WHY YOU SHOULD APPLY
Purpose. You’ll be doing rewarding work that supports and empowers girls.
Community. Be a part of an amazing team (staff and supporters!) who are passionate about our mission.
Work you’ll love. A creative and collaborative environment where we value your unique skills and insights.
Our impact is growing. VOW for Girls believes that celebrations of love can change the world, and you can be part of the growing team making that happen.
Totally remote — work from anywhere in the United States.
WHO WE ARE
VOW for Girls believes that celebrations of love – weddings, anniversaries, birthdays, and more – can be a catalyst for supporting girls whose futures, educations, and choices are at risk. This year alone, more than 12 million girls are at risk of child marriage, threatening their ability to own their futures. We invite individuals, couples, event professionals, brand leaders, and others to invest in the power, voice, and choice of girls everywhere. In doing so, we’re bringing much-needed funding and resources to effective yet underfunded community programs around the world that are in need of investment to engage young girls, helping them to stay in school, avoid child marriage, and have opportunities to thrive. VOW for Girls was founded in late 2018 by global human rights activist Mabel van Oranje and Ford Foundation President Darren Walker.
JOB DESCRIPTION
VOW is seeking a Director of Major Gifts to fully build out and lead our operational fundraising pipeline. Reporting to the Vice President of Fundraising, the Director of Major Gifts will develop and manage an active portfolio of high-net-worth individuals and foundation stakeholders, with a special emphasis on maximizing unrestricted revenue and core support for the organization’s operations. The Director will model best practices around prospect/donor identification, cultivation, solicitation, and stewardship strategies, and foster a collaborative, innovative approach to engaging and upgrading funders over time.
The Director will design strategies for positioning VOW within foundation portfolios, demonstrating business value, and identifying opportunities for shared impact. They will be able to see the long-term vision for the organization and are able to develop a comprehensive, innovative, and actionable strategic plan for VOW’s development department with a focus on raising millions to support VOW’s operations.
WHAT YOU’LL DO
Operational Revenue Generation & Relationship Management:
-- Establish annual and long-range funding goals and benchmarks for a managed portfolio of individuals and foundations, maximizing unrestricted revenue from the portfolio while modeling best-in-class, innovative approaches to pipeline development and funder management.
-- Synthesize VOW’s campaigns, initiatives, and projects into clear, compelling proposals and reports for individuals and foundations that serve to communicate VOW’s effectiveness as a global movement builder, strongly making the case for unrestricted/core support.
-- Support the involvement of the CEO and other VOW staff and Board members in high-level, high-touch individual and foundation solicitations and relationship management with briefing materials, agendas, background research, and appropriate follow-up.
-- Facilitate the involvement of VOW’s Board and Advisory Council members in relationship-building and relationship-management activities as required and appropriate.
Data Management:
--Monitor and report on all key performance metrics (including financials), providing updates and insights to internal stakeholders to ensure alignment and pacing toward targets and goals.
--Oversee maintenance of CRM records to develop and maintain relevant knowledge management processes that contribute to comprehensive tracking of, and reporting on, VOW’s individual and foundation stakeholders.
--Lead the organization to be more data-driven in its approach to fundraising
ROLE QUALIFICATIONS
--7+ years of high-net-worth individual and foundation development/fundraising experience and a proven track record of closing multiple six- and seven-figure gifts.
--Experience meeting and exceeding ambitious team and personal revenue goals and performance indicators, as well as participating in financial projections, reporting, and scenario planning.
--Proven ability to define and implement critical near-term and long-term revenue generation strategies concurrently.
--Experience leading complex funder relationship development and management strategies in a global context: experience of philanthropy, foundation, and/or corporate relations in North America essential; experience of donor engagement, solicitation, and management in other important funder markets relevant to VOW would be useful (e.g., UK, Europe).
--Ability to lead on translating broad organizational vision and strategies into specific objectives and operational delivery plans while being able to respond quickly to changes in short-term priorities.
--Your experience demonstrates an intuitive understanding of how large organizations work and an ability to quickly speak the language of different companies across various sectors and industries.
---Equally comfortable in both strategy and execution with a high-quality standard and the ability to manage multiple projects at a time while paying attention to details.
--Active leader at the company-wide level, sharing knowledge and interest in emerging concepts and practices in the field of strategic philanthropy and/ or foundation relations, and are able to identify philanthropic sector trends and opportunities to inform VOW’s approach to external stakeholder engagement.
--Incredible communicator. You have strong, persuasive, and compelling interpersonal skills with superior written and oral communication and presentation abilities, including experience speaking to and writing for sophisticated individual philanthropists and foundation executives.
--You want to help build an organization, taking VOW from an early-stage startup to a global philanthropic initiative. You thrive in fast-paced, ambitious environments. You work hard and you have fun while you do it.
--You have a passion for gender equality and girls’ rights coupled with the spirit and drive of a social entrepreneur.
--Exceptional judgment and emotional intelligence. You’re a careful listener and can read the room. You demonstrate personal integrity and dedication.
--You are prepared to travel on occasion.
--Bachelor’s Degree required
BENEFITS
VOW offers a generous benefits package, including:
Generous and flexible PTO in addition to 14 paid holidays, as well as personal and sick leave
100% medical, dental, and vision benefits for employees and 50% for family
401K match of 1% that vests immediately
12 weeks paid parental leave (available after 6 months of employment)
Home office setup stipend
Funding for professional development opportunities
The ability to work from wherever in the U.S. is best for you
Quarterly in-person gatherings of the full VOW team
COMPENSATION
The salary range for this role is $90,000-$125,000. This range is for illustrative purposes only and salary offers are commensurate with experience.
LOCATION
Location is flexible within the U.S. VOW for Girls is based in New York City, and we are open to candidates who are located near a major airport and willing to travel as needed.
HOW TO APPLY
Apply on our site with your resume and cover letter telling us why you’d be an exceptional candidate for this role. Please note that you must have the right to work for your location prior to your first day.
DON’T MEET EVERY SINGLE REQUIREMENT?
We still encourage you to apply! Studies show that women, non-binary applicants, and people of color are less likely to apply for jobs unless they meet every single qualification. However, at VOW for Girls, our diverse backgrounds, perspectives, identities, and talents help us thrive.
VOW is committed to racial equity and social justice and is proud to be an equal-opportunity employer. We actively seek applicants from diverse backgrounds, experiences, and identities to provide a wide range of perspectives, ideas, views, and insights into the strategy, policies, culture, and ambitions of VOW for Girls.
Due to the high volume of applications received, only those selected for an interview will be contacted.
Sep 25, 2023
Full time
WHY YOU SHOULD APPLY
Purpose. You’ll be doing rewarding work that supports and empowers girls.
Community. Be a part of an amazing team (staff and supporters!) who are passionate about our mission.
Work you’ll love. A creative and collaborative environment where we value your unique skills and insights.
Our impact is growing. VOW for Girls believes that celebrations of love can change the world, and you can be part of the growing team making that happen.
Totally remote — work from anywhere in the United States.
WHO WE ARE
VOW for Girls believes that celebrations of love – weddings, anniversaries, birthdays, and more – can be a catalyst for supporting girls whose futures, educations, and choices are at risk. This year alone, more than 12 million girls are at risk of child marriage, threatening their ability to own their futures. We invite individuals, couples, event professionals, brand leaders, and others to invest in the power, voice, and choice of girls everywhere. In doing so, we’re bringing much-needed funding and resources to effective yet underfunded community programs around the world that are in need of investment to engage young girls, helping them to stay in school, avoid child marriage, and have opportunities to thrive. VOW for Girls was founded in late 2018 by global human rights activist Mabel van Oranje and Ford Foundation President Darren Walker.
JOB DESCRIPTION
VOW is seeking a Director of Major Gifts to fully build out and lead our operational fundraising pipeline. Reporting to the Vice President of Fundraising, the Director of Major Gifts will develop and manage an active portfolio of high-net-worth individuals and foundation stakeholders, with a special emphasis on maximizing unrestricted revenue and core support for the organization’s operations. The Director will model best practices around prospect/donor identification, cultivation, solicitation, and stewardship strategies, and foster a collaborative, innovative approach to engaging and upgrading funders over time.
The Director will design strategies for positioning VOW within foundation portfolios, demonstrating business value, and identifying opportunities for shared impact. They will be able to see the long-term vision for the organization and are able to develop a comprehensive, innovative, and actionable strategic plan for VOW’s development department with a focus on raising millions to support VOW’s operations.
WHAT YOU’LL DO
Operational Revenue Generation & Relationship Management:
-- Establish annual and long-range funding goals and benchmarks for a managed portfolio of individuals and foundations, maximizing unrestricted revenue from the portfolio while modeling best-in-class, innovative approaches to pipeline development and funder management.
-- Synthesize VOW’s campaigns, initiatives, and projects into clear, compelling proposals and reports for individuals and foundations that serve to communicate VOW’s effectiveness as a global movement builder, strongly making the case for unrestricted/core support.
-- Support the involvement of the CEO and other VOW staff and Board members in high-level, high-touch individual and foundation solicitations and relationship management with briefing materials, agendas, background research, and appropriate follow-up.
-- Facilitate the involvement of VOW’s Board and Advisory Council members in relationship-building and relationship-management activities as required and appropriate.
Data Management:
--Monitor and report on all key performance metrics (including financials), providing updates and insights to internal stakeholders to ensure alignment and pacing toward targets and goals.
--Oversee maintenance of CRM records to develop and maintain relevant knowledge management processes that contribute to comprehensive tracking of, and reporting on, VOW’s individual and foundation stakeholders.
--Lead the organization to be more data-driven in its approach to fundraising
ROLE QUALIFICATIONS
--7+ years of high-net-worth individual and foundation development/fundraising experience and a proven track record of closing multiple six- and seven-figure gifts.
--Experience meeting and exceeding ambitious team and personal revenue goals and performance indicators, as well as participating in financial projections, reporting, and scenario planning.
--Proven ability to define and implement critical near-term and long-term revenue generation strategies concurrently.
--Experience leading complex funder relationship development and management strategies in a global context: experience of philanthropy, foundation, and/or corporate relations in North America essential; experience of donor engagement, solicitation, and management in other important funder markets relevant to VOW would be useful (e.g., UK, Europe).
--Ability to lead on translating broad organizational vision and strategies into specific objectives and operational delivery plans while being able to respond quickly to changes in short-term priorities.
--Your experience demonstrates an intuitive understanding of how large organizations work and an ability to quickly speak the language of different companies across various sectors and industries.
---Equally comfortable in both strategy and execution with a high-quality standard and the ability to manage multiple projects at a time while paying attention to details.
--Active leader at the company-wide level, sharing knowledge and interest in emerging concepts and practices in the field of strategic philanthropy and/ or foundation relations, and are able to identify philanthropic sector trends and opportunities to inform VOW’s approach to external stakeholder engagement.
--Incredible communicator. You have strong, persuasive, and compelling interpersonal skills with superior written and oral communication and presentation abilities, including experience speaking to and writing for sophisticated individual philanthropists and foundation executives.
--You want to help build an organization, taking VOW from an early-stage startup to a global philanthropic initiative. You thrive in fast-paced, ambitious environments. You work hard and you have fun while you do it.
--You have a passion for gender equality and girls’ rights coupled with the spirit and drive of a social entrepreneur.
--Exceptional judgment and emotional intelligence. You’re a careful listener and can read the room. You demonstrate personal integrity and dedication.
--You are prepared to travel on occasion.
--Bachelor’s Degree required
BENEFITS
VOW offers a generous benefits package, including:
Generous and flexible PTO in addition to 14 paid holidays, as well as personal and sick leave
100% medical, dental, and vision benefits for employees and 50% for family
401K match of 1% that vests immediately
12 weeks paid parental leave (available after 6 months of employment)
Home office setup stipend
Funding for professional development opportunities
The ability to work from wherever in the U.S. is best for you
Quarterly in-person gatherings of the full VOW team
COMPENSATION
The salary range for this role is $90,000-$125,000. This range is for illustrative purposes only and salary offers are commensurate with experience.
LOCATION
Location is flexible within the U.S. VOW for Girls is based in New York City, and we are open to candidates who are located near a major airport and willing to travel as needed.
HOW TO APPLY
Apply on our site with your resume and cover letter telling us why you’d be an exceptional candidate for this role. Please note that you must have the right to work for your location prior to your first day.
DON’T MEET EVERY SINGLE REQUIREMENT?
We still encourage you to apply! Studies show that women, non-binary applicants, and people of color are less likely to apply for jobs unless they meet every single qualification. However, at VOW for Girls, our diverse backgrounds, perspectives, identities, and talents help us thrive.
VOW is committed to racial equity and social justice and is proud to be an equal-opportunity employer. We actively seek applicants from diverse backgrounds, experiences, and identities to provide a wide range of perspectives, ideas, views, and insights into the strategy, policies, culture, and ambitions of VOW for Girls.
Due to the high volume of applications received, only those selected for an interview will be contacted.
Coordinator, GreenLight Fund (Multiple Sites)
Organization Overview
GreenLight Fund is a national nonprofit with a local focus that partners with communities to create opportunities for inclusive prosperity.
Each year we facilitate a community-driven process that matches the local needs of individuals and families not met by existing programs, to organizations with track records of success elsewhere. Working with communities, we identify, invite in and launch proven organizations, providing collaborative support so they can quickly take root and deliver change.
Everything we do is designed to remove barriers to inclusive prosperity all too often rooted in racial inequities. Our impact increases exponentially as we address one specific, community-identified need each year, in each GreenLight site.
Since 2004, we have launched 44 portfolio organizations across eleven sites, invested $30.5M, and attracted an additional $206M from other funding sources, reaching more than 550,000 individuals and families last year alone.
To learn more about the GreenLight Fund, please visit www.greenlightfund.org .
GreenLight Fund Twin Cities Overview
GreenLight Fund launched in the Twin Cities in 2020 - in the wake of the murder of George Floyd. At a time when the racial disparities that exist locally were exacerbated by the global pandemic and continued violence against Black and Brown bodies, GreenLight Fund Twin Cities made the decision to prioritize organizations that focused on collaboratively creating opportunities for inclusive prosperity within Black communities. In 2022, we brought in Let Everyone Advance with Dignity, a public health approach to community safety, designed to provide intensive, holistic care to individuals cycling in and out of the legal system. To add to our portfolio, we are currently focusing on Black and Indigenous Maternal Health as well as Mental Health for Black and Brown youth. Our goal is to remove barriers within these communities, because when Black and Brown communities succeed, we all do.
GreenLight Fund Kansas City Overview
GreenLight Fund launched in Kansas City in 2018, a vibrant community with a strong philanthropic spirit and a willingness to innovate, but also a community where ongoing and systemic racism have not created equal opportunities for Black and Brown residents and families to thrive. Responding to the impact of the COVID-19 pandemic, GreenLight Fund Kansas City has made investments in youth mental health - the Becoming a Man and Working on Womanhood school based counseling programs, and child care - a collaboration between national leader in family child care, All Our Kin, and Kansas City early education leader, The Family Conservancy.
Position Overview
We are seeking an independent, highly organized, and community focused Coordinator with a passion for equity and addressing economic mobility for historically under-resourced communities to support the work in both the Twin Cities and Kansas City. This position will report to the Executive Director of GreenLight Fund Twin Cities, and work collaboratively across the local team in the Twin Cities as well as Kansas City.
You are a great fit for this role if you (1) take initiative and learn quickly (2) are highly organized and ready and willing to take on administrative and organizational tasks, (3) have a strong love of learning and research, (4) have strong written and oral communication skills (5) are a self-starter who is comfortable being behind the scenes, helping to make the “magic” happen.
Key Areas of Responsibility
Research current, relevant social issues and priorities facing historically underserved children, youth and families with barriers to social and economic mobility.
Prepare presentations and supporting materials for all Selection Advisory Council meetings, including agendas, focus area briefs and research/diligence findings.
Maintain internal management, data and reporting systems (experience with Salesforce, Apricot and Box is a plus, but not required) Marketing Communications and Investor Relations.
Support planning and execution of annual launch events, showcasing our newest portfolio organization and impact.
Conduct broad research on trends and national context of nonprofits and social innovation.
Maintain and contribute regularly to GreenLight Fund social media (twitter), and quarterly e-newsletters via Mailchimp.
Maintain website pages and contribute to blog postings.
Conduct prospect research on potential donors/investors, including individuals, corporations and foundations.
Maintain investor database in Salesforce Operations and Administration and support on grant proposal/report writing as necessary.
Assist with scheduling and logistics of key meetings and site visits.
Perform data entry, including contact and file management in Salesforce.
Maintain database in Apricot; prepare and export reports on portfolio organizations as needed.
Other tasks as assigned.
Requirements
Minimum of 1 to 4 years of related experience.
Location
This position is based in GreenLight Fund Twin Cities.
Salary
The salary for this position is $61,000.
GreenLight Fund offers a generous benefits package that includes:
Health Insurance through Blue Cross Blue Shield (80% paid by GLF, 20% by the employee for employees and family members)
Dental and Vision Insurance through Guardian (80% paid by GLF, 20% by the employee for employees and family members)
Full coverage of all mental health visit copays through Blue Cross Blue Shield (100% paid by GLF)
Safe Harbor 401k. GLF will match 100% of the first 3% of salary and 50% of the next 2%
Short and Long-term disability and Life insurance fully paid by GreenLight Fund
10 company-wide holiday closings and 3 floating holidays
The week between Christmas Day and New Year's Day off
Up to 12 sick days (6 days in your first year, if you start after July 1st)
Up to 2 personal days (1 day in your first year, if you start after July 1st)
COVID-19 Benefits
Vacation Days: 15 days in years 1-3, 20 days in years 4-5, and 25 days in year 6 and beyond
12 weeks of paid parental leave for birth parents, 6 weeks of paid parental leave for non-birth parents
Up to $75 per month of cell phone reimbursement
Up to $100 per month of WiFi reimbursement
Up to $1,500 per year for professional development
Access to Holisticly (40 Holisticly Credits per Month)
GreenLight Fund is committed to fostering diversity, equity and inclusion at every level of the organization. GreenLight Fund recognizes and appreciates the value of building a diverse workforce and creating an inclusive work environment. GreenLight Fund takes pride in being an equal opportunity employer regardless of age, ethnicity, gender, gender expression, gender identity, genetic information, marital status, national or ethnic origin, physical or mental ability, race, region, sexual orientation or veteran status.
If you need assistance or accommodation due to a disability, you may contact us at peopleops@greenlightfund.org
May 25, 2023
Full time
Coordinator, GreenLight Fund (Multiple Sites)
Organization Overview
GreenLight Fund is a national nonprofit with a local focus that partners with communities to create opportunities for inclusive prosperity.
Each year we facilitate a community-driven process that matches the local needs of individuals and families not met by existing programs, to organizations with track records of success elsewhere. Working with communities, we identify, invite in and launch proven organizations, providing collaborative support so they can quickly take root and deliver change.
Everything we do is designed to remove barriers to inclusive prosperity all too often rooted in racial inequities. Our impact increases exponentially as we address one specific, community-identified need each year, in each GreenLight site.
Since 2004, we have launched 44 portfolio organizations across eleven sites, invested $30.5M, and attracted an additional $206M from other funding sources, reaching more than 550,000 individuals and families last year alone.
To learn more about the GreenLight Fund, please visit www.greenlightfund.org .
GreenLight Fund Twin Cities Overview
GreenLight Fund launched in the Twin Cities in 2020 - in the wake of the murder of George Floyd. At a time when the racial disparities that exist locally were exacerbated by the global pandemic and continued violence against Black and Brown bodies, GreenLight Fund Twin Cities made the decision to prioritize organizations that focused on collaboratively creating opportunities for inclusive prosperity within Black communities. In 2022, we brought in Let Everyone Advance with Dignity, a public health approach to community safety, designed to provide intensive, holistic care to individuals cycling in and out of the legal system. To add to our portfolio, we are currently focusing on Black and Indigenous Maternal Health as well as Mental Health for Black and Brown youth. Our goal is to remove barriers within these communities, because when Black and Brown communities succeed, we all do.
GreenLight Fund Kansas City Overview
GreenLight Fund launched in Kansas City in 2018, a vibrant community with a strong philanthropic spirit and a willingness to innovate, but also a community where ongoing and systemic racism have not created equal opportunities for Black and Brown residents and families to thrive. Responding to the impact of the COVID-19 pandemic, GreenLight Fund Kansas City has made investments in youth mental health - the Becoming a Man and Working on Womanhood school based counseling programs, and child care - a collaboration between national leader in family child care, All Our Kin, and Kansas City early education leader, The Family Conservancy.
Position Overview
We are seeking an independent, highly organized, and community focused Coordinator with a passion for equity and addressing economic mobility for historically under-resourced communities to support the work in both the Twin Cities and Kansas City. This position will report to the Executive Director of GreenLight Fund Twin Cities, and work collaboratively across the local team in the Twin Cities as well as Kansas City.
You are a great fit for this role if you (1) take initiative and learn quickly (2) are highly organized and ready and willing to take on administrative and organizational tasks, (3) have a strong love of learning and research, (4) have strong written and oral communication skills (5) are a self-starter who is comfortable being behind the scenes, helping to make the “magic” happen.
Key Areas of Responsibility
Research current, relevant social issues and priorities facing historically underserved children, youth and families with barriers to social and economic mobility.
Prepare presentations and supporting materials for all Selection Advisory Council meetings, including agendas, focus area briefs and research/diligence findings.
Maintain internal management, data and reporting systems (experience with Salesforce, Apricot and Box is a plus, but not required) Marketing Communications and Investor Relations.
Support planning and execution of annual launch events, showcasing our newest portfolio organization and impact.
Conduct broad research on trends and national context of nonprofits and social innovation.
Maintain and contribute regularly to GreenLight Fund social media (twitter), and quarterly e-newsletters via Mailchimp.
Maintain website pages and contribute to blog postings.
Conduct prospect research on potential donors/investors, including individuals, corporations and foundations.
Maintain investor database in Salesforce Operations and Administration and support on grant proposal/report writing as necessary.
Assist with scheduling and logistics of key meetings and site visits.
Perform data entry, including contact and file management in Salesforce.
Maintain database in Apricot; prepare and export reports on portfolio organizations as needed.
Other tasks as assigned.
Requirements
Minimum of 1 to 4 years of related experience.
Location
This position is based in GreenLight Fund Twin Cities.
Salary
The salary for this position is $61,000.
GreenLight Fund offers a generous benefits package that includes:
Health Insurance through Blue Cross Blue Shield (80% paid by GLF, 20% by the employee for employees and family members)
Dental and Vision Insurance through Guardian (80% paid by GLF, 20% by the employee for employees and family members)
Full coverage of all mental health visit copays through Blue Cross Blue Shield (100% paid by GLF)
Safe Harbor 401k. GLF will match 100% of the first 3% of salary and 50% of the next 2%
Short and Long-term disability and Life insurance fully paid by GreenLight Fund
10 company-wide holiday closings and 3 floating holidays
The week between Christmas Day and New Year's Day off
Up to 12 sick days (6 days in your first year, if you start after July 1st)
Up to 2 personal days (1 day in your first year, if you start after July 1st)
COVID-19 Benefits
Vacation Days: 15 days in years 1-3, 20 days in years 4-5, and 25 days in year 6 and beyond
12 weeks of paid parental leave for birth parents, 6 weeks of paid parental leave for non-birth parents
Up to $75 per month of cell phone reimbursement
Up to $100 per month of WiFi reimbursement
Up to $1,500 per year for professional development
Access to Holisticly (40 Holisticly Credits per Month)
GreenLight Fund is committed to fostering diversity, equity and inclusion at every level of the organization. GreenLight Fund recognizes and appreciates the value of building a diverse workforce and creating an inclusive work environment. GreenLight Fund takes pride in being an equal opportunity employer regardless of age, ethnicity, gender, gender expression, gender identity, genetic information, marital status, national or ethnic origin, physical or mental ability, race, region, sexual orientation or veteran status.
If you need assistance or accommodation due to a disability, you may contact us at peopleops@greenlightfund.org
Senior Billing Specialist, Arabella Finance (Durham, NC or Washington, DC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of accounts receivable information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment.
Essential Responsibilities
Manage billing, invoicing, bookkeeping and some journal entry processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of accounts receivable related GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Other Responsibilities
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree Preferred, or equivalent level of experience (5 years of experience without an Associate's degree)
4+ years of relevant professional experience
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC. Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography. Durham range $63,000-$78,000DC range $70,000-$88,000 All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.
Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying.
We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 06, 2023
Full time
Senior Billing Specialist, Arabella Finance (Durham, NC or Washington, DC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of accounts receivable information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment.
Essential Responsibilities
Manage billing, invoicing, bookkeeping and some journal entry processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of accounts receivable related GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Other Responsibilities
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree Preferred, or equivalent level of experience (5 years of experience without an Associate's degree)
4+ years of relevant professional experience
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC. Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography. Durham range $63,000-$78,000DC range $70,000-$88,000 All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.
Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying.
We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Senior Specialist (Accounts Receivable), Arabella Finance (Durham, NC or Washington, DC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of accounts receivable information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment.
Essential Responsibilities
Manage Accounts Receivable processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of accounts receivable related GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree in Business Administration, Accounting, Finance or other related field, or equivalent level of experience (5 years of experience without an Associate's degree)
4+ years of relevant professional experience
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC. Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits) This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $63,000-$78,000
DC range $70,000-$88,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 06, 2023
Full time
Senior Specialist (Accounts Receivable), Arabella Finance (Durham, NC or Washington, DC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of accounts receivable information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment.
Essential Responsibilities
Manage Accounts Receivable processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of accounts receivable related GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree in Business Administration, Accounting, Finance or other related field, or equivalent level of experience (5 years of experience without an Associate's degree)
4+ years of relevant professional experience
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC. Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits) This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $63,000-$78,000
DC range $70,000-$88,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Staff Accountant (Accounts Receivable), Arabella Finance (Washington, DC or Durham, NC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of financial information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment. Essential Responsibilities
Manage Accounts Receivable processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of journal entries and GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Provide financial management support and maintain investment activity schedules for our portfolio of family foundation clients
Other Responsibilities
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree or Bachelor's Degree in Business Administration, Finance or Accounting Preferred, or equivalent level of experience (5 years of experience without an Associate's degree or 7 years of experience without a Bachelor's degree)
3+ years of relevant professional experience, with 2+ years of experience in accounts receivable or similar financial experience preferred
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective.
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC , Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $63,000-$78,000
DC range $70,000-$88,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 06, 2023
Full time
Staff Accountant (Accounts Receivable), Arabella Finance (Washington, DC or Durham, NC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of financial information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment. Essential Responsibilities
Manage Accounts Receivable processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of journal entries and GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Provide financial management support and maintain investment activity schedules for our portfolio of family foundation clients
Other Responsibilities
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree or Bachelor's Degree in Business Administration, Finance or Accounting Preferred, or equivalent level of experience (5 years of experience without an Associate's degree or 7 years of experience without a Bachelor's degree)
3+ years of relevant professional experience, with 2+ years of experience in accounts receivable or similar financial experience preferred
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective.
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC , Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $63,000-$78,000
DC range $70,000-$88,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Senior Treasury and Fund Accountant, Managed Organizations Finance (Durham, NC or Washington, DC) Essential Responsibilities
Record monthly investment activity for a variety of publicly traded and privately held investments using Arabella’s internal investment accounting and general ledger software
Prepare/review monthly cash and investment account reconciliations Assist in project management of ongoing DAF investment process creation and strategy Coordinate with investment advisor(s) to onboard DAFs, support creation of asset allocation for new portfolios, and monitor investment advisor compliance with those allocations
Support the IT team in system enhancements related to the DAF sponsor entity
Maintain and update organizational documents for DAF sponsor entity, including but not limited to the Investment Policy Statement and Gift Acceptance Policy
Maintain and update processes and procedures related to DAF activity including but not limited to cash management, investment operations, and investment accounting
Support creation of entity level and DAF level financial statements and statement delivery and communication process for a variety of stakeholders
Support creation and dissemination of investment performance reports for a variety of stakeholders
Other Responsibilities
Assist the Treasury Managers with innovation initiatives related to Treasury as necessary
Oversee the work of accounting associates and staff accountants to ensure compliance with established processes and controls
Pull selections and perform internal testing to assist with the annual audit for each Managed Organization
Encourage and lead team learning activities, focused on the development of technical skills for junior staff necessary to provide high quality service to a diverse portfolio of clients
Work with Treasury Managers regarding personnel decision making for reporting business cycle
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Experience participating in the management of donor-advised funds and/or philanthropic operations, systems, and grant programs
Fund accounting experience and experience recording various investment activities, with an understanding of multiple investment types and their GAAP fair market value recording
3-5 years of direct client service experience, in any multifaceted, complex environment
Project management experience with cross team partners
Strong attention to detail and accuracy
Solid analytical and problem-solving skills
Ability to analyze financial data and communicate information to various stakeholders for decision-making
Ability to manage and meet deadlines for multiple projects simultaneously
Excellent verbal and written communication skills
Ability to work within multi-functional teams
Ability to anticipate service challenges and proactively address them
Experience in philanthropy, nonprofit management or consulting
Excellent skills using Microsoft Word and Excel
Experience with Microsoft Dynamics
Experience or interest in charitable investments
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us
While this position must be based in Durham, NC or Washington, DC Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-93,000
DC range $85,000-$105,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 06, 2023
Full time
Senior Treasury and Fund Accountant, Managed Organizations Finance (Durham, NC or Washington, DC) Essential Responsibilities
Record monthly investment activity for a variety of publicly traded and privately held investments using Arabella’s internal investment accounting and general ledger software
Prepare/review monthly cash and investment account reconciliations Assist in project management of ongoing DAF investment process creation and strategy Coordinate with investment advisor(s) to onboard DAFs, support creation of asset allocation for new portfolios, and monitor investment advisor compliance with those allocations
Support the IT team in system enhancements related to the DAF sponsor entity
Maintain and update organizational documents for DAF sponsor entity, including but not limited to the Investment Policy Statement and Gift Acceptance Policy
Maintain and update processes and procedures related to DAF activity including but not limited to cash management, investment operations, and investment accounting
Support creation of entity level and DAF level financial statements and statement delivery and communication process for a variety of stakeholders
Support creation and dissemination of investment performance reports for a variety of stakeholders
Other Responsibilities
Assist the Treasury Managers with innovation initiatives related to Treasury as necessary
Oversee the work of accounting associates and staff accountants to ensure compliance with established processes and controls
Pull selections and perform internal testing to assist with the annual audit for each Managed Organization
Encourage and lead team learning activities, focused on the development of technical skills for junior staff necessary to provide high quality service to a diverse portfolio of clients
Work with Treasury Managers regarding personnel decision making for reporting business cycle
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Experience participating in the management of donor-advised funds and/or philanthropic operations, systems, and grant programs
Fund accounting experience and experience recording various investment activities, with an understanding of multiple investment types and their GAAP fair market value recording
3-5 years of direct client service experience, in any multifaceted, complex environment
Project management experience with cross team partners
Strong attention to detail and accuracy
Solid analytical and problem-solving skills
Ability to analyze financial data and communicate information to various stakeholders for decision-making
Ability to manage and meet deadlines for multiple projects simultaneously
Excellent verbal and written communication skills
Ability to work within multi-functional teams
Ability to anticipate service challenges and proactively address them
Experience in philanthropy, nonprofit management or consulting
Excellent skills using Microsoft Word and Excel
Experience with Microsoft Dynamics
Experience or interest in charitable investments
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us
While this position must be based in Durham, NC or Washington, DC Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-93,000
DC range $85,000-$105,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Associate Director, Managed Organizations (Durham, NC; Chicago, IL; or Washington, DC) An experienced operations professional with strong project management skills who will manage a portfolio of nonprofit projects to ensure they have the back-office infrastructure necessary to meet their programmatic goals Associate Directors on the Managed Organizations (MO) team project manage -- and provide operational expertise to -- the nonprofit organizations Arabella manages that serve as fiscal sponsors, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4).
These managed nonprofit organizations house new and innovative public interest projects -- many focused on conservation, global health, and civic engagement -- as well as coordinate collaborative initiatives between donors and administer grants programs. MO team members are deeply passionate about the role that smooth, efficient back-office organizational operations play in achieving social impact.
Our colleagues are experienced and skilled in areas like non-profit (c3) and (c4) compliance, budgeting and finance, human resources, technology, and project management. Associate Directors play a central role as conductors of these projects – ensuring all the pieces flow together smoothly and that the projects have the infrastructure needed to meet their strategic and programmatic goals. As an example, advocacy-focused projects are a growing component of our work, so this would be a great role for someone interested in gaining experience in the operations and compliance side of nonprofit advocacy initiatives.
Essential Responsibilities
Project Management and Oversight (80-85%)
Serve as a project manager for a portfolio of 6-10 projects, providing oversight and team management. Teams vary by project and are usually comprised of one project manager supported by one to three junior staff with oversight by one to two senior staff
Deftly manage multiple deadlines and continuously ensure priorities align with needs and capabilities of all stakeholders: funders, grantees, and project team
Manage relationships between multiple stakeholders, including funders, programmatic staff, and grantees
Provide operational expertise and ensure the nonprofit client projects remain financially sound and compliant with IRS, federal, and state regulations
Conduct due diligence on the nonprofits’ outgoing grants and manage reporting and deadlines on incoming grants
Recognize when and how to engage specialists in your projects, such as the compliance and financial analysis teams
Understand basic advocacy and lobbying regulations to ensure your portfolio of projects adheres to best practices in tracking and monitoring all activities to ensure compliance with IRS, federal, and state regulations
Ensure project data is accurately maintained within a customized Salesforce platform
Other Responsibilities (15-20%)
Contribute to the team and organization’s significant year-over-year growth by innovating our operations and processes
Participate in training and learning activities throughout the year
Support new business development by meeting with potential clients, evaluating projects, and developing collateral, proposals and budgets
As a project manager, contribute to professional growth and satisfaction of early career staff by providing appropriate direction, support, guidance and mentorship on project work and by promoting a firm culture that centers diversity, equity, and inclusion (DEI); develop and share relevant skills and
issue-area expertise
As needed, supervise and help develop 3-5 Program Assistants, Program Associates, and/or Program Managers
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Relevant operations experience, for example in finance, HR, compliance, legal, or another related area, in the philanthropic, nonprofit, or business sectors. Familiarity and/or experience working within a fiscal sponsorship structure is a huge plus
Some experience with budgeting, forecasting, and/or reviewing nonprofit financial statements
Strong project management and stakeholder management skills to drive projects from ideation to completion, including the ability to lead multiple complex projects simultaneously, oversee and delegate to team members, build positive relationships with a range of philanthropic clients, and meet deadlines
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others, for example, saying no to a non-compliant client request and leveraging your creativity and team member expertise to find a new solution
Proven ability to work inclusively with diverse teams, audiences, and stakeholders to achieve shared goals, including excellent teamwork, relationship building, and customer service
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to work independently and as part of a team
An appreciation for efficient processes and a desire to improve them
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us While this position must be based in Durham, NC, Chicago, IL or Washington, DC, Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team
Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$85,000
Chicago range $80,000-$90,000
DC range $85,000-$95,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 05, 2023
Full time
Associate Director, Managed Organizations (Durham, NC; Chicago, IL; or Washington, DC) An experienced operations professional with strong project management skills who will manage a portfolio of nonprofit projects to ensure they have the back-office infrastructure necessary to meet their programmatic goals Associate Directors on the Managed Organizations (MO) team project manage -- and provide operational expertise to -- the nonprofit organizations Arabella manages that serve as fiscal sponsors, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4).
These managed nonprofit organizations house new and innovative public interest projects -- many focused on conservation, global health, and civic engagement -- as well as coordinate collaborative initiatives between donors and administer grants programs. MO team members are deeply passionate about the role that smooth, efficient back-office organizational operations play in achieving social impact.
Our colleagues are experienced and skilled in areas like non-profit (c3) and (c4) compliance, budgeting and finance, human resources, technology, and project management. Associate Directors play a central role as conductors of these projects – ensuring all the pieces flow together smoothly and that the projects have the infrastructure needed to meet their strategic and programmatic goals. As an example, advocacy-focused projects are a growing component of our work, so this would be a great role for someone interested in gaining experience in the operations and compliance side of nonprofit advocacy initiatives.
Essential Responsibilities
Project Management and Oversight (80-85%)
Serve as a project manager for a portfolio of 6-10 projects, providing oversight and team management. Teams vary by project and are usually comprised of one project manager supported by one to three junior staff with oversight by one to two senior staff
Deftly manage multiple deadlines and continuously ensure priorities align with needs and capabilities of all stakeholders: funders, grantees, and project team
Manage relationships between multiple stakeholders, including funders, programmatic staff, and grantees
Provide operational expertise and ensure the nonprofit client projects remain financially sound and compliant with IRS, federal, and state regulations
Conduct due diligence on the nonprofits’ outgoing grants and manage reporting and deadlines on incoming grants
Recognize when and how to engage specialists in your projects, such as the compliance and financial analysis teams
Understand basic advocacy and lobbying regulations to ensure your portfolio of projects adheres to best practices in tracking and monitoring all activities to ensure compliance with IRS, federal, and state regulations
Ensure project data is accurately maintained within a customized Salesforce platform
Other Responsibilities (15-20%)
Contribute to the team and organization’s significant year-over-year growth by innovating our operations and processes
Participate in training and learning activities throughout the year
Support new business development by meeting with potential clients, evaluating projects, and developing collateral, proposals and budgets
As a project manager, contribute to professional growth and satisfaction of early career staff by providing appropriate direction, support, guidance and mentorship on project work and by promoting a firm culture that centers diversity, equity, and inclusion (DEI); develop and share relevant skills and
issue-area expertise
As needed, supervise and help develop 3-5 Program Assistants, Program Associates, and/or Program Managers
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Relevant operations experience, for example in finance, HR, compliance, legal, or another related area, in the philanthropic, nonprofit, or business sectors. Familiarity and/or experience working within a fiscal sponsorship structure is a huge plus
Some experience with budgeting, forecasting, and/or reviewing nonprofit financial statements
Strong project management and stakeholder management skills to drive projects from ideation to completion, including the ability to lead multiple complex projects simultaneously, oversee and delegate to team members, build positive relationships with a range of philanthropic clients, and meet deadlines
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others, for example, saying no to a non-compliant client request and leveraging your creativity and team member expertise to find a new solution
Proven ability to work inclusively with diverse teams, audiences, and stakeholders to achieve shared goals, including excellent teamwork, relationship building, and customer service
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to work independently and as part of a team
An appreciation for efficient processes and a desire to improve them
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us While this position must be based in Durham, NC, Chicago, IL or Washington, DC, Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team
Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$85,000
Chicago range $80,000-$90,000
DC range $85,000-$95,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Financial Engineer-Kiwi Partners
The Financial Engineer partners with clients to understand their financial processes, identify opportunities for improvements, and implement solutions.
Essential Responsibilities
Technical
Research and analyze data for detailed reports and interpret results to help the team make strategic decisions.
Train client employees and Kiwi staff on use, functionality, system, workflow, reporting & dashboarding and interface.
Assist Lead Financial Engineers in system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals.
Manage process of mapping a chart of accounts and financial dimensions from old legacy system to new, configuring accounting applications to client requirements.
Develop a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Assist in the review of timesheet and procurement processes.
Support in annual cash flow forecasting models.
Evaluate accounting tasks and assist on recommendations for month-end closing processes.
Research, test, and perform proof of concepts on recommended applications.
Assist in the development of a workforce needs-assessment.
Collaborate directly to Project Managers with various tasks analysis, track budget vs. actuals, project timeline, weekly status memos, etc.
Client Management
Understanding client expectations as discussed and quantified in the client engagement meeting.
Providing high quality deliverables on a timely basis and in compliance with Kiwi’s Quality Management System.
Following Kiwi Partners Communications Policy, communicate proactively with Manager and/or client to establish strong trust and prevent potential conflicts/problems.
To be successful in this role you’ll need
2 - 4 years of progressive accounting and/or consulting experience.
Proficiency in Microsoft programs, particularly:
Excel
Word
PowerPoint
PowerBI
Power Pivot
SharePoint
Teams
Planner
Proficiency in Smartsheet.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
1 – 2 years of Sage Intacct Implementation Specialist experience
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment.
We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.
We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$93,000
Chicago range $80,000-$100,000
DC range $ 85,000-$105,000
NY range $90,000-$113,000
SF range $90,000-$113,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job.
We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.
While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.
We will review applications as they are received and look forward to hearing from you.
Apr 04, 2023
Full time
Financial Engineer-Kiwi Partners
The Financial Engineer partners with clients to understand their financial processes, identify opportunities for improvements, and implement solutions.
Essential Responsibilities
Technical
Research and analyze data for detailed reports and interpret results to help the team make strategic decisions.
Train client employees and Kiwi staff on use, functionality, system, workflow, reporting & dashboarding and interface.
Assist Lead Financial Engineers in system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals.
Manage process of mapping a chart of accounts and financial dimensions from old legacy system to new, configuring accounting applications to client requirements.
Develop a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Assist in the review of timesheet and procurement processes.
Support in annual cash flow forecasting models.
Evaluate accounting tasks and assist on recommendations for month-end closing processes.
Research, test, and perform proof of concepts on recommended applications.
Assist in the development of a workforce needs-assessment.
Collaborate directly to Project Managers with various tasks analysis, track budget vs. actuals, project timeline, weekly status memos, etc.
Client Management
Understanding client expectations as discussed and quantified in the client engagement meeting.
Providing high quality deliverables on a timely basis and in compliance with Kiwi’s Quality Management System.
Following Kiwi Partners Communications Policy, communicate proactively with Manager and/or client to establish strong trust and prevent potential conflicts/problems.
To be successful in this role you’ll need
2 - 4 years of progressive accounting and/or consulting experience.
Proficiency in Microsoft programs, particularly:
Excel
Word
PowerPoint
PowerBI
Power Pivot
SharePoint
Teams
Planner
Proficiency in Smartsheet.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
1 – 2 years of Sage Intacct Implementation Specialist experience
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment.
We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.
We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$93,000
Chicago range $80,000-$100,000
DC range $ 85,000-$105,000
NY range $90,000-$113,000
SF range $90,000-$113,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job.
We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.
While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.
We will review applications as they are received and look forward to hearing from you.
Senior Financial Engineer, Kiwi Lines of Business – Consulting Services (Remote, EST preference)
The Senior Financial Engineer partners with clients to deliver exceptional strategic advisory services and identify, develop, and lead process re-engineering and systems implementations.
Essential Responsibilities
Technical
Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.
Assist in reviewing accounting procedures and processes (system walkthroughs) to provide a tool for analysis.
Analyze quantitative and qualitative data from reports and identify trends and/or areas of opportunity.
Suggest changes to processes based on analysis, technology, and best practices.
Conduct system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Prepare project Management Package: project charter, communication and risk analysis plan, workplans, roadmaps.
Present project status updates and recommendations to leadership team(s).
Gather and analyze data from detailed reports and interpret results to help the team make strategic decisions.
Train and support client employees and Kiwi staff on use, functionality, system interface.
Review system walkthroughs and accounting procedures to ensure processes integrity (including month-end closing).
Review chart of accounts, Financial Dimensions structure, make recommendations and set-up in the system
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals
Configure and manage a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Set-up month end closing processes.
Assist in the research of new applications and technology.
Develop project deliverables.
Client Management
Manage client expectations as defined in the engagement contract and work plan.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance and troubleshooting.
Provide deliverables to the client Senior Management on a timely basis and in compliance with Kiwi’s Quality Management System.
Oversee team of Analysts to manage client workload, encourage them to take ownership of clients and their consultant role.
Act as a liaison between all Kiwi and client parties and communicate proactively to establish strong trust and prevent potential conflicts/problems.
Internal Supervisor Responsibilities
Communicate pro-actively with Kiwi Team and client pertaining to any potential conflicts/problems.
Implement Kiwi standard working papers to be used at new clients on an on-going basis
Adhere to all of Kiwi Partners’ company policies and procedures in the Kiwi Employee Manual, and to all Quality Management Systems to build and maintain Kiwi culture and to provide consistent high-quality service.
Follow Kiwi Partners’ security policies to ensure the safety, integrity, and confidentiality of client files and information.
Contribute relevant information to Kiwi Partners’ “knowledge” database so that all staff will have access to helpful information that will enhance job knowledge and job performance.
Utilize all forms of communication – email, voicemail, CSM’s etc. - on a regular basis per the Kiwi Communications Policy.
Attend various job trainings/workshops offered by Kiwi Partners in order to further develop technical, management, and organizational skills.
Adhere to internal administrative policies including, but not limited to, timesheets, and weekly scheduling.
To be successful in this role you’ll need
Bachelor’s Degree or 9 years of experience without a bachelor’s degree
5 – 7+ years of relevant professional experience to include:
At least 6 years of progressive consulting experience.
At least 3 years of progressive accounting experience.
Expert knowledge of various systems including:
Quickbooks
Sage Intacct
Office 365
PowerBi
Power Pivot
SharePoint
Teams
Planner
Experience in learning new applications.
Experiencing in documenting procedures and conducting interviews.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with implementing systems and/or training others on systems.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
Experience with nonprofit accounting.
Our Core Competencies
The ability to provide excellent service, including being able to effectively manage resources, create and implement enhancements across the firm to efficiently achieve service standards, and to coach junior teammates on how to address complex service challenges.
The ability to oversee and advise on multiple complex projects, including encouraging workflow and work plan innovations, and ensuring deliverables are high-quality and meet clients’ needs.
The ability to coach colleagues in how to understand stakeholders’ perspectives and to handle high-level stakeholder challenges.
The ability to effectively communicate difficult messages, to represent the firm to external audiences, and to mentor colleagues in how to adapt style, tone, and content to various audiences.
The ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; understand the context in which we work and build critical cross-team connections; and share useful knowledge firm wide.
The ability to regularly integrate learnings to improve team operations, to lead learning opportunities that enhance team performance, and to be a mentor to others
The ability to empower teammates to solve problems and provide guidance only when necessary; to solve complex challenges without clear owners or solutions by identifying innovative approaches; and to facilitating coordination with others and to coach colleagues in thinking through solutions
The ability to create space for and/or facilitate conversations about DEI, bring diverse networks and relationships to the firm, and model leading through one’s own learning edges
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Consulting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
Durham: $92,000-$115,000
Chicago: $96,000-$120,00
Washington, DC: $102,000-$128,000
New York & San Francisco: $111,000-138,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 04, 2023
Full time
Senior Financial Engineer, Kiwi Lines of Business – Consulting Services (Remote, EST preference)
The Senior Financial Engineer partners with clients to deliver exceptional strategic advisory services and identify, develop, and lead process re-engineering and systems implementations.
Essential Responsibilities
Technical
Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.
Assist in reviewing accounting procedures and processes (system walkthroughs) to provide a tool for analysis.
Analyze quantitative and qualitative data from reports and identify trends and/or areas of opportunity.
Suggest changes to processes based on analysis, technology, and best practices.
Conduct system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Prepare project Management Package: project charter, communication and risk analysis plan, workplans, roadmaps.
Present project status updates and recommendations to leadership team(s).
Gather and analyze data from detailed reports and interpret results to help the team make strategic decisions.
Train and support client employees and Kiwi staff on use, functionality, system interface.
Review system walkthroughs and accounting procedures to ensure processes integrity (including month-end closing).
Review chart of accounts, Financial Dimensions structure, make recommendations and set-up in the system
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals
Configure and manage a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Set-up month end closing processes.
Assist in the research of new applications and technology.
Develop project deliverables.
Client Management
Manage client expectations as defined in the engagement contract and work plan.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance and troubleshooting.
Provide deliverables to the client Senior Management on a timely basis and in compliance with Kiwi’s Quality Management System.
Oversee team of Analysts to manage client workload, encourage them to take ownership of clients and their consultant role.
Act as a liaison between all Kiwi and client parties and communicate proactively to establish strong trust and prevent potential conflicts/problems.
Internal Supervisor Responsibilities
Communicate pro-actively with Kiwi Team and client pertaining to any potential conflicts/problems.
Implement Kiwi standard working papers to be used at new clients on an on-going basis
Adhere to all of Kiwi Partners’ company policies and procedures in the Kiwi Employee Manual, and to all Quality Management Systems to build and maintain Kiwi culture and to provide consistent high-quality service.
Follow Kiwi Partners’ security policies to ensure the safety, integrity, and confidentiality of client files and information.
Contribute relevant information to Kiwi Partners’ “knowledge” database so that all staff will have access to helpful information that will enhance job knowledge and job performance.
Utilize all forms of communication – email, voicemail, CSM’s etc. - on a regular basis per the Kiwi Communications Policy.
Attend various job trainings/workshops offered by Kiwi Partners in order to further develop technical, management, and organizational skills.
Adhere to internal administrative policies including, but not limited to, timesheets, and weekly scheduling.
To be successful in this role you’ll need
Bachelor’s Degree or 9 years of experience without a bachelor’s degree
5 – 7+ years of relevant professional experience to include:
At least 6 years of progressive consulting experience.
At least 3 years of progressive accounting experience.
Expert knowledge of various systems including:
Quickbooks
Sage Intacct
Office 365
PowerBi
Power Pivot
SharePoint
Teams
Planner
Experience in learning new applications.
Experiencing in documenting procedures and conducting interviews.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with implementing systems and/or training others on systems.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
Experience with nonprofit accounting.
Our Core Competencies
The ability to provide excellent service, including being able to effectively manage resources, create and implement enhancements across the firm to efficiently achieve service standards, and to coach junior teammates on how to address complex service challenges.
The ability to oversee and advise on multiple complex projects, including encouraging workflow and work plan innovations, and ensuring deliverables are high-quality and meet clients’ needs.
The ability to coach colleagues in how to understand stakeholders’ perspectives and to handle high-level stakeholder challenges.
The ability to effectively communicate difficult messages, to represent the firm to external audiences, and to mentor colleagues in how to adapt style, tone, and content to various audiences.
The ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; understand the context in which we work and build critical cross-team connections; and share useful knowledge firm wide.
The ability to regularly integrate learnings to improve team operations, to lead learning opportunities that enhance team performance, and to be a mentor to others
The ability to empower teammates to solve problems and provide guidance only when necessary; to solve complex challenges without clear owners or solutions by identifying innovative approaches; and to facilitating coordination with others and to coach colleagues in thinking through solutions
The ability to create space for and/or facilitate conversations about DEI, bring diverse networks and relationships to the firm, and model leading through one’s own learning edges
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Consulting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
Durham: $92,000-$115,000
Chicago: $96,000-$120,00
Washington, DC: $102,000-$128,000
New York & San Francisco: $111,000-138,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Accounting Consultant, Kiwi Lines of Business – Accounting Services (Hybrid, New York)
The Accounting Consultant will deliver exceptional accounting services to our nonprofit community.
Essential Responsibilities: Technical
Create management financial reports, including but not limited to:
Statement of Activities (Income Statement);
Statement of Financial Position (Balance Sheet);
Cash Flow Statement;
Budget v. Actual Variance Report
Prepare notes, where applicable, explaining variances against the budget in order to provide insight and clarity to the reader.
Assist with the preparation of the annual budget and/or projections/forecasts.
Prepare Board packages for client Finance/Audit/Board meetings.
As a team prepare for the external annual audit.
Client Advisory
Prepare and participate in new engagement start-ups and participate in defining project scope.
As a team, deliver financial and management reports to the client Executive Director (or person we report to) each month.
Implement Kiwi standard working procedures on engagements with guidance from Kiwi engagement lead.
Suggest technology upgrades and new accounting technology tools, in collaboration with the Kiwi Consulting team, to create efficiencies at the client.
Provide thought leadership to our clients, and actively participant in Client Advisory (CAS) meetings with the client engagement team.
To be successful in this role you’ll need:
Residence within 1 hour commuting distance of New York, NY.
Associate degree, bachelor’s degree preferred, or equivalent level of experience.
5 years of experience without an Associate’s degree.
7 years of experience without an Bachelor’s degree
3 – 5 years of accounting experience.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Strong attention to detail
Strong communication skills
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
Bachelor’s degree in accounting ( Master’s or CPA, preferred).
Experience with nonprofit accounting.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Accounting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography. NYC Payband: $62,000- $77,000 All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of New York. Residence within 1 hour commuting distance of New York, NY is required. Please note that all our offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Mar 06, 2023
Full time
Accounting Consultant, Kiwi Lines of Business – Accounting Services (Hybrid, New York)
The Accounting Consultant will deliver exceptional accounting services to our nonprofit community.
Essential Responsibilities: Technical
Create management financial reports, including but not limited to:
Statement of Activities (Income Statement);
Statement of Financial Position (Balance Sheet);
Cash Flow Statement;
Budget v. Actual Variance Report
Prepare notes, where applicable, explaining variances against the budget in order to provide insight and clarity to the reader.
Assist with the preparation of the annual budget and/or projections/forecasts.
Prepare Board packages for client Finance/Audit/Board meetings.
As a team prepare for the external annual audit.
Client Advisory
Prepare and participate in new engagement start-ups and participate in defining project scope.
As a team, deliver financial and management reports to the client Executive Director (or person we report to) each month.
Implement Kiwi standard working procedures on engagements with guidance from Kiwi engagement lead.
Suggest technology upgrades and new accounting technology tools, in collaboration with the Kiwi Consulting team, to create efficiencies at the client.
Provide thought leadership to our clients, and actively participant in Client Advisory (CAS) meetings with the client engagement team.
To be successful in this role you’ll need:
Residence within 1 hour commuting distance of New York, NY.
Associate degree, bachelor’s degree preferred, or equivalent level of experience.
5 years of experience without an Associate’s degree.
7 years of experience without an Bachelor’s degree
3 – 5 years of accounting experience.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Strong attention to detail
Strong communication skills
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
Bachelor’s degree in accounting ( Master’s or CPA, preferred).
Experience with nonprofit accounting.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Accounting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography. NYC Payband: $62,000- $77,000 All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of New York. Residence within 1 hour commuting distance of New York, NY is required. Please note that all our offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Senior Director of Consulting Services - Process, Kiwi Line of Business – Consulting Services (Remote)
The Senior Director of Consulting Services leads a team of Financial Engineers in developing and implementing process re-engineering and systems implementations.
Essential Responsibilities:
Service Delivery
Lead best practice review projects.
Ensure high and consistent quality services across all clients and services.
Manage the value-added reseller (VAR) relationship with related application vendors.
Lead consulting projects and ongoing client engagements within budget and time.
Project manage best practice review (BPR) and other process re-engineering projects.
Develop and implement technology initiatives at clients.
Conduct interviews with the client staff, assist in reviewing accounting procedures and processes (system walkthroughs), and suggest changes to processes based on analysis, technology, and best practices.
Manage client expectations as defined in the engagement contract and workplan.
Advise clients on rolling out people, process, and technology changes.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance, and troubleshooting.
Identify opportunities to support the client as an advisor.
Set, measure, and communicate expectations with the client team and Kiwi Partners Managers/Directors.
Understand, manage, and monitor workflow and scope as prescribed in the client Engagement Letter.
Effectively project manage by reviewing project scope, time, risks, communication and managing project deliverables and meetings.
Oversee client engagements, including managing staff resources and budget goals.
Serve as the client’s main point of contact and lead the engagement.
Professional Development
Research technology tools and applications; stay abreast of industry developments.
Stay up-to-date with internal control compliance and ensure all team members and clients are informed especially as it relates to new accounting pronouncements and regulations.
Stay up-to-date on accounting and technical pronouncements, developments, and trends.
Talent Management
Recruit, supervise, and develop team members.
Coach and mentor staff and team members and provide input on staff evaluations.
Business Development
Assist Kiwi management with developing and implementing strategic goals for the organization.
Identify opportunities for potential revenue increases and product lines of business.
Assist in developing standardized tools – people, processes, and systems for implementation at clients.
Serve as a change agent as it relates to identifying and recommending the introduction of company policies and internal business pivots and opportunities.
Assist in setting revenue goals.
Participate in pitches, proposals, and client engagement processes when applicable.
To be successful in this role you’ll need:
Bachelor’s degree, Graduate degree preferred
Minimum 8 – 10+ years of relevant professional experience to include:
6 – 8 years of progressive consulting experience.
4 – 6 years of progressive accounting experience.
4 – 6 years of leadership within a professional services position.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Knowledge and familiarity of accounting principles and practices including:
Accounting systems, internal controls, and implementing control improvements.
Various accounting software programs, such as Quickbooks and Sage Intacct, plus experience with chart of accounts and converting data from different applications.
Knowledge and experience with:
Documenting and conducting client intake interviews.
Assessing, improving, and implementing internal controls.
Client relationship management.
Proficient knowledge of various systems including:
Office 365
Power BI
Power Pivot
SharePoint
Teams
Planner
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
Sage Intacct Implementation Specialist.
Experience with nonprofit accounting.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation. About Consulting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
Durham: $110,000-$137,000
Chicago: $115,000-$143,000
Washington, DC: $122,000-$152,000
New York & San Francisco: $132,000-165,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Mar 02, 2023
Full time
Senior Director of Consulting Services - Process, Kiwi Line of Business – Consulting Services (Remote)
The Senior Director of Consulting Services leads a team of Financial Engineers in developing and implementing process re-engineering and systems implementations.
Essential Responsibilities:
Service Delivery
Lead best practice review projects.
Ensure high and consistent quality services across all clients and services.
Manage the value-added reseller (VAR) relationship with related application vendors.
Lead consulting projects and ongoing client engagements within budget and time.
Project manage best practice review (BPR) and other process re-engineering projects.
Develop and implement technology initiatives at clients.
Conduct interviews with the client staff, assist in reviewing accounting procedures and processes (system walkthroughs), and suggest changes to processes based on analysis, technology, and best practices.
Manage client expectations as defined in the engagement contract and workplan.
Advise clients on rolling out people, process, and technology changes.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance, and troubleshooting.
Identify opportunities to support the client as an advisor.
Set, measure, and communicate expectations with the client team and Kiwi Partners Managers/Directors.
Understand, manage, and monitor workflow and scope as prescribed in the client Engagement Letter.
Effectively project manage by reviewing project scope, time, risks, communication and managing project deliverables and meetings.
Oversee client engagements, including managing staff resources and budget goals.
Serve as the client’s main point of contact and lead the engagement.
Professional Development
Research technology tools and applications; stay abreast of industry developments.
Stay up-to-date with internal control compliance and ensure all team members and clients are informed especially as it relates to new accounting pronouncements and regulations.
Stay up-to-date on accounting and technical pronouncements, developments, and trends.
Talent Management
Recruit, supervise, and develop team members.
Coach and mentor staff and team members and provide input on staff evaluations.
Business Development
Assist Kiwi management with developing and implementing strategic goals for the organization.
Identify opportunities for potential revenue increases and product lines of business.
Assist in developing standardized tools – people, processes, and systems for implementation at clients.
Serve as a change agent as it relates to identifying and recommending the introduction of company policies and internal business pivots and opportunities.
Assist in setting revenue goals.
Participate in pitches, proposals, and client engagement processes when applicable.
To be successful in this role you’ll need:
Bachelor’s degree, Graduate degree preferred
Minimum 8 – 10+ years of relevant professional experience to include:
6 – 8 years of progressive consulting experience.
4 – 6 years of progressive accounting experience.
4 – 6 years of leadership within a professional services position.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Knowledge and familiarity of accounting principles and practices including:
Accounting systems, internal controls, and implementing control improvements.
Various accounting software programs, such as Quickbooks and Sage Intacct, plus experience with chart of accounts and converting data from different applications.
Knowledge and experience with:
Documenting and conducting client intake interviews.
Assessing, improving, and implementing internal controls.
Client relationship management.
Proficient knowledge of various systems including:
Office 365
Power BI
Power Pivot
SharePoint
Teams
Planner
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
Sage Intacct Implementation Specialist.
Experience with nonprofit accounting.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation. About Consulting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
Durham: $110,000-$137,000
Chicago: $115,000-$143,000
Washington, DC: $122,000-$152,000
New York & San Francisco: $132,000-165,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Senior Director, Knowledge Management and Learning, Managed Organizations (Washington, DC, Chicago, IL, Durham, NC, New York, NY or San Francisco, CA) We are seeking someone who wants to take on a brand-new role building knowledge management and learning capabilities for a social impact business where staff expertise is the main ingredient of success. This position sits within Arabella’s Managed Organization’s team, which provides fiscal sponsorship services to nonprofit entities a related client projects working across the globe. Building upon existing structures, this leader will design and implement scalable strategies, processes, and systems to ensure dissemination of information to the right people at the right time. A leader in this role will be critical to improving the employee experience by paving the road for MO team members at all levels to manage their complex operational roles and grow in their careers. This role is key to ensuring we continue to make a significant and meaningful impact within the philanthropic sector in partnership with our clients. This role’s primary initial goal will be to set the priorities and strategies for the aggregation and dissemination of information, while jumping in mid-stride to improve existing efforts. This role’s incumbent will have the opportunity to build a team of specialists to support the execution of these priorities but will be initially supported by team members who have capacity dedicated to knowledge management and learning. Additionally, this leader will be supported by IT and the firmwide L&D leader in HR. This role will report to the head of team operations. This role is for a builder, scaler, and change-maker who is ready to work with a diverse set of stakeholders within Arabella and with our clients from across the philanthropic sector. Experience in knowledge management and adult/professional learning is needed. Essential Responsibilities
General Strategy
Develop and implement a strategy – with success metrics – that integrates knowledge management and learning and addresses key gaps in both.
Connect the strategy to the firm’s and MO business’ strategies and model, including anticipating and acting on future business needs that a knowledge management and learning strategy will need to address.
Lead change management initiatives related to the knowledge management and learning strategies, including for MO staff, the IT team, the Business Development team, and clients.
Develop and implement a budget, along with business cases for investment of funds.
Build, manage, and support knowledge management and learning teams to drive the outcomes of the knowledge management and learning strategies and related functions.
Identify, recommend, and lead the build-out of relevant IT systems.
Build the roster of, work in partnership with, and manage external consultants to support the advancement of the knowledge management and learning strategies.
Participate in knowledge management and learning communities of practice across the firm.
Knowledge Management Leadership
Identify needed team and role competencies necessary to achieve business outcomes, and develop a functional and related knowledge management program.
Implement knowledge management and sharing processes and systems that increase knowledge availability, through the lens of self-service and self-sufficiency.
Partner with internal teams to identify knowledge that team members need to know throughout different stages in their employee lifecycle and make it accessible.
Work across MO to develop and implement tools, reports, dashboards and databases that will improve program, technical and operational effectiveness and efficiency.
Improve the ease that knowledge is distributed and searchable across MO.
Develop and implement guidelines and expectations for how the team creates, maintains, and accesses knowledge and resources.
Identify best knowledge management practices and leverage existing technology (e.g., SharePoint, Salesforce) or secure new technology to create new and better systems and business intelligence forums.
Engage staff as active participants in updating knowledge management systems and processes with relevant information.
Support subject matter experts in distributing their specialized knowledge across MO.
Implement processes and technology systems that minimize continuity disruptions caused by institutional and project knowledge leaving when team members depart.
Support coordination of how MO business policies and processes are changed and shared.
Learning and Development Leadership
Identify needed role competencies within the team necessary to achieve business outcomes, and develop a team-based learning program to support staff development.
Develop a structure that best positions staff to develop the skills that are appropriate to their role and where they are in their Managed Organization’s career lifecycle.
Create an efficient and effective onboarding program that targets optimizing new team members in their roles as quickly as reasonable.
Develop and manage skills training for team members by level and services provided.
Build curricula to ensure staff at all levels have the right knowledge and skills to competently deliver core services.
Develop and leverage experiential learning programs– including shadowing, role playing, and sandboxing – to increase learning outcomes.
Work the firmwide learning and development (L&D) leader in the usage of and further development of our learning management system (LMS).
Use self-service (including within the LMS and across other available technology solutions) and interventions (e.g., video training, flow charts) to systematize and foster efficient learning.
Create a development pathway, in coordination with HR, that clarifies how a team member can grow from level to level.
Develop and convey effective learning and development standard operating procedures working within the firmwide blended L&D function.
Share adult learning and facilitation expertise with those team members responsible for MO training.
To Be Successful in This Role, You’ll Need
Bachelor’s; Graduate Degree Preferred in knowledge management, Six-Sigma, process improvement, learning and development, and/or adult/professional learning.
8-10+ years of work experience with steadily increasing responsibility.
Experience in a professional service environment preferred.
Experience in the nonprofit or social sectors preferred.
Experience in designing, implementing, and leading knowledge management and learning strategies, including related interventions and programs.
Experience in knowledge management and learning best practices and technologies.
Ability to lead and deliver complex projects, manage budgets.
Experience leading transformational changes and effectively advocating for new ideas.
Experience scaling a team and function.
Experience leading a function in a 250-500 person organization.
Exposure to user experience design.
Ability to manage and lead complex projects, manage budgets, oversee and delegate to others, and meet deadlines.
Ability to manage various stakeholder groups and be a collaborative partner.
Good active listening skills and a willingness to engage with people on a regular basis.
Salesforce and SharePoint experience.
Our Core Competencies
The ability to provide excellent service, including being able to effectively guide teams to achieve service standards and carry out strategy, and identify service offering gaps and recommend and/or drive improvements.
The ability to manage resources across team to ensure projects and goals are achieved, approve work plan changes and final deliverables, and communicate projects’ progress with critical stakeholders
The ability to establish and manage effective relationships with diverse stakeholders across the firm, including executive-level colleagues, and to foster a culture of courteous professional interactions
The ability to effectively communicate critical firm-wide messages, and to lead others in managing challenging conversations and developing complex communication skills
The ability to model and foster a team-wide culture of inclusion, collaboration, and knowledge sharing; to demonstrate and model appreciation for significant team contributions; and to mediate challenging interpersonal conflicts
The ability to regularly engage in leadership development activities, and lead firm-wide initiatives that improve firm-wide learning
The ability to foster a team culture that encourages creative problem solving, and to ensure teams have resources and training to overcome complex challenges
The ability to take initiative for creating an inclusive environment and model and implement equitable policies, practices, systems, or strategies
About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $110,000-$123,000
Chicago range $115,000-$130,000
DC range $122,000-$137,000
NY range $132,000-$148,000
SF range $132,000-$148,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off-18 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
While this position must be based in Washington, DC, Chicago, IL, Durham, NC, New York, NY or San Francisco, CA, please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Feb 28, 2023
Full time
Senior Director, Knowledge Management and Learning, Managed Organizations (Washington, DC, Chicago, IL, Durham, NC, New York, NY or San Francisco, CA) We are seeking someone who wants to take on a brand-new role building knowledge management and learning capabilities for a social impact business where staff expertise is the main ingredient of success. This position sits within Arabella’s Managed Organization’s team, which provides fiscal sponsorship services to nonprofit entities a related client projects working across the globe. Building upon existing structures, this leader will design and implement scalable strategies, processes, and systems to ensure dissemination of information to the right people at the right time. A leader in this role will be critical to improving the employee experience by paving the road for MO team members at all levels to manage their complex operational roles and grow in their careers. This role is key to ensuring we continue to make a significant and meaningful impact within the philanthropic sector in partnership with our clients. This role’s primary initial goal will be to set the priorities and strategies for the aggregation and dissemination of information, while jumping in mid-stride to improve existing efforts. This role’s incumbent will have the opportunity to build a team of specialists to support the execution of these priorities but will be initially supported by team members who have capacity dedicated to knowledge management and learning. Additionally, this leader will be supported by IT and the firmwide L&D leader in HR. This role will report to the head of team operations. This role is for a builder, scaler, and change-maker who is ready to work with a diverse set of stakeholders within Arabella and with our clients from across the philanthropic sector. Experience in knowledge management and adult/professional learning is needed. Essential Responsibilities
General Strategy
Develop and implement a strategy – with success metrics – that integrates knowledge management and learning and addresses key gaps in both.
Connect the strategy to the firm’s and MO business’ strategies and model, including anticipating and acting on future business needs that a knowledge management and learning strategy will need to address.
Lead change management initiatives related to the knowledge management and learning strategies, including for MO staff, the IT team, the Business Development team, and clients.
Develop and implement a budget, along with business cases for investment of funds.
Build, manage, and support knowledge management and learning teams to drive the outcomes of the knowledge management and learning strategies and related functions.
Identify, recommend, and lead the build-out of relevant IT systems.
Build the roster of, work in partnership with, and manage external consultants to support the advancement of the knowledge management and learning strategies.
Participate in knowledge management and learning communities of practice across the firm.
Knowledge Management Leadership
Identify needed team and role competencies necessary to achieve business outcomes, and develop a functional and related knowledge management program.
Implement knowledge management and sharing processes and systems that increase knowledge availability, through the lens of self-service and self-sufficiency.
Partner with internal teams to identify knowledge that team members need to know throughout different stages in their employee lifecycle and make it accessible.
Work across MO to develop and implement tools, reports, dashboards and databases that will improve program, technical and operational effectiveness and efficiency.
Improve the ease that knowledge is distributed and searchable across MO.
Develop and implement guidelines and expectations for how the team creates, maintains, and accesses knowledge and resources.
Identify best knowledge management practices and leverage existing technology (e.g., SharePoint, Salesforce) or secure new technology to create new and better systems and business intelligence forums.
Engage staff as active participants in updating knowledge management systems and processes with relevant information.
Support subject matter experts in distributing their specialized knowledge across MO.
Implement processes and technology systems that minimize continuity disruptions caused by institutional and project knowledge leaving when team members depart.
Support coordination of how MO business policies and processes are changed and shared.
Learning and Development Leadership
Identify needed role competencies within the team necessary to achieve business outcomes, and develop a team-based learning program to support staff development.
Develop a structure that best positions staff to develop the skills that are appropriate to their role and where they are in their Managed Organization’s career lifecycle.
Create an efficient and effective onboarding program that targets optimizing new team members in their roles as quickly as reasonable.
Develop and manage skills training for team members by level and services provided.
Build curricula to ensure staff at all levels have the right knowledge and skills to competently deliver core services.
Develop and leverage experiential learning programs– including shadowing, role playing, and sandboxing – to increase learning outcomes.
Work the firmwide learning and development (L&D) leader in the usage of and further development of our learning management system (LMS).
Use self-service (including within the LMS and across other available technology solutions) and interventions (e.g., video training, flow charts) to systematize and foster efficient learning.
Create a development pathway, in coordination with HR, that clarifies how a team member can grow from level to level.
Develop and convey effective learning and development standard operating procedures working within the firmwide blended L&D function.
Share adult learning and facilitation expertise with those team members responsible for MO training.
To Be Successful in This Role, You’ll Need
Bachelor’s; Graduate Degree Preferred in knowledge management, Six-Sigma, process improvement, learning and development, and/or adult/professional learning.
8-10+ years of work experience with steadily increasing responsibility.
Experience in a professional service environment preferred.
Experience in the nonprofit or social sectors preferred.
Experience in designing, implementing, and leading knowledge management and learning strategies, including related interventions and programs.
Experience in knowledge management and learning best practices and technologies.
Ability to lead and deliver complex projects, manage budgets.
Experience leading transformational changes and effectively advocating for new ideas.
Experience scaling a team and function.
Experience leading a function in a 250-500 person organization.
Exposure to user experience design.
Ability to manage and lead complex projects, manage budgets, oversee and delegate to others, and meet deadlines.
Ability to manage various stakeholder groups and be a collaborative partner.
Good active listening skills and a willingness to engage with people on a regular basis.
Salesforce and SharePoint experience.
Our Core Competencies
The ability to provide excellent service, including being able to effectively guide teams to achieve service standards and carry out strategy, and identify service offering gaps and recommend and/or drive improvements.
The ability to manage resources across team to ensure projects and goals are achieved, approve work plan changes and final deliverables, and communicate projects’ progress with critical stakeholders
The ability to establish and manage effective relationships with diverse stakeholders across the firm, including executive-level colleagues, and to foster a culture of courteous professional interactions
The ability to effectively communicate critical firm-wide messages, and to lead others in managing challenging conversations and developing complex communication skills
The ability to model and foster a team-wide culture of inclusion, collaboration, and knowledge sharing; to demonstrate and model appreciation for significant team contributions; and to mediate challenging interpersonal conflicts
The ability to regularly engage in leadership development activities, and lead firm-wide initiatives that improve firm-wide learning
The ability to foster a team culture that encourages creative problem solving, and to ensure teams have resources and training to overcome complex challenges
The ability to take initiative for creating an inclusive environment and model and implement equitable policies, practices, systems, or strategies
About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $110,000-$123,000
Chicago range $115,000-$130,000
DC range $122,000-$137,000
NY range $132,000-$148,000
SF range $132,000-$148,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off-18 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
While this position must be based in Washington, DC, Chicago, IL, Durham, NC, New York, NY or San Francisco, CA, please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Associate Director, Managed Organizations (Durham, NC; Chicago, IL; or Washington, DC) An experienced operations professional with strong project management skills who will manage a portfolio of nonprofit projects to ensure they have the back-office infrastructure necessary to meet their programmatic goals Associate Directors on the Managed Organizations (MO) team project manage -- and provide operational expertise to -- the nonprofit organizations Arabella manages that serve as fiscal sponsors, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed nonprofit organizations house new and innovative public interest projects -- many focused on conservation, global health, and civic engagement -- as well as coordinate collaborative initiatives between donors and administer grants programs. MO team members are deeply passionate about the role that smooth, efficient back-office organizational operations play in achieving social impact. Our colleagues are experienced and skilled in areas like non-profit (c3) and (c4) compliance, budgeting and finance, human resources, technology, and project management. Associate Directors play a central role as conductors of these projects – ensuring all the pieces flow together smoothly and that the projects have the infrastructure needed to meet their strategic and programmatic goals. As an example, advocacy-focused projects are a growing component of our work, so this would be a great role for someone interested in gaining experience in the operations and compliance side of nonprofit advocacy initiatives.
Essential Responsibilities
Project Management and Oversight (80-85%)
Serve as a project manager for a portfolio of 6-10 projects, providing oversight and team management. Teams vary by project and are usually comprised of one project manager supported by one to three junior staff with oversight by one to two senior staff
Deftly manage multiple deadlines and continuously ensure priorities align with needs and capabilities of all stakeholders: funders, grantees, and project team
Manage relationships between multiple stakeholders, including funders, programmatic staff, and grantees
Provide operational expertise and ensure the nonprofit client projects remain financially sound and compliant with IRS, federal, and state regulations
Conduct due diligence on the nonprofits’ outgoing grants and manage reporting and deadlines on incoming grants
Recognize when and how to engage specialists in your projects, such as the compliance and financial analysis teams
Understand basic advocacy and lobbying regulations to ensure your portfolio of projects adheres to best practices in tracking and monitoring all activities to ensure compliance with IRS, federal, and state regulations
Ensure project data is accurately maintained within a customized Salesforce platform
Other Responsibilities (15-20%)
Contribute to the team and organization’s significant year-over-year growth by innovating our operations and processes
Participate in training and learning activities throughout the year
Support new business development by meeting with potential clients, evaluating projects, and developing collateral, proposals and budgets
As a project manager, contribute to professional growth and satisfaction of early career staff by providing appropriate direction, support, guidance and mentorship on project work and by promoting a firm culture that centers diversity, equity, and inclusion (DEI); develop and share relevant skills and
issue-area expertise
As needed, supervise and help develop 3-5 Program Assistants, Program Associates, and/or Program Managers
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Relevant operations experience, for example in finance, HR, compliance, legal, or another related area, in the philanthropic, nonprofit, or business sectors. Familiarity and/or experience working within a fiscal sponsorship structure is a huge plus
Some experience with budgeting, forecasting, and/or reviewing nonprofit financial statements
Strong project management and stakeholder management skills to drive projects from ideation to completion, including the ability to lead multiple complex projects simultaneously, oversee and delegate to team members, build positive relationships with a range of philanthropic clients, and meet deadlines
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others, for example, saying no to a non-compliant client request and leveraging your creativity and team member expertise to find a new solution
Proven ability to work inclusively with diverse teams, audiences, and stakeholders to achieve shared goals, including excellent teamwork, relationship building, and customer service
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to work independently and as part of a team
An appreciation for efficient processes and a desire to improve them
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$85,000
Chicago range $80,000-$90,000
DC range $85,000-$95,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us While this position must be based in Durham, NC, Chicago, IL or Washington, DC, Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Feb 28, 2023
Full time
Associate Director, Managed Organizations (Durham, NC; Chicago, IL; or Washington, DC) An experienced operations professional with strong project management skills who will manage a portfolio of nonprofit projects to ensure they have the back-office infrastructure necessary to meet their programmatic goals Associate Directors on the Managed Organizations (MO) team project manage -- and provide operational expertise to -- the nonprofit organizations Arabella manages that serve as fiscal sponsors, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed nonprofit organizations house new and innovative public interest projects -- many focused on conservation, global health, and civic engagement -- as well as coordinate collaborative initiatives between donors and administer grants programs. MO team members are deeply passionate about the role that smooth, efficient back-office organizational operations play in achieving social impact. Our colleagues are experienced and skilled in areas like non-profit (c3) and (c4) compliance, budgeting and finance, human resources, technology, and project management. Associate Directors play a central role as conductors of these projects – ensuring all the pieces flow together smoothly and that the projects have the infrastructure needed to meet their strategic and programmatic goals. As an example, advocacy-focused projects are a growing component of our work, so this would be a great role for someone interested in gaining experience in the operations and compliance side of nonprofit advocacy initiatives.
Essential Responsibilities
Project Management and Oversight (80-85%)
Serve as a project manager for a portfolio of 6-10 projects, providing oversight and team management. Teams vary by project and are usually comprised of one project manager supported by one to three junior staff with oversight by one to two senior staff
Deftly manage multiple deadlines and continuously ensure priorities align with needs and capabilities of all stakeholders: funders, grantees, and project team
Manage relationships between multiple stakeholders, including funders, programmatic staff, and grantees
Provide operational expertise and ensure the nonprofit client projects remain financially sound and compliant with IRS, federal, and state regulations
Conduct due diligence on the nonprofits’ outgoing grants and manage reporting and deadlines on incoming grants
Recognize when and how to engage specialists in your projects, such as the compliance and financial analysis teams
Understand basic advocacy and lobbying regulations to ensure your portfolio of projects adheres to best practices in tracking and monitoring all activities to ensure compliance with IRS, federal, and state regulations
Ensure project data is accurately maintained within a customized Salesforce platform
Other Responsibilities (15-20%)
Contribute to the team and organization’s significant year-over-year growth by innovating our operations and processes
Participate in training and learning activities throughout the year
Support new business development by meeting with potential clients, evaluating projects, and developing collateral, proposals and budgets
As a project manager, contribute to professional growth and satisfaction of early career staff by providing appropriate direction, support, guidance and mentorship on project work and by promoting a firm culture that centers diversity, equity, and inclusion (DEI); develop and share relevant skills and
issue-area expertise
As needed, supervise and help develop 3-5 Program Assistants, Program Associates, and/or Program Managers
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Relevant operations experience, for example in finance, HR, compliance, legal, or another related area, in the philanthropic, nonprofit, or business sectors. Familiarity and/or experience working within a fiscal sponsorship structure is a huge plus
Some experience with budgeting, forecasting, and/or reviewing nonprofit financial statements
Strong project management and stakeholder management skills to drive projects from ideation to completion, including the ability to lead multiple complex projects simultaneously, oversee and delegate to team members, build positive relationships with a range of philanthropic clients, and meet deadlines
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others, for example, saying no to a non-compliant client request and leveraging your creativity and team member expertise to find a new solution
Proven ability to work inclusively with diverse teams, audiences, and stakeholders to achieve shared goals, including excellent teamwork, relationship building, and customer service
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to work independently and as part of a team
An appreciation for efficient processes and a desire to improve them
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$85,000
Chicago range $80,000-$90,000
DC range $85,000-$95,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us While this position must be based in Durham, NC, Chicago, IL or Washington, DC, Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Director, Client Development-Kiwi Partners
We are seeking an experienced and motivated Business Development professional to expand our nonprofit client base. In this role, you will cultivate relationships with potential nonprofit clients and educate them on how our accounting, human resources (HR), and consulting services will benefit their organization. Our ideal candidate has an extensive background in Business Development and knows how to close engagements with existing leads, generate new leads, and develop long-lasting client relationships.
Kiwi Partners, a service line of Arabella Advisors, is seeking a mission-driven individual with substantial experience in business development and the nonprofit sector. This position is a core member of the team responsible for growing and managing Kiwi Partners’ / Arabella Advisors’ business development for accounting consulting, accounting outsourcing, and HR consulting for nonprofit clients. The ideal candidate will have a background in, and passion for, supporting the growth of our reach and impact in helping society to become a better place.
Essential Responsibilities
In consultation with leadership of Kiwi Partners and Arabella Advisors, design a client development strategy that identifies the greatest areas of opportunity and key strategies to reach those markets.
Develop relationships with all client types that will generate a sustainable multi-year book of business; generate new leads through networking opportunities.
Qualify leads and convert to prospective clients by successfully articulating the value of our services.
Create effective Business Development pitches to close the sale, including working with the proposal development and editorial teams to create the proposal.
Stay abreast of developments in the field through attendance at convenings and conferences and represent the firm at relevant sector events and meetings.
Contribute to the development, implementation, and management of key components of the sales process, liaising with other department members as appropriate, and contributing to the firm’s strategic plan, annual objectives, and key business performance metrics.
To Be Successful in This Role, You’ll Need
A history of successful business development / sales
7-10+ years of work experience with steadily increasing responsibility
Experience in philanthropic and/or nonprofit organizations
Comfort discussing accounting and HR services
Proven ability to work with diverse audiences and stakeholders and facilitate meetings, convenings, and strategic processes that bring groups to decisions
Ability to meet deadlines, while creating a positive and inclusive team environment
Proficiency in Salesforce or similar database
Excellent communication (verbal and written) and organizational skills
Ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; build critical cross-team connections; and share useful knowledge firm wide
An outgoing and goal-oriented nature
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
National salary range for this position is $85,000-$106,000.
In addition, this hire will have a revenue target and commensurate incentive compensation.
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.
Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues.
We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job.
We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Feb 28, 2023
Full time
Director, Client Development-Kiwi Partners
We are seeking an experienced and motivated Business Development professional to expand our nonprofit client base. In this role, you will cultivate relationships with potential nonprofit clients and educate them on how our accounting, human resources (HR), and consulting services will benefit their organization. Our ideal candidate has an extensive background in Business Development and knows how to close engagements with existing leads, generate new leads, and develop long-lasting client relationships.
Kiwi Partners, a service line of Arabella Advisors, is seeking a mission-driven individual with substantial experience in business development and the nonprofit sector. This position is a core member of the team responsible for growing and managing Kiwi Partners’ / Arabella Advisors’ business development for accounting consulting, accounting outsourcing, and HR consulting for nonprofit clients. The ideal candidate will have a background in, and passion for, supporting the growth of our reach and impact in helping society to become a better place.
Essential Responsibilities
In consultation with leadership of Kiwi Partners and Arabella Advisors, design a client development strategy that identifies the greatest areas of opportunity and key strategies to reach those markets.
Develop relationships with all client types that will generate a sustainable multi-year book of business; generate new leads through networking opportunities.
Qualify leads and convert to prospective clients by successfully articulating the value of our services.
Create effective Business Development pitches to close the sale, including working with the proposal development and editorial teams to create the proposal.
Stay abreast of developments in the field through attendance at convenings and conferences and represent the firm at relevant sector events and meetings.
Contribute to the development, implementation, and management of key components of the sales process, liaising with other department members as appropriate, and contributing to the firm’s strategic plan, annual objectives, and key business performance metrics.
To Be Successful in This Role, You’ll Need
A history of successful business development / sales
7-10+ years of work experience with steadily increasing responsibility
Experience in philanthropic and/or nonprofit organizations
Comfort discussing accounting and HR services
Proven ability to work with diverse audiences and stakeholders and facilitate meetings, convenings, and strategic processes that bring groups to decisions
Ability to meet deadlines, while creating a positive and inclusive team environment
Proficiency in Salesforce or similar database
Excellent communication (verbal and written) and organizational skills
Ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; build critical cross-team connections; and share useful knowledge firm wide
An outgoing and goal-oriented nature
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
National salary range for this position is $85,000-$106,000.
In addition, this hire will have a revenue target and commensurate incentive compensation.
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.
Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues.
We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job.
We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Senior Accountant Revenue, Arabella Finance (Washington, DC or Durham, NC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Revenue Manager and will be responsible for recording, reconciling, and reporting revenue. The right candidate will have strong technical accounting skills, superior analytical and problem-solving skills, and a customer service mindset.
Essential Responsibilities
Review customer contracts to ensure proper revenue recognition in accordance with ASC 606
Responsible for ensuring that our accounting applications and supporting processes result in timely and accurate financial reporting on a weekly, monthly, and annual basis
Perform reviews for complex revenue transactions
Play a key role in month-end closing activities
Responsible for reconciliation of accrued and deferred revenue accounts
Analyze financial data and document findings for communication to management, stakeholders, and external parties
Support the annual audit process
Complete analysis and special projects as needed
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Solid understanding of GAAP
Intermediate to advanced proficiency in Excel
Ability to multi-task in a fast-paced environment and meet a constant stream of deadlines
Excellent verbal and written communication skills, including the ability to communicate effectively at all levels of the organization
Ability to provide excellent service to internal clients, including being able to diagnose and anticipate difficult challenges, provide proactive and effective solutions, and demonstrate a strong understanding of others’ perspectives
An entrepreneurial spirit and the ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
Highly detailed and organized
Other Highly Preferred Skills and Experience
CPA or CPA track
Working knowledge of Microsoft PowerBI, Salesforce, and/or Microsoft Great Plains
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement.
Total Rewards (compensation and benefits) This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range: $75,000 - $93,000
DC range: $85,000 - $105,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
While this position must be based in Washington, DC or Durham, NC, please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.
To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19.
Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know.We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Feb 28, 2023
Full time
Senior Accountant Revenue, Arabella Finance (Washington, DC or Durham, NC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Revenue Manager and will be responsible for recording, reconciling, and reporting revenue. The right candidate will have strong technical accounting skills, superior analytical and problem-solving skills, and a customer service mindset.
Essential Responsibilities
Review customer contracts to ensure proper revenue recognition in accordance with ASC 606
Responsible for ensuring that our accounting applications and supporting processes result in timely and accurate financial reporting on a weekly, monthly, and annual basis
Perform reviews for complex revenue transactions
Play a key role in month-end closing activities
Responsible for reconciliation of accrued and deferred revenue accounts
Analyze financial data and document findings for communication to management, stakeholders, and external parties
Support the annual audit process
Complete analysis and special projects as needed
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Solid understanding of GAAP
Intermediate to advanced proficiency in Excel
Ability to multi-task in a fast-paced environment and meet a constant stream of deadlines
Excellent verbal and written communication skills, including the ability to communicate effectively at all levels of the organization
Ability to provide excellent service to internal clients, including being able to diagnose and anticipate difficult challenges, provide proactive and effective solutions, and demonstrate a strong understanding of others’ perspectives
An entrepreneurial spirit and the ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
Highly detailed and organized
Other Highly Preferred Skills and Experience
CPA or CPA track
Working knowledge of Microsoft PowerBI, Salesforce, and/or Microsoft Great Plains
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement.
Total Rewards (compensation and benefits) This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range: $75,000 - $93,000
DC range: $85,000 - $105,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
While this position must be based in Washington, DC or Durham, NC, please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.
To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19.
Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know.We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Resolution Project
420 Lexington Ave New York, NY 10170
Location: New York, NY
Classification: Exempt, full-time
Reporting To: CEO
Start Date: Immediately
Salary Range: $120,000-$150,000
Work Environment: Hybrid (in NYC office at least 2 days per week)
About Resolution Project
At Resolution Project, we see the spark of passion in young people. We work with them to build it into a lifetime of impact. People do not need decades of experience before they can start making a difference in the world. Especially while young, they have the energy, idealism, and ambition to address complex challenges—today. But they need a community that invests and believes in their leadership. Resolution provides this support to young innovators around the world so they can break barriers and ignite meaningful change.
The Resolution Fellowship is the core of our work. To become a Resolution Fellow, young people first compete in our Social Venture Challenge (SVC), pitching ideas for social enterprises in their communities. Those who are selected become Fellows, receiving seed funding and lifelong support. Resolution is there, even if they evolve or pivot from their original ideas, with global resources, mentorship, expertise, and community, along with a growing network of local partners. These components come together to form a proven model that identifies promising young leaders, launches their first ventures, and sticks with them as they grow.
Since our beginning in 2008, Resolution Project has launched and supported the growth of over 500 Fellows, working across six continents and in over 80 countries. Altogether, our Fellows have impacted the lives of more than 4.6 million people around the globe. Through Resolution Project, young leaders receive unmatched guidance and wisdom from a team of partners, volunteers, and innovative peers around the globe. We remain committed—today and always— to all of our Fellows and to expanding our outreach to lower-resourced communities.
Position summary
Resolution seeks to hire a Director of Development (“Director”) as a frontline fundraiser, department head, and key member of the leadership team. The Director will provide clear vision, leadership, and direction on effective strategies for meeting Resolution’s annual revenue goals ($3.4MM) and growing its revenue potential to support greater impact for years to come. This individual will work closely with the CEO to design fundraising approaches and deploy the CEO and Board for maximum effectiveness. The Director will manage a portfolio of existing corporate and foundation relationships; and identify, cultivate, solicit and steward new individual, foundation and corporate donors. This individual will also oversee existing department systems, staff, and practices to direct scaling efforts. Resolution has a strong Board and Advisory Board in place with whom the Director will partner to cultivate, solicit, and steward donors. The Director will partner with an events consultant, staff, and volunteers to plan, execute, and grow two major annual fundraising events, two large annual campaigns, as well as several smaller events throughout the year. The Director will also work with volunteer leadership to support various fundraising activities for the broader volunteer community. The Director will lead a department including an Assistant Director of Communications, Senior Community Engagement Associate, Development Coordinator, and soon-to-be hired Development Associate, and will be responsible for directly managing 2-3 of these individuals.
This opportunity is perfect for someone who is skilled in fundraising and who thrives at building and sustaining meaningful relationships. The position requires a passionate, detail-oriented, hard-working individual who can set direction, execute on planned activities, and build deep and lasting relationships with donors and team members. The successful candidate will have a proven track record of success in front-line fundraising and will bring the ability to expand on Resolution’s existing base.
The candidate must have a flexible schedule, be prepared to join meetings and conference calls earlier and later than regular business hours – including some weekends – and be willing to travel occasionally.
Key responsibilities
Fundraising Strategy
Work with the CEO to design, execute, manage, and evaluate a comprehensive fundraising strategy that allows the organization to grow and increase our impact.
Develop and deepen relationships with foundation and corporate prospects and partners, and expand Resolution’s network of individual donors.
Grow a scalable, renewable major gifts program.
Design, execute, and assess giving campaigns and donor appeals.
Oversee all fundraising communications strategy for the organization, serving as a thought partner to the Assistant Director of Communications and CEO.
Direct Fundraising
Manage and expand a portfolio of individual donors and prospects with the capacity to make major gifts, leading face-to-face solicitations and other direct engagement, and deploying the CEO to participate in or lead solicitations where appropriate.
Proactively develop goals, strategies, cultivation, solicitation and stewardship plans for each donor, ensuring that each one receives frequent personalized engagement, with the support of the rest of the development team.
Oversee messaging, talking points, proposals, and materials for development activity created by the development and communications team.
Supervise staff members conducting prospect research, donor outreach, Salesforce data management, and creation of fundraising activity reports.
Secure and steward event sponsors.
Leadership
Manage, mentor, and support all Development & Communications staff.
Provide goals and projections to inform the annual budgeting process.
Attend board meetings and work with board members to assist with fundraising objectives.
Represent Resolution at relevant conferences, workshops and meetings.
Actively participate in organization-wide strategy discussions and ongoing conversations as a Department Head.
Foster a collaborative environment and manage cross-organizational relationships.
Lead on special projects as determined by opportunity and need.
Other duties as requested.
Qualifications
The ideal candidate has at least 7 years of demonstrated fundraising experience and success with progressively increasing responsibility.
Experience building and growing a major and HNWI donor program with demonstrated success in revenue growth
Demonstrated ability to work effectively with many constituencies, including board members, corporate partners, donors who are volunteers, family offices and foundations, institutional funders, and ultra-high net worth prospects
Strong network within the philanthropic community
Prior management experience
Excellent interpersonal, written, and verbal communication skills with vigilant attention to detail and demonstrated ability to meet high-quality standards
Computer literacy, including extensive knowledge of Microsoft Office (Word, Excel, PowerPoint) and Google Suite
Experience with donor database software (Salesforce preferred, but training is available)
Commitment to the principles of Inclusion, Diversity, Equity, Access, and Learning (outlined here in our DEI statement: https://resolutionproject.org/deistatement/ )
Resolution requires that all staff be fully vaccinated with an FDA or WHO authorized vaccine (or approved for an exemption as a reasonable accommodation due to a medical reason or sincerely held religious belief). Resolution abides by each state’s requirements and acknowledges those may change over time. If moved forward to the phone screen stage, you will have the chance to ask a team member more about this requirement.
Preferred
Experience managing a team and administering a department
Experience working in the social entrepreneurship space and an understanding of the major funders.
Benefits
Resolution does our best to provide a competitive benefits package to our team. Full-time Resolution staff members have access to a range of health plans as well as coverage for dental, vision, life, and disability insurance, covered at 100% for the employee. Full time staff also have access to generous paid time off and robust professional development opportunities. In addition, employees may opt into FSA, HSA, transit check, and other voluntary insurance policies.
Resolution is an equal opportunity employer. The organization does not engage in and prohibits discrimination in employment opportunities or practices on the basis of race or ethnicity, color, national origin, ancestry, gender identity, sex or gender (including pregnancy), LGBTQ+ status or sexual orientation, age, religion, creed, physical or mental disability, marital or partnership status, veteran status, military service status, or any other characteristic protected by state, local or federal law.
Mar 18, 2022
Full time
Location: New York, NY
Classification: Exempt, full-time
Reporting To: CEO
Start Date: Immediately
Salary Range: $120,000-$150,000
Work Environment: Hybrid (in NYC office at least 2 days per week)
About Resolution Project
At Resolution Project, we see the spark of passion in young people. We work with them to build it into a lifetime of impact. People do not need decades of experience before they can start making a difference in the world. Especially while young, they have the energy, idealism, and ambition to address complex challenges—today. But they need a community that invests and believes in their leadership. Resolution provides this support to young innovators around the world so they can break barriers and ignite meaningful change.
The Resolution Fellowship is the core of our work. To become a Resolution Fellow, young people first compete in our Social Venture Challenge (SVC), pitching ideas for social enterprises in their communities. Those who are selected become Fellows, receiving seed funding and lifelong support. Resolution is there, even if they evolve or pivot from their original ideas, with global resources, mentorship, expertise, and community, along with a growing network of local partners. These components come together to form a proven model that identifies promising young leaders, launches their first ventures, and sticks with them as they grow.
Since our beginning in 2008, Resolution Project has launched and supported the growth of over 500 Fellows, working across six continents and in over 80 countries. Altogether, our Fellows have impacted the lives of more than 4.6 million people around the globe. Through Resolution Project, young leaders receive unmatched guidance and wisdom from a team of partners, volunteers, and innovative peers around the globe. We remain committed—today and always— to all of our Fellows and to expanding our outreach to lower-resourced communities.
Position summary
Resolution seeks to hire a Director of Development (“Director”) as a frontline fundraiser, department head, and key member of the leadership team. The Director will provide clear vision, leadership, and direction on effective strategies for meeting Resolution’s annual revenue goals ($3.4MM) and growing its revenue potential to support greater impact for years to come. This individual will work closely with the CEO to design fundraising approaches and deploy the CEO and Board for maximum effectiveness. The Director will manage a portfolio of existing corporate and foundation relationships; and identify, cultivate, solicit and steward new individual, foundation and corporate donors. This individual will also oversee existing department systems, staff, and practices to direct scaling efforts. Resolution has a strong Board and Advisory Board in place with whom the Director will partner to cultivate, solicit, and steward donors. The Director will partner with an events consultant, staff, and volunteers to plan, execute, and grow two major annual fundraising events, two large annual campaigns, as well as several smaller events throughout the year. The Director will also work with volunteer leadership to support various fundraising activities for the broader volunteer community. The Director will lead a department including an Assistant Director of Communications, Senior Community Engagement Associate, Development Coordinator, and soon-to-be hired Development Associate, and will be responsible for directly managing 2-3 of these individuals.
This opportunity is perfect for someone who is skilled in fundraising and who thrives at building and sustaining meaningful relationships. The position requires a passionate, detail-oriented, hard-working individual who can set direction, execute on planned activities, and build deep and lasting relationships with donors and team members. The successful candidate will have a proven track record of success in front-line fundraising and will bring the ability to expand on Resolution’s existing base.
The candidate must have a flexible schedule, be prepared to join meetings and conference calls earlier and later than regular business hours – including some weekends – and be willing to travel occasionally.
Key responsibilities
Fundraising Strategy
Work with the CEO to design, execute, manage, and evaluate a comprehensive fundraising strategy that allows the organization to grow and increase our impact.
Develop and deepen relationships with foundation and corporate prospects and partners, and expand Resolution’s network of individual donors.
Grow a scalable, renewable major gifts program.
Design, execute, and assess giving campaigns and donor appeals.
Oversee all fundraising communications strategy for the organization, serving as a thought partner to the Assistant Director of Communications and CEO.
Direct Fundraising
Manage and expand a portfolio of individual donors and prospects with the capacity to make major gifts, leading face-to-face solicitations and other direct engagement, and deploying the CEO to participate in or lead solicitations where appropriate.
Proactively develop goals, strategies, cultivation, solicitation and stewardship plans for each donor, ensuring that each one receives frequent personalized engagement, with the support of the rest of the development team.
Oversee messaging, talking points, proposals, and materials for development activity created by the development and communications team.
Supervise staff members conducting prospect research, donor outreach, Salesforce data management, and creation of fundraising activity reports.
Secure and steward event sponsors.
Leadership
Manage, mentor, and support all Development & Communications staff.
Provide goals and projections to inform the annual budgeting process.
Attend board meetings and work with board members to assist with fundraising objectives.
Represent Resolution at relevant conferences, workshops and meetings.
Actively participate in organization-wide strategy discussions and ongoing conversations as a Department Head.
Foster a collaborative environment and manage cross-organizational relationships.
Lead on special projects as determined by opportunity and need.
Other duties as requested.
Qualifications
The ideal candidate has at least 7 years of demonstrated fundraising experience and success with progressively increasing responsibility.
Experience building and growing a major and HNWI donor program with demonstrated success in revenue growth
Demonstrated ability to work effectively with many constituencies, including board members, corporate partners, donors who are volunteers, family offices and foundations, institutional funders, and ultra-high net worth prospects
Strong network within the philanthropic community
Prior management experience
Excellent interpersonal, written, and verbal communication skills with vigilant attention to detail and demonstrated ability to meet high-quality standards
Computer literacy, including extensive knowledge of Microsoft Office (Word, Excel, PowerPoint) and Google Suite
Experience with donor database software (Salesforce preferred, but training is available)
Commitment to the principles of Inclusion, Diversity, Equity, Access, and Learning (outlined here in our DEI statement: https://resolutionproject.org/deistatement/ )
Resolution requires that all staff be fully vaccinated with an FDA or WHO authorized vaccine (or approved for an exemption as a reasonable accommodation due to a medical reason or sincerely held religious belief). Resolution abides by each state’s requirements and acknowledges those may change over time. If moved forward to the phone screen stage, you will have the chance to ask a team member more about this requirement.
Preferred
Experience managing a team and administering a department
Experience working in the social entrepreneurship space and an understanding of the major funders.
Benefits
Resolution does our best to provide a competitive benefits package to our team. Full-time Resolution staff members have access to a range of health plans as well as coverage for dental, vision, life, and disability insurance, covered at 100% for the employee. Full time staff also have access to generous paid time off and robust professional development opportunities. In addition, employees may opt into FSA, HSA, transit check, and other voluntary insurance policies.
Resolution is an equal opportunity employer. The organization does not engage in and prohibits discrimination in employment opportunities or practices on the basis of race or ethnicity, color, national origin, ancestry, gender identity, sex or gender (including pregnancy), LGBTQ+ status or sexual orientation, age, religion, creed, physical or mental disability, marital or partnership status, veteran status, military service status, or any other characteristic protected by state, local or federal law.