[Hiring] Senior Financial Specialist @Impact Association Management

Role Description

We are actively searching for a Senior Financial Specialist (SFS) to add to our team. If you have nonprofit bookkeeping or financial management experience, thrive while working independently, are ridiculously organized, and would list QuickBooks as one of your favorite platforms, we want to hear from you!

About this role: This is a unique opportunity to work with a number of association clients, providing financial management services for medium to large trade and professional associations.

• SFS are responsible for overseeing and executing all financial management deliverables for each of their clients within the client’s contracted scope of services.
• This work requires strong independent problem solving and critical thinking, as well as strategic planning and foresight to ensure effective execution of client needs.
• The SFS also manages a limited scope of financial operations for Impact AMC.
• The SFS acts as a leader on the Finance Team, providing mentorship, guidance, and support of their colleagues’ work product to ensure high-quality financial management services across all clients.

Job duties include:

• Ensure that all client finances are being reconciled in a timely manner and that work is being completed proactively per the client’s scope of services and/or strategic plan (where noted).
• Ensure financial work is high-quality, timely, consistent with procedures, and within scope, by regularly reviewing client financials.
• Manage accounts payable and receivable, perform account reconciliations, and maintain the chart of accounts to ensure accurate financial records.
• Prepare and analyze monthly financial reports, support budget preparation, and track actuals against projections.
• Create and follow internal control procedures to maintain financial integrity and assist with audits as needed.
• Support tax and audit preparation by compiling necessary financial data and documentation.
• Communicate and collaborate with each client’s finance-related board positions (e.g., Treasurer, Director of Finance) to ensure alignment and accurate reporting.
• Guide strategic conversations with client board positions by translating financial reports into actionable insights.
• Manage components of Impact AMC financial operations, including processing client invoices, reconciliations, and reports.
• Provides financial expertise, mentorship, and guidance to clients and colleagues while leading issue resolution across client accounts.
• Proactively keep client teams up to date on work, priorities, and progress.
• Regularly update procedures and maintain accurate documentation for all work completed.
• Other duties as assigned.

Qualifications

• Minimum of 5 years of financial management/bookkeeping experience
• High degree of knowledge and experience in non-profit financial management
• Expert-level proficiency with QuickBooks Online
• Associate’s degree

Requirements

• Experience working with nonprofit organizations/associations (preferred)
• Accounting experience (preferred)

Benefits

• A flexible work environment:
• The opportunity to work remotely
• Four hours of flex time each week
• Optional half-day on Fridays once all hours are completed
• Unique company holidays and time off:
• Impact offices close for a full week of paid holiday time:
• The week of July 4th for our annual “Summer Break”
• Between Christmas Eve and New Years Day
• All employees receive one day of paid PTO to use as a “floating holiday” each year
• Continuous learning and growth:
• Regular paid professional development opportunities
• Opportunities for advancement and internal movement
• Opportunities to connect with coworkers:
• Monthly social events and regular team activities such as games, book clubs, informal chats, and more
• Paid group volunteer opportunities with local organizations
• Knowing you are a valued member of the team:
• Open and accessible communication with leadership
• Encouraged company-wide recognition
• An inclusive work environment
• Additional benefits:
• Paid time off, medical, dental, vision, 401K, paid holidays, life insurance, short/long term disability, and wellness
• Company-provided equipment and technology