Senior Financial Operations Associate

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 Financial Operations 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 Financial Operations 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. We can’t wait to review your application! 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 We know that professionals usually have a specialized track; it is completely fine to be stronger in one area, though we do prefer functional familiarity with all operational areas, as outlined below. 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. How to Apply To apply, please use the link above to submit an application that includes your resume and answers to short application questions, which you will submit in lieu of a traditional cover letter. The application for this role will close on Friday, August 21st ; the posting may be closed after this date. We will be reviewing applications on a rolling basis. The target offer date for this role is currently projected for mid 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): Application 5 minute online behavioral assessment Screener interview Skills assessment exercise 1-2 Panel video interviews 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 their skills via the misuse of AI generators and other tools. If you have any questions, please don't hesitate to reach out for clarification.