Job Opening – Accounting Financial Analyst

Communities on the margins of opportunity deserve a trusted partner on their journey towards financial growth and stability. As a locally invested, collaborative partner in social justice and financial equity, Community Vision (Community Vision) provides nonprofits, small businesses, and social enterprises with strategic investment and guidance deepening work, scaling impact, and strengthening our communities.

We realize that the impact of discriminatory policy, institutionalized financial neglect, and systemic racism have resulted in a deep sense of distrust felt among communities on the margins of opportunity, including people of color, folks of various abilities, genders and sexualities, and communities with low financial wealth. We believe that these communities must be centered in the work we do. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities. Community Visions is an equal opportunity employer; people of all backgrounds are strongly encouraged to apply.

Accounting Financial Analyst

Oakland/San Francisco, California

WHO WE ARE

In 1987, our founders had a vision of putting their money to work as a tool for building financially strong and culturally vibrant communities capable of growing their sown seeds of self-determination. We have successfully carried out that vision since the 1980s, by connecting investors to communities, lending to nonprofits, small businesses, and cooperatives, and providing financial and real estate consulting to organizations that share our vision of sustainable communities and social, racial, and economic justice.

Since then we’ve invested more than $350 million to projects throughout California, impacting the lives of more than 1.5 million of our neighbors. Our lending and consulting services support organizations that provide affordable housing, equitable and sustainable access to healthy food, community arts, and critical social, medical and youth services.

WHAT WE VALUE

All employees of Community Vision are expected to engage with and support a collaborative culture at the organization. This includes treating colleagues with respect, supporting the vision of the organization and demonstrating the professional practices of the organization. We strive to be community-centered, patient, communicative, responsive, conscious of difference, and data-driven. Our values include responsiveness, humility, curiosity, humor, creativity, practicality, accountability and a strong work ethic. Staff members attend to the culture of the organization by being ambassadors of Community Vision’s values and participating in internally focused work groups.

THE OPPORTUNITY

The Finance Department at Community Vision serves the needs of staff, board, investors, borrowers, donors, and other stakeholders via timely and accurate processing of transactions, sound management of financial assets, and commitment to a high standard of customer service.

WHAT YOU WILL DO

The Accounting Financial Analyst will work as part of a team that manages accounting, reporting, grant disbursements, loan servicing, and compliance. Under supervision, the Accounting Financial Analyst will be involved in all accounting functions. This position reports to the Controller and the Chief Financial Officer. The Accounting Financial Analyst also works closely with staff from other departments on revenues, expenses, disbursements, and portfolio tracking.

Responsibilities include: 

  • Accounts payable
  • Accounts receivable
  • Journal entries and GL Accounting
  • Loan portfolio servicing
  • Investor portfolio servicing
  • Support for annual audit and tax filings
  • Special purpose entity accounting
  • Financial statement preparation and analytics
  • Financial statement covenant compliance
  • Trend analysis
  •  Special projects as assigned

WHO WE’RE LOOKING FOR

Ideal Qualifications 

  • 2+ years of accounting experience
  • Academic coursework or credits in accounting/finance
  • Knowledge of/experience with Generally Accepted Accounting Principles
  • Knowledge of/experience with nonprofit and fund accounting principles
  • Knowledge of/experience with MS Office Excel
  • Knowledge of/experience with Abila MIP, Bill.com, and Salesforce preferred
  • Ability to analyze problems, find discrepancies, and resolve issues
  • Ability to perform work of a confidential nature in a professional manner
  • Knowledge of and experience with loan amortization schedules and loan servicing preferred
  • Well-organized, able to prioritize tasks, and meet deadlines
  • Ability to perform detailed work with a high degree of accuracy
  • Willing to work as part of a team
  • Able to remain professional and flexible under pressure
  • High ethical standards

THE POSITION

Community Vision provides equal employment opportunities to all employees, volunteers and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

All positions at Community Vision involve frequent use of a computer and telephone. This position at times, may need to lift boxes and equipment. Reasonable accommodations can be made to enable individuals with differing abilities to perform the essential functions of their position.

This position generally requires travel to the office locally by public transit or driving. At present, however, all staff are working remotely. Out of area travel, and spending time away from home is required for less than 5% per year.

Relationships 

  • Reports to Chief Financial Officer
  • Works closely with Controller, Staff Accountant, and other staff members across the organization

Hours & Location

  • Full-time position, exempt
  • Main office is located in San Francisco; however, all staff are currently working remotely
  • Work hours will be predominantly during regular business hours, although occasional evenings and weekends will be required
  • A flexible schedule may be accommodated
  • Expected local travel for meetings, presentations, trainings and events by public transit or driving

Salary & Benefits

Salary Range is $68K to $80K annually DOE. Benefits include: 100% health insurance premium coverage for employees and a contribution towards dependent coverage, dental insurance, long-term disability, life insurance, transportation and cell phone subsidies, employer contributions towards retirement savings, three weeks’ vacation, and a commitment to work/life balance.

Send resume and cover letter via email to hr@communityvisionca.org. Subject line to read: Accounting Financial Analyst. Letters should discuss your interest in the position and in working at Community Vision. Resumes without cover letters will not be considered.

Position is open until filled.