[Hiring] Finance Manager @Oceans

Role Description

As the Finance Manager, you'll take ownership of day-to-day finance operations while acting as a trusted financial partner to senior leadership and internal department owners. You'll be responsible for keeping financial records accurate and audit-ready while ensuring transactions, payments, reconciliations, reporting, and finance systems run smoothly.

This is a hands-on finance role that combines accounting operations with financial analysis and business partnership. You'll personally manage transactional finance work while also supporting budget tracking, forecasting, dashboards, compliance, and financial decision-making. You'll work across a broad finance technology environment and collaborate with both finance and non-finance stakeholders.

Accountability

Your success as the Finance Manager will be defined by your ability to maintain accurate, reliable, and well-organized financial operations while giving leadership and department owners the financial visibility they need to make informed decisions.

Here's how you'll make an impact:

• Manage approximately 100–150 financial transactions per week, ensuring they are accurately recorded and supported by appropriate documentation.
• Manage accounts payable workflows, including reviewing, coding, and processing vendor bills and payments.
• Oversee employee expense reporting and ensure expenses are submitted promptly and coded accurately.
• Communicate directly with vendors to resolve invoice and payment questions.
• Record and reconcile donations and other revenue.
• Reconcile bundled online donation payments and maintain accurate revenue records.
• Maintain alignment between financial records and fundraising performance tracking.
• Keep supporting documentation organized across finance workflows.

Month-End & Reconciliations

• Perform monthly bank reconciliations across organizational accounts.
• Maintain accurate transaction coding and supporting records throughout the month.
• Independently support month-end accounting activities.
• Work with the outsourced accounting provider through the monthly close process.
• Review post-close financial information for accuracy.
• Identify discrepancies, investigate underlying causes, and ensure issues are resolved.
• Maintain clean and audit-ready financial records throughout the year.

Budgeting, Reporting & Financial Analysis

• Own the post-close process for communicating financial performance to department owners.
• Prepare budget-versus-actual reporting and investigate significant variances.
• Help department leaders understand their financial performance and budget position.
• Support budget adjustments based on actual results.
• Build and maintain visual financial dashboards.
• Prepare leadership-facing financial reporting and financial presentations.
• Support financial planning, forecasting, and scenario analysis.
• Translate financial information into clear recommendations for non-finance stakeholders.

Cash Flow, Banking & Currency Exposure

• Maintain visibility into incoming and outgoing cash activity.
• Reconcile online donation receipts and bundled payments.
• Support payment workflows and ensure payment information remains accurate.
• Monitor USD/ILS exchange rates and assess their impact on organizational expenses.
• Surface material currency exposure and relevant financial considerations to leadership.
• Provide financial information to support cash flow and budget decisions.

Audit, Tax & Compliance

• Prepare and organize supporting information for the annual external audit.
• Support preparation of Form 990 documentation.
• Maintain audit-ready financial records throughout the year.
• Support applicable state compliance and sales tax filings.
• Respond to requests for financial documentation, schedules, and supporting information.
• Ensure information required by external accounting and compliance providers is complete and organized.
• Apply sound accounting principles and established financial controls across day-to-day operations.

Finance Systems & Data Management

• Maintain accurate financial information across systems including Sage Intacct, Bill.com, Ramp, Salesforce, and Google Sheets.
• Identify and resolve discrepancies between finance and operational systems.
• Improve finance workflows and data-management processes.
• Use spreadsheets for financial analysis, reporting, modeling, and dashboard creation.
• Ensure finance data remains reliable and usable for both accounting and management reporting.
• Use AI and translation tools appropriately to improve efficiency without replacing accounting judgment or source documentation.

Process Improvement & Administrative Operations

• Identify opportunities to improve finance and administrative workflows.
• Maintain organized and scalable processes as the organization grows.
• Improve internal budget-tracking systems and administrative processes.
• Support payroll administration and related vendor processes where required.
• Provide guidance to staff on expense submissions, coding, and financial policies.
• Look for ways to reduce repetitive administrative work while maintaining appropriate controls.

Internal Finance Partnership

• Serve as a trusted financial thought partner to senior leadership.
• Act as the primary internal point of contact for day-to-day finance questions.
• Explain financial information clearly to non-finance stakeholders.
• Support financial onboarding for new employees.
• Provide guidance on expense and coding policies.
• Participate actively in team meetings and cross-functional discussions.
• Build effective working relationships across departments while maintaining strong responsiveness during required working hours.

Skills and Qualifications

• Experience: 3–6 years of accounting, financial control, or finance operations experience.
• Accounting: Solid working knowledge of US GAAP and strong accounting and transaction-coding fundamentals.
• Sage Intacct: Significant hands-on experience using Sage Intacct in a finance or accounting environment.
• Month-End: Ability to independently support month-end accounting activities, bank reconciliations, and financial record maintenance.
• Accounts Payable: Hands-on experience with AP, vendor payments, and expense-management processes.
• Financial Analysis: Ability to interpret financial statements, analyze budget performance, investigate variances, and support forecasting.
• Google Sheets: Strong capability with pivot tables, lookups, data analysis, financial modeling, and dashboard creation.
• Finance Systems: Experience working across multiple finance and operational systems while maintaining data accuracy.
• Communication: Excellent written and verbal English communication, with the ability to explain financial information clearly to non-finance stakeholders.
• Ownership: Strong accuracy, organization, independent problem-solving, and accountability for financial operations.
• Availability: Ability to maintain a minimum of 5 hours of live ET overlap during the working day.

Role Specifications

This is a remote role, where you will be expected to work a split shift with some overlap with our client’s time zone. You will, however, be expected to be present for in-person training programs during your first 3.5 weeks with us.