Review invoices, expense reports, and credit card expenses for accurate coding to the general ledger
Investigate and respond to internal and vendor inquiries related to expense transactions
Coach employees on navigating and mastering the expenditure system and processes
Assist with system administrator tasks for expense management tools
Support compliance activities, including the annual audit and 990 tax return preparations
Participate in month-end closing processes, prepare journal entries, and reconcile accounts
Contribute to the development and refinement of financial processes as the organization grows
Manage additional administrative responsibilities and projects as assigned
Requirements
A Bachelor's degree in Accounting, Finance, or a relevant field
Proficient in Microsoft Excel with formal training preferred
Exceptional communication and cross-collaboration skills
Strong attention to detail and accuracy
Experience with financial and administrative systems or technologies
Eligibility to work in the United States without sponsorship (now or in the future)
1+ year of office work or customer service experience (preferred)
Experience with expense management platforms such as Concur and ERP software like NetSuite (a plus)
Additional Instructions
Review invoices, expense reports, and credit card expenses for accurate coding to the general ledger
Investigate and respond to internal and vendor inquiries related to expense transactions
Coach employees on navigating and mastering the expenditure system and processes
Assist with system administrator tasks for expense management tools
Support compliance activities, including the annual audit and 990 tax return preparations
Participate in month-end closing processes, prepare journal entries, and reconcile accounts
Contribute to the development and refinement of financial processes as the organization grows
Manage additional administrative responsibilities and projects as assigned
Perks and Benefits
Unlimited Paid Time Off (PTO)
Summer Fridays for a better work-life balance
Six-week paid sabbatical leave after five years of service
Annual bonus potential through The Pool
401(k) plan with employer matching contributions
Medical coverage at 85%, along with dental and vision contributions
Flexible Spending Account (FSA) and dependent care FSA options
Employer-paid life insurance, short-term disability (STD), and long-term disability (LTD)
Paid maternity and paternity leave for new parents (16 weeks)
Stipends for home office setup, professional development, and personal perks
Reimbursement for TSA Pre-check
Opportunities for 2-4 annual travel requirements to foster team alignment and collaboration
