Finance and Operations Specialist

Finance and Operations Specialist - Sacramento, CA Region

Location: Sacramento, CA (remote work-from-home position; the candidate must be able to travel to downtown Sacramento regularly for in-person meetings).

Salary Range: $67,833 - $77,625 per year (commensurate with experience and qualifications)

The Social Changery strives to ensure that all people, regardless of their circumstances or background, have equitable opportunities for educational, health, and economic success. We are 100%, unapologetically, here to advance the health, dignity, and rights of all people.

We are seeking an experienced Finance and Operations Specialist who thrives in a small organization environment, has a diverse skill set, and is capable of managing various responsibilities while ensuring fiscal compliance and operational efficiency for government-contracted projects that advance health equity and social justice. The Finance and Operations Specialist will play a critical role supporting the company’s operations and administration, maintaining financial systems and processes, managing day-to-day business functions, and collaborating with a highly motivated team.

This role requires experience in financial management of government contracts in California (e.g., county health departments, state agencies, and federal pass-through funds), accounting practices, accounts payable/receivable processes, and cross-functional operations support.

Additionally, qualified candidates should have an interest in applying their expertise to promoting justice, equity, and inclusivity within financial and operational processes.

Key Responsibilities

Financial Process Management:

• Track and monitor contract budgets, ensuring compliance with cost structures and providing variance analysis of budget vs actual.
• Develop, reconcile, and monitor project-level budgets with company managers, ensuring alignment with fiscal and contractual requirements.
• Coordinate accounts payable and receivable processes, to include:
  • Enter invoices into applicable software (such as Bill.com) and route to appropriate team members for review/approval.
  • Document invoicing requirements and generate accurate client invoices, ensuring all necessary information is included as per the client's contract.
  • Track and reconcile client invoices to ensure payment and identify any discrepancies between invoices.
  • Monitor the status of subcontractor and vendor invoices and payments to identify any outstanding or delayed payments.
• Provide support to compliance review processes for government contracts, including fiscal monitoring and audits.
• Facilitate company expense review process using Expensify software, ensuring that submissions are complete and coded to the correct expense and job category.
• Develop proposal budgets with project teams and company leadership.
• Maintain various trackers and spreadsheets related to finance, billing, business development, etc.
• Work with external bookkeeper to provide necessary data, reporting, and documentation, as requested.

Operations Management:

• Support the Chief Operating Officer (COO) and Senior Contracts Manager on a variety of operational and administrative business tasks, to include:
  • Management of company calendar, voicemail, and email.
  • Renewal of various licenses and certifications for the business.
  • Support in the development, tracking, and routing of subcontract agreements.
  • Collection and tracking of required documentation from subcontractors and vendors, including W-9, Certificates of Insurance, etc.
  • Maintain several trackers across the company, including but not limited to subscriptions, company equipment inventory, and others as assigned.
  • Support and inform the development of and updates to company Standard Operating Procedures (SOPs).

Experience and Qualifications

Education:

• Bachelor's degree (or equivalent experience/training) in Accounting, Finance, Business Administration, or related field.
• Advanced training in Accounting or relevant certification is highly desired.

Qualifications:

• Minimum of 3-5 years of experience in financial management, including accrual-based accounting, cost allocation, accounts payable and receivable processes, audits, and financial requirements specific to government contracts in California.
• Experience with government contract regulations and finance compliance requirements.
• Strong proficiency in financial software, including QuickBooks, Bill.com, Expensify, Microsoft Excel, and Google Sheets.
• Proficiency in project management tools, with a preference for expertise in Asana.
• Exceptional attention to detail, organizational and project management abilities, including multitasking and deadline management.
• Excellent analytical, problem-solving skills and communication skills.

Position Details:

• Full-time, 40 hours per week.
• Remote work-from-home position; the candidate must be able to travel to downtown Sacramento regularly for in-person meetings.
• Some overnight travel may be required for meetings and events.
• Primarily standard business hours (Monday to Friday, 9:00 am - 5:30 pm), with flexibility required for special events and conferences.

Salary and Benefits:

• Salary range of $67,833 - $77,625 per year (depending on experience and qualifications)
• Medical, Dental, and Vision Insurance through California Choice (choose from a variety of top health care plans)
  • Employer contribution towards health benefits:
    • $500/month toward employee only
    • $400/month for any dependents
    • Dental & vision monthly flat $50/month
    • $15,000 life insurance policy; 100% employer-paid
• Unlimited PTO
• Sick Leave
• Simple IRA w/ company match
• The Social Changery also offers additional benefits – known as Real Human Benefits – to eligible full-time employees, to support a positive and healthy work environment and culture, including:
  • Learning and Development Program
  • Home Office Allowance
  • Reimbursement of remote work expenses