Finance Associate
Finance Associate
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Job Description
Job Title: Finance Associate
Classification: Full Time Exempt
Salary Range: $70000 $80000
Total Rewards Include: Professional development stipend medical dental vision life insurance and employermatched 401k. Flexible working schedule and generous vacation and leave policies.
Work Location: This role is hybrid and is expected to work from our Berkeley office at least once per week; applicants must be located in or willing to relocate to one of the regions that we serve Yolo Solano Sacramento Sonoma Marin Napa San Mateo Alameda Contra Costa Monterey Santa Cruz San Benito Santa Clara Madera Stanislaus and surrounding areas).
Post Date: 2/24/25
First Review Date: 3/17/25
Job Overview
The Finance Associate will play a critical role in managing Kitchen Table Advisors budget and finances. This is a new role for our Finance team. They will report to the Director of Finance and will be responsible for supporting the director in managing all A/P and A/R expense management financial reporting budgeting audit and grants management. The Finance Associate will work collaboratively with other parts of the broader Organizational Resourcing team including Operations Development and People & Culture in order to support financerelated tasks.
The Finance Associate will embody the organizations values of equity empathy transformational leadership ecological responsibility and resilience. They are essential in supporting timely and highquality completion of Finance projects and tasks.
This is an exciting opportunity for a collaborative selfdriven enthusiastic and experienced accounting professional with knowledge and experience in the nonprofit sector.
Responsibilities
The primary responsibilities of this role include but are not limited to:
- Bookkeeping 50
- Oversee and pay all incoming bills via ACH
- Expense Management: Manage and reconcile staff credit cards and staff reimbursements
- Make sure the internal approval process is followed and ensure proper coding and documentation
- Submit government grant and fee for service invoices with back up documentation
- Oversee and log all incoming grants and fee for service payments
- Reconcile all bank and investment accounts
- Monitor bank transactions and account balances
- Assist Director of Finance with monthly quarterly and annual production of financial statements
- Budget and Payroll 20
- Assist in development and tracking of biannual budgeting process
- Manage timesheet submission and review billable staff hours to ensure accuracy
- Collaborate with Director of People & Culture to review PTO accruals for accuracy in staff timesheets
- Other Finance and Administrative Duties 20
- Track billable hours and expenses for government grants
- Collaborate with Program Manager to reconcile grant billing with staff hours
- Train staff on expense management platform timesheet software and budget process
- Assist Director of Finance with annual audit
- Other duties as assigned by Director of Finance or as arise from organizational needs
- Organizational Collaboration 10
- Contribute to team meetings retreats and shared leadership activities
- Participate in the recruitment process for new team members as needed
- Handle personal administrative tasks like timesheets expense reports and scheduling
Ideal Candidate
You are a collaborative selfdriven enthusiastic and experienced accounting professional with understanding of the nonprofit sector. You are familiar with nonprofit accounting standards including fund accounting GAAP FASB and regulations specific to nonprofits. You have a genuine LOVE of numbers and creating spreadsheets and databases. You have a great eye for organizing data. Youre a proactive problem solver who demonstrates creativity and resourcefulness. You possess great interpersonal and communication skills. You welcome both positive and constructive feedback and you want to grow in this position and with KTA.
Qualifications
We recognize that each applicant will bring unique skills knowledge experiences and background to this position. We welcome diverse experiences and perspectives in our applicant pool and will be looking for candidates who possess many but not necessarily all of the following qualifications and experience:
- 3 years accounting experience ideally in a nonprofit setting; and/or accounting degree or certification
- Expertise using accounting software such as QuickBooks Online expense management platforms and advanced Excel/Google Sheets functions
- Ability to prepare accurate financial statements
- Strong written and verbal communication with demonstrated ability to clearly document processes and systems
- Exceptional attention to detail and excellent organizational skills
- Ability to prioritize plan organize and independently manage multiple tasks and deadlines effectively
- High degree of integrity and sense of accountability
- Ability to handle sensitive information in a professional and confidential manner
- Proven ability to act in a transparent and consistent manner while always considering what is best for the organization
- Ability to work collaboratively in a team environment while also being able to work independently
- Highly motivated with demonstrated ability to learn on the job and identify opportunities for innovation
- Demonstrated personal and professional commitment to KTAs values of empathy equity transformational leadership resilience and ecological responsibility.
- Demonstrated cultural competence while collaborating with others that possess a diversity of backgrounds skill sets and experience
Travel and Schedule Considerations
There will be occasional work responsibilities that occur during the evenings and/or weekends.
Kitchen Table Advisors celebrates diversity and is committed to building teams and partnerships that represent a variety of backgrounds perspectives and skills. Kitchen Table Advisors is also committed to providing an environment of mutual respect that is free from discrimination and harassment. Kitchen Table Advisors prohibits discrimination in its governance programs and activities on the basis of race color religion creed sex gender (including pregnancy childbirth breastfeeding or related medical conditions) sexual orientation gender identity gender expression ancestry national origin age 40 and over) disability (mental and physical) medical condition genetic information marital status military or veteran status or for any other nonmerit based factor.
Required Experience:
IC
Employment Type
Full-Time
