United States
Aug 5th, 2022
$ 57000 - 72000 / Year
If you are asking yourself,
“Is there a better version of my organization’s
financial management future?”
We are here to help.

We will work collaboratively with you to transform your organization's relationship with your financials.

You will take control.
Make decisions with confidence.
Get sleep-better-at-night-results.
Have more time for your mission.


We have been in your shoes and will help you find
your own best solution.

1125 West Street
Annapolis, MD. 21401
https://www.advisorsforchange.com/

JOB TITLE: Associate
JOB TYPE: Full-time, salaried
REPORTS TO: CEO
POSTED: August 4, 2022
CLOSING: when filled

ABOUT ADVISORS FOR CHANGE:

Mission

Advisors for Change (AFC) implements financial management systems that allow mission-driven nonprofits to have greater insight into their financial health. The goal of every engagement is to build a system that can grow with the nonprofit and transfer ownership of it to its internal team. Our clients are organizations that work to improve the lives of individuals and communities through direct services, advocacy, and the arts.

Core Values

Transparent, Accurate, Timely, and Useful: Successful finance systems are built on transparent, accurate, timely, and useful information.

Good, Better, Best: We are committed to life-long learning and work to better ourselves and the nonprofits we serve. We work to make our good better and our better best.

Meet People Where They Are: We are committed to joining our clients both organizationally and individually where they are, without judgment. We work as a team to support each other and allow each team member to work at their own best level. We value diversity and strive to provide a work environment that supports each team member’s individuality.

Courtesy is Contagious: We strive to do our work with a positive approach that lifts up the talents of others.

NATURE OF THE WORK: Our team is passionate about how we work with our nonprofit clients in the process of financial transformation. We are on a quest to help nonprofits expand their own financial management capacity. Our work involves developing and maintaining financial management systems for our clients and then empowering them to gradually take ownership of these systems. We also teach our clients how to use financial information in a meaningful way. Our consulting engagements require deep work with both financial management systems and the people who manage them. The joy, and sometimes the challenge, involves switching gears frequently to work with a diverse set of missions and people to maximize their potential. We work to influence our clients to improve their systems without being in full control of the internal inputs to success.

REMOTE WORK STRUCTURE: AFC is legally headquartered in Annapolis, Maryland and Austin, Texas, and operates 100% virtually. Team members are required to attend multi-day team retreats outside of their home office locations with expenses paid by the company. These retreats are scheduled no more than twice per year with substantial notice to all employees of the dates and travel arrangements.

POSITION OBJECTIVE:

The Associate’s primary objective is to provide high-quality bookkeeping services to our nonprofit clients while being part of the team at AFC that is working with the client to build their financial management capacity.

HOW YOU ACCOMPLISH THE POSITION OBJECTIVE:

The Associate will primarily spend their time performing bookkeeping duties for a variety of clients. Associates are assigned to a working group of 3-4 team members that works on a set of clients. From time-to-time, Associates may be assigned to work on projects that are outside their working group when they have capacity.

Associates work directly with clients to provide training and feedback on bookkeeping issues.

The Associate manages their own calendar and workload using tools provided by AFC. Task assignments are developed collaboratively within each working group. The Associate participates in weekly meetings with their working group to problem-solve and coordinate work with colleagues.

The Associate participates in weekly and monthly team meetings which provide professional development opportunities. The Associate also has an allowance to pursue individualized professional development opportunities.

WHAT ARE THE DAILY ACTIONS FOR THE POSITION:

Meet with clients– AFC establishes standing meetings with clients which can be as often as twice weekly when starting on a new project and as in-frequently as monthly or quarterly with an established client. The Associate will participate in these meetings as needed.

Review task assignments – AFC uses SmartSheet for task assignments. The Associate maintains their own task assignment status in SmartSheet. The Associate will also be responsible for updating task assignments for specific clients as needed.

Monitor communications– The Associate uses email for communicating with clients and Slack for communicating with other AFC team members. These communications may involve problem-solving or process updates as well as general work coordination.

Meet with AFC team members– AFC team members meet in “working groups” on a weekly basis with a standing agenda to address any complex issues that arise and benefit from the discussion. The working group meetings are also an opportunity for AFC team members to share progress on professional development goals and updates on life outside of work.

Bookkeeping tasks– The Associate is responsible for performing a set of bookkeeping tasks for clients. The Associate is also expected to provide feedback to the working group regarding their clients’ general conditions and/or the financial management systems.

Partner-systems engagement– The Associate is expected to become an expert in the tech stack of apps that AFC uses to provide transparent, accurate, timely, and useful financial management systems for our clients. The current tech stack includes: QuickBooks Online, Bill.com, Divvy, Saasant, Gusto, Reach Reporting and Budgyt. AFC periodically reviews the tech stack to identify new tools that will benefit our clients.

Internal systems engagement – The Associate is expected to be proficient in the tools and systems AFC uses to coordinate work which include: SmartSheet, Harvest, Dropbox, LastPass, Google Workspace, Gmail and Hiver.

WHAT SKILLS ARE NEEDED TO BE SUCCESSFUL IN THE POSITION:

Competencies– The Associate is a self-directed, detail-oriented worker that can work independently to move projects forward while collaborating with AFC team members and clients. The Associate will benefit from having hands-on bookkeeping and/or accounting experience in a nonprofit organization.

They need to be well versed in most, if not all, of the following areas:

  • Understanding the purpose and use of a general ledger system
  • Basic understanding of the purpose and use of internal control systems
  • Understanding the mechanics of processing accounts payable and accounts receivable
  • Understanding the process for entering journal entries into a general ledger system
  • Basic understanding of payroll processing
  • Understanding of bank reconciliations and familiarity with balance sheet reconciliations

Technical Skills– The Associate is expected to have a working knowledge of the fundamentals of email, Excel, QuickBooks and/or MIP. The Associate should be willing and capable of learning new systems such as those listed in the Daily Actions section above. AFC will provide systems training as needed.

OUR OFFER:

  • Earn competitive pay ($57,000‐$72,000) while engaging in mission‐driven nonprofit work
  • Benefits include health insurance, PTO, retirement, and life/disability insurance, home office reimbursement
  • In addition to 11 federal holidays, AFC is currently closed for one additional day of each month (except for January)
  • A workplace culture that is respectful, transparent, team-oriented and innovative to meet our organizational mission and goals
  • Opportunities to lead, learn, and grow, we thrive on supporting our team member’s professional and personal goals

OUR HIRING PROCESS:

  • All resumes will be screened by an HR contractor who will redact all identifying information to provide AFC screeners with identity-blind applications
  • We will read your cover letter first and are interested to know why you might be a good fit for this position. We will read your resume next and are looking for skills and experiences that match the responsibilities of this position
  • We will review applications on a rolling basis until the position is filled
  • Qualified candidates will be contacted to interview with our Operations Associate for a 30 minute screening interview
  • Selected candidates will be invited to interview with a panel of AFC team members
  • Final interviews will be conducted by AFC’s CEO
  • Finalists may be asked to provide sample work products
  • We will ask for job-related references who can provide a personal account of your work
  • We may conduct a background check after requesting specific permission
  • We will present a job offer verbally and in writing to the successful candidate
  • When we remove candidates from consideration, we will notify them via email

ADDITIONAL INSTRUCTIONS:

  • Completion of Indeed’s application questions is required for consideration for this position.
  • Please include a cover letter with your resume when applying for the Associate position.

Job Type: Full-time

Pay: $57,000.00 – $72,000.00 per year

Benefits:

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Schedule:

  • Monday to Friday

Application Question(s):

  • Are you located in and legal to work in the USA?
  • How many years of work experience do you have with not for profit organizations?
  • How many years experience do you have working in: QuickBooks Desktop? QuickBooks Online? MIP Fund Accounting?
  • What third-party cloud accounting software(s) do you find makes your work most efficient? Do you have a favorite cloud accounting tool?
  • Name three words that your collegues would use to describe you?

Work Location: Remote

If you require alternative methods of application or screening, you must approach Advisors for Change directly to request this, as we're not responsible for the employer's application process.

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