
11 - 50 employees
Founded 2003
đ¤ B2B
đŻ Recruiter
đ Compliance
B2B ⢠Recruitment ⢠Compliance
Next Level Strategies is a fractional HR and people-operations firm that provides HR consulting, talent acquisition/recruiting, compliance products, payroll support, employee training and leadership coaching to small and mid-size businesses and nonprofit organizations. They deliver multi-state, multi-language HR support focused on compliance (handbooks, safety programs like IIPP/WVPP/HIPP), onboarding, and proactive HR practices to reduce legal risk, turnover, and operational disruption. Their services are positioned as outsourced, flat-rate HR solutions and ongoing fractional HR partnerships for organizations that need experienced HR expertise without a full-time hire.
đĽ 0 minutes ago
đ California â Remote
đľ $145k - $150k / year
â° Full Time
đ´ Lead
đ¸ Financial Planning and Analysis (FP&A)
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11 - 50 employees
Founded 2003
đ¤ B2B
đŻ Recruiter
đ Compliance
B2B ⢠Recruitment ⢠Compliance
Next Level Strategies is a fractional HR and people-operations firm that provides HR consulting, talent acquisition/recruiting, compliance products, payroll support, employee training and leadership coaching to small and mid-size businesses and nonprofit organizations. They deliver multi-state, multi-language HR support focused on compliance (handbooks, safety programs like IIPP/WVPP/HIPP), onboarding, and proactive HR practices to reduce legal risk, turnover, and operational disruption. Their services are positioned as outsourced, flat-rate HR solutions and ongoing fractional HR partnerships for organizations that need experienced HR expertise without a full-time hire.
⢠Develop program and annual budgets with the leadership team and update pricing policies for contract work ⢠Ensure financial management systems, policies, procedures, and controls maintain fiscal integrity ⢠Oversee accounting and financial functions, including billing, accounts receivable/payable, payroll, general ledger, grant invoicing, and cash flow ⢠Maintain the Bill Spend & Expense credit card system and train staff on appropriate usage ⢠Maintain financial records, produce cash flow projections, and deliver monthly financial reports to the CEO and Board of Directors ⢠Provide annual audit oversight, including reconciliations, audit fieldwork support, audit reports, and tax returns ⢠Supervise the Senior Operations Coordinator and support office functions ⢠Support Salesforce for client contracts and pipeline management ⢠Maintain corporate filings, contracts, insurance, vendor contracts, and compliance records ⢠Maintain grant management processes and manage grant-funder invoicing and reimbursement receivables ⢠Ensure compliance with funder requirements and local, state, and federal regulations ⢠Oversee benefits administration, payroll processing, personnel policy compliance, recruitment, onboarding, and employee relations ⢠Maintain the employee handbook and employment-law compliance ⢠Implement data retention, document storage, and risk management systems ⢠Lead strategic objectives, revenue growth, and diversification initiatives ⢠Develop financial analyses, dashboards, and reporting tools for the board and senior leadership ⢠Improve financial and operational efficiency through technology and process streamlining ⢠Support financial aspects of grant proposals and attend board meetings
⢠Bachelor's degree in Accounting, Finance, Business Administration, or related field ⢠5+ years of progressive nonprofit financial management experience ⢠Strong knowledge of nonprofit fund accounting, GAAP, and regulatory compliance, including 990s and grant compliance ⢠Experience managing budgets, audits, and multi-funder grant reporting ⢠Proficiency with accounting software such as QuickBooks, Sage Intacct, or similar, and Microsoft Excel ⢠Proficiency with HR/payroll systems such as Paylocity, Gusto, or ADP ⢠Demonstrated supervisory and team leadership experience ⢠Passion for Flourish Agenda's mission and commitment to organizational policies and procedures ⢠Excellent communication skills and ability to translate financial information for non-financial stakeholders ⢠Strategic and analytical thinking ⢠Integrity and sound judgment handling confidential information ⢠Strong organizational and project management skills ⢠Adaptability in a mission-driven, resource-conscious environment ⢠Collaborative, solutions-oriented leadership style ⢠Bay Area / West Coast based candidates preferred ⢠CPA, MBA, or equivalent advanced credential preferred ⢠Experience with HR administration and organizational operations preferred ⢠Expert-level experience with QuickBooks Online, Gusto, Bill Spend & Expense, and Bill Payables preferred ⢠Experience with Salesforce, WordPress, Dropbox, and Microsoft 365 preferred ⢠Experience working with a Board of Directors preferred ⢠Position requires occasional early morning, evening, and weekend hours and some travel
⢠Fully paid Health, Dental and Vision coverage for you ⢠75% payment of Health for dependents ⢠Life and Disability Insurance ⢠Dependent Care FSA, Health FSA, and HSA plans ⢠401k plan with 4% dollar-for-dollar matching ⢠Vacation and sick paid time off ⢠Home office and telecommuting reimbursements ⢠Flexibility, fun, and work-life balance
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