Chapter Financial Support Analyst

ob Title: Chapter Financial Support Analyst

Department: Finance

Location:  Oakland, CA, Washington DC, or Remote

Reports To: Associate Director of Chapter Finance 

Context:  At the Sierra Club, we believe in the power of interdependence. Together, we remain committed to the fight for a healthy climate built on a foundation of environmental, racial, economic, and gender justice – a future where all people benefit from a healthy, thriving planet and a direct connection to nature. As the climate crisis and deeply entrenched systemic racism all fuel injustice, we will continue to fight for a bold, transformational agenda that recognizes the interconnectedness between our planet, our humanity, and our future. By recognizing that our destinies are tied, we continue to name that all things are fundamentally connected, and the overlap between ecology, race, gender, and representative government will move to either advance our collective humanity or to oppress it. Sierra Club has close to 800 staff across the country and a network of 64 local chapters that are led and fueled by thousands of volunteers. We are also proud to be a unionized employer, with three labor unions representing more than half of our employees.

Scope: Works extensively with Chapter volunteers and staff to train, assist and support them in their day to day bookkeeping and financial reporting, c3/c4 compliance, best practices in QuickBooks Online and the implementation of NetSuite. Supports year-end process to review and compile year-end financial statements for Chapters and sub-entities. Periodic assistance with the National organization’s financial planning and analysis, including budget and forecast preparation and review as needed.  

This position will provide additional support to Chapters in financial accounting and reporting. Chapters currently use QuickBooks Online as their financial system but the National organization is implementing NetSuite with the goal of transitioning all Chapters over the next couple years. This position will support Chapters on QuickBooks Online in the short term, both NetSuite and QuickBooks Online during implementation, and eventually NetSuite only.

Job activities include but are not limited to:

  • Chapter Financial Accounting Support – QuickBooks Online. Primary contact for QuickBooks Online support. Responsible for the monthly upload of journal entries related to allocations from National organization into QuickBooks Online. Primary contact for questions related to monthly reports from National organizations.
  • Chapter Financial Accounting Support – NetSuite. Primary contact for NetSuite support for Chapters, with additional support from the NetSuite Systems Administrator. Reviews and approves Chapter invoice entry in NetSuite. Primary contact for questions related to accounting entries flowing from the National entity to Chapters in NetSuite. Assists with Chapter budget upload into NetSuite. Supports Chapter transition from QuickBooks to NetSuite.
  • NetSuite Reporting. Develops and assists Chapters in developing dashboards, reports, saved searches, data analyses and data exports. Provides assistance to users for ad hoc report requests and extracts. Assists in developing and distributing monthly standard reports from NetSuite.
  • Chapter and Sub-Entity Financial Statement Review and Consolidation. Assists with year-end review and consolidation of all Chapter and sub-entity financial statements.
  • Training. Work closely with the Chapter Treasurer Assistance Support Team (CTAST) to provide training, support, and resources to volunteer Chapter and sub-entity treasurers. In collaboration with CTAST and Compliance, provides online and in person training courses to Chapter staff and volunteers responsible for financial accounting, reporting and budgeting. 
  • Assists Finance team with National organization’s forecast and budget review and analysis as needed.
  • Chapter Expense Review. Reviews and approves Chapter expenses, direct payments, and reimbursements through Concur and NetSuite.  Corrects coding errors and ensures appropriate c3/c4 compliance.
  • Month End Close.  Review staff time submitted using the time reporting system for compliance and make appropriate corrections in Workday. Prepares NetSuite journals as needed.
  • This position periodically requires heavier seasonal workload to meet deadlines and provide training and support to Chapter volunteers and staff. This can generally be planned in advance and will rarely exceed 10 hours/week for several weeks.
  • Shared Projects. Enter Shared Project budgets and prepare monthly spending reports for Chapters and Campaigns.
  • Job Authorizations. Review chapter job authorizations for budget impact and affordability.
  • Chapter Budgets. Support and train chapters in creating annual budgets.

The successful candidate must demonstrate the following skills, experience and competencies:

  • B.A. degree in Accounting, Finance, or Business Administration. A degree or combination of education and experience.
  • Demonstrated problem solving skills. Organized and good attention to detail.
  • Good written and verbal communication skills.  Ability to interact effectively with staff, volunteers and outside stakeholders.
  • Experience with relevant software. Experience with QuickBooks Online and/or NetSuite preferred, proficient in Microsoft Excel.
  • Committed to evolution. You are committed to continuously deepening and evolving your own understanding of systems of oppression through study, openness, and humility. And you easily recognize your own relationship to privilege and power, examining and shifting your behaviors as appropriate.
  • Uplifting and additive. You see mistakes as opportunities for growth; problems as catalysts for solutions, and inspire others along the journey. You carry a constructive approach, can-do attitude, a sense of humor, and authentic kindness wherever you go.

The strongest candidates will also demonstrate the following skills, experience and competencies:

  • Experience in a similar role is a mission driven organization.
  • Ability to multitask and prioritize projects.
  • Interest in continuous process improvement.

$82,795 – $82,795 a year

Compensation and Benefits

The salary range for this position is $82,795.

This position is represented by a collective bargaining unit and is subject to the terms and conditions of the contract between Sierra Club and Progressive Workers Union or Sierra Employee Alliance, depending on location.

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