Role Description We're looking for a Senior Financial Accountant to join our Finance Team! In this role, you'll own the month-end and year-end financial close, prepare accurate financial reports for leadership and the board, and bring a high level of accuracy and efficiency to everything you touch. You'll prepare the annual financial audit, support corporate tax return preparation, and help strengthen our reporting systems. If you're ready to drive impact and streamline success with high attention to detail, we want you on our team! Please note, this is a 12-month maternity leave cover position. What You Will Do: - Support the full month-end and year-end close cycle, including producing accurate financial reports for leadership and the board - Analyze financial performance against budget and forecasts, leveraging a strong understanding of TE's drivers, cash flow, and P&L - Contribute to the annual financial audit and assist with ASPE to US GAAP reconciliation; apply sound accounting principles to resolve issues at the right level - Partner with the CFO in preparing investor and lender reporting, dashboards, annual budgets, and forecasts - Review existing accounting processes and recommend improvements to drive efficiency and reporting quality - Serve as a superuser across finance systems (Sage Intacct, BambooHR, Shareworks, and Prophix) documenting processes, handling complex tasks, and assisting with Employee Shares, Options, and Canadian and US Corporate Taxes - Collaborate with cross-functional teams (RevOps, People, Legal) to identify financial issues and align on impacts - Provide mentorship to junior accountants and model exemplary professional standards, including around sensitive and confidential data Qualifications - CPA Designation - 3-5 years of accounting experience - Minimum 2 years of experience in an intermediate or senior accounting role - Advanced knowledge of main accounting principles (ASPE & US GAAP) - Ability to complete tasks with high accuracy by the deadline - Ability to handle confidential data with a high degree of professionalism - Self-starter with high initiative and ownership - High level of attention to detail Requirements - Experience with multi-ledger accounting systems - Experience with Shareworks and other relevant softwares - Experience with large Deferred Revenue schedules and understanding of contracts - Experience in a fast-paced environment Benefits - Generous time off policy - Flexible extended benefits plan options - Company-wide wellness days off scheduled throughout the year - Maternity & parental leave top-up programs - Access to Maple & Inklbot for primary care, mental health, and wellness needs - Remote-first work environment with mutual trust - Inclusive culture prioritizing employee perspectives - Competitive pay and benefits with share options - Regular learning sessions and access to an annual Professional Development stipend & Company Coach

• Lead efforts to manage the organization's financial resources, supporting its commitment to advancing its mission through strategic fiscal planning, strong financial reporting and analysis. • Sustain robust financial systems and internal controls to safeguard assets, ensure compliance, and provide accurate and timely financial data to support strategic decision-making. • Provide strategic financial guidance and support to the executive leadership team, department heads, and program staff on budgeting, forecasting, and fiscal management. • Lead the annual audit and 990 preparation process, serving as the primary liaison with external auditors. • Sustain organizational operations, including IT hardware and technology tools, along with contract management. • Lead all aspects of human resources, including benefits, compensation strategy, recruitment, hiring, onboarding, offboarding, investigations, maintaining and implementing policies. • Manage a team of staff and consultants: FT staff accountant (1), PT HR Director (1), PT HR Manager (1), along with various consultants (example: external auditors, IT consultant).

Role Description Democrats for Education Reform (DFER) is seeking a Director of Finance & Operations to direct and oversee the integrated management of all organizational aspects related to the operational infrastructure, finance and accounting, and human resources functions for our multi-entity organization, which includes a 501(c)(3), 501(c)(4), and Political Action Committee (PAC). This role is a key strategic partner to the executive team, providing the financial insight necessary to advance the organization's mission. You will: - Lead efforts to manage the organization's financial resources, supporting its commitment to advancing its mission through strategic fiscal planning, strong financial reporting and analysis. - Sustain robust financial systems and internal controls to safeguard assets, ensure compliance, and provide accurate and timely financial data to support strategic decision-making. - Provide strategic financial guidance and support to the executive leadership team, department heads, and program staff on budgeting, forecasting, and fiscal management. - Lead the annual audit and 990 preparation process, serving as the primary liaison with external auditors. - Sustain organizational operations, including IT hardware and technology tools, along with contract management. - Lead all aspects of human resources, including benefits, compensation strategy, recruitment, hiring, onboarding, offboarding, investigations, maintaining and implementing policies. - Manage a team of staff and consultants: FT staff accountant (1), PT HR Director (1), PT HR Manager (1), along with various consultants (example: external auditors, IT consultant). Qualifications - Bachelor’s degree in Accounting, CPA certification desirable. - 5+ years of financial and/or operations leadership roles, with at least 2-4 years in a multi-entity nonprofit environment, managing budgets over $8 million, and extensive experience with intercompany transactions. - Must have direct, hands-on experience managing multiple organizational functions, including Operations (technology infrastructure, vendor management, facilities) and HR functions (benefits, compensation, employee relations, compliance). - An experienced people manager. - Proven experience leading annual audits. - Proficiency with NetSuite accounting software. - Proficiency with Paylocity HCM software. - Strong interpersonal skills and the ability to translate complex financial information for all levels of comprehension. - Commitment to Mission: A demonstrated commitment to advancing the mission of the organization. Requirements - Act as a strategic partner by developing and delivering forward-thinking, usable financial reporting and dashboards that translate complex data into actionable insights for program, development, and advocacy staff. - Continuously evaluate the status of short and long-term strategic financial objectives and provide advice on the financial implications of business activities. - Provide timely and accurate analysis of budgets, financial trends and forecasts. - Establish and maintain strong relationships with senior executives to identify their needs and provide responsive reporting and financial strategies. - Manage cash flow and forecasting; optimize the handling of banking relationships and initiate appropriate strategies to enhance cash positions. - Ensure that effective internal controls are in place and ensure safeguarding of assets, compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting. - Maintain a cost sharing allocation model to accurately distribute costs across the entities; ensure proper implementation of cost share and grant agreements; establish processes to monitor the program activity for compliance with grant agreements. - Maintain separate financial records for each entity while producing consolidated financial statements for organizational leadership and the Board. - Manage intercompany transactions, allocations, cash settlements and transfers, ensuring they are properly documented and comply with all legal restrictions. - Ensure the timely and accurate processing of accounts payable, accounts receivable, payroll, and support the Development team with grants administration. - Ensure cash flow is appropriate for the organization’s operations for national, the states and projects (including fiscal sponsors). - Partner with external auditors to execute the annual audit process and prepare and file all required regulatory reports, including Form 990, Form 990-T, Form 1120-POL, and state charity and PAC reports in a timely and accurate manner. - Evaluate, implement, and manage financial systems and software (such as Netsuite) to enhance operational efficiency. - Manage processes for financial forecasting, reporting, including leading the annual organization budgeting and planning process. - Prepare monthly financial statements, financial packages, and other informational reports/analysis. - Monitor financial performance against budget, analyze variances, and provide actionable insights to support national departments, state chapters, and special projects. - Provide financial data and analysis to support grant proposals and donor reports for the Development team and to ensure programmatic compliance. - Oversee the organization's IT infrastructure, including hardware, software, and cloud-based technology tools. - Manage business insurance, contracts, and other operational compliance requirements (office leases, co-working agreements, vendor contracts). - Ensure cross-functional collaboration by partnering closely with other departments to streamline processes, implement organization-wide best practices, and ensure operational support for mission delivery. - Lead all aspects of recruitment, hiring, onboarding, professional development, and offboarding processes. - Administer and continuously evaluate the employee benefits program, including its compensation strategy. - Maintain, update, and implement the Employee Handbook and all HR policies. Ensure policies are communicated effectively and applied consistently. - Serve as a trusted resource for staff and managers. Conduct confidential investigations when necessary and provide guidance on performance management and conflict resolution. - Ensure HR practices comply with all federal, state, and local employment laws. Benefits - Health, vision, and dental coverage. - Flexible spending plan. - Life insurance. - Short- and long-term disability insurance. - 401K plan with a match plan. - Flexible spending/benefits plan. - Paid family leave. - Paid time off (vacation, sick time, floating holidays, and all National holidays). Commitment to Diversity, Equity, and Inclusion Democrats for Education Reform welcomes applications from all, and strongly encourages women, people of color, people with disabilities, immigrants, refugees & LGBTQ people to apply for this position. We are committed to maximizing the diversity of our organization and recruiting a team that reflects the diversity of the students we serve. Please apply as soon as possible, even if you are not available to start immediately. References will be requested in a later stage of the selection process. Applicants must be legally authorized to work for any employer in the United States and will be required to submit proof of eligibility. We are unable to sponsor or take over sponsorship of an employment visa at this time.

• Engage with inbound leads - homeowners exploring an HEI - and guide them from initial inquiry through signed agreement. • Make a high volume of outbound calls daily to connect with prospective homeowners in your pipeline. • Educate homeowners on Truehold Financial's HEI product: how it works, how it compares to alternatives (HELOCs, cash-out refis), and why it may be the right fit for their situation. • Serve as a single point of contact throughout the process - own the homeowner relationship start to finish. • Manage your pipeline in Salesforce - document every activity, keep deal stages current, and flag stalled files proactively. • Provide regular, proactive status updates to homeowners via phone, email, and text: what's been completed, what's next, and what you need from them. • Coordinate with internal processors and underwriters to keep applications moving and resolve bottlenecks quickly. • Track and work toward monthly and quarterly sales targets; flag early if you're off pace. • Develop a thorough understanding of the HEI product, including underwriting guidelines, eligibility criteria, and common objection responses. • Stay current on the competitive landscape and know how to position Truehold Financial's offering. • Collaborate cross-functionally with originations, marketing, and legal to resolve questions and support a high-quality homeowner experience. • Contribute to team culture by sharing what's working: call techniques, objection handling, product positioning.