Nonprofit CPA & Financial Specialist (Fully Remote)

• Department: Finance
• Start Date: June/July (flexible)
• Status: Part-time or Full-time; exempt
• Compensation: $90,000 - $100,000
  • Benefits:Generous PTO package;
  • 13 paid holidays annually;
  • merit bonus policy;
  • opportunity for discretionary pay increases outside of review schedule;
  • monthly wellness stipend;
  • professional development opportunities;
  • employer-matched retirement option.
• Location: Fully remote. Kelley NPC is headquartered in Portland, OR. Candidates ideally based in the Pacific Northwest or Mountain time zone. We encourage candidates to apply who reside in a rural area of Oregon or Washington.

About the Organization

Headquartered in Oregon, with staff located throughout the Pacific West, Kelley NPC’s growing team of 19FTE offers a full suite of services to help nonprofits dream and achieve big, bold visions.

From helping nonprofits diversify and manage revenue, to launching creative technical assistance partnerships to bring federal resources to underserved communities; Kelley NPC serves as an amplifier and multiplier – helping resource providers and resource seekers align their efforts for the greatest good.

Taking a servant leadership style approach, Kelley NPC celebrates its 20th year in business this year, and is happiest working behind the scenes to provide the capacity and cohesion - from the smallest detail on a tedious federal grant to the defining strategies guiding a multi-day, 200+ person Summit - to fuel each client’s success. Kelley NPC is honored to work on projects that positively impact people, places, institutions and communities. Kelley NPC’s work primarily services two distinct but related entity types, providing:

• Support for Grantmakers & Philanthropy

Kelley NPC assists public sector, corporate and philanthropic grantmakers in developing, deploying and managing new funding initiatives to meet emerging community needs. Kelley NPC also revives existing programs to maximize impact while building enduring relationships with grantees. In addition, Kelley NPC helps grantmakers develop new application materials and guidelines, provide backbone support (e.g. data management, creating custom metrics and trackers for “head + heart” outcome and output collection, identifying and defining metrics, reviewing applications and vetting applicants - including site visits, curated communication and graphic design needs, produce custom reports and more), expand community outreach, and incorporate elements of community-led grantmaking, if and as desired. Kelley NPC also supports grantmakers with a variety of multi-sector partnerships and collaboratives, the implementation and management of technical assistance programs to support applicants, and ensuring collateral, communications and storytelling align with vision and values while reflecting impact.

• Support for Direct Service Nonprofits

In addition to the above tailored support for grantmakers, Kelley NPC provides high quality technical assistance for nonprofits. To grow nonprofits’ capacity, ensure sustainability and support growth, Kelley NPC provides curated services for diverse nonprofits of all sizes, focus areas, and stages of development - from new all-volunteer grassroots nonprofits, to alternative schools and mainstay community institutions employing hundreds. Services include: fund development such as federal, state and foundation grant writing and award management; financial support including bookkeeping and fractional CFO services; grant and contract compliance; capital campaigns and capital project management; evaluation and impact measurement; donor support and moves management; marketing, design and communications including website building and maintenance, and social media management; strategic planning and landscape assessments; nonprofit operations, policy and procedure development, and board training and development.

Additional Initiatives & Fund Management

Kelley NPC also manages a variety of initiatives where the above two sectors regularly intersect, with a multiplier effect on the overall landscape. This includes:

• Oregon Disaster Funders Network
• Federal Readiness & Leverage Fund
• Community Rebuilding Fund
• Maui Recovery Funders Collaborative
• Oregon Resilience Stewards
• and more!

The clients Kelley NPC supports work with a vast range of people across an array of communities. Kelley NPC has developed trust-based relationships with diverse communities: from immigrants to rural ranchers; from Sovereign Tribes and Native Americans living rurally and urban; to Black youth, adults and elders; and from veterans to those with different mental and physical health abilities; and so many others. We value lived experience and we uphold actions such as inclusion as a non-negotiable part of the organization’s work. The missions and work of Kelley NPC’s clients include focuses on mental health, performing arts, economic and workforce development, youth mentoring, disaster response and recovery, environmental stewardship, community safety and so much more. Most Kelley NPC clients have been working with the organization for 5, 10 or 15 years.

We have an experienced team that reflects this diversity in many ways: race, ethnicity, geographic location, sexual orientation and gender identity, physical ability, faith, primary spoken language, and varied and vast lived experiences. Currently, about half of our team is located in rural areas and half in metro areas; we also have several bi- or multi-lingual team members. Kelley NPC also offers almost all of its services in Spanish.

Where proximity makes it possible, Kelley NPC hosts at least quarterly in-person coworking and social events. We also host all-team virtual events and meetings at least monthly. This is in addition to our daily, ongoing coordination and collaboration for client work and a once annual “All Team” in-person strategic planning and socializing multi-day gathering. At this time, Kelley NPC does not have the capacity to sponsor visas or hire employees or contractors working outside of the United States.

Position Summary

Our work team continues to grow! Kelley NPC seeks a full-time Nonprofit CPA & Financial Specialist to join its growing company. We are a hard-working team with a fun but fast-paced and often heavy - but extremely rewarding - workload. The successful candidate will bring excellent bookkeeping and financial management skills, paired with nonprofit experience and an ability to manage multiple projects and deadlines concurrently. As this position will be working directly and almost exclusively with nonprofits (and some smaller jurisdictions), the ideal candidate will have extensive experience and knowledge of financial grants management and accounting specific to the nonprofit sector, this is a non-negotiable.

At Kelley NPC, a Nonprofit CPA & Financial Specialist is responsible for:

1. managing a rotating portfolio of 3-6 clients. These clients vary in size and with bookkeeping and accounting systems in various stages of growth.
   1. For these clients, the Financial Specialist will develop financial policies and procedures to improve systems of internal control, manage and track all financial transactions, maintain and monitor a variety of accounts, complete bank reconciliations and other end-of-month or recurring accounting, and prepare appropriate financial reports for necessary parties to review, including preparation for audits and tax submissions.
2. providing assistance and occasional oversight to Kelley NPC’s team of Nonprofit Bookkeepers & Financial Specialists, while maintaining a high standard of quality control across all financial services the firm provides. As the most senior staff position in the department, this also includes keeping the CEO informed of team development needs and identifying opportunities for growth and improvement across the department.
3. overseeing, with team support as needed, the development of various curated training programs and associated supplementary materials for an array of client audiences - these are generally convened around a particular sector, topic or issue (e.g. federal contract management; building an organizational budget; best financial practices for smaller grantmakers).

In addition to providing accounting assistance, the Financial Specialist will work in tandem with other Kelley NPC employees who are providing complementary services (such as contract management, grant writing and management, Human Resources) and support to our clients.

Applicants

We are ideally seeking a licensed CPA for this role. However, we will also consider candidates with advanced nonprofit accounting experience or equivalent credentials. Being well versed in bookkeeping, Generally Accepted Accounting Principles, and specifically, a deep knowledge of and experience working in QuickBooks, are requirements for this position.

A successful candidate will have a solid understanding of how financials work within the larger organizational health and structure (programmatic, operational and fund development or grantmaking) for both community-based nonprofits and grantmakers.

While this position will report to Kelley NPC’s Founder and CEO, the Financial Specialist will be expected to work independently and remotely a majority of the time while maintaining availability and responsiveness during regular business hours (9am to 5pm PT).

For a go-getter, scrappy and proactive person dedicated to high-quality work, this position offers an opportunity for swift and intensive professional growth.

We take care of our clients, we take care of our team, and together we set the standard for consultant work.

Essential Duties

Please note that, on average, this position’s duties will be approximately 85% external (i.e. providing services as needed to Kelley NPC’s clients) and 15% internal.

Client-Focused Bookkeeping (85%)

• Record and manage day to day finances for a variety of nonprofit organizations
• Data entry and record keeping as it relates to donations, expenses, and all financial transactions (this will vary depending on the project and the client)
• Organize clients’ expenses and make necessary deposits or payments
• Organize clients’ financial data so it may be understood and reported upon
• Maintain a detail-oriented output and balanced workflow
• Generate financial reports
• Focus in a work environment containing multiple accounts and clients with varying levels of need while managing priorities effectively
• Have the ability to build a bookkeeping system from the ground up, or engage with and develop one that is not yet complete
• Streamline individual bookkeeping systems according to each unique nonprofit’s needs and have a willingness to work with and educate clients with a wide range of experience
• Help establish and maintain communications to keep Kelley NPC staff and our clients informed of current financial needs and developments
• Establish and maintain fiscal reporting systems, assist with client budgets and accounting procedures
• Collaborate with nonprofits and fellow Kelley NPC staff regarding financial aspects of grants and contracts
• Accurately assess and report on the effectiveness of bookkeeping systems and fiscal policies; propose updates where necessary
• Identify and resolve any issues with bookkeeping in a timely and professional manner
• Coordinate meetings and presentations as needed
• Build and maintain the cherished productive, respectful, and trust-based relationships with our clients

Please note the above list is not exhaustive.

Qualifications

Required Qualifications

• Experience with QuickBooks (Desktop and Online), Google Suite apps, Microsoft Office apps
• A passion for supporting a diversity of nonprofit missions.
• 5+ years working in finance & accounting.
• 3+ years in a financial consultancy, management, and/or advisory role.
• Ability to supervise bookkeeping staff and review the month-end close process
• Well-versed in Generally Accepted Accounting Principles.
• Knowledge of foundation and government grants and contracts and reporting.
• Solid understanding of how financials work within the larger organizational health and structure (programmatic, operational and fund development or grantmaking).
• Strong foundation in nonprofit and/or government accounting.
• Clear understanding of weekly/monthly/yearly accounting workflows, and willingness to perform bookkeeping services as needed.
• Experience developing financial policies and procedures to improve systems of internal control.
• Ability to create budgets, financial forecasts, and supporting accounting schedules (e.g., depreciation, lease amortization)
• Ability to organize and prioritize multiple complex projects.
• Superb written and verbal communication skills.
• Excellent people skills – warmth, empathy and a desire to genuinely help our under-resourced nonprofits.
• Ability to identify and use resources creatively and proactively.
• Ability to use time efficiently and purposefully.
• Excellent computer and technological skills - tech literate in a variety of platforms.
• Ability to work a flexible schedule that will include some evenings and weekends during the occasional heavy deadline time period.
• Ability to attend meetings in and around Oregon (statewide) and SW Washington as needed.

Preferred Qualifications

• Bachelor's in accounting, finance, or related field.
• CPA or CMA preferred.
• Experience preparing for Federal Single Audits.
• Familiarity with Uniform Guidance and federal grants management
• Highly proficient in QBO and ability to learn other accounting software as needed
• Knowledge of Form 990 and other annual nonprofit filing requirements
• Resident of a rural Oregon community.
• Bilingual.
• Experience with community-based and entrepreneur-based economic development.
• Experience working with culturally-specific organizations.
• Experience managing the financial aspects of federal grants.

The ideal candidate will have:

• A willingness to learn.
• A genuine kindness.
• A deep understanding of intersectionality and historical and current inequities.
• A humble understanding that our work is behind the scenes to elevate nonprofits and resource providers; the spotlight is on them, not us.
• An appreciation for nuance.
• The ability to remain accountable, honest, and transparent.
• A respect for the hard work of nonprofits.
• A dedication to maintaining Kelley NPC’s high standards.

Equal Opportunity Employer

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Kelley NPC recognizes that a team of diverse staff and contractors is an integral and welcome part of a successful and ethical business. We hire employees and work with contractors regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, contractors, peer agencies, resource providers and partners.

Thank you for your interest!

To apply:

Please complete the application at the link below. Please also submit:

• A resume or equivalent that details work, volunteer, and community work history (saved as a PDF).
• A cover letter (saved as a PDF).
• (optional) Work samples including writing samples, past grant applications, or anything else you would like to share.

Access the form through this link: https://podio.com/webforms/30314689/2549711

Applications will be reviewed on a rolling first come, first served basis. Qualified candidates are encouraged to apply without delay.

Only candidates who apply using the link above will be considered. No phone calls or emails please.