Senior Accountant
About This Role
Pocketbook is seeking a Senior Accountant who will be responsible for maintaining the general ledger, and executing monthly analysis of the statement of activities and the statement of financial position for a variety of Pocketbook clients. They should be experienced in nonprofit financial management, and passionate about helping our clients and partners win. The Senior Accountant will provide occasional support to members of the finance team with payroll, A/P and A/R, and client corporate card management. The Senior Accountant is expected to be a creative problem solver and excellent communicator; someone who can explain complex accounting processes to organizers, campaigners, and organizational leaders while representing Pocketbook and our clients with outside vendors and partners.
Compensation: The starting salary for this role is $82,000-$90,000 annually, commensurate with experience. This is a full time, exempt position. Information about Pocketbook’s employee benefits can be found here.
Role Location: This role is fully remote (within the United States) with the expectation of attending team retreats and conferences 2-3 times a year. We currently have staff in Pacific and Eastern time zones.
Application Instructions: The application for this position can be found below. Applications will be reviewed on a rolling basis until the position is filled.
Reports To: Nancy Durham, Accounting Manager
What does success look like?
High standards for financial statement reviews are implemented and completed on deadline.
Clients are constantly informed and aware of the organizational financial lifecycle and their responsibility in it, from bill pay to bank reconciliations to 1099 and 990 filings.
What questions is this role responsible for answering?
How, and on what recurrence, can we gather feedback, refine, and efficiently streamline our close processes?
Are we requesting the financial information we need to complete our responsibilities on the correct timeline’s, with the correct software systems?
About Pocketbook Strategies
Pocketbook Strategies is the leading finance and operations strategy firm for social movements and power building organizations.
We partner with groups who know that their structure impacts their strategy, and we use our financial, operational, and political compliance expertise to enable their success. We provide fractional CFO/COO advisory services, outsourced accounting & bookkeeping, and financial operations and compliance consulting to a variety of leading political, civic, and charitable organizations.
Applications will be reviewed on a rolling basis until the position is filled.
Scroll below for more information on the responsibilities and qualifications.
Questions? Email hiring@pocketbookstrategies.com
Key Responsibilities
Accounting and Bookkeeping - 80%
Supervise accounts payable and receivable processes for clients.
Prepare, enter, and review monthly transactions in QBO accounts.
Enter necessary adjusting entries to prepare books for monthly bank reconciliations, and quarterly reviews.
Assist with maintaining accounting integrations with ancillary software’s (payroll, corporate credit cards, insurance vendors, etc).
Assist with quarterly intercompany and annual closing processes.
Reporting, Tax, and Audit Preparation - 20%
Assist in the preparation and monitoring of client budgets and forecasts.
Assist with audit preparation for clients, as necessary.
Prepare and file 1099’s and w2’s for clients annually.
Assist clients with financial policy development and internal controls.
Assist with regular project reporting and analysis of project related financial reporting.
Prior Experience
Must Have
2+ years of full cycle accounting experience.
3+ years of nonprofit accounting experience.
2+ years of experience with QuickBooks Online and Google Workspace.
Working knowledge of GAAP.
Bachelor’s Degree in Accounting/Finance or business related field, or equivalent work experience in accounting or related field and training.
Nice to Have
Masters of Finance or Business Administration.
CPA or CPA eligible
Prior knowledge of 501(c)(4), 527 organizations, multi-entity nonprofit accounting, fiscal sponsorship, or fund accounting.
Experience with nonprofit and or foundation grant reporting requirements.
Experience with the following software: Keeper, Ramp, Karbon, Airtable, Transaction Pro, LiveFlow or Sage Intacct.
Note: Interested in this role but it’s not quite the right match?
Applicants who meet some but not all or exceed the above criteria are still encouraged to apply! We are eager to speak with candidates with diverse backgrounds and can assess role leveling on an individual basis.
Pocketbook is an “at-will” and an equal opportunity employer. We are committed to building a diverse and passionate team, and especially encourage women, people of color, LGBTQ folks, people with disabilities, and other interested people from historically marginalized communities to apply. Applicants shall not be discriminated against because of race, religion, sex, national origin, ethnicity, age, disability, political affiliation, sexual orientation, gender identity, color, marital status, or medical condition. Reasonable accommodation will be made so that qualified disabled applicants may participate in the application process. Please advise in writing of support needs at the time of application.