• Prepare financial statements and workpapers for Companies, Trusts, Partnerships, and Individuals • Prepare income tax returns and supporting schedules • Prepare BAS and IAS • Prepare SMSF financial statements, tax returns, and compliance documentation • Complete account reconciliations and year-end adjustments • Use Xero for bookkeeping, reporting, and reconciliations • Maintain accurate client records, workpapers, and supporting documentation • Review transactions, coding, and account reconciliations • Ensure compliance with ATO requirements and lodgement deadlines • Liaise with Australian accountants and internal stakeholders • Assist with workflow management and job tracking • Identify and resolve accounting discrepancies

• Owning accounts payable and employee expense processes. • Supporting month-end and quarterly close. • Performing and improving our monthly bank reconciliation process. • Triaging and responding to finance-related staff questions. • Supporting annual compliance processes.

• Owning revenue reconciliation. You’ll reconcile donations from several payment platforms including bank deposits, securities, and cryptocurrency to a CRM system for the purpose of general ledger uploads and ultimately regranting to charities. • Preparing the quarterly grants reconciliation. You’ll perform our quarterly reconciliation from the general ledger to our grants database, which ensures liabilities are accurately recorded, grants are correctly attributed by grantee, funds are allocated properly from our Top Charities and All Grants Funds, and that our net asset rollforward reconciles. • Assisting with higher-complexity close processes. You’ll participate in close processes beyond revenue and grants by reconciling investments and recording entries for more complex areas such as lease amortization, intercompany grants, and accrued vacation. • Supporting audit and tax compliance. You’ll draft portions of the financial statements and related footnotes, prepare Form 990 support documents, and work closely with our auditors and 990 preparers alongside the Controller. • Driving process improvement. You’ll help update our workflows, particularly around the grants reconciliation process, serving as a thought partner to the Controller on how we build a more efficient and scalable finance function. • Mentoring the Staff Accountant. You’ll serve as a go-to resource and sounding board as they grow in their role.

• Support the monthly, quarterly, and annual close process • Prepare journal entries, accruals, and supporting schedules • Perform bank, balance sheet, and general ledger reconciliations • Maintain accurate accounting records and documentation • Assist with preparation of monthly financial statement packages • Analyze account activity and investigate variances • Manage the full accounts payable process, including invoice processing and vendor payments • Manage customer invoicing, collections, and accounts receivable tracking • Maintain vendor and customer records • Ensure transactions are coded accurately and recorded timely • Administer Ramp and related spend management platforms • Review employee expense reports for policy compliance • Manage corporate card activity and reconciliations • Support employee reimbursement processes • Prepare audit support schedules and workpapers • Assist with annual financial statement audits • Support tax filings and compliance reporting requirements • Maintain organized accounting documentation and records • Follow and uphold established accounting policies and procedures • Assist in maintaining internal controls and documentation standards • Identify opportunities to improve efficiency and accuracy • Support process automation and systems enhancements