Finance and Administrative Specialist

The Center on Budget and Policy Priorities (CBPP) is a nonpartisan research and policy institute that advances federal and state policies to help build a nation where everyone — regardless of income, race, ethnicity, sexual orientation, gender identity, ZIP code, immigration status, or disability status — has the resources they need to thrive and share in the nation’s prosperity.

CBPP combines rigorous research and analysis, strategic communications, and effective advocacy to shape debates, affect policy, and inform effective implementation both nationally and in states. It works closely with a broad set of national, state, and community organizations to design and advance policies that promote economic justice; improve health; broaden opportunity in areas like housing, health care, employment, and education; and lower structural barriers for people of color and others in communities that continue to face systemic barriers to opportunity. CBPP promotes policies that will build a more equitable nation and fair tax policies that can support these gains over the long term. CBPP also shows the harmful impacts of policies and proposals that would deepen poverty, widen disparities, and worsen health outcomes.

The Center on Budget and Policy Priorities seeks an experienced Finance and Administrative Specialist who will provide direct, confidential, and skilled support to the Chief Financial Officer (CFO). Additionally, the Finance Specialist is responsible for providing support to the financial and IT operations of the organization and specific internal departments, including leadership and HR, by creating reports for management review of labor policies and collective bargaining negotiations; project management; and coordinating, overseeing, and effecting certain accounting functions related to processing cash receipts, invoice processing, credit card administration. Must possess strong organizational, written, and verbal communication skills, with the ability to prioritize projects and the needs of the finance team while handling multiple priorities and highly sensitive and confidential information with discretion. Confidential information includes matters related to labor management and Board materials.

Responsibilities:

• Works closely and effectively with the CFO and other senior leaders as appropriate, maintaining the CFO’s schedule and prioritizing emails for response, including review and elevation/determination regarding collective bargaining and labor-related matters.
• Assists with preparation for board meetings, including preparation of finance committee meeting materials, minutes, and agenda, and board presentation regarding collective bargaining and labor-related matters.
• Works closely with CFO in effecting successful implementation of departmental projects and initiatives.
• Supports the management team engaged in collective bargaining or for labor-related matters including creating reports, analysis, data review, and may include the development of recommendations and/or proposals.
• Applies cash receipts to outstanding receivables and reconciles the same with the Development department at least monthly.
• Processes invoices for payment for Finance and IT operations.
• Oversees credit card reconciliation process by ensuring all statements are distributed and adequate documentation is provided to support transactions.
• Oversees and processes credit card reconciliation for Finance, and IT operations.
• Assists with preparation for annual financial statement audit.
• Prepares annual summary of audited financial information for website publication.
• Schedules meetings, events, and provides general administrative support for Finance and IT operations.
• Participates in various projects as assigned to meet departmental and/or organizational goals and objectives.
• Serves as liaison with the Executive Support Professionals to ensure understanding of and compliance with financial processes and procedures.
• Responsible for content and updates to the Finance Public and Confidential SharePoint site, including the distribution of applicable updates to union versus non-union staff.
• Backfill for departmental staff as required.

Qualifications:

• Minimum 3 years of professional experience working in a similar role or capacity required.
• Knowledge of accounting, terminology, and procedures; working knowledge of GAAP and account reconciliation.
• Able to organize and analyze data, communicate with stakeholders, and develop recommendations and proposals for solving problems while exhibiting realistic understanding of issues.
• Advanced experience with Microsoft Office products; specifically Office 365, SharePoint, and Outlook.
• Able to handle sensitive material and information and a wide variety of activities and confidential matters with utmost discretion.
• Comfortable learning new technology and able to quickly become familiar with organization-specific programs and software.
• Able to achieve objectives through collaboration across the organization.
• Demonstrate personal integrity in interactions with vendors, contractors, and staff.
• Commitment to the Center’s mission to improve the well-being of low- and moderate-income people and advance racial equity as part of the Center’s work.

CBPP is currently operating on a hybrid work schedule of two in-office days (Tuesday and Wednesday) per week, as well as the first Thursday of each month in our Washington, D.C. office.

This position reports to the Chief Financial Officer.

Terms of Employment: Full-time; exempt.

Bargaining Unit Status: This is not a bargaining unit position.

Compensation: Salary for the role starts at $61,450 annually, with the exact salary to be determined based on total relevant experience; excellent benefits (including health insurance, vision and dental coverage, life and long-term disability insurance, retirement, MERP, and DCAP), and generous vacation, sick leave, and holiday schedules.

Please upload a cover letter and resume. In your cover letter, please include a discussion of what draws you to the mission of the Center.

To apply, please submit your resume and cover letter here.

The Center on Budget and Policy Priorities is an Equal Opportunity Employer that values and welcomes diversity in the workplace and strongly encourages all qualified persons to apply regardless of race, color, age, sex, marital status, sexual orientation, gender identity, gender expression, genetic information, credit information, pregnancy or parental status, family responsibilities, personal appearance, creed, military or veteran status, religion, ancestry or national origin, union activities, disability, or other status protected by applicable law.