Finance Coordinator

Opportunity


Nationally recognized nonprofit seeks a full-time Finance Coordinator to join the team growing an inclusive research & development (R&D) program for K-12 education.


Organization


The Advanced Education Research and Development Fund (AERDF) is a national nonprofit initiative that supports ambitious Inclusive R&D programs designed to tackle intractable teaching and learning challenges that disproportionately affect Black and Latino students and students of all races experiencing poverty.


We ground our approach in Inclusive R&D. Unlike traditional R&D, Inclusive R&D engages educators, researchers, and developers from the beginning in shorter cycles of innovation with clear, ambitious goals. By funding multiple projects in different contexts, Inclusive R&D plans for scalability from the outset, designing approaches and solutions that are meant to work in many communities rather than a single school or district.


The Role and What You Will Do - Responsibilities


You will be a member of the Operations team. In your role you will be responsible for executing strong financial processes and ensuring our approaches to accounting, accounts payable, and contracts follow our fiscal policies and best practices. You will be directly responsible for performing month - end account closing duties, processing invoices and expense reimbursements, working with vendors and contracts, and supporting the annual audit and 990 process. If you identify as someone who is adaptable and  thrives in a remote start-up environment.
 

You will report to the Director of Finance.In this role you will have an opportunity to:
 

Execute strong accounting practices and duties by:

• Performing month-end close duties by preparing bank and balance sheet reconciliations and credit card reconciliations.
• Coordinating the full-cycle Accounts Payable process, by processing all invoices andexpense reimbursements for weekly payment.
• Entering all invoices into our expense management system securing approvals, preparing payment files; managing credit card transactions on company held cards
• Managing the AP inbox and ticketing system (i.e. Jira) to timely reflect and provide updates on status of invoices and reimbursements.
• Working closely with the Investment Operations function, who oversees our contracting and grant administration in order to reconcile monthly spend down of subaward and contracts to ensure accuracy of contact balances within Agiloft/Intacct and to support re-forecasting needs.

Maintain strong internal and external finance reputation with employees, vendors and contractors by:

• Managing vendor records, creating new vendors into our financial accounting system, communicating with vendors to request necessary documents, and annually issuing 1099 tax documents
• Collaborating with our investment (contract) operations team to enter contracts into the accounting system, and applying invoices against open contracts.
• Requesting W9s and banking information from vendors/consultants, enter that information into the accounting system with accuracy and completeness for a smooth 1099 process at close of the year.
• Providing ongoing updates on bill statuses as necessary.
• Maintaining secure information in our digital secure filing system
• Managing the Concur system including the set up and update of workflows, dimensions, users, and expense account categorization.

Monitor and update the guidance published to team members, including: 

• Procedures for payment processing and business expense reimbursement policy;
• Coordinating trainings to org-wide policies and financial systems for new hires/ contractors 
• Navigating communicating needs and requests to Finance through a ticketing system (i.e. Jira) integrated with Slack.

Contribute to the overall success and operations of the Finance Team by:

• Supporting the annual audit and form 990 preparation, including gathering documentation and preparing schedules such as accrued expense, accounts payable.
• Supporting the larger finance team with ad hoc finance and accounting projects to bolster the team’s efficiency and impact

What You Bring - Skills, Mindsets & Qualifications:
 

Required Experience:

• Minimum of 2 years of professional experience working in accounting in a non-profit environment or equivalent field
• Demonstrated ability to pay attention to details and ensure accuracy in work
• Strong communication, organizational, and process development skills
• Demonstrated focus on learning and continuous improvement
• Capacity to develop strong relationships with all staff, based on trust, respect, effective communication, and common goals
• Ability to thrive in an entrepreneurial environment with changes and new needs that arise in a fast-paced start-up environment 
• Demonstrated ability to use data and software to drive outcomes (AERDF’s primary software usage: Sage Intacct, Concur, Slack, Jira, Gsheets, Excel, Agiloft)
• Service-orientated approach to the work

Compensation:
 

We offer a competitive compensation package including base salary and comprehensive benefits.  AERDF is a remote and flexible work environment and our base compensation levels vary depending on location, experience, and qualifications.
 

The starting salary range for this Level 1 - Coordinator position position is $57,000 - $98,000. AERDF has a strong commitment to diversity. People of all backgrounds and identities are encouraged to apply.
 

We are deeply committed to the diversity of our workforce. People of all backgrounds, particularly those with the lived experience of the students and communities we serve, are encouraged to apply.  Please do not hesitate to apply even if you do not meet all of the qualifications. Candidates of all backgrounds and identities are encouraged to apply.