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Finance Specialist

IMI Association Executives

Raleigh, NC

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Accounting, Accounting Close, Accounts Payable, Accounts Receivable Management, Analysis Skills, Billing, Budget Management, Budgeting, Customer/Client Research, Depreciation, Documentation, Employment Contracts, Expense Allocation, Expense Reports, Finance, Financial Reporting, Financial Risk, Fixed Asset Management, Forecasting, General Ledger Accounting, Generally Accepted Accounting Principles (GAAP), Intuit Quickbooks, Leadership, Microsoft Excel, Microsoft Office, Nonprofit, Organizational Skills, Process Improvement, Reconciliation, Sales Management, Stewardship, Sustainability, Time Management, Transaction Processing/Management, Trend Analysis
LOCATION
Raleigh, NC
POSTED
Today
We're looking for a Client Finance Specialist who sees the story behind the numbers. You won't just process transactions, you'll serve as a trusted financial partner to our clients, turning data into insights that help them make confident decisions and advance their missions.

Candidates within the Raleigh-Durham area or within a 2-hour radius strongly preferred

What You'll Do:
  • Manage accounts receivable and accounts payable — processing invoices, expense reports, and payments accurately and on time.
  • Reconcile bank and investment accounts monthly; monitor and report client expenditures and expense allocations.
  • Prepare and analyze monthly and annual financial reports in accordance with GAAP.
  • Oversee the monthly close process, maintain the general ledger in QuickBooks Online, and manage fixed asset and depreciation schedules.
  • Support annual audits and tax filings with organized schedules, confirmation letters, and documentation.
  • Proactively identify financial trends, risks, and opportunities and translate them into plain-language insights for client boards and leadership.
  • Collaborate with Account Executives on client budget planning, forecasting, and long-term sustainability conversations.
  • Recommend process improvements that increase efficiency, accuracy, and client confidence in company's financial stewardship.
What You'll Need:
  • Associate's degree in accounting or finance (bachelor's preferred) OR 3+ years of progressive accounting experience, ideally in a nonprofit or multi-client environment.
  • Strong Excel skills and proficiency with Microsoft Office Suite and QuickBooks Online.
  • Ability to translate complex financial data into clear, actionable insights for non-financial audiences.
  • Comfort presenting financial information to client leadership, boards, and volunteers.
  • Experience with or willingness to learn financial forecasting and budgeting, not just historical reporting.
  • A proactive mindset where you flag issues and suggest solutions before being asked.
  • Excellentcommunication,writing,andorganizationalskillswithstrongattentiontodetail.
  • Abilitytomanagemultipleprioritiesindependentlyandcollaborativelyacrossteams.
WHO YOU ARE:
Tenacious. You are determined to succeed and driven by a desire to make a difference.
Curious. You don't just post the numbers, you ask why and what's next.
Proactive. You see around corners. When something looks off, you raise it. When there's a better way, you suggest it.
Humble. No task is too big or too small. You roll up your sleeves and embrace feedback with open arms.
Relationship-Oriented. You understand that finance is a service to people. You build trust with every interaction.

Note:  This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s).  Duties described are not to be interpreted as being all-inclusive or specific to any individual team member.  
No Third Party Agencies or Submissions Will Be Accepted.  
Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP  
Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.
 

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IMI Association Executives

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