Job Description
Job Description
Finance and Operations Specialist
The Finance & Operations Specialist plays a vital role in supporting the organization’s financial infrastructure with integrity, precision, and a commitment to equity. This position is responsible for managing essential financial processes that ensure both internal operational efficiency and external accountability to our stakeholders.
Operating within a remote organizational culture, the Specialist will work closely with the Operations Manager and external accounting partners to support day-to-day financial transactions and long-term sustainability. This role is ideal for a detail-oriented and mission-driven professional who combines financial expertise with a deep understanding of the role finance plays in supporting equitable, community-centered outcomes.
Responsibilities
Accounts Payable
Manage outgoing payments to vendors, consultants, and service providers, ensuring invoices are processed accurately and timely and in alignment with Accounting policies.
- Review and process vendor payments, ensuring that required documentation and proper approvals are obtained.
- Collaborate with Operations Manager as needed to determine appropriate Accounting codes to ensure that transactions are recorded accurately
- Ensure that proper documentation is maintained for all transactions
Accounts Receivable
Track and manage incoming funds from various sources, including grants, memberships, and donations, ensuring accurate revenue recognition and reconciliation.
- Monitor incoming payments from lockbox, ACH, and other channels and notify internal stakeholders and Accounting partners
- Collaborate with Operations Manager to determine appropriate Accounting codes to ensure that transactions are recorded accurately
- Ensure that proper documentation is maintained for all revenue transactions
Credit Card Administration
Oversee organizational credit card usage to ensure timely documentation, and reconciliation of all cardholder activity.
- Assist Operations Manager with management of corporate credit cards and supporting documentation.
- Coordinate with staff to ensure timely submission of receipts via the expense management platform.
Accounting Inbox and Records Management
Serve as the primary manager of the accounting email inbox, providing timely, accurate, and professional responses to financial inquiries.
- Respond to internal and external financial queries.
- Triage requests efficiently within established response timeframes.
- Serve as custodian for official Accounting records, ensuring documents are accessible and filed appropriately
Accounting Partner Coordination
In collaboration with Operations Manager, liaison with outsourced accounting partners, ensuring that all financial transactions are processed and recorded using platforms such as Bill.com and QuickBooks Online.
- Collaborate with Accounting partners to ensure timely transaction processing and financial reporting
- Monitor accuracy and address issues as they arise.
Membership Billing & CRM Coordination
Oversee the invoicing and collection of membership dues while maintaining accurate records within Salesforce and ensuring a seamless member experience.
- Collaborate with the Network Membership Team to generate and track invoices for membership dues.
- Assist Network Membership with maintaining updated financial records in Salesforce.
Monthly Reconciliation
Assist with monthly reconciliations of all bank and credit card accounts to maintain accurate and audit-ready financial records.
- Research and provide documentation needed to reconcile accounts each month and resolve outstanding issues.
- Work with internal (Welcoming America staff) and external (outsourced Accounting partners, vendors, etc.) stakeholders to address discrepancies.
Payroll Processing
Assist Operations Manager with bi-weekly payroll processes in accordance with organizational and regulatory requirements, while ensuring confidentiality and data integrity.
- Provide supporting documentation for employee expense reimbursements and deductions.
- Ensure payroll files are maintained with strict confidentiality
Other project-based tasks and responsibilities as assigned.
Qualifications
Skills, Knowledge and Attributes
We believe that robust and transparent financial practices are essential to our mission and impact. The Finance & Operations Specialist will play a critical role in advancing these values by ensuring our financial systems are equitable, efficient, and aligned with our organizational mission.
Education
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field or equivalent professional experience.
Experience
Required:
- Minimum 2–3 years of experience in nonprofit finance, accounting, or a similar mission-driven context.
- Exceptional attention to detail with a commitment to accuracy in financial data, documentation, and reporting
- Familiarity with cloud-based financial tools; experience with QuickBooks Online and Bill.com strongly preferred.
- Strong organizational skills with a demonstrated ability to manage multiple tasks and meet deadlines.
- Excellent written and verbal communication skills.
- Proficiency in maintaining confidentiality and exercising sound judgment.
- Demonstrated alignment with Welcoming America’s mission and values, including flexibility, adaptability, and a collaborative mindset within an equity-centered and remote work environment
Preferred:
- Experience using Salesforce or similar CRM platforms for financial tracking.
- Understanding of nonprofit financial practices, GAAP standards, and fund accounting.