Accounting and Grants Associate (TSF)

Stupski Foundation; San Francisco (CA); On-site; USD 95,000 - 125,000; Full time

Job summary

The Stupski Foundation is seeking an Accounting and Grants Associate to support financial, grants, and operations. Reporting to the Controller, you will handle accounts payable, general ledger, investment tracking, and grants processing.

Ideal candidates have accounting knowledge, experience with QuickBooks and Excel, and familiarity with Salesforce or similar grant databases. A collaborative, organized, and learning-focused mindset is essential.

Qualifications

• Degree in accounting or equivalent knowledge.
• Experience with QuickBooks and Excel.
• Experience in grants administration preferred.
• Salesforce or other grantmaking database experience preferred.
• Proficiency with G Suite (Gmail, Docs, Drive, Calendar) preferred.

Responsibilities

• Manage accounts payable including processing invoices and keeping files.
• Review credit card statements and allocate charges in QuickBooks.
• Monitor investment communications and record in general ledger.
• Reconcile monthly banking and investment statements.
• Process grants and maintain grant records in Salesforce/FoundationConnect.

Skills

QuickBooks

Excel

Grants administration

Salesforce

G Suite

Education

Degree in accounting

Tools

QuickBooks

Excel

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. Between 2016 and 2017, the Foundation focused on what to address in each issue area. In 2018, it focused on creating an initial set of strategies within each issue area. From 2019 onwards, the Foundation will work with its partners to determine which investments are most impactful. The Foundation will work quickly and iteratively to help create sustainable, lasting impact before closing its doors in 2029. 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. Specifically, the Associate will provide support across accounting and finance, grants administration, and operations as needed. 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. In addition, the Associate will apply his/her/their passion for social change, ability to engage with multiple stakeholders, analytical capabilities, and unique experience to advance the Foundation’s mission and actively engage in ongoing diversity, equity, and inclusion efforts.

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 purposesMaintain 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 (including the diverse communities we serve), 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.

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. The Foundation does not discriminate in employment opportunities or practices on the basis of race, color, religion, national origin, age, size, sex, sexual orientation, marital status, disability, or any other characteristic protected by law and is an employment-at-will company.