Senior Financial Operations Specialist

WHO WE ARE

ActBlue is a nonprofit organization dedicated to creating cutting-edge technology that fuels Democratic victories and enables progressive causes to thrive.

Our vision is simple: building change through the power of people. Since our founding, we’ve been building innovative solutions to revolutionize grassroots fundraising – if you’ve donated to a Democratic campaign or a progressive organization online, you’ve probably used our platform! We believe in putting power in the hands of small-dollar donors by helping thousands of groups — from local candidates to national movements — mobilize their communities and create a lasting impact. Every member of our team is deeply committed to advancing our shared mission and core values. Together, we are shaping the future of democracy.

THE OPPORTUNITY

As a Senior Financial Operations Specialist with direct access to the CFO and the Director of Financial Planning & Analysis (FP&A), you will be part of ActBlue’s growing Finance team. In this role, you will operate as a strategic finance partner across the organization - combining ownership of core financial operations with high-impact analytical, advisory, and strategic project work. You will manage the entire client invoice billing, client payments and financial process cycle for all sales products to ensure accuracy, providing support in annual audits preparation and bank account reconciliations. The Senior Financial Operations Specialist prepares a variety of complex financial and regulatory reports based on the financial activity, and is responsible for assisting in the month end close process, and systems integration. You will also serve as a key analytical resource to executive leadership on financial reporting, continuous process improvements, and long-term organizational strategy.

The Senior Financial Operations Specialist will be a key thought partner to the Director of Financial Planning & Analysis (FP&A), especially with regard to the billing process improvement, accounting treatment and revenue validation, the creation of new processes and systems to improve efficiency, developing new and creative ideas for issue resolution, and will engage in higher level strategic project management related to these topics. You also will serve as an expert resource for other members of the Finance team, at both a peer and junior employee level. You will partner with senior leadership across the organization in making tactical and strategic decisions by providing detailed reports and dashboards that inform business reviews, workforce planning, labor strategy, and more. You will be a trusted resource and subject matter expert for departmental and executive leadership.

This role reports to the Director of FP&A.

WHAT YOU WILL DO

Billing, Revenue & Accounts Receivable

Own and manage the entire client billing/invoicing process to ensure accuracy

Perform the client revenue validation process to ensure invoice accuracy

Manage the tracking and reporting of accounts receivable and the related aging report

Payments, Reconciliation & Banking

Own and manage the clients payments and reconciliation process against the payment processor, the accounting system and the bank respectively

Monitor the organization's bank operating accounts for client payment reconciliation

Sales Tax

Serve as the primary point of contact for and partner with a 3rd party vendor in managing the full cycle of the sales tax process including tax calculation, invoice posting, tracking sales tax payment and collection, and filing state tax returns to ensure accuracy, timely submission and full compliance

Month End Close, Compliance & Audit

Assist in the full cycle of financial / accounting operations for the month end close process

Ensure the accuracy of financial activity and accounting treatment recorded in ActBlue's books

Ensure the financial activity in compliance with accounting policies, applicable government rules and regulations and US GAAP

Assist in annual audits preparation and bank accounts reconciliation, updating on accounting and financial policies

Support the preparation of regulatory reporting to various authorities on a monthly and yearly basis

Executive & Management Reporting

Lead design and development of executive management reporting and analysis to be used by stakeholders across the organization.

Develop key metrics to facilitate management analysis e.g., customers metrics

Support and contribute to the design and delivery of executive financial reporting and metrics used by ELT for business reviews, reporting, and analysis, including headcount analysis and projections, labor strategy reporting, and workforce planning related to long-term organizational strategy, including owning identified workstreams

Will serve as the first point of analysis for confidential labor relations cost analysis, including bargaining unit compensation modeling, contract proposal costing, and financial exposure analysis used directly by Senior leadership in connection with negotiation

Maintains advance, pre-decisional access to ActBlue's labor strategy in connection with providing financial analysis; handles all labor relations financial data in a confidential capacity.

Strategic Initiatives & Leadership

Lead complex, high-priority finance initiatives across their full lifecycle, partnering with senior stakeholders

Develops recommendations on financial and operational policy creation and interpretation arising from assigned workstreams, including policies that constitute or implicate financial impact on the organization.

Provide ad-hoc support to the Director of FP&A on special projects, including policy formulation and implementation, systems integration, process improvement, and issue resolution

Support long term business development strategy including acquisitions strategy, cost projections, workforce planning analysis, and organizational due diligence

Technology & Efficiency

Leverage on AI technologies to improve process and achieve efficiencies

WHAT YOU BRING

5 to 8 years proven working experience in accounting, including Accounts Receivable, Accounts Payable, month end close and Accounts Receivable Aging

Bachelor’s degree in Accounting/Finance

Advanced technical skills, proficient in Microsoft/Excel/Google sheets

Proven experience and knowledge with NetSuite and Stripe preferred

Experience in:

client bills/invoice creation and process

managing client payments and reconciliation

cash management and bank accounts reconciliation to the ledger

managing sales tax (collection, payment, state tax filing)

revenue validation and reconciliation

preparing audits and regulatory reporting

managing stakeholders across the organization

large scale project management is a plus

identifying process gaps and deficiencies with solutions and execution

Excellent verbal and written communication skills, presentations skills, and a commitment to collaborate with people at all levels and with diverse backgrounds

A strong interest in building processes and procedures and identifying opportunities for efficiency

Strong experience successfully managing complex projects/processes with a variety of stakeholders

A natural curiosity and excellent organizational abilities

Strong problem solving skills with creativity and thinking outside the box

A team player, detail-oriented, aversion to error, big picture oriented, independent requiring minimal supervision; manager serves as a thought partner rather than an escalation point in most decisions

WORK & BENEFITS SNAPSHOT

This posting is for a full-time, remote, salaried position. Travel may be required on a limited basis to attend all-staff and departmental retreats (1-2 times per year). Additional travel may be required for select positions.

Registered States*:

Arizona, California, Colorad