Finance and Operations Associate

Valid8 Financial, Inc.; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

Valid8 Financial, Inc. is seeking a Finance and Operations Associate to join their mission-driven team. This remote role involves payroll processing, accounting support, and banking tasks, contributing to the organization’s growth and equitability in disaster philanthropy. Ideal candidates are detail-oriented self-starters with passion for nonprofit work and collaboration.

Qualifications

• 3+ years of relevant administrative or accounting experience, preferably in a nonprofit setting.
• Ability to manage projects simultaneously with a strong attention to detail.
• Excellent skills in MS Office, especially in Word, Excel, and Outlook.

Responsibilities

• Process payroll and ensure accurate staff timesheets.
• Support accounts payable and accounts receivable processes.
• Assist with month-end close and audit preparation.

Skills

Communication

Problem-solving

Organization

Teamwork

Education

Bachelor's degree in related field or equivalent experience

Tools

MS Office

Job description

Location: Flexible (remote); Must be eligible to work in the U.S.

Candidates will be reviewed on a rolling basis. The position will remain open until we have a sufficient pool of diverse candidates who meet the job requirements, at which point we may pause the review of new applications before the stated deadline. Please understand you may not be contacted for several weeks after you apply.

Ideal Start Date: 2-4 weeks after offer

About the Center for Disaster Philanthropy

CDP began in 2010 with the goal of pioneering the practice of strategic disaster philanthropy. Since then, it has grown in its ambition, envisioning a world where the impact of disasters is minimized through thoughtful, equitable and responsible recovery for all. CDP has a $40 million budget and a team of more than 30 staff members working remotely across the U.S.

CDP is a trusted partner, expert and authoritative resource helping hundreds of individuals, foundations and corporations boost the impact of philanthropic giving in response to disasters and humanitarian crises by supporting equitable recovery and addressing root causes of vulnerabilities worldwide.

We have a culture of philanthropy. Your colleagues embrace and support CDP’s development work, even if they do not sit within the development team. The CEO is an excellent and experienced fundraiser eager to engage with donors.

As an organization grounded in racial and intersectional equity , our team members are deeply committed to strengthening communities most vulnerable to disasters because of systemic inequities. We are guided by our values of integrity, boldness and innovation, humility, and empathy in all that we do in pursuit of our mission.

Bottom line: We aspire to walk the talk of anti-racism and treat each other and our partners in ways that inspire trust, creativity, learning and care.

Be a part of our fast-growing team that offers countless ways to help communities thrive. Join us!

Responsibilities & Duties

Over the last few years of CDP's 15-year history, growth has been exponential. CDP has consistently raised revenue to support its mission, strategy, education and innovation programs, and disaster funds. In 2024, CDP raised more than $43 million to help mobilize philanthropy to support equitable disaster recovery. CDP has built its strategic reserves in each of the past five years, building its organizational savings to more than $20 million. CDP's positioning and increased visibility bring a need for increased revenue to support CDP's mission, strategic plan and growth. Over the last 12 months, CDP’s staff count has risen by about 30%, with additional projected increases into 2025.

Reporting to the director of finance and operations, the finance and operations associate plays a critical role in supporting CDP’s mission and several important processes integral to CDP’s financial and operational function, including supporting payroll, accounting, travel, banking and other administrative tasks. This role requires cultivating cross-functional relationships and the flexibility to adapt to a growing organization's changing needs and priorities.

As a fully remote workforce, CDP prioritizes employee engagement and relationship-building in service of a collaborative culture rooted in equity. To this end, in-person team retreats are scheduled throughout the year in different regions of the U.S. This role will be expected to attend 2-3 retreats per year, which average 3-5 days of travel each.

The successful candidate will display the following traits:

You want meaningful work that contributes to the betterment of society. You love being challenged, learning and growing. You have a natural collaborative style and understand that it takes a team. You are a detail-oriented self-starter with strong capacities in prioritization and decision-making. You have great communication skills and the ability to multi-task. You are enthusiastic and don’t shy away from a challenge. You can discern between what is important and what is urgent, and you are solutions-oriented.

Primary responsibilities include:

Payroll processing

• Collect and verify staff timesheets in support of the bi-weekly payroll process.
• Enter work and leave hours in the payroll processing system.
• Run routine payroll reports, verify the accuracy of payroll data and prepare bi-weekly payroll for review by the director of finance and operations.
• Manage workflow and collaborate with HR and general staff to ensure payroll deadlines are met.

Accounting support

• Review and research accounts payable invoices, expense reimbursement requests, per diem requests, grant payment requests, credit card charges and other cash disbursement items to ensure they are valid, approved, coded correctly and ready for entry into the general ledger system.
• Prepare, review, enter and send accounts receivable invoices to customers and donors.
• Use the general ledger system to research, report and resolve accounts payable, accounts receivable and other accounting-related matters.
• Run regular reports out of the general ledger, Excel and other platforms.

Banking and deposits

• Monitor daily balances for various bank, investment and credit accounts, alerting appropriate team members of relevant transactions.
• Enter authorized bank ACH, wire and transfer payments in online banking platforms.
• Monitor and forward cash receipts payments received through the virtual mail provider.
• Research, identify, endorse, scan, log and deposit all incoming check and cash payments.
• Download and save monthly bank, investment and credit statements.
• Forward completed bank reconciliations to appropriate parties for approval, saving signed copies.

Month-end close, year-end close and audit support

• Work closely with the finance team to maintain and manage detailed period-end closing processes, checklists and schedules to ensure timely and accurate month-end close and interim and year-end reporting.
• Support year-end close process and audit preparation .
• Assist with audit schedules, document requests, field work, and other audit and compliance-related matters.

Other duties and responsibilities

• Support the documentation of standard operating procedures and workflow processes for all job duties.
• Work closely with finance, operations and the broader CDP team to implement technology, integration, workflow and other efficiencies.
• Collaborate with finance team and the broader team members to help implement an accounting intranet and other internal and external systems.
• Organize and maintain accounting files.
• Make travel and meeting reservations and arrangements for internal and external parties.
• Other duties as required to support the finance and operations team.
• Serve on committees, panels and task forces at CDP as appropriate and as available.

This position reports to the director of finance and operations but works in service of the whole organization.

Required qualifications

• ≥3 years of relevant administrative or accounting experience, preferably in a nonprofit setting.
• Ability to work effectively both independently and within a team.
• Demonstrated ability to multi-task, including managing projects simultaneously.
• Demonstrated ability to successfully exercise judgment within established guidelines.
• Strong interpersonal and communication skills.
• Excellent organization, problem-solving and follow-through skills.
• Deep experience and passion for technology and automation.
• Excellent MS Office skills, especially in Word, Excel and Outlook.

Preferred skills and qualifications

• Collaborative team player with a servant approach.
• Commitment to continuous process improvement; easily adapts to change.
• Ability to work remotely with minimal direct supervision.
• Ability to build relationships with diverse personalities and backgrounds at all levels of the organization.
• Commitment to diversity, equity and inclusion, with the ability to build and support an inclusive work environment.

Personal characteristics

• Commitment to the values intrinsic to CDP’s mission and strategy.
• Energetic and eager to tackle new projects and ideas.
• Appetite to tackle issues constructively.
• Team player.
• Sense of humor.

We welcome and encourage applicants with non-traditional career paths. If you don’t meet the qualifications outlined here, please apply and tell us how your experiences would equip you for the job.

CDP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

To Apply

Qualified candidates should submit their resume and a cover letter via this link. Applications must highlight competencies against requirements.

All applicants must be able to provide documentation that they are legally eligible to work in the United States for an extended period.

Due to the expected volume of applications, only finalists will be notified. No phone calls, please.

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