Councilor, Buchanan & Mitchell, P.C. (CBM), an accounting and business advisory firm that serves clients throughout Washington, DC, Baltimore, and the Mid-Atlantic region, is currently seeking a dedicated client accounting and advisory services professional with at least two years of public accounting experience to help our clients in the non-profit and other industries. Remote work and flexible schedule are available. Essential Functions - Be responsible for the accuracy and timeliness of monthly financial statements, including account analysis, financial reporting, and variance analysis - Assist with client accounts payable and accounts receivable activities - Maintain general accounting systems to provide records of assets, liabilities, and other financial transactions - Research, analyze, and document general accounting matters - Conduct general ledger operations, including processing, monitoring, and tracking general ledger transactions as well as preparing and posting journal entries - Process payroll and related monthly, quarterly, and annual returns - Prepare basic tax returns (including 990's) - Perform other accounting and tax duties as needed in engagements and as assigned by supervisory personnel - Contribute to team effort to achieve optimal customer satisfaction - Work with varying levels of personnel and management, both inside and outside the accounting team, to ensure appropriate analysis of issues and conclusion of accounting matters - Support monitoring and validation efforts for internal controls and adherence to US GAAP - Provide hands-on support for varying projects Other Functions - Possess time management and organizational skills - Demonstrate industry expertise - Assist with training of other CAAS personnel - Develop an entrepreneurial approach to client service and develop good working relationships with client personnel - Maintain contacts with peers, develop a network of business contacts, and cultivate referrals - Perform other duties as assigned Job Qualifications - At least two years of recent Client Accounting and Advisory experience or at least four years of experience as an accountant with experience in audits, financial reports, and moderate to complex month end closings - Strong knowledge of overall financial and internal controls to support a GAAP compliant environment - Bachelor's degree in accounting or another related program - Advanced degree and/or CPA certification is strongly desired - Proficiency in the use of computers and accounting software programs (QuickBooks Online, CCH Suite, etc.) OR be a quick learner of new software - Advanced knowledge of Microsoft Office - Attention to detail and accuracy - Analytical skills - Ability to multitask and prioritize work - Excellent verbal and written communication skills - Customer service oriented - Must be a team player and willing to work in a dynamic environment About CBM At CBM, it is our goal to hire talented, energetic people who are enthusiastic about what they do. We offer a mentorship program to encourage individuals to grow professionally and develop in their careers. CBM offers today's accounting professionals opportunities for advancement in a fast-paced environment that allows for both professional success and work-life balance. CBM offers a diverse, flexible work environment, and we are proud to offer a competitive salary, a comprehensive benefits package, growth opportunities, and a team-oriented office environment. Company Benefits - 401(k) and Profit-Sharing Plan - 10 Paid Holidays - Paid Time Off - Bereavement/Jury Duty Leave - Paid Parental Leave - FSA/Dependent Care - Life Insurance - Short and Long-Term Disability - Volunteer Community Service Day - Healthcare Benefits - medical, dental, vision & other programs - Paid Parking & Metro - Subsidized Employee Wellness and Fitness Program - Mentorship Program - Project Clear Path - Professional Training & Development - Tuition Reimbursement - CPA and Other Certifications Assistance - Professional Memberships - Business Casual Work Environment - Fun Firm Activities ** CBM is an Equal Opportunity Employer dedicated to diversity and inclusion **

• Ensure accurate reporting of depository sales and returns under US GAAP (ASC 606) • Own the end-to-end depository revenue lifecycle • Lead month-end close activities for depository revenue • Proactively identify issues, document root causes, and implement sustainable fixes • Partner with Finance and Accounting leadership to address questions • Perform and improve perpetual inventory reconciliation

Job Description: Title: Account Assistant - Commercial Lines Work Mode: Fully remote for EST/CST based candidates | Location/Supporting: Atlanta, GA office | Book Focus: Hotel, Hospitality, Real Estate Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Specific responsibilities include data entry, word processing, reviewing policy forms for accuracy, handling transmittals to clients/insureds, and providing general office support. Key Responsibilities: - Office Support: Assist with general office tasks and administration. - Policy Processing: Assist with endorsements, audits, cancellations, reinstatements, and policy releases. - Task Management: Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. - Data Management: Maintain accurate and up-to-date data in agency systems. - Activity Monitoring: Ensure timely completion of tasks and activities. - Communication: Keep the account team informed of workload status and any issues. - Service Excellence: Provide proactive and responsive service. - Performance Monitoring: Ensure productivity and quality standards are met. - Promote Culture: Participate in team building and promote a positive work environment. - Continuous Improvement: Seek and adopt best practices. - Compliance: Adhere to company policies and procedures. - Professional Development: Enhance technical skills and industry knowledge. - Relationship Building: Foster positive relationships with colleagues and leadership. - Other Duties: Perform additional tasks as assigned. - Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: - 2+ years’ experience in customer service, industry experience and license strongly preferred preferred - Exceptional customer service, communication, multitasking, and organizational skills - Proficiency in MS Office (Outlook, Word, Excel) - High School Diploma (or equivalent) What We Offer: - Competitive salaries and bonus potential - Company-paid health insurance - Paid holidays, vacations, and sick time - 401K with employer match - Professional growth and career progression opportunities - Respectful culture and work/family life balance - Community service commitment - Supportive teammates and a rewarding work environment What to Expect (Application Process): - 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $20.50 to $23.00 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Position Title: Finance Specialist About Us The Movement Innovation Collaborative (MIC) is a new time-limited entity that will deepen and expand the capacity, impact, and sustainability of California's grassroots movements for racial justice and social transformation. Through offerings that are additive and synergistic with existing movement efforts, the MIC will support changemakers and organizations in catalyzing innovations in movement strategy, power-building, intergenerational leadership development, and collective long-term sustainability and resilience. Through a network of physical and virtual "centers," the MIC will also contribute a key piece of infrastructure to fuel transformative structural change across California. This network will comprise new and existing centers serving hundreds of organizations and tens of thousands of grassroots leaders across California. Position Summary The Finance Specialist supports the day-to-day financial operations of Movement Innovation Collaborative. This role manages the flow of financial transactions and documentation across MIC’s finance systems, helping ensure expenses, invoices, and payments are processed accurately and efficiently. What You’ll Be Doing The Finance Specialist will be responsible for monitoring expense submissions, processing invoices and payments, maintaining organized financial records, and tracking transaction activity. The role also supports audit preparation and assists the finance team with maintaining strong financial documentation and processes. While the primary focus of the position is financial operations, the Finance Specialist will provide support to grant administration processes and assist the Deputy Director of Finance. This role is ideal for someone who enjoys working with systems, tracking financial workflows, and helping organizational processes run smoothly. Key Responsibilities include: Financial Transaction Processing Support the processing and documentation of financial transactions across the organization. Responsibilities include: - Review expense submissions in Expensify for completeness and proper documentation - Monitor outstanding expense reports and follow up with staff regarding missing receipts or corrections - Assist staff in troubleshooting expense report and reimbursement questions - Enter and track financial transactions after receiving documentation from staff - Support expense management related to staff travel and organizational gatherings - Maintain organized documentation for expense and reimbursement transactions Vendor Payments & Invoice Processing Support vendor and consultant payment workflows. Responsibilities include: - Receive and organize vendor invoices - Enter invoices and prepare payments through Bill.com - Track invoice approvals and payment status - Assist with vendor setup and maintain vendor records - Respond to vendor questions related to payment status - Maintain organized vendor payment documentation - Support AP/AR processes Transaction Tracking & Financial Documentation Help ensure financial records are organized, accurate, and accessible. Responsibilities include: - Track payment status for expenses, invoices, and other transactions - Maintain organized digital files for financial documentation and supporting materials - Ensure transaction documentation is complete and properly stored - Support financial recordkeeping needed for reporting and compliance - Assist with reconciliation support and documentation preparation Audit Preparation & Finance Team Support Support preparation for the organization’s annual audit and financial documentation requests. Responsibilities include: - Assist with gathering documentation requested by auditors - Help organize financial records and supporting schedules - Maintain financial files needed for audit and compliance processes - Provide coordination and administrative support to the Deputy Director of Finance Grants Administration Support Responsibilities may include: - Maintaining organized grant documentation and files - Assisting with grant payment coordination - Supporting grant report tracking and reminders when needed - Assisting with grant-related financial documentation Who You Are While no one person will embody all of the qualities described below, the ideal candidate will possess many of the following professional and personal abilities, attributes, and experiences: - 2–3 years of experience in nonprofit finance, accounting support, operations, or similar roles involving financial transactions and systems - Experience working with financial systems such as Expensify, Bill.com, or similar platforms - Strong organizational skills and attention to detail - Comfort working with financial documentation and transaction workflows - Ability to manage multiple tasks and deadlines in a remote work environment - Strong written communication skills and ability to follow up with staff and external partners - Interest in supporting organizations working toward social change - Deep alignment with MIC’s mission, values, and movement-centered approach - Familiarity with nonprofit financial practices and compliance - Experience supporting remote teams or distributed organizations Employment Classification and Salary - This is a full-time, exempt position starting as soon as possible. This role is remote; however, the candidate must be in California. - The starting salary for this position is $90,000 - The MIC has a 90-day trial period policy for all new hires. This allows both the organization and the employee to ensure a great fit. During this period, performance, adaptability, and cultural alignment will be assessed through ongoing feedback and a formal review. Benefits - 100% organization-funded medical, dental, and vision coverage for employees, their spouses or domestic partners, and their children. Coverage begins on the first day of employment. - Paid Time Off: As a full-time employee, you will receive 15 days of vacation, 12 sick days per year, and a generous paid family leave policy. Accrual of this benefit begins on the first day of employment and becomes available upon completion of the 90-day trial period. - Paid Holidays: 21 days total, including a 10-day Winter Break overlapping with Christmas and New Year’s Day. Additionally, 4 Floating Holidays will be made available upon completion of the 90-day trial period. - Retirement Plan: MIC offers a 403b retirement plan. MIC contributes an employer-paid amount equal to 5% of your salary. Vesting for this contribution is immediate. Employees are auto enrolled with a 3% personal contribution rate and may adjust it at any time. MIC’s salaries and benefits reflect our commitment to collective care and sustainability. They may evolve as the organization grows, and employees will be updated as changes occur. Additional details will be provided upon hiring. Movement Innovation Collaborative is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We encourage those who see alignment with our mission and believe they have the relevant skills and experience to apply. We commit to providing an inclusive work environment where everyone is treated with fairness, dignity, and respect.