Accounting and Finance Lead

Role Overview

• Manage the full monthly accounting cycle, including transaction clearing, reconciliations, and month-end close support
• Clear and reconcile all bank accounts, deposits, donations, credit card activity, and funds received
• Identify and process transactions requiring allocation or splits across programs, grants, or funding sources
• Ensure accurate expense, grant, and contract coding in compliance with GAAP and funder requirements
• Maintain balance sheet schedules, including prepaid expenses, deferred revenue, restricted funds, net assets, and gift cards
• Maintain all accounting schedules
• Support preparation of monthly financial reports, including budget-to-actual analyses
• Manage and support Accounts Payable and Accounts Receivable functions
• Oversee invoice processing, vendor payments, credit card reviews, and reconciliations
• Ensure bills and expenses are reviewed, approved, and properly coded
• Monitor accounts receivable aging and follow up as needed
• Conduct pre-invoicing reviews to ensure accuracy and allowability of expenses
• Prepare, send, and reconcile monthly and quarterly invoices for grants and contracts
• Ensure all invoicing deadlines are met
• Track grant and contract expenses monthly to ensure compliance with approved budgets
• Reconcile grant activity monthly and clear internal balances as required
• Recognize deferred revenue and release restricted revenue in accordance with grant terms
• Conduct regular financial check-ins with program managers to review grant activity
• Adjust cost allocations and remove unapproved transactions when necessary
• Prepare documentation and financial schedules for grant audits and funder reviews
• Support program managers and department leads with grant, program, and sponsorship budgets
• Assist with budget development for applications and funding proposals
• Ensure internal budget tracking aligns with final submitted budgets
• Monitor budgets and support variance analysis
• Prepare and submit budget amendments to funders as required
• Coordinate with finance leadership on annual budget preparation
• Establish financial and operational setup for new grants and contracts
• Establish, maintain, and monitor strong internal controls, including:
• Identify inefficiencies in finance operations and implement process improvements
• Develop, document, and enforce Standard Operating Procedures (SOPs)
• Train and onboard finance staff as needed
• Track and manage key operational deadlines (month-end close, invoicing, reporting)
• Communicate operational risks, issues, and improvement opportunities to leadership

Requirements

• Bachelor’s degree in accounting, Finance, Business Administration, or related field.
• 3–5 years of accounting or finance experience, including lead or supervisory responsibilities
• Strong knowledge of GAAP, internal controls, and budgeting
• Advanced Excel or Google Sheets skills
• Experience managing full accounting cycles, reconciliations, and financial schedules
• High attention to detail with strong organizational and deadline management skills
• Experience in a nonprofit or grant-funded environment
• QuickBooks experience (highly preferred)
• Experience supporting audits and funder compliance

Benefits

• Up to 16 days of accrued Paid Time Off per year
• Up to 40 hours of accrued sick leave per year
• Up to 16 paid company holidays
• Medical and Dental insurance with employee-only premiums covered 100% by CAIRO
• Vision Insurance low-cost employee premium
• 401(k) plan with up to 3% employer match