Senior Financial Operations Specialist

WHO WE ARE

ActBlue is a nonprofit organization dedicated to creating cutting-edge technology that fuels Democratic victories and enables progressive causes to thrive. 

Our vision is simple: building change through the power of people. Since our founding, we’ve been building innovative solutions to revolutionize grassroots fundraising – if you’ve donated to a Democratic campaign or a progressive organization online, you’ve probably used our platform! We believe in putting power in the hands of small-dollar donors by helping thousands of groups — from local candidates to national movements — mobilize their communities and create a lasting impact. Every member of our team is deeply committed to advancing our shared mission and core values. Together, we are shaping the future of democracy. 

THE OPPORTUNITY

As a Senior Financial Operations Specialist with direct access to the CFO and the Director of Financial Planning & Analysis (FP&A), you will be part of ActBlue’s growing Finance team. In this role, you will operate as a strategic finance partner across the organization - combining ownership of core financial operations with high-impact analytical, advisory, and strategic project work. You will manage the entire client invoice billing, client payments and financial process cycle for all sales products to ensure accuracy, providing support in annual audits preparation and bank account reconciliations. The Senior Financial Operations Specialist prepares a variety of complex financial and regulatory reports based on the financial activity, and is responsible for assisting in the month end close process, and systems integration. You will also serve as a key analytical resource to executive leadership on financial reporting, continuous process improvements, and long-term organizational strategy.

The Senior Financial Operations Specialist will be a key thought partner to the Director of Financial Planning & Analysis (FP&A), especially with regard to the billing process improvement, accounting treatment and revenue validation, the creation of new processes and systems to improve efficiency, developing new and creative ideas for issue resolution, and will engage in higher level strategic project management related to these topics. You also will serve as an expert resource for other members of the Finance team, at both a peer and junior employee level. You will partner with senior leadership across the organization in making tactical and strategic decisions by providing detailed reports and dashboards that inform business reviews, workforce planning, labor strategy, and more. You will be a trusted resource and subject matter expert for departmental and executive leadership. 

This role reports to the Director of FP&A.  

WHAT YOU WILL DO

Billing, Revenue & Accounts Receivable

• Own and manage the entire client billing/invoicing process to ensure accuracy
• Perform the client revenue validation process to ensure invoice accuracy
• Manage the tracking and reporting of accounts receivable and the related aging report

Payments, Reconciliation & Banking

• Own and manage the clients payments and reconciliation process against the payment processor, the accounting system and the bank respectively
• Monitor the organization's bank operating accounts for client payment reconciliation

Sales Tax

• Serve as the primary point of contact for and partner with a 3rd party vendor in managing the full cycle of the sales tax process including tax calculation, invoice posting, tracking sales tax payment and collection, and filing state tax returns to ensure accuracy, timely submission and full compliance

Month End Close, Compliance & Audit

• Assist in the full cycle of financial / accounting operations for the month end close process
• Ensure the accuracy of financial activity and accounting treatment recorded in ActBlue's books
• Ensure the financial activity in compliance with accounting policies, applicable government rules and regulations and US GAAP
• Assist in annual audits preparation and bank accounts reconciliation, updating on accounting and financial policies
• Support the preparation of regulatory reporting to various authorities on a monthly and yearly basis

Executive & Management Reporting

• Lead design and development of executive management reporting and analysis to be used by stakeholders across the organization.
• Develop key metrics to facilitate management analysis e.g., customers metrics
• Support and contribute to the design and delivery of executive financial reporting and metrics used by ELT for business reviews, reporting, and analysis, including headcount analysis and projections, labor strategy repor