Overview

About Pocketbook Strategies

Pocketbook Strategies is a progressive finance and operations consulting firm working with nonprofits, businesses, and political organizations that are fighting to change the world. We partner with groups who know that their structure impacts their strategy, and we use our financial, operational, and political compliance expertise to enable their success. We provide full service CFO/COO services, outsourced accounting & bookkeeping, and financial operations consulting to a variety of political, civic, and charitable organizations.

Position Title: Senior Accountant

Reports To: Founder, Howie Stanger

Location: Remote (California is a plus!)

Hours: Full Time, Exempt

Compensation: $80,000-$120,000 annually, depending on experience and qualifications.

Pocketbook Strategies offers a generous benefits package, with medical, dental and vision, a professional development stipend, remote office and technology stipend, and an employer matched 401(K) plan.

To apply, please complete the application form linked here, and we will be in touch.

Position Description

The Senior Accountant will be responsible for overseeing the accounting and bookkeeping rhythms for all Pocketbook clients. They will work to develop internal systems that standardizes a monthly accounting schedule for all clients, execute bi-weekly payroll, and prepare financial statements. They should be experienced in nonprofit financial management, and passionate about helping our partners win. The senior accountant is expected to be a creative problem solver who will represent the firm, as well as clients, with outside vendors and partners.

Responsibilities

Internal Controls and Systematization – 20%

Create an internal calendar to meet all financial reporting deadlines.
Create and oversee financial and compliance reporting for clients.
Assist clients with financial policy development and internal controls.

Accounting and Bookkeeping – 70%

Manage accounts payable and receivable.
Execute monthly bookkeeping, and perform bank reconciliations.
Manage (accounting only) payroll and payroll reconciliations for clients.
Execute monthly, quarterly, and annual closing processes.

Financial Returns & Audit Preparation – 10%

Preparing and managing federal and state financial returns for clients.
Assisting with audit preparation for clients, if necessary.
Prepare and file 1099’s and w2’s for clients annually.

Prior Experience

Must Have

3 years of nonprofit accounting experience.
Required knowledge of Quickbooks Online, Excel, Google Workspace.
Working knowledge of GAAP.
Alignment with organizational mission.

Nice to Have

Bachelors or Master degree in Accounting, Finance or Business Administration.
Management experience.
CPA License.
Prior knowledge of  501(c)(3), 501(c)(4), or 527 organizations, multi-entity organizations, or FEC campaign finance rules and regulations.
Experience with nonprofit and or foundation grant reporting requirements.
Volunteer and or paid work experience with progressive political organizations or businesses.

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.