Accounting and Grants Associate (TSF)

EPIP; Eastern Ontario; On-site; USD 95,000 - 125,000; Full time

Job summary

An innovative foundation is seeking a detail-oriented Accounting and Grants Associate to join their dynamic team. This role is pivotal in managing financial operations, including accounts payable and grants administration, while supporting the Controller and Grants Manager. The ideal candidate will possess a strong accounting background, proficiency in QuickBooks, and a commitment to equity and continuous learning. This position offers a unique opportunity to contribute to meaningful initiatives that address critical challenges in the community. If you're passionate about finance and making a difference, this is the perfect role for you.

Qualifications

• Degree in accounting or equivalent work experience.
• Experience with QuickBooks and basic Excel spreadsheets.

Responsibilities

• Manage accounts payable and maintain financial records.
• Process grants and maintain accurate records in Salesforce.

Skills

Accounting

QuickBooks

Grants Administration

Excel

Salesforce

G Suite

Education

Degree in Accounting

Work Experience in Accounting

Tools

QuickBooks

Salesforce

G Suite

Job description

The Stupski Foundation is a private spend down foundation investing all of its assets in the next 10 years to address some of the Bay Area and Hawaiʻi’s biggest challenges.

The Foundation primarily funds organizations in San Francisco and Alameda Counties and Hawaiʻi that address Food Security, Postsecondary Success, Early Brain Development, and Serious Illness Care. The Foundation is also embarking upon an equity advancement process and seeks candidates who are committed to equity and who are eager to help us build our organizational culture.

About the Opportunity

We are looking for a collaborative, detail-oriented, and organized colleague to work with our fast-paced, innovative, and growing team. Reporting to the Controller, the Accounting and Grants Associate will assist in the implementation of the Foundation’s financial, grants, and operational functions. The Associate will be instrumental in helping the Controller maintain all aspects of financial record keeping including accounts payable, general ledger, and investment accounting, and the Grants Manager in processing grants.

Key Responsibilities for the Associate include:

Accounting and Finance Responsibilities

• Manage accounts payable including processing of invoices, entering payment information in QuickBooks, and maintaining electronic and paper files.
• Review credit card statements and receipts and allocate charges in QuickBooks.
• Manage the online expense reporting system and train employees on its use.
• Monitor all investment communications including investment capital account statements, capital calls, distributions, and other important communications.
• Record all capital call and distribution transactions in general ledger and maintain back-up of capital call/distribution details for audit purposes.
• Maintain investment tracking spreadsheet through recording of monthly capital account balances and capital calls and distributions.
• Support Controller on the preparation of annual tax and audit schedules.
• Reconcile monthly banking and investment statements.

Grants Administration Responsibilities

• Monitor and follow-up on grants pipeline, grantee reports, and payments.
• Process membership, relationship, and sponsorship grants.
• Maintain accurate contact and grant records in Salesforce/FoundationConnect.
• Provide support to Foundation staff on the grants process and system and serve as a backup for the Grants Manager.
• Provide special project support, as needed.

Operational Responsibilities

• Support functions that may arise from the evolving nature of the Foundation.

A successful Associate is an approachable, organized, and trustworthy self-starter who is committed to learning and growth, and possesses the following competencies and qualifications:

Core Competencies

• Manages time and resources effectively, prioritizing according to goals to meet deadlines.
• Is able to enforce policies, as required, while remaining flexible to changing needs.
• Makes solid decisions with good judgment, aligned with the Foundation’s culture and values.
• Has a strong understanding of and commitment to discretion and confidentiality.
• Seeks opportunities for personal and organizational learning and improvement and proactively solicits and willingly accepts assistance and feedback.
• Listens with an open mind and a deep commitment to respecting diverse viewpoints.
• Forges trusting relationships with Foundation staff, external stakeholders, and grantee partners.

Key Qualifications

• Degree in accounting or work experience sufficient to have developed solid knowledge of basic accounting.
• Experience with QuickBooks and proficiency with basic Excel spreadsheets.
• Experience in grants administration preferred.
• Salesforce or other grantmaking database experience preferred.
• Proficiency in (or a willingness to learn) G Suite (Gmail, Google Docs, Drive, and Calendar) preferred.

Compensation

The salary range for this position is $95,000 - $125,000, commensurate with qualifications and experience, and includes a comprehensive benefits package.

About the Application Process

The Stupski Foundation is partnering with Walker and Associates Consulting to facilitate this search. To apply, email a cover letter, resume, and list of three references to [e-mail] on or before 5:00 p.m. on Friday, April 10, 2020, noting the following additional instructions:

• Use the subject line: Accounting and Grants Associate.
• To foster an open and impartial application review process, please remove any reference to academic institutions from which you obtained any degree.
• Submit Microsoft Word or PDF files only (one combined PDF file is preferred).

The Stupski Foundation strives to foster a diverse, equitable, and inclusive culture focused on continuous learning and welcomes individuals with work and lived experiences in the issue areas and communities we seek to serve.