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Finance & Grants Specialist

Climate Breakthrough

Climate Breakthrough

San Francisco, CA, USA
70,000 – 90,000 USD per year
Posted on Friday, May 31, 2024

Job description: The Finance & Grants Specialist will play a critical role in the day-to-day finance and grantmaking processes of our growing organization. Coordinating between the Climate Breakthrough team, our outsourced accounting partner, and vendors and grantees around the world, the Finance & Grants Specialist must be both detail-oriented and a strong communicator. The Finance & Grants Specialist will also support the organization’s annual budget and audit processes, and develop and manage regular reporting that budget holders and the Senior Leadership Team rely on to make decisions. 

The Finance Specialist’s work will be divided into the following areas:

Grant Management

Assist with preparation of financial reporting to donors and ensure that they are accurate and timely. Update grant details and payments for both income grants and awardee grants into CiviCRM. Support Senior Grants Manager in the due diligence review processes for grantees.

Accounts Payable

Lead vendor setup for domestic and international vendors in platform. Process and code invoices and ensure appropriate approval pathways. Work with our outsourced accounting partners to address payment or vendor setup issues. Track AP to ensure timely payment, and keep internal stakeholders informed of any delays or needs. Act as primary liaison with all consultants, vendors, and subcontractors on invoicing and payment. Act as day-to-day liaison for outsourced accounting partners. Track adherence to internal accounting controls and suggest improvements.

Expense Management

Monitor Bill Spend & Expense accounts and transactions, make payments to vendors, and purchases using company credit card as necessary. Ensure that all credit card holder transactions are supported with receipts and are completed on time. Track compliance on expenses and reimbursement requests with internal policies. Load funds onto individual Bill Spend & Expense accounts as and when requested.

Reporting and Budget Development

Assist the Director of Operations and Strategy with monthly close tasks. Develop an internal dashboard in Intacct to track key budget indicators, in coordination with our external accounting team. Improve monthly and quarterly supplemental reports for budget holders and the board of directors, in coordination with the Director of Operations and Strategy. Assist budget holders in preparing departmental budgets and train budget holders on tracking and monitoring budgets, as necessary. Participate in the audit process and 990 process, as needed.

The Finance & Grants Specialist will also take on other ad hoc operations and finance needs as necessary.

Primary contact name: Dawn Bickett Link to job posting: What special skills and superpowers are you are looking for?: The ideal Finance & Grants Specialist is detail-oriented, proactive, organized, flexible, and able to communicate effectively to both financial and non-financial audiences. Tell us something you are proud about your company: We recognize that our success is bound with our awardees’ and so we do what's in our power to help them make breakthroughs happen. We are not directive in our approach. We believe that having the freedom and space to develop new ideas empowers our awardees to do their best work.

Climate Breakthrough is an equal opportunity employer.