About the Portfolio
We are an entrepreneurial group managing a diverse portfolio of small business entities that span cutting-edge commercial innovation and community-driven impact. Our entities include:
- A pioneering hydrogen transportation company driving the future of clean energy logistics.
- A professional consulting firm providing high-level strategic services.
- Two established non-profit organizations dedicated to social impact and local community development.
We are seeking a versatile, hands-on, and strategically-minded financial professional to take full ownership of our accounting, bookkeeping, and limited controller functions across all entities.
The Role
This is not a traditional, siloed accounting role. You will wear multiple hats—acting as the detailed Bookkeeper managing daily transactions, the accurate Accountant handling month-end closures and tax readiness, and partially as Controller supporting financial internal controls, compliance, and multi-entity consolidated reporting.
The ideal candidate thrives in a dynamic environment, possesses strong technical skills in QuickBooks Online, and understands the distinct accounting rules governing both commercial corporations and non-profit organizations.
Key Responsibilities
1. Hands-On Bookkeeping & Daily Operations
- Maintain accurate general ledgers, accounts payable (AP), accounts receivable (AR), and payroll processing.
- Perform regular bank and credit card transaction processing.
- Manage cash flow across all entities to optimize liquidity.
- Fulfill administrator role in QuickBooks Online and Intuit Enterprise Solutions
2. Multi-Entity Accounting & Reporting
- Manage complex intercompany transactions, subsidiary constraints, allocations, and fund accounting.
- Handle non-profit-specific financial requirements, including tracking restricted/unrestricted funds and preparing documentation for annual non-profit tax filings (Form 990).
- Manage property tax filings (including Form 571-L for office equipment) and interface with local financial professionals and auditors.
Qualifications & Skills
- Experience: 5+ years of progressive accounting experience, with demonstrated experience acting as a Bookkeeper and an Accountant. Experience managing a multi-entity portfolio is highly preferred.
- Industry Knowledge: Proven background handling finances for commercial enterprises (experience in green tech, transportation, or consulting is a major plus) AND non-profit organizations (fund accounting and non-profit compliance knowledge is required).
- Technical Proficiency: Advanced expertise with QuickBooks Online. Strong proficiency in Microsoft Excel.
- Core Competencies: Deep understanding of intercompany accounting, consolidations, and complex entity structures.
- Impeccable organizational skills and attention to detail.
- Strong collaborative communication style; ability to present financial data clearly to non-financial board members and stakeholders.
- High level of integrity, discretion, and familiarity with managing conflict of interest policies and document retention plans.