Work In Progress Consulting is hiring a
Associate Finance Consultant, Remote - United States

Summary

Work in Progress Consulting is seeking an Associate Finance Consultant for a remote role offering financial consulting services to clients. The position involves bookkeeping and financial administration, with a focus on nonprofit compliance and grant reporting. The contract runs from September 2024 to March 31st, 2025, with potential renewal.

Requirements

• At least five years of management, consulting, or director-level work in bookkeeping and financial administration
• Extremely comfortable with remote work, using Zoom to meet, communicating virtually, Google Workspace, and Quickbooks
• Working knowledge of GAAS, GAAP, and accrual-based accounting
• An understanding of nonprofit compliance and the functional forms that go along with it like 990s and Form 1023
• Accounting for grant reporting and management
• Ability to decode and explain financial statements and concepts for non-financial professionals
• Experience with payroll systems
• The ability to independently keep your calendar updated and manage your time and capacity
• The ability to lead client work by proactively building agendas and facilitating meetings
• The knowledge of when you need to ask for help, the ability to advocate for the support you need
• Strong interpersonal skills; experience with multi-stakeholder communications
• Ability to act as an accountability partner to others on your team as well as hold yourself accountable to commitments and deadlines that impact others
• Comfort with pivoting and problem-solving as circumstances change and new needs or information arise
• A growth mindset, a strong interest in continuous learning and improvement, and a sense of curiosity about what is possible in a given project and subject area
• Openness to giving and receiving feedback consistently
• Follow up and follow through on commitments to client and internal work

Responsibilities

• Use the scope of work set out in a client contract to independently make decisions about the manner in which the deliverables are met and the work is completed
• Facilitate meetings and produce deliverables according to the timeline in the contract or a modified timeline decided on between the client and consulting team
• Create work products and deliver service to clients consistently and with integrity
• Answer internal Slack queries and external client emails within two business days, even if it is just to acknowledge receipt of the message
• Create agendas for and schedule meetings with clients proactively
• Post meeting, send out tasks and reminders, keep great notes
• Prepare, enter, and review monthly transactions for client organizations
• Reconcile bank statements and ensure consistency with internal records
• Prepare, enter, and manage shadow financial records for clients with separate fiscal sponsorship arrangements
• Generate financial reports as needed
• Review and balance internal accounts, analyze variances, prepare reports, and monitor assets
• Ensure accurate and timely processing of client payroll
• Ensure accurate receipting of client expense activity
• Process updates to salaries, taxes, benefits, deductions, and contributions
• Prepare and send invoices on behalf of clients
• Manage and iterate on weekly client bill pay processes
• Monitor payment deadlines and ensure timeliness
• Produce forecasting documents and explain them to clients and stakeholders

Benefits

• $60-$85 p/hour (rate depends on the type of work you’re doing, not on any of your personal qualifications)
• $10-$20 extra per hour for evening or weekend work
• Paid time off (PTO) and sick leave
• Health, dental, and vision insurance
• 401(k) retirement plan with employer match