have experience with a majority of the following: • 5-7 years of experience in finance or accounting, with meaningful ownership of period-end close, audits, or similar core finance workstreams • A strong grounding in a risk-based approach to finance — including the ability to clearly communicate reasoning on decisions that balance risk mitigation with operational efficiency • Experience preparing or reviewing Form 990s and project managing external audits • Comfort with payroll and benefits administration • Experience coaching and developing team members who work with a high level of independence • While not required, we’d be excited to see candidates at either level who have experience with any of the following: • A CPA (or equivalent credential) • Multi-entity accounting or consolidation, including international entities • Implementation or migration of finance and accounting systems (e.g. ERP, payroll, expense management, AP) • Experience working for or with a complex philanthropic organization (e.g. another large grantmaker) • Familiarity with the IRS accountable plan rules and U.S. nonprofit tax compliance more broadly • Familiarity with the U.S. banking system and/or experience working in treasury operations, including maintenance of the accompanying internal control framework