Financial Operations Associate

The Position

We're looking for an Associate to assist clients with standard operations, administration, bookkeeping, payroll duties, budgeting, and other analysis and projects as needed. The position will report directly to a Senior Associate within SG. The Financial Operations Associate is an essential partner to our clients and will be responsible for delivering high-quality services and support. They do this by applying their working knowledge of accounting processes and by using thoughtful, proactive communication to provide updates and answer client questions as they drive essential work to completion. The 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.

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.

• 3 years of bookkeeping/accounting experience
• Experience successfully working in a remote team environment
• Demonstrated ability to provide quality customer/client engagement and relationship management
• Experience with key software: QuickBooks Online and Microsoft Excel
• Willingness to assist in any and all operational needs of a client
• Strong attention to detail and completeness
• Comfort working in an evolving team and willingness to embrace change and take initiative to ensure quality services

Preferred Qualifications

• 5 years of bookkeeping/accounting experience, with a bachelor's degree in accounting (or similar field)
• Working understanding of GAAP
• Extensive experience and/or certification with QuickBooks Online and Microsoft Excel
• Experience with Google Suite/Workspace, Asana, Keeper, and Slack
• A desire to support progressive organizations and their missions - including women's rights, LGBTQ rights, climate action, voter protection, immigration reform, equal access to healthcare, equal rights, and others

Responsibilities

• Client Bookkeeping: Complete tasks for clients, including but not limited to processing bill payments, reconciling accounts, organizing expense documentation, managing supporting documentation, executing client invoicing and accounts receivable, and processing payroll.
• Monthly Reporting: Assist with the preparation and input for monthly reporting and budgeting, ensuring accuracy in financial records and compliance with accounting standards.
• Financial Analysis: Assist in conducting financial analysis to support decision-making and identify trends.
• Financial Platforms and Processes: Assist in ensuring financial platforms and processes are effectively used, implemented, and meet the needs of our clients.
• Special Project Support: Assist with administrative tasks as assigned to support special projects.
• 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 $55,000 - $65,000 annually, depending on qualifications and experience. Other compensation includes a monthly home office stipend.
• 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 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.

How to Apply

To apply, please use the apply button 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. Priority will be given to applications received by Friday, September 25th; 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 to late October or early November with some start date flexibility.

This hiring process includes multiple interview stages (please note that the stage order and type(s) may evolve):

• Application
• 5 minute online behavioral work
• Phone screen 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.