Staff Accountant
About This Role
Pocketbook Strategies is seeking a full time Staff Accountant. The Staff Accountant will be excited to leverage their interest in technology and software with a strong accounting background to execute significant touchpoints of the monthly accounting cycle for non-profit, electoral, and campaign clients. The ideal candidate will be an Accounts Payable expert, capable of owning the entire AP cycle from beginning to end. They'll possess a keen eye for detail, meticulously handling invoice receipt, coding, and payment processing while diligently adhering to financial controls. The staff accountant will be responsible for shepherding clients through the first 60% of the monthly accounting cycle by preparing workbooks and entering monthly transactions. They will be excited to grow and adapt their role using software and innovative accounting procedures as alongside the growth of Pocketbook and our clients.
Compensation: The starting salary for this role is $75,000-82,000 annually, commensurate with experience. This is a full time, exempt position. Information about Pocketbook’s benefits plan can be found here.
Role Location: This role is fully remote (within the United States) with the expectation of attending team retreats and conferences 3-4 times a year. We currently have staff in Pacific and Eastern time zones.
Application Instructions: The application for this position can be found here. Applications will be reviewed on a rolling basis starting at the end of August.
Reports to: Accounting Manager or Senior Accountant.
About Pocketbook Strategies
At Pocketbook, we believe movements can’t win without muscle behind the mission.
We were founded in 2022 to help organizers build the operational infrastructure they need to survive the whiplash of momentum cycles, navigate growing complexity, and sustain themselves for the long haul.
In a world of rising authoritarianism and deepening inequality, working people must win... and to win, you need scale and structure.
Pocketbook helps build that, so you can focus on building the power we need to win. We provide CFO/COO advisory services, outsourced financial management and compliance consulting to a variety of leading political, civic, charitable, and social movement organizations and businesses.
Applications will be reviewed on a rolling basis starting at the end of August.
Scroll below for more information on the responsibilities and qualifications.
Questions? Email hiring@pocketbookstrategies.com
Responsibilities
Monthly Accounting Cycle - 70%
Manage the comprehensive initial phase of the monthly close, including downloading, categorizing, and preparing financial workbooks for various clients.
Execute the initial coding of all financial transactions, applying appropriate general ledger accounts and categories to ensure transaction accuracy.
Proactively identify and resolve discrepancies in transactional data during the initial coding and import phases, maintaining high standards of data quality.
Act as a key client liaison to proactively gather necessary financial information and follow up on any incomplete client transactions or workbooks.
Ensure the timely and accurate flow of all financial data for both client reporting and internal accounts payable processes, contributing to a seamless month-end close.
Process accounts receivable and generate invoices, including those related to grants, ensuring accurate tracking and timely collection of funds.
Accounts Payable - 20%
Manage the full accounts payable cycle, from invoice receipt and coding to payment processing, ensuring accuracy and adherence to established financial controls.
Identify and implement process and procedure improvements within the A/P function to enhance efficiency, reduce discrepancies, and optimize payment workflows.
Serve as a primary point of contact for vendor communications, resolving payment inquiries and discrepancies on behalf of clients to maintain strong vendor relationships.
Proactively engage with vendors to gather necessary information, clarify billing details, and ensure timely and accurate invoice submission, supporting seamless client operations.
Assist with 1099 processes at year’s end.
Financial Operations - 10%
Manage and improve the financial software and processes that Pocketbook uses to import and upload financial data from various sources (payroll, credit card’s, bank feed’s, etc) into the general ledger system (QBO).
Qualifications
Essential Qualifications
Working knowledge of GAAP and accrual based accounting; difference between nonprofit and for-profit accounting.
Extremely comfortable with Google Workspace and Quickbooks Online.
At least 2 years of experience with full cycle nonprofit accounting.
Strong written, verbal, and interpersonal communication skills.
Thrives in collaborative environments and values working with individuals from diverse backgrounds and perspectives.
Sense of grace and humor in the face of challenges.
Preferred Qualifications
Experience working at a multi-entity progressive political organization, or professional service firm serving progressive political organizations.
Professional or volunteer experience with: community organizing, issue advocacy, political campaigning.
Professional or volunteer experience with campaign finance compliance.
Experience with payroll and benefits management.
Experience with Sage Intaact, Netsuite, Ramp, Rillet.
Note: Interested in this role but it’s not quite the right match?
Applicants who meet some but not all or exceed the above criteria are still encouraged to apply! We are eager to speak with candidates with diverse backgrounds and can assess role leveling on an individual basis.
Pocketbook Strategies is an Equal Opportunity Employer. We are committed to building a diverse and passionate team, and especially encourage women, people of color, LGBTQ folks, people with disabilities, and other interested people from historically marginalized communities to apply. Applicants shall not be discriminated against because of race, religion, sex, national origin, ethnicity, age, disability, political affiliation, sexual orientation, gender identity, color, marital status, or medical condition. Reasonable accommodation will be made so that qualified disabled applicants may participate in the application process. Please advise in writing of support needs at the time of application.
This role is open to anyone who meets the above qualifications and who lives and is legally authorized to work within the United States. We are unable to hire internationally or sponsor visas at this time.