This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves managing clients' day-to-day accounting and finance needs with an emphasis on financial accuracy, compliance, and teamwork for efficient operations. - Comprehensive accounting services, including accounts receivable, accounts payable, and payroll processing, general ledger management - Prepare month-end close workbooks for multiple clients including balance sheet reconciliations culminating in the issuance of monthly financial statements - Tracking and reporting of restricted funds in order to prepare a net asset roll forward - Assistance with grant management and reporting - Audit management (including single audits): preparation of schedules, support during audit, coordination of all final schedules - Assistance with 990 preparation and other local, state, and federal filings - Specialized reporting to support client decision-making - Organization and maintenance of client files including prior year audit and tax records - Work under the guidance of the controller, to assist with analysis, cash flow, and budget preparation Qualifications - A Bachelor's Degree in Accounting - CPA or CFA licensure preferred - A minimum of five years general accounting experience - Public accounting experience is strongly preferred - Extensive knowledge of generally accepted accounting principles (GAAP) - Extensive experience with data management, record keeping, and web-based applications - Advanced knowledge of Microsoft Office, Excel, and QuickBooks Online - Excellent organizational, problem-solving, project management, and communication skills - Experience in audit preparation - Ability to function well in a team-oriented virtual environment - The desire and ability to become proficient with SAGE Intacct and other third-party applications - The ability to work from home professionally and independently - Nonprofit accounting experience preferred Requirements - The salary range for this position is $75k - $90k per year, depending on qualifications, licensure, and experience. Benefits - 100% remote work environment - Flexible work schedules - 15 days of paid time off (PTO), increasing with tenure - 10 paid holidays annually, including 1 Floating Holiday - Annual all-employee paid retreat - Medical, dental, and vision insurance - Health Savings Account (HSA) / Flexible Spending Account (FSA) - Life, short-term and long-term disability (STD & LTD) - Supplemental insurance options - 401(k) with company match and 100% vesting after the first year - Monthly technology stipend - 100% reimbursement of CPA licensing fees - 50% reimbursement of AICPA membership - Continued ongoing education/training - Employee reward & recognition perks

Who We Are  Clean Power Alliance (CPA) is Southern California’s locally operated not-for-profit default electricity provider for 38 communities within Los Angeles and Ventura counties and the 4th largest electricity provider in the State of California. We provide clean renewable energy at competitive rates to over three million residents and businesses through approximately one million customer accounts.  What You’ll Do  CPA is seeking an Advisor, Energy Markets and Optimization to shape how its clean energy portfolio performs in the California Independent System Operator (CAISO) market. In this role, you will build and apply models to optimize portfolio value, evaluate congestion and market risk, inform bidding and Congestion Revenue Rights (CRR) strategies, and assess the impacts of market policy and design changes, with a focus on storage resources. You will translate complex market and policy drivers into clear recommendations that help CPA manage risk and improve financial performance.   Who You’ll Work With  The Advisor, Energy Markets and Optimization reports to the Senior Manager, Market Operations. You will work closely with teams including but not limited to Power Supply, Energy Risk, Finance, Customer Programs, Regulatory , CPA’s scheduling coordinator agent, asset owners and operators.   Commitment to Diversity  At CPA, we value diversity and are committed to creating an inclusive environment for all employees. We represent a diverse customer base and intend to hire employees that reflect our communities. Clean Power Alliance provides equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.  Culture  CPA fosters a culture of open communication, responsibility, intellectual curiosity, and exceptional judgment. As a small team that has quickly built the largest Community Choice Aggregation program in the country, high levels of trust, collaboration, and mission alignment are key factors in success. We value fact-based creativity in our work, accountability with our stakeholders, and promote ethical engagement and diversity with our brand.

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors (WA) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens WA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials

• Support a wide range of Finance Transformation projects within banking or capital markets • Assist with the design and implementation of accounting rules engines, subledgers, and general ledgers • Develop proof of concepts, rapid prototypes, and accelerators in SQL Lab environments • Support automation of workflows, reports, journals, reconciliations, and testing • Contribute to solutions for fungible trade and counterparty netting • Apply driver-based modeling and predictive analytics to enhance finance processes • Collaborate with cross-functional teams including Risk, Treasury, and IT • Proactively monitor industry trends and articulate their potential impact on clients, especially in data strategy and governance. • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes • Build and nurture strong client relationships, serving as a trusted advisor who understands their business needs, identifies opportunities for new business, and delivers high-quality service