Hybrid Finance Manager bei Steppingstone Foundation

Description

FLSA Classification: Exempt

EEO Category: Administrative Support Workers

FTE: 0.8

Reports to: Chief Finance and Operations Officer

Start date: Fall 2025

Salary: $64,000 - $68,000

Summary/objective of position:

The Finance Manager is a member of the organization’s Finance team and works closely with the Chief Finance and Operations Officer (CFOO) to provide critical financial information, resources and support to the Steppingstone team. This position involves managing or supporting all finance and accounting functions, including budgeting, bookkeeping, financial reporting, and compliance with applicable laws and regulations. The Finance Manager will ensure timely and accurate financial statements, manage the general ledger, and implement financial controls to safeguard assets. Additionally, this role will assist in the preparation for audits and may liaise with external auditors to ensure compliance. This role is also responsible for processing the organization’s biweekly payroll.   

Supervisory Responsibilities:

No, this role does not have supervisory responsibilities. 

Candidate Profile:

The ideal candidate for the Finance Manager role at Steppingstone is:

• Highly Analytical - Strong ability to analyze financial data, interpret complex reports, and identify trends;
• Detail-Oriented - High level of accuracy in financial reporting and adherence to deadlines;
• A Skilled Communicator and Collaborator - Excellent verbal and written communication skills to articulate financial information to stakeholders with varying degrees of knowledge and comfort with finance and accounting; works with people and teams across the organization to achieve shared goals, foster teamwork and inclusive environment, and build and maintain networks.
• An Adept Problem-Solver - Capable of identifying issues and implementing effective solutions in a timely manner.
• A Strategic Thinker and Innovator - Plans tasks that optimize impact to the organization, and identifies patterns and trends to inform strategic decisions; tests new ideas for improving processes and iterates on and improves solutions over time. 
• Self-Directed and Results-Oriented - Manages self and others to accomplish the work necessary to achieve individual, team and organizational goals; Anticipates, plans, and delivers work despite barriers and setbacks.
• Highly Customer-Service Oriented – Provides systems, structure and support to the organization that reflect a deep understanding of team and departmental needs; values feedback, and consistently seeks to exceed expectations;

Essential functions of role:

Below are the core responsibilities of the Finance Manager at Steppingstone. This list is not meant to be exhaustive; the Finance Manager may perform other duties as assigned or required.

• Maintaining Accurate Financial Records
• Review accounts payable transactions in Bill.com and resolve discrepancies as they arise;
• Make other journal entries and enter data as needed into QuickBooks; review accounts receivable, cash receipts & other revenue transactions in QuickBooks according to approved procedures;
• Perform reconciliations for review and approval, e.g. monthly bank statements, credit card statements, reconciling Quickbooks to Salesforce;
• Manage the monthly, quarterly and annual closing processes to finalize financial records systematically;

Financial Reporting

• Generate accurate financial statements including the balance sheet, income statement, and cash flow statement; perform initial analysis and share key takeaways with the CFOO;
• Assist with the preparation of various financial reports and analyses as needed;

Payroll + Financial Management

• Process bi-weekly payroll for the organization; flag anomalies in payroll preview and raise with the CFOO to resolve ahead of finalizing payroll;
• Field questions from employees about paychecks;
• Prepare financial performance metrics, prepare reports for senior management, and provide insights into operational costs, trends, and opportunities for cost savings;
• Budgeting and Forecasting
• Support the creation and management of the organization’s budget;
• Prepare budget variance reports; Compare actual expenditure to budgets, examining discrepancies; report discrepancies to the CFOO; work with managers to adjust forecasts as directed;
• Prepare other budget analyses as needed;
• Internal Controls
• Develop and enforce internal controls to safeguard assets and ensure the accuracy of financial reporting;
• Identify and address potential financial risks within the organization’s finance and accounting processes.

Audit and Compliance Support

• Ensure adherence to financial policies, regulatory requirements and internal controls; 
• Ensure that financial reports comply with regulatory standards (e.g., GAAP, IFRS).
• Ensure that the necessary documentation and financial records are available and organized for audits;
• Support the timely preparation and filing of tax returns, adhering to local, state, and federal regulations.

General Finance Operations Support

• Advise team members across the organization on team/departmental finance-related processes;
• Support the implementation of team/department-specific finance-related processes as necessary, e.g. supporting the NPEA team with invoicing;
• Create and maintain accurate, detailed, internal process documentation for this role.
• Foster an environment where employees know what information is available to them, understand how to find it, and are encouraged and incentivized to utilize the knowledge-sharing tools that are in place; develop communication and training programs to raise awareness of knowledge management initiatives and encourage participation;
• Own the creation and maintenance of Finance-focused knowledge management resources (e.g. finance-related content on SteppingZone).

Work environment: Hybrid; Office environment

Physical demands:

While performing the duties of this job, the employee is frequently required to work at a desk, communicate information, move about the office, operate office equipment and utilize a computer for extended periods of time. 

Pursuant to the ADA, Steppingstone will provide reasonable services and accommodation(s) to employees with qualified disabilities in order to perform the essential functions of their employment, except when doing so would be unduly disruptive and/or result in undue hardship to the organization.  

Travel required: Occasional travel to summer program locations in the greater Boston area for payroll purposes

Education, Experience and Skills

Required

• Bachelor's Degree in Accounting, Finance, or related field; 
• 3-5 years of experience in finance or accounting;
• Comprehensive understanding of basic accounting principles and practices; 
• Strong technical skills and general comfort with technology;
• Proficient in Google Workspace; 
• Experience with finance, accounting and related software;
• Intermediate Excel skills for budgeting, forecasting, and financial modeling, including demonstrated proficiency with pivot tables, VLOOKUP, and complex formulas;

Preferred

• Related certifications such as CPA (Certified Public Accountant) or CMA (Certified Management Accountant);
• 3-5 years of experience in finance or accounting in non-profit, government, or similar sectors;
• Experience with Paylocity, Quickbooks, Bill.com; comfort with Asana for project and task management;
• Advanced Excel skills for budgeting, forecasting, and financial modeling, including demonstrated proficiency with pivot tables, VLOOKUP, and complex formulas
• Experience in the non-profit or education field.
• Demonstrated commitment to educational access and success;

Competencies Required for Success in the Role:

• Supports peers’ growth through shared expertise, collaboration, and reliability; models accountability by taking responsibility for own actions and decisions;
• Anticipates potential challenges and opportunities in projects or program delivery; offers insights to improve alignment with strategic priorities.
• Tests and refines innovative approaches within their functional area and uses data and feedback to refine and improve practices;
• Finds common ground and shares information and best practices; seeks input from others to improve results;
• Tailors communication to different audiences, conveying complex information clearly; provides constructive feedback, encourages open dialogue, and facilitates effective information-sharing;
• Maintains focus on tasks and goals; follows through on commitments and actively improves performance based on feedback;
• Manages multiple priorities independently; solves problems to keep projects moving. Monitors and evaluates progress of plan or project, making adjustments as needed to achieve desired outcome;
• Anticipates potential problems before they occur and proposes viable solutions.

Employee Benefits:

• Generous paid time off (over 8 weeks total, as outlined below)
• 15 days PTO
• 2 days Discretionary Time Off
• 5 wellness days
• 12.5 holidays
• 2 weeks paid office closure (the weeks before Labor Day and New Year’s Day)
• $500 Home Office Set-up Stipend; plus $50 quarterly
• Health, Dental and Vision coverage
• Life, Short-Term and Long-Term disability insurance
• Healthcare Reimbursement Account Plan (HRA)
• Pet Insurance
• Flexible Schedule     
• Retirement Plan
• Tuition & Professional Development reimbursement
• Flexible Spending Accounts - Health and Dependent Care
• Pre-tax Transportation Plan (Transit & Parking)
• Employee Assistance Program (EAP)
• Membership to the National Partnership for Educational Access (NPEA)

Compensation philosophy:

At Steppingstone, we believe in compensating staff members fairly in relation to each other, their qualifications, and their impact on behalf of the organization. As a result, to ensure organizational parity, Steppingstone does not negotiate salary offers; instead each salary offer is determined carefully using external and internal benchmarking. If you have questions, we welcome you to raise them during the hiring process.

Steppingstone Core Values

Mission First - Keep Scholars front and center in all we do.

Lead with Inclusion - Elevate every voice, consider every perspective. 

Stronger Together - Team up and trust each other.

Own It - Act with integrity, stay accountable, and be transparent. 

Learn. Grow. Innovate. - Embrace change, drive creativity, and never stop learning.

A candidate will be found unsuitable for employment with Steppingstone and automatically disqualified if they use threatening language or behavior either written, verbal, or physical during any phase of the interview process.

Steppingstone is an equal opportunity employer and will not discriminate against any individual, employee, or application for employment in accordance with law.