Financial Specialist - Raleigh NC

Candidates within the Raleigh-Durham area or within a 2-hour radius strongly preferred We're looking for a Client Finance Specialist who sees the story behind the numbers. You won't just process transactions, you'll serve as a trusted financial partner to our nonprofit clients, turning data into insights that help them make confident decisions and advance their missions.

WHAT YOU'LL DO:

Manage accounts receivable and accounts payable — processing invoices, expense reports, and payments accurately and on time. Reconcile bank and investment accounts monthly; monitor and report client expenditures and expense allocations. Prepare and analyze monthly and annual financial reports in accordance with GAAP. Oversee the monthly close process, maintain the general ledger in QuickBooks Online, and manage fixed asset and depreciation schedules. Support annual audits and tax filings with organized schedules, confirmation letters, and documentation. Proactively identify financial trends, risks, and opportunities and translate them into plain-language insights for client boards and leadership. Collaborate with Account Executives on client budget planning, forecasting, and long-term sustainability conversations. Recommend process improvements that increase efficiency, accuracy, and client confidence in IMI's financial stewardship.

WHO YOU ARE:

Tenacious. You are determined to succeed and driven by a desire to make a difference. Curious. You don't just post the numbers, you ask why and what's next. Proactive. You see around corners. When something looks off, you raise it. When there's a better way, you suggest it. Humble. No task is too big or too small. You roll up your sleeves and embrace feedback with open arms. Relationship-Oriented. You understand that finance is a service to people. You build trust with every interaction. #J-18808-Ljbffr IMI Association Executives