Finance Manager

Finance Manager

Requirements

• 5+ years of experience in financial management, accounting, or nonprofit finance.
• Proficiency in financial platforms: Xero, Ramp, Rippling, Stripe, Coinbase, PayPal, Bloomerang.
• Knowledge of GAAP & nonprofit accounting principles.
• Proven ability to develop and enforce financial policies in a nonprofit setting.
• Experience managing audits, tax filings, and nonprofit regulatory reporting.
• Detail-oriented and highly organized, with strong analytical skills.
• Strong project management skills, including tracking milestones and ensuring deadlines are met.

Responsibilities

• Own all financial operations for CAIS (501(c)(3)) and CAISAF (501(c)(4)), including: Manage bookkeeping to ensure accurate financial records across all accounts. Review and reconcile accounts monthly, ensuring compliance with GAAP and nonprofit accounting standards.
• Prepare and finalize monthly financial reports for leadership, including: Monthly statements, budget analysis, and grant tracking updates.
• Monitor bank account balances to ensure sufficient liquidity for operational expenses.
• Provide ad hoc financial analysis and forecasting to support strategic decision-making.
• Invoice CAISAF monthly for shared expenses and ensure timely inter-entity payments.
• Provide fundraising finance support including: Track and manage funding sources, ensuring compliance with donor agreements. Partner with the Operations team to support grant reporting, ensuring accurate financials are tied to specific donors.
• Own and update all fiscal, travel, and expense policies, ensuring compliance with nonprofit regulations.
• Maintain governance policies, including: Fiscal policies, investment policies, and board-related compliance. Ensuring all policies are up to date with the Board of Directors.
• Work with legal counsel to manage all regulatory filings for CAIS and CAISAF, including: 501(h) lobbying limit tracker (updated monthly, liaising with lawyers). State & federal donation filings, contractor/employee compliance, and required annual reports. Quarterly lobbying reporting in coordination with the Operations Manager. 990 & other nonprofit tax filings in coordination with outside legal counsel.
• Manage the annual audit process for both CAIS and CAISAF.
• Work with leadership to identify and manage an audit committee to oversee financial reviews.
• Ensure all nonprofit financial tax filings are completed accurately and on time.
• Track, review, categorize and approve expenses weekly in Ramp, ensuring policy adherence (receipts, memos, approvals).
• Set up and enforce Ramp card policies for distributing company credit cards.
• Own payroll processing: Manage biweekly payroll via Rippling, ensuring contractors and employees are paid accurately and on time. Ensure all contractor and employee details are up to date.
• Process and track external payments, including vendor invoices and other third-party payments.
• Ensure fiscal, travel, and employee expenses policies are developed and implemented effectively, partnering with the Operations team on training staff on compliance.
• Ensure smooth interactions between Rippling (payroll), Ramp (expenses), and Xero (accounting).
• Embed financial policies into our systems for efficiency and compliance (e.g., automated approval flows, pre-coded expense categories).
• Improve financial workflows, ensuring automation and integration where possible.

Preferred Qualifications

• Experience managing both 501(c)(3) and 501(c)(4) entities and related compliance is preferred but not required.
• Prior experience in startups, nonprofits, or tech environments is preferred.