About Us
Provide professional development to educators across the country, focusing on the area of cultural diversity.
Job Duties
- Oversee all financial record keeping, including maintenance of an organized digital filing system using Airtable and OneDrive.
- Implement and refine financial systems and procedures to ensure organizational efficiency and compliance
- Ensure all documentation-including invoices, payroll records, reimbursements, and financial reports-is accurately filed and readily accessible
- Process vendor bills and employee reimbursements using QuickBooks, ensuring timely and accurate payments
- Print and issue checks, categorize expenses, and maintain up-to-date Accounts Payable records
- Monitor online bank accounts to confirm availability of funds
- Prepare 1099 payments as required
- Record incoming payments (checks and EFTs) in QuickBooks and update Airtable tracking system
- Coordinate with the external tax preparer to reconcile payments and invoices
- Process credit card transactions using the organization's third-party vendor (currently Stripe)
- Monitor outstanding invoices and proactively communicate with clients to resolve delinquent accounts
- Ensure all payments are tracked and reconciled accurately
- Manage three distinct payrolls monthly
- Manage monthly W-2 employees payroll
- Manage monthly 1099 contractors payroll
- Manage bi-monthly 1099 contractors payroll
- Maintain and process time tracking data for hourly employees using an online time tracking tool
- Administer onboarding of new employees and contractors in ADP, including setup for direct deposit and tax forms
- Ensure payroll entries are appropriately recorded for financial reporting
- Partner with the external CPA to complete year-end reconciliations, including open invoices, contract closures, and proper categorization of payments
- Generate and analyze QuickBooks reports (P&L, Balance Sheet) to support final reconciliation
- Submit annual tax filings, including:
- IRS Form 990 (nonprofit tax return)
- California Form CA-199
- Secretary of State Form SI-100 (filed biennially)
- Collaborate with external tax preparer to issue and reconcile 1099-MISC forms for contractors
- Distribute W-2s to employees through ADP
Education
- Bachelor's degree in Accounting, Finance, or a related field (or equivalent work experience)
Qualification
- Advanced proficiency in QuickBooks
- Prior experience working within a nonprofit financial environment
- Strong interpersonal skills with the ability to communicate tactfully with diverse individuals
- Exceptional organizational skills and attention to detail
- Ability to handle confidential and sensitive information with discretion
- Comfort working both independently and collaboratively with CCRTL HQ staff and clients
Skill
- Basic computer skills
- Excellent communication skills
- Good management skills
- Works well with others
- Great analytical skills
Position Type
Part-Time