Financial Engineer, Kiwi Partners (Hybrid)
Company: Arabella Advisors
Location: New York
Posted on: October 19, 2024
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Job Description:
Financial Engineer, Kiwi Partners (Hybrid in Durham, NC,
Chicago, IL, Washington, DC, New York, NY, San Francisco, CA, or
Remote; EST Preference) The Financial Engineer partners with
clients to understand their financial processes, identify
opportunities for improvements, and implement solutions. Essential
Responsibilities Technical Research and analyze data for detailed
reports and interpret results to help the team make strategic
decisions. Train client employees and Kiwi staff on use,
functionality, system, workflow, reporting & dashboarding and
interface. Assist Lead Financial Engineers in system
implementations, including but not limited to: Sage Intacct,
QuickBooks Online, Bill.com, Expensify, etc. Support in process
walkthroughs, documenting accounting procedures and processes to
provide a tool for analysis and inclusion in manuals. Manage
process of mapping a chart of accounts and financial dimensions
from old legacy system to new, configuring accounting applications
to client requirements. Develop a metrics dashboard to monitor
strategic measures, metrics & Key Performance Indicators (KPIs).
Assist in the review of timesheet and procurement processes.
Support in annual cash flow forecasting models. Evaluate accounting
tasks and assist on recommendations for month-end closing
processes. Research, test, and perform proof of concepts on
recommended applications. Assist in the development of a workforce
needs-assessment. Collaborate directly to Project Managers with
various tasks analysis, truck budget vs. actuals, project timeline,
weekly status memos, etc. Client Management Understanding client
expectations as discussed and quantified in the client engagement
meeting. Providing high quality deliverables on a timely basis and
in compliance with Kiwi's Quality Management System. Following Kiwi
Partners Communications Policy, communicate proactively with
Manager and/or client to establish strong trust and prevent
potential conflicts/problems. To Be Successful in This Role, You'll
Need Associate's Degree, Bachelor's Degree Preferred, or equivalent
level of experience 5 years of experience without an Associate's
degree 7 years of experience without a Bachelor's degree with 4
years of this experience 4+ years of relevant professional
experience to include: At least 2 years of of progressive
accounting and/or consulting experience. Proficiency in Microsoft
programs, particularly: Excel Word PowerPoint PowerBI Power Pivot
SharePoint Teams Planner Proficiency in Smartsheet. Knowledgeable
of principles and practices of accounting systems, internal
controls, and implementing control improvements. Experience with
one or more of the following: Working in multiple work
environments. Balancing the needs of several clients. Working
independently as well as collaboratively. Other Highly Preferred
Knowledge, Skills and Experience and Key Characteristics Prior
experience in a small non-for-profits, startup, or unstructured
environment. QBO, Sage Intacct, Bill.com or Expensify Accounting or
Implementation certification. 1 - 2 years of Sage Intacct
Implementation Specialist experience Our Core Competencies The
ability to provide excellent service, including being able to
address complex service matters, implement and communicate service
changes to everyone involved, and to coach teammates on how to
apply the firm's service standards The ability to manage
large-scale and cross-firm projects, including delegating and
managing all resources, identifying and implementing improved
processes, monitoring consistency across project teams, and
providing direction and support to teammates The ability to
facilitate and negotiate among stakeholders with conflicting needs
and to generate consensus among decision makers The ability to help
effectively communicate difficult messages; to adapt style, tone,
and content to meet various needs; and to coach teammates on
crafting content The ability to work cooperatively and inclusively
with others to achieve shared goals, including encouraging and
facilitating effective compromise, drawing on the capabilities of
all team members, and leading team-level knowledge sharing The
ability to use available resources and feedback to continually
develop mastery in your role and facilitate team and project-level
learning, including coaching others The ability to solve complex
challenges by identifying innovative solutions and facilitating
coordination with others The ability to elevate the voices of
marginalized colleagues and mitigate power dynamics with staff with
less formal authority Working with Us This position can be hybrid
in Durham, NC, Chicago, IL, Washington, DC, New York, NY, San
Francisco, CA, or Remote from the following states/district:
Arizona, California, Colorado, Connecticut, Florida, Georgia,
Illinois, Indiana, Kentucky, Massachusetts, Michigan, Minnesota,
Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania,
Texas, Utah, Virginia, Vermont, Washington DC, Washington State, or
Wisconsin. Please note that all Arabella Advisors' offices have
reopened, and we work in a hybrid environment. We reopened our
offices in Summer of 2022 and work with a hybrid workplace strategy
to ensure continued flexibility for our staff, while deepening our
strong culture rooted in collaboration and in-person interactions
between colleagues. We expect that after their initial onboarding,
all Arabellans will have the choice of two hybrid schedules. Our
hybrid schedule options include Flex, with 1-2 days per week in the
office, or Office-based, with 3+ days per week in the office (or
more if preferred) and the remaining days working at home/remotely.
We will make reasonable accommodations under the guidelines of the
Americans With Disabilities Act. We are committed to having a
passion-driven, inclusive, transparent, collaborative, healthy, and
fun culture. We invite you to visit our careers page to learn more.
About Arabella Advisors Arabella Advisors helps foundations,
philanthropists and investors who are serious about impact achieve
the greatest good with their resources. We work on issues ranging
from the social and economic advancement of women and girls, and
conservation of our climate and planet, to reducing poverty and
inequity in the United States and around the world. Our staff
members are mission-driven and action-oriented, and have a unique
combination of experience in philanthropy, business, nonprofits,
government, finance, law, and other fields. We combine creative,
strategic thinking with knowledge and networks developed through
decades of hands-on experience. The fastest-growing philanthropic
advisory firm in the nation, Arabella is also a certified B
Corporation. Our Commitment to Diversity, Equity, and Inclusion
(DEI) Advancing DEI within our firm and in our work with partners
is critical to our mission. To be effective partners to
philanthropists, nonprofits, and communities impacted by
philanthropic dollars, we need to have a highly diverse staff, a
workplace where individuals are encouraged to retain their
uniqueness and can feel a sense of belonging, and a nuanced
understanding of the racial, ethnic, gender identity, sexual
orientation, disability status, and other disparities that
undergird the issues we engage in and the interactions we have with
one another. For us, equity means that our staff members, our
clients, and the people they serve can experience the same level of
success, no matter their starting place. We expect all our
employees to share this commitment, and always seek ways to improve
how well we live these values. Click here to learn more about DEI
at Arabella and read our official DEI statement. Total Rewards
(compensation and benefits) This is a full-time position. We offer
a competitive and holistic total rewards package that includes
salary, bonus, and benefits. Our compensation ranges are based on
salary ranges for similar sized organizations in the professional
services sector and adjusted for local labor market rates and
differentiated by geography. Annual Pay Ranges for This Position:
Durham, NC: $75,000 - $93,000 Chicago, IL: $80,000 - $100,000
Washington, DC: $85,000 - $105,000 New York, NY: $90,000 - $113,000
San Francisco, CA: $90,000 - $113,000 All full-time staff are
eligible for our generous benefits package on their first day of
employment: Health insurance- On average Arabella pays 86% of the
medical premium, 80% of the dental premium, and 100% of the vision
premium Paid time off- 16 days vacation, 10 personal days, 11
company holidays (7 federal and 4 more from a list of inclusive
cultural and religious holidays and your birthday), 20 hours
volunteer leave, 8 weeks parental leave 401(k) retirement plan- We
offer a 4% employer match on a dollar-per-dollar basis, and there
is no waiting or vesting period; all funds contributed by you and
Arabella are yours to keep on day 1 Reimbursements for your
personal cell phone plan and fitness Pre-tax withholding for
transportation and parking Bonus incentive opportunities Access to
professional development opportunities How to Apply Submit a resume
and a one-page cover letter online. The cover letter should address
why you're excited to work at Arabella and why you're qualified for
this specific job. Arabella Advisors is an Equal Opportunity
Employer committed to racial equity. If we can make the application
process easier through accommodation in the recruitment process,
please let us know. We encourage you to read (or listen to) our DEI
statement prior to applying. We make a particular effort to recruit
people of color and members of marginalized groups to apply for
open positions. Once you have applied, we welcome your feedback on
how you have experienced our values around DEI in the recruitment
process. While Arabella is open to individuals from various
locations applying to join our team, please note that we generally
are unable to pay for relocation expenses, and all applicants must
already be legally eligible to work in the United States at the
time of application to be considered for this position. We will
review applications as they are received and look forward to
hearing from you. Employment Type: Full Time Years Experience: 5 -
10 years Salary: $75,000 - $113,000 Annual Bonus/Commission: No
Keywords: Arabella Advisors, Cherry Hill , Financial Engineer, Kiwi Partners (Hybrid), Accounting, Auditing , New York, New Jersey
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