Finance and Accounting Manager

Position Summary
The Finance & Accounting Manager (FAM) plays a vital role in managing and leading various finance and  accounting processes. Under general supervision of the Finance Director, the Finance and Accounting Manager is  responsible for the administration of AP, AR, and Payroll, the management of cash accounts, the annual audit preparation, and coordination of the IRS 990. While supervising the Accounting Associate and the contracted  accounting firm, the Finance & Accounting Manager will collaborate closely with the Finance Director to ensure fast and accurate day-to-day accounting, monthly close, financial reporting, and compliance tasks. Operating within a  culture of collaboration and transparency, this role requires a growth mindset, adaptability, and strong technical skills in finance and accounting to create and maintain efficient systems.

Position Responsibilities
Accounting (30%)
● Accounts Payable/Receivable (10%)
○ Enter and post complex AR/AP invoices.
○ Reconcile grants docket to Salesforce AR, Bill payments, and Intacct.
○ Record and post cash receipts and ensure supporting documentation is available.
○ Prepare cost analysis as needed (multiple bids, lease vs buy, etc).
○ Cover AP and AR tasks during Finance Associate vacation/absences.

● Credit Card & Expense Reimbursements (10%)
○ Support Finance Associate in addressing staff issues and anomalies as needed.
○ Act as one of the reviewer/approvers for both credit card and invoices.
○ Maintain systems to monitor credit card transactions, reminders, submissions, and approvals.
○ Cover credit card and reimbursements tasks during Finance Associate absences.

● Monthly Close & Financial Statement Reporting (10%)
○ Oversee outsourced accounting partners and assist with monthly close tasks as needed.
○ Create financial statement and financial report templates in Excel and/or Intacct as needed.
○ Provide initial review of monthly consolidated IS and BS for Finance Director review.
○ Prepare budgets and/or financial reports, as requested, for grants applications and reporting.
○ Tasks and time spent in this area may increase as one-time projects are completed.

Payroll (5%)
● Support Finance Associate in addressing staff issues and anomalies as needed.
● Serve as a backup onCover payroll tasks during Finance Associate vacation/absences.

Finance (25%)
● Prepare and maintain the annual cash projection.
● Upon request, prepare financial analysis and/or analytical review.
● Assist Finance Director with the creation and maintenance of metrics reporting tools.
● Prepare schedules and other data to support the monthly/annual financial statement review.
● Manage the annual audit and 990 process.
● Contribute to drafting and maintenance of relevant reports for decision makers.

Projects (i.e., one-time, individual and/or team projects): (20%)
● Research, draft, review, and update financial policies.
● Research, draft, review, and update accounting and financial procedures.
● Streamline processes to make finance workflows more efficient.
● Research, select, and implement a new budgeting tool.
● Research whether higher levels of automation are possible with current systems.
Note: Tasks and time spent in this area may decrease as one-time projects are completed.

Supervision (10%)
● Provide direction and support for the Accounting Associate.
● Meet regularly with the Accounting Associate to monitor and provide support for individual and team goals.

Other Duties (10%)
● Attend all meetings assigned to this role.
● Perform other duties as assigned.

Education
● Any equivalent combination of training, education, and experience demonstrating the ability to perform the position’s essential functions.

Experience and Skills
● A minimum of 8 years of full-time accounting experience with at least four of those at the Senior Accountant level. (Accounting knowledge will be tested for finalists.)
● A minimum of two years of nonprofit accounting experience at the Senior Accountant level.
● At least two years of experience in preparing schedules for the annual audit.
● At least two years of experience supervising the work of other accountants/bookkeepers.
● Excellent oral and written communication skills.
● High level of proficiency creating and using spreadsheets. (Spreadsheet skills will be tested for finalists.)
● High level of comfort with a variety of software (e.g., Salesforce, Intacct, Bill.com, Google, among others).
● Ability to travel domestically for All-Staff, team retreats, other Equity Fund events up to five times a year.

Technical Competencies:
● Sage Intacct, Financial Management
● Bill AP & AR, Accounts Management
● Bill Spend & Expense, Expense Management
● Salesforce, Customer Relationship Management
● Payroll Administration Management
● Excel, exceptional proficiency
● Google Suite, exceptional proficiency

Location: Remote within the United States

Behavioral Competencies

Universal Competencies for All Staff: Key behaviors necessary for each employee to perform effectively across the organization.
● Accountability: Holds self and others accountable for accomplishing measurable, high-quality, timely, cost-effective results.
● Collaboration: Builds constructive working relationships with clients/customers/grantees, other work units,  community organizations, and others to meet mutual goals and objectives; behaves professionally and supportively when working with individuals from various ethnic, social, and educational backgrounds.
● Communication: Conveys and receives information and ideas through various media to individuals or groups in a manner that engages the listener, helps them understand and retain the message, and invites response and feedback. Keeps others informed appropriately; demonstrates effective written, oral, and listening skills.
● Commitment to Equity: Has lived experience and systems-level understanding of equity, diversity, and inclusion. Cultivates opportunities through diverse people; respects and relates well to people from varied backgrounds; understands various worldviews and is sensitive to group differences; sees diversity as an opportunity; challenges bias and intolerance. Appreciates and leverages all individuals' capabilities, insights, and ideas. Works effectively with individuals of diverse styles, abilities, and motivations.
● Teamwork: Participates as an active and contributing team member to achieve team goals. Works cooperatively with other team members, involves others, shares information as appropriate, and shares credit for team accomplishments.

Competencies for Strategy Managers: Key behaviors necessary for each employee to perform effectively in their specific role.
● Adaptability: Adapts workflow to accommodate changes when opportunities arise, or work priorities shift. Adjusts plans on a quick timeline when needed. Accepts changes as part of the process to meet goals and is willing to engage in tension that might arise. Remains optimistic when changes occur.
● Decision-Making & Problem-Solving: Breaks problems into components and recognizes interrelationships; makes sound, well-informed, and objective decisions. Compares data, information, and input from various sources to conclude; acts consistent with available facts, constraints, and probable consequences.
● Detail Oriented: Achieves thoroughness and accuracy when accomplishing tasks. Tracks multiple pieces of information at the same time. Ensures the accuracy of work. Is aware of processes and timelines and engages in work promptly. Accomplishes tasks by considering all areas involved, no matter how small; shows concern for all aspects of the job; accurately checks processes and tasks.
● Program Planning: The ability to determine specific program goals and priorities and to assess the actions, time, and resources needed to achieve those goals.
● Strategic Thinking: Obtains information and identifies key issues and relationships relevant to solving problems, thinking through solutions, and committing to a course of action to accomplish a goal after developing alternatives based on logical assumptions, facts, available resources, constraints, and organizational values.
● Relationship Management: The ability to understand other people’s moods, behaviors, and motives to improve the quality and connection of relationships (requires social awareness and empathy). Develops, manages, and uses collaborative relationships to facilitate the accomplishment of work goals.

Benefits: The Climate and Clean Energy Equity Fund (Equity Fund) offers a comprehensive benefits package that includes health, dental, and vision insurance for employees and their families. We offer a retirement plan with employer match and generous vacation and sick time policies.

Compensation: The salary range for this position is $125,000-$145,000, based on our DC office location and may vary based on cost of labor in each respective geographical market. Actual compensation is based on cost of labor in each respective geographical market and job-related skills and experience, as evaluated throughout the interview  process. Salary offers are made in consideration of our internal pay equity and external pay equity with competitive markets.

About the Organization: The Equity Fund is a trusted and strategic collaborative funder and movement-builder whose focus is to lift up the leadership and organizing of multiracial, working-class communities to drive equitable climate action and clean energy policy. The Equity Fund’s work is grounded in climate equity, strategies that mitigate climate change, rectify racial and economic injustices, and thereby create the political will needed to propel the transition to clean energy. The Equity Fund is strategically building power by:
● Investing in the leadership and organizing of diverse communities (Black, Latinx, AAPI, Indigenous people, and  communities bearing the brunt of climate change);
● Engaging voters in these communities through nonpartisan civic engagement campaigns; and
● Winning climate and clean energy policy solutions that reflect the priorities of communities and advance racial, economic, and environmental justice.

Founded in 2016, the Equity Fund partners authentically with community-based organizations in 14 states (Arizona, Colorado, Florida, Georgia, Illinois, Maryland, Michigan, Minnesota, Nevada, New Mexico, North Carolina, Ohio,  Pennsylvania, and Virginia), to build power in communities, transform public narratives about climate change, and  build political will for lasting public policies.

Grassroots groups advocating for and organizing communities of color, Indigenous, working class and rural communities – often people hit hardest by climate change – are accomplishing critical work to build the collective power of communities. These communities are often the strongest supporters of climate policy and are a key political force to advance community demands and win durable policy change. The Equity Fund serves as a conduit for  foundations and donors to partner with and support these grassroots organizations across the country. Because of Equity Fund’s expertise and deep relationships with community-led groups working at the intersection of climate change and economic, racial, and environmental justice, the Equity Fund can identify and nurture local grantee partners that have large-scale bases of members and track records of winning policy victories in their cities and states. The team then works to synthesize and share lessons learned from their grantee partners so that foundations and donors can better understand how grassroots groups can more effectively build power to advance climate solutions and then develop and coordinate funding strategies that will have the greatest results.

Hiring Statement: The Climate and Clean Energy Equity Fund is an independent 501(c)(3) public charity, committed to attracting, developing, and retaining exceptional people and to creating a work environment that is dynamic and rewarding. Our work environment is safe and open to all applicants, respecting the full spectrum of race, color,  religion, sex, gender identity/expression, sexual orientation, national origin, political affiliation, ancestry, age, disability, genetic information, veteran status, and all other classifications protected by law in the locality and/or state in which you are working.

Equal Opportunity Employer Statement: The Equity Fund is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, religious creed, national origin, caste, ancestry, citizenship status, age, sex or gender, pregnancy and pregnancy-related conditions (including childbirth, lactation, and related medical conditions such as pregnancy loss and reproductive and sexual health decisions), gender identity or expression (including transgender status), sexual orientation, marital status, status as victim of domestic violence, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law (such as cancer), genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. The Equity Fund is dedicated to this with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and all other terms, conditions and privileges of employment.

Sponsorship: Applicants must be currently authorized to work in the U.S. on a full-time basis. Employment-based visa sponsorship (including H-1B sponsorship) is not available.

Reference and Background Checks: All selected candidates will be expected to align with our key behavioral competencies and organizational values of racial equity, excellence, service and stewardship, integrity, and collaboration, as well as uphold our high-performance culture. Therefore, all selected candidates will consent to reference and background checks as part of the hiring process. Also, as mentioned in the Experience and Skills section, an accounting and spreadsheet knowledge assessment will be administered for all finalists. 

To Apply: Submit your resume and cover letter using our online portal. Your cover letter must include your salary requirement, an overview of your relevant experience and qualifications, and your interest in both the Equity Fund and the position. Due to the pace of this search, candidates are strongly encouraged to apply as soon as possible.