Senior Manager, Accounting Operations

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The Public Health Institute (PHI) is an independent, nonprofit organization dedicated to promoting health, well-being, and quality of life for people throughout California, across the nation and around the world. As one of the largest and most comprehensive public health organizations in the nation, we are at the forefront of research and innovations to improve the efficacy of public health statewide, nationally, and internationally.

PHI was distinguished as one of the top 50 “Best Non-Profit Organizations to Work For” by the Non-Profit Times in a national search.

SUMMARY

Rise Up works to advance gender equity and justice in education, health, and economic opportunity by partnering with visionary local leaders around the world. We build power with women, girls, and their allies by providing training, funding, and connection to a global network to help them achieve meaningful, lasting change. Rise Up, based at the Public Health Institute (PHI), works with leaders in Africa, South Asia, Latin America, and the United States to create a future where all people can thrive.

Since 2009, Rise Up has grown into a respected global leader, with committed support and funding from a large number of philanthropic, corporate, and individual donors. Rise Up received a generous gift from MacKenzie Scott in 2021 and is leveraging these funds to build a strong foundation for growth and sustainability. Rise Up operates as a remote global team, with a strong presence in the Bay Area, in addition to team members who work around the world and across the US.

Rise Up’s powerful network of over 800 leaders has successfully advocated for 218 new and improved laws and policies, positively impacting more than 172 million people around the world. Rise Up Leaders are working to improve the rights and wellbeing of girls, women, and gender-nonconforming people, focusing on protecting sexual and reproductive health and rights, preventing gender-based violence, ending child marriage, ensuring girls’ access to education, and strengthening women’s economic opportunities.

Rise Up is at an exciting time of growth, as we expand our team and global impact. Rise Up is currently a program of PHI that plans to shift operating processes to a separate 501(c)(3) organization in 2025. This position will play a key role in leading the accounting team and managing accounting related activities of Rise Up, both before and after the transition to the new 501(c)(3) organization.

Position Summary

The Senior Manager, Accounting Operations will build and manage effective internal accounting systems and processes and oversee accounting activities for the new organization. Responsible for internal control, general ledger account setup and maintenance, general accounting and financial analysis, reconciliations, annual audits, and overall financial reporting. The incumbent will ensure compliance with GAAP standards, a high level of integrity, timeliness of financial reporting, and internal controls.  Perform and ensure timely month and year-end closing processes.  Ensure the organization complies with all tax reporting, preparation of grant budgets and invoices, preparation of payroll, accounts payable disbursements, procurement, and preparation of all worksheets for annual audit and other reporting needs of the organization.

The Senior Manager will implement improved accounting policies and procedures to ensure that generally accepted accounting principles (GAAP), International Financial Reporting Standards (IFRS) and other accounting requirements from authoritative accounting bodies are followed. The ideal candidate will have a strong accounting and financial management record at a nonprofit organization. This position will report to the Director of Operations.

This is a remote, regular full-time position based in the United States. Candidates in the U.S. are welcome to apply and will be considered, but candidates based in the San Francisco Bay Area are preferred. The incumbent is expected to travel about 10% of the time domestically and internationally to team retreats and workshops.

Full salary range for this position: $100,661 to $151,630 per year. The typical hiring range for this position is from $100,661 (minimum) to $126,146 (midpoint), based on 100% FTE. The starting salary is determined based on the candidate’s knowledge, skills, experience, as well as budget availability.

Employment Type: Full Time

Essential Duties & Responsibilities

Accounting and Financial Management (35%)

• As part of the onboarding phase conduct assessment of Rise Up systems for financial reporting and granting capabilities and integration for future needs, examining the organization’s financial history, including past challenges, growth patterns, and legacy decisions that influence current operations.
• Leverage institutional knowledge to design and implement accounting practices that respect the organization’s intricacies and maintain continuity.
• Oversee and ensure quality control over critical accounting activities, including audits, reconciliations, expenses tracking, tax, and regulatory compliance.
• Support the annual budgeting process, manage budget-to-actual reporting, monitor progress, and present operational metrics to senior leadership.
• Manage cash flow and forecasting.
• Complete and submit federal 990 and local annual tax returns.
• Manage annual financial auditing process with an external auditing firm including external financial statements.
• Manage the finance policies and handbook to ensure regular updates and compliance by Accounting/Finance teams and broader teams.
• Support the Director of Operations in budget development, financial operations and in preparing reports for the Finance and Investment Committees and Board.
• Prepare quarterly and annual analysis of indirect cost recovery pools.

General Ledger (25%)

• Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate GAAP standards and regulatory requirements.
• Close the books each month and, at year-end, ensuring the proper recognition and recording of all financial transactions by the set timelines.
• Prepare monthly reconciliations on all balance sheet accounts and other accounts each month.
• Supervise the process and accounting for revenue transfers and reclasses.
• Perform month-end and year-end closing.
• Supervise the review and preparation of bi-weekly payroll data to ensure accurate and timely uploads into the PEO systems.

Reporting, Analysis, and Financial Systems Implementation (15%)

• Evaluate the effectiveness of accounting software and supporting database, as needed, and recommend solutions to improve or automate accounting functions using technology.
• Review financial reporting materials and metrics for funders.
• Consistently analyze financial data and present financial reports accurately and timely; clearly communicate monthly, quarterly, and annual financial statements; monitor progress and changes and keep senior leadership abreast of financial status.
• Develop and monitor business performance metrics through dashboard development and monitoring.

Internal Control and Accounting Operations (15%)

• Act as the primary subject matter expert with regards to reporting functionality, creating reports, updates and maintenance of the accounting software.
• Develop policies and procedures, business process documentation, and executive summaries of finance and accounting processes.
• Recommend and implement improvements for accounting processes to increase efficiency and accuracy.
• Establish new accounting system to support the organization’s priorities, identify workflow and process improvements, and engage in implementation.
• Collaborate with Director of Operations on other accounting and financial activities as needed.

Supervision and Team Leadership (10%)     

• Responsible for building an accounting function for the new organization and hiring a team of up to 3 accounting professionals.
• Hire, train, and retain skilled accounting staff, and direct the day-to-day operations of the accounting team, in the areas of journal entries, account reconciliations, financial reporting, bank reconciliations and business filing.
• Lead team members to develop skills and increase their knowledge base; clarify roles and responsibilities while building a supportive team environment.

Other

• Travel about 10% of the time domestically and internationally to team retreat and workshop.
• Work changing schedules as required by business needs in different time zones.
• Perform other duties as assigned.

Minimum Qualifications

• 7 years of accounting and/or finance management experience, including experience with managing budgeting, accounts payable, accounts receivable, general ledger, tax reporting, audits, financial reporting, payroll, and regulation compliance.
• 5 years of experience working in the accounting/finance department of 501(c)(3) organization(s).
• 3 years of experience supervising an accounting and/or finance team of at least 3 people.
• Bachelor’s degree in accounting, finance, or related field, or substitute with 4 additional years of relevant experience.

Desired Qualifications

• Strong management skills in hiring, training, mentoring, developing staff and managing their performance.
• Experience in selecting and implementing accounting software in a non-profit accounting environment.
• Experience working in a multi-cultural and/or international environment.
• Knowledge of and ability to interpret and apply GAAP and International Financial Reporting Standards (IFRS).
• Knowledge and experience with state and federal government requirements, including knowledge of OMB circular, grants administration, and accounting.
• Experience with federal audit and compliance requirements for non-profits.
• Experience in grants management and reporting of multiple funding sources.
• Thorough knowledge of financial policies, practices, and systems.
• Strong understanding of general ledger account analysis and reconciliation.
• Strong computer and analytical skills, particularly in the use of accounting and financial software packages.
• Expertise with accounting software or Enterprise Resource Planning (ERP) systems such as SAGE Intacct or others.
• Strong computer skills in using Microsoft Office, especially Excel, V Look-up, and Macros.
• Understanding of international ethics standards.
• Ability to interact with all levels of staff and the board.
• Ability to interpret complex financial data and make sound recommendations.
• Familiarity with financial planning, analysis, and reporting software, such as Spreadsheet Server preferred.
• Familiarly with month end close project management software, such as FloQast or others preferred.
• Ability to work changing schedules as required by business needs in different time zones.
• Willingness and ability to travel about 10% of the time domestically and internationally for work retreats.
• Must be able to pass the background check required for this position.

Preferred Qualifications

• 8-10 years of accounting and/or finance experience in nonprofit organization(s), preferably with global/international organization(s).
• Experience with starting up an accounting function for a 501(c)(3) organization, preferably with global/international organization or following transition from a fiscal sponsor.
• Advanced degree in accounting, finance, or related field.
• Certified Public Accountant (CPA), and/or Certified Management Accountant (CMA).

FAIR LABOR STANDARDS ACT (FLSA) STATUS

This position is classified as exempt based on the job duties. However, based on the FTE, salary level of the employee, or federal/state/local laws, the employee may be classified as nonexempt.

OTHER IMPORTANT INFORMATION

Rise Up is committed to advancing social, gender, and racial justice. We strive to build a team that reflects the diversity of the communities we serve, valuing a wide range of perspectives and identities, including ethnicity, race, gender, socio-economic background, language, political and religious beliefs, sexual orientation, and abilities.

We believe the lived experiences and unique ideas of our team members inspire innovative solutions to the challenges we address. To that end, we especially encourage applications from qualified individuals who identify as Black, Indigenous, People of Color, transgender, gender-nonconforming, LGBQ+, and people living with disabilities.

As part of our team, you will play a vital role in shaping policies, programs, and initiatives that transform systemic inequities and create opportunities for all.

EEO Statement

The Public Health Institute is committed to a policy that provides equal employment opportunities to all employees and applicants for employment without regard to race, color, sex, religion, national origin, ancestry, age, marital status, pregnancy, medical condition including genetic characteristics, physical or mental disability, veteran status, gender identification and expression, sexual orientation, and to make all employment decisions so as to further this principle of equal employment opportunity. To this end, the PHI will not discriminate against any employee or applicant for employment because of race, color, sex, religion, national origin, ancestry, age, marital status, pregnancy, medical condition including genetic characteristics, physical or mental disability, veteran status, gender identification and expression, sexual orientation, and will take affirmative action to ensure that applicants are offered employment and employees are treated during employment without regard to these characteristics.

For further information regarding Equal Employment Opportunity, copy and paste the following URL into your web browser: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf

ADA Statement:

The Public Health Institute is committed to providing access and reasonable accommodation in its services, programs, activities and employment for individuals with disabilities. To request disability accommodation in the application process, contact the Recruitment Team at least 48 hours in advance at Recruitment@phi.org.

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We’re so pleased the Public Health Institute is an organization you would like to work with. Do you have questions about this opportunity? If so, email our recruitment team at Recruitment@phi.org.

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