Senior Finance Associate

Sacbar

Northern (KY)

Hybrid

USD 80,000 - 90,000

Full time

7 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Salesberry Group in the United States is seeking a Senior Finance Associate to lead accounting and financial operations for multiple nonprofit and mission-driven clients. You will manage associates, supervise full-cycle accounting, budgeting, forecasting, and reporting, ensuring accuracy and compliance with GAAP.

The role requires strong client engagement and remote team leadership across diverse projects. The position emphasizes cross-functional collaboration, proactive communication, and the

Qualifications

7-10 years of accounting experience and managing full-cycle accounting processes
Bachelor’s degree in Accounting
Strong understanding of GAAP
Strong experience with QuickBooks Online
Experience as a supervisor with the capacity to lead from empathy and contribute to team performance success and job satisfaction
Experience successfully working in and project managing for a remote team environment
Demonstrated ability to provide quality customer/client engagement
Demonstrated ability to successfully project manage several simultaneous clients with fluctuating work capacity demands
Willingness to approach responsibilities with cross-functional fluency, ensuring that all tasks, deliverables, and processes effectively account for the needs of all applicable stakeholders
Strong ability to support, manage, and supervise 1-3 associate level team members with demonstrated success doing so
Strong attention to detail and completeness that balances the ability to hold, communicate, and orient to a bigger picture
Comfort working in an evolving team and willingness to embrace change and take initiative to ensure quality services
A desire to support progressive organizations and their missions – including women's rights, abortion rights, LGBTQ+ rights, climate action, voter protection, immigration reform, equal access to healthcare, and others

Responsibilities

Lead Accounting and Financial Operations: Serve as the subject matter expert on financial operations for clients. Manage Associates and lead the accounting and financial operations for a range of clients, effectively communicate with clients, ensure accurate and timely financial data and platform management, and adherence to all internal policies, processes, and procedures.
Client Bookkeeping: Supervise Associates and oversee client bookkeeping processes, including but not limited to bill payments, journal entries, account reconciliations, documentation of expenses, and processing payroll.
Budgeting and Cash-Flow Forecasting: Collaborate with client managers to develop and maintain working budgets, as well as provide guidance on cash-flow forecasting to help them advise clients to make informed financial decisions.
Reporting and Analysis: Lead processes to gather information and compile monthly and ad hoc reports and financial statements for clients including collecting, analyzing, and interpreting financial data and trends to provide valuable insights.
Audit and Tax Preparation: Lead the preparation for audits and tax filings for clients, execute audits and tax filings, and ensure compliance with regulatory requirements and financial transparency.
Direct Client Communication and Support: Use thoughtful, transparent communication and excellent process and project management to establish shared expectations, provide essential context, and demonstrate the value of strong accounting and finance operations in a way that deepens client relationships and trust.
Team Management: Set clear expectations and delegate tasks effectively for Associates. Provide ongoing guidance and mentorship to support growth.Uphold and champion organizational values and foster a values-driven workplace.
Special Projects: Undertake and lead special projects and tasks as requested by client manager, clients, and internal Salesberry Group leadership.
Perform other duties as assigned.

Skills

Startup environment

Cross-functional solutions

Financial project management

Learning mindset

Education

Bachelor's degree in Accounting

Master's degree in accounting

Tools

QuickBooks Online

ProAdvisor Certification

Microsoft Excel

Google Workspace

Asana

Keeper/Double

Slack

Job description

The Company

Salesberry Group (SG) is a financial, people, and operations firm serving organizations working in the progressive political arena. Our mission is to actively support members of the progressive movement in creating a more just and equitable existence for all.

The Position

We’re looking to grow our team and hire a Senior Finance Associate. This role is an essential partner to our clients and will be responsible for delivering high-quality services and support. They will do this by applying their working knowledge of accounting and finance processes and by using thoughtful proactive communication to provide context, updates, and drive essential work to completion. The Senior Finance Associate will cultivate strong client consultant working relationships rooted in trust and will operate with a flexible mindset that allows Salesberry Group to meet the unique and evolving needs of our mission-driven clients.

The new Senior will also lead a team in managing financial operations for assigned clients, oversee the full-cycle of the accounting processes by leading associates to assist clients with their financial operations needs from budgeting, forecasting, detailed accounting, and other analysis, and lead on special projects as needed to effectively meet the financial and operational needs of clients.

Required Qualities

Research shows that members of marginalized groups often do not apply if they do not meet all qualifications. If you feel you can excel at this role, please apply.

Thriving in a Start-up Environment: If you thrive in dynamic and innovative settings, where you can contribute to establishing new functions and teams within an established organization
Enthusiasm for, Effectiveness in, and Curiosity for Cross-Functional Solutions: If you're driven by curiosity and enthusiasm to craft solutions that prioritize people with a proven track record of leading creative cross-functional operation solutions, and if you're excited to explore and develop solutions that cater to clients in progressive fields
Desire to Drive Financial Projects and Manage Financial Process Success/Improvement: If you have a desire to take ownership of financial projects from their conceptualization through to successful implementation and evaluation while enabling the success of a team associates and in collaboration with other subject matter experts
Willingness to Learn and Grow: If you possess a strong appetite for learning and are dedicated to growing both professionally and personally and are open to creatively utilizing AI tools to support internal efficiency

Required Qualifications

Research shows that members of marginalized groups often do not apply if they do not meet all qualifications. If you feel you can excel at this role, please apply.

7-10 years of accounting experience and managing full-cycle accounting processes
Bachelor’s degree in Accounting
Strong understanding of GAAP
Strong experience with Quickbooks Online
Experience as a supervisor with the capacity to lead from empathy and contribute to team performance success and job satisfaction
Experience successfully working in and project managing for a remote team environment
Demonstrated ability to provide quality customer/client engagement
Demonstrated ability to successfully project manage several simultaneous clients with fluctuating work capacity demands
Willingness to approach responsibilities with cross-functional fluency, ensuring that all tasks, deliverables, and processes effectively account for the needs of all applicable stakeholders
Strong ability to support, manage, and supervise 1-3 associate level team members with demonstrated success doing so
Strong attention to detail and completeness that balances the ability to hold, communicate, and orient to a bigger picture
Comfort working in an evolving team and willingness to embrace change and take initiative to ensure quality services
A desire to support progressive organizations and their missions – including women's rights, abortion rights, LGBTQ+ rights, climate action, voter protection, immigration reform, equal access to healthcare, and others

Preferred Qualifications

Master's degree in accounting
Non-Profit accounting experience, including 501(c)(3), 501(c)(4), and political entities
Extensive experience with QuickBooks Online including ProAdvisor Certification
Extensive experience in Microsoft Excel
Working proficiency and confident with Google Suite/Workspace, Asana, Keeper/Double, and Slack

Responsibilities

Lead Accounting and Financial Operations: Serve as the subject matter expert on financial operations for clients. Manage Associates and lead the accounting and financial operations for a range of clients, effectively communicate with clients, ensure accurate and timely financial data and platform management, and adherence to all internal policies, processes, and procedures.
Client Bookkeeping: Supervise Associates and oversee client bookkeeping processes, including but not limited to bill payments, journal entries, account reconciliations, documentation of expenses, and processing payroll.
Budgeting and Cash-Flow Forecasting: Collaborate with client managers to develop and maintain working budgets, as well as provide guidance on cash-flow forecasting to help them advise clients to make informed financial decisions.
Reporting and Analysis: Lead processes to gather information and compile monthly and ad hoc reports and financial statements for clients including collecting, analyzing, and interpreting financial data and trends to provide valuable insights.
Audit and Tax Preparation: Lead the preparation for audits and tax filings for clients, execute audits and tax filings, and ensure compliance with regulatory requirements and financial transparency.
Direct Client Communication and Support: Use thoughtful, transparent communication and excellent process and project management to establish shared expectations, provide essential context, and demonstrate the value of strong accounting and finance operations in a way that deepens client relationships and trust.
Team Management: Set clear expectations and delegate tasks effectively for Associates. Provide ongoing guidance and mentorship to support growth.Uphold and champion organizational values and foster a values-driven workplace.
Special Projects: Undertake and lead special projects and tasks as requested by client manager, clients, and internal Salesberry Group leadership.
Perform other duties as assigned.

The Location

Because Salesberry Group’s clients are located throughout the country, this position is remote and can work from anywhere in the continental US. Candidates must be authorized to work in the US without need of visa sponsorship now or in the future.

Compensation and Benefits

This is a full time position with a salary of $80,000 - $90,000 annually, depending on qualifications and experience. Any starting salary must fall within that range. Other compensation includes a monthly home office stipend.
- We are also looking to identify potential future temp capacity for this same position; if you are interested in that track, please share in the application.
Salesberry Group offers 3 weeks of accrued PTO, 13 paid holidays, and unlimited sick leave. Additional PTO policies include parental leave (12 weeks), bereavement, voting, and blood donation. Salesberry Group also often adds holiday extensions for summer holidays (3 or 4 day weekends), as client needs allow.
Salesberry Group provides medical, dental, and vision benefits for employees only. Employees can add dependents at their own cost.
A 401K plan is available for employees to make pre-tax contributions, with no employer contribution at this time.
Salesberry Group is dedicated to a healthy work/life balance.

Commitment to Diversity, Equity, and Inclusion

Salesberry Group is committed to building a firm that represents people of diverse backgrounds and is inclusive of all. We recruit, employ, train, compensate, and promote regardless of race, religion, color, national origin, sex, gender identity, disability, age, veteran status, and other protected/non-protected status. Therefore, we encourage everyone who meets the position requirements to apply.

If you have any interview accommodation needs, please list them within the application or reply to any of our emails throughout the hiring process to reach the hiring team.

Regarding the use of AI

We understand that AI is a widely-available tool that is growing in popularity. While we do not prohibit the use of AI in polishing your written materials in your application, please ensure that your work expresses your original thoughts and accurately reflects your abilities, skills, knowledge, and problem-solving capabilities. We want to get a feel for you! We maintain the right to disqualify any candidate who we feel has plagiarized and/or misrepresented your skills via the misuse of AI generators and other tools. If you have any questions, please don't hesitate to reach out for clarification.

The target offer date for this role is currently projected for late September or early October With some start date flexibility. Depending on client need, this hiring timeline may be expedited; we will communicate proactively with finalists as applicable.

This hiring process includes multiple interview stages (please note that the stage order and type(s) may evolve):