Senior Financial Operations Specialist

WHO WE ARE

ActBlue is a nonprofit organization dedicated to creating cutting-edge technology that fuels Democratic victories and enables progressive causes to thrive. 

Our vision is simple: building change through the power of people. Since our founding, we’ve been building innovative solutions to revolutionize grassroots fundraising – if you’ve donated to a Democratic campaign or a progressive organization online, you’ve probably used our platform! We believe in putting power in the hands of small-dollar donors by helping thousands of groups — from local candidates to national movements — mobilize their communities and create a lasting impact. Every member of our team is deeply committed to advancing our shared mission and core values. Together, we are shaping the future of democracy. 

THE OPPORTUNITY

As a Senior Financial Operations Specialist with direct access to the CFO and the Director of Financial Planning & Analysis (FP&A), you will be part of ActBlue’s growing Finance team. In this role, you will operate as a strategic finance partner across the organization - combining ownership of core financial operations with high-impact analytical, advisory, and strategic project work. You will manage the entire client invoice billing, client payments and financial process cycle for all sales products to ensure accuracy, providing support in annual audits preparation and bank account reconciliations. The Senior Financial Operations Specialist prepares a variety of complex financial and regulatory reports based on the financial activity, and is responsible for assisting in the month end close process, and systems integration. You will also serve as a key analytical resource to executive leadership on financial reporting, continuous process improvements, and long-term organizational strategy.

The Senior Financial Operations Specialist will be a key thought partner to the Director of Financial Planning & Analysis (FP&A), especially with regard to the billing process improvement, accounting treatment and revenue validation, the creation of new processes and systems to improve efficiency, developing new and creative ideas for issue resolution, and will engage in higher level strategic project management related to these topics. You also will serve as an expert resource for other members of the Finance team, at both a peer and junior employee level. You will partner with senior leadership across the organization in making tactical and strategic decisions by providing detailed reports and dashboards that inform business reviews, workforce planning, labor strategy, and more. You will be a trusted resource and subject matter expert for departmental and executive leadership. 

This role reports to the Director of FP&A.  

WHAT YOU WILL DO

Billing, Revenue & Accounts Receivable

• Own and manage the entire client billing/invoicing process to ensure accuracy
• Perform the client revenue validation process to ensure invoice accuracy
• Manage the tracking and reporting of accounts receivable and the related aging report

Payments, Reconciliation & Banking

• Own and manage the clients payments and reconciliation process against the payment processor, the accounting system and the bank respectively
• Monitor the organization's bank operating accounts for client payment reconciliation

Sales Tax

• Serve as the primary point of contact for and partner with a 3rd party vendor in managing the full cycle of the sales tax process including tax calculation, invoice posting, tracking sales tax payment and collection, and filing state tax returns to ensure accuracy, timely submission and full compliance

Month End Close, Compliance & Audit

• Assist in the full cycle of financial / accounting operations for the month end close process
• Ensure the accuracy of financial activity and accounting treatment recorded in ActBlue's books
• Ensure the financial activity in compliance with accounting policies, applicable government rules and regulations and US GAAP
• Assist in annual audits preparation and bank accounts reconciliation, updating on accounting and financial policies
• Support the preparation of regulatory reporting to various authorities on a monthly and yearly basis

Executive & Management Reporting

• Lead design and development of executive management reporting and analysis to be used by stakeholders across the organization.
• Develop key metrics to facilitate management analysis e.g., customers metrics
• Support and contribute to the design and delivery of executive financial reporting and metrics used by ELT for business reviews, reporting, and analysis, including headcount analysis and projections, labor strategy reporting, and workforce planning related to long-term organizational strategy, including owning identified workstreams
• Will serve as the first point of analysis for confidential labor relations cost analysis, including bargaining unit compensation modeling, contract proposal costing, and financial exposure analysis used directly by Senior leadership in connection with negotiation
• Maintains advance, pre-decisional access to ActBlue's labor strategy in connection with providing financial analysis; handles all labor relations financial data in a confidential capacity.

Strategic Initiatives & Leadership

• Lead complex, high-priority finance initiatives across their full lifecycle, partnering with senior stakeholders
• Develops recommendations on financial and operational policy creation and interpretation arising from assigned workstreams, including policies that constitute or implicate financial impact on the organization.
• Provide ad-hoc support to the Director of FP&A on special projects, including policy formulation and implementation, systems integration, process improvement, and issue resolution
• Support long term business development strategy including acquisitions strategy, cost projections, workforce planning analysis, and organizational due diligence

Technology & Efficiency

• Leverage on AI technologies to improve process and achieve efficiencies

WHAT YOU BRING

• 5 to 8 years proven working experience in accounting, including Accounts Receivable, Accounts Payable, month end close and Accounts Receivable Aging
• Bachelor’s degree in Accounting/Finance
• Advanced technical skills, proficient in Microsoft/Excel/Google sheets
• Proven experience and knowledge with NetSuite and Stripe preferred
• Experience in:
  • client bills/invoice creation and process
  • managing client payments and reconciliation
  • cash management and bank accounts reconciliation to the ledger
  • managing sales tax (collection, payment, state tax filing)
  • revenue validation and reconciliation
  • preparing audits and regulatory reporting
  • managing stakeholders across the organization
  • large scale project management is a plus
  • identifying process gaps and deficiencies with solutions and execution
• Excellent verbal and written communication skills, presentations skills, and a commitment to collaborate with people at all levels and with diverse backgrounds
• A strong interest in building processes and procedures and identifying opportunities for efficiency
• Strong experience successfully managing complex projects/processes with a variety of stakeholders
• A natural curiosity and excellent organizational abilities
• Strong problem solving skills with creativity and thinking outside the box
• A team player, detail-oriented, aversion to error, big picture oriented, independent requiring minimal supervision; manager serves as a thought partner rather than an escalation point in most decisions

WORK & BENEFITS SNAPSHOT

This posting is for a full-time, remote, salaried position. Travel may be required on a limited basis to attend all-staff and departmental retreats (1-2 times per year). Additional travel may be required for select positions. 

Registered States*: 

Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming, and Washington D.C.

*While ActBlue is currently registered to support remote work in the states listed above, we possess the ability to register in additional states as needed. If you are located in a state not listed, we may still be able to proceed with your application, but please note that the offer process may take longer to accommodate registration requirements.

Work Schedule: This role requires availability during established, regular business hours (Mon-Fri).

Work Environment: Employees can expect to work with distributed teams across all U.S. time zones. Our roles require extended technology usage, and proficiency with virtual communication tools such as Zoom and Slack. Regular attendance in virtual meetings is inherent to every position.

Salary Range Details:

Salary Range: $92,700 - $116,400 - $140,100

ActBlue is committed to consistent compensation practices across our organization. Final salary offers will take into account factors such as candidate experience, interview performance and current team salary parity. 

Benefits: 

• Flexible work schedules and an unlimited time-off policy
• Fully paid and trans-inclusive health, dental, and vision insurance for employees and their families; plus fully-paid health reimbursement arrangement to use for out of pocket expenses and fully-paid short- and long-term disability 
• Fully paid basic and AD&D life insurance and a voluntary supplemental life insurance option
• Dependent and health care flexible spending account options
• Employee Assistance Program (EAP) benefits for employees 
• Automatic 2% Employer-paid 401K contribution, plus up to an additional 6% match on employee contributions
• A minimum of three months paid medical, family and parental leave (for all new parents, adoptions included)
• Commuter or home-office benefits, including a $1,000 home-office setup allowance for all new full-time remote employees
• Additional perks including quarterly snack deliveries and digital subscriptions to the Boston Globe & New York Times

ActBlue is unable to sponsor work visas at this time.

UNION INFORMATION

This position is excluded from any bargaining unit as a confidential employee.

BACKGROUND CHECKS

As part of our hiring process, ActBlue will conduct a background check at the time of offer. This will be completed in compliance with applicable laws and will not be initiated without your consent.

INCLUSION STATEMENT FROM ACTBLUE

ActBlue is committed to equal employment opportunities and fostering a diverse, inclusive workplace. We celebrate unique perspectives, honor the dignity of all individuals, and recognize that diverse backgrounds and identities strengthen our mission.

If you’re passionate about our work and see yourself in this role, we encourage you to apply—even if you don’t meet every requirement.

We also provide reasonable accommodations for individuals with disabilities throughout the hiring process and employment. To request an accommodation, email recruitment@actblue.com.