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Finance Associate

Merit America Remote
finance america finance team education tax unemployed adults family wage mission drive analysis
October 23, 2022
Merit America
Washington, District of Columbia
FULL_TIME

The Organization: Merit America



Merit America is a non-profit that has been named by the New York Times as "a glimpse of the hybrid future of training programs for the disadvantaged." Our fast and flexible programs are designed to work for underemployed and unemployed adults - who can learn while they balance work, family, and in current times, social distancing. We combine on-demand online learning with coaching and peer support (delivered in-person or virtually) to create the most effective, scalable model in the field. Our goal is to build the most effective, large-scale education-to-employment program in the country, and we have the ambitious goal of reaching 10,000 learners annually and driving $1B in aggregate wage gains by 2024.



Today's challenge is about more than getting Americans back to work: it is about creating pathways to higher-paying, more resilient careers in order to build a more equitable future as the economy recovers. Now, more than ever, we must rally behind the tens of millions of American adults who are unemployed or stuck in low-wage jobs in pursuit of family-sustaining, recession-resilient careers.

The Opportunity



The primary mission of the Finance Associate is to drive the existing accounting processes and controls to support Merit America's growth and long term sustainability.. This individual will ensure that the day to day operations are stabilized to provide accurate financials to use for analysis and strategic decision making.



The Finance Associate will report directly to Alysia Abrams and will work primarily with the Finance team and any other team as needed across Merit America.



Role and Responsibilities



The responsibilities of the Finance Associate will include, but are not limited to, the following:



State Licensing



  • Research all states for post secondary education licenses and exemptions

  • Record pertinent notes regarding state laws, such as what qualifies for exemption, why a state license is required vs. exemption

  • Complete state applications or questionnaires for licensing or exemption, whichever applies

  • Record and maintain updated filing dates, approval dates, mailing dates

  • Record and maintain updated state responses

  • Record and maintain calendar due dates for current and future filings


Tax - Business, Sales & Use, Property, Franchise



  • Organize and maintain state guidelines and instructions to Merit America's network in a shared folder and in an organized manner

  • Record website addresses of state instructions and applications to our State Registration & Taxes log

  • Complete state applications for business tax registration

  • Apply for sales tax exemption in all states

  • Record all state applications, state responses, pertinent notes (including, but not limited to, follow up instructions) to the State Registration & Taxes log, as well as to Merit America's network in a shared folder and in an organized manner

  • File and submit reports/returns for all states when due (monthly, quarterly, annually, whichever applicable)


Other



  • Other projects as needed (i.e., ledger reconciliations, reporting, analysis)


Trusted Partner



  • Work with the Finance team to ensure accuracy, financial accountability, and reliability in all reporting

  • Develop relationships with team members across the organization

  • Serve as initial liaison between the Finance team and with all of Merit America, ensuring the relationship is productive, efficient and responsive.

  • Meet all internal and external deadlines or communicate proactively when unable to meet communicated deadlines.


Preferred Qualifications



At Merit America, we believe that if you can excel in the job, you should get the job - so we hire for skills, instead of specific experience or education requirements. Below are the skills that are relevant for thriving in this role:



  • Drive and desire to maintain well organized systems for individuals and teams to use as needed

  • Keen attention to detail at every level

  • Strong project management skills

  • Ability to handle complex and confidential information with discretion

  • Strong skills in PDF editing and completion

  • Solid skills in online research and reporting

  • Solid understanding (with desire to learn more) of tax and/or state guidelines, regulations, and deadlines

  • Desire and aptitude to learn complex data query tools

  • Strong proficiency in Microsoft Word and Excel

  • Be energized by our organizational mission and impact

  • Proven history of living within our values

  • Sense of deep personal responsibility for our collective success


Role Logistics



Role Type: Full-time employee

Salary:: $84,600

Location: Remote


All employees receive the following perks:



  • Phone stipend

  • Tech stipend

  • Personal development stipend

  • Home office supplies stipend


In addition to the above, full time employees receive the following benefits:



  • Medical, Dental and Vision Insurance (100% Paid Employee Only Coverage)

  • Flexible Spending Account and Health Savings Account

  • Health reimbursement Account fully funded by Merit

  • Education reimbursement

  • Short and long-term disability

  • Unlimited PTO (and yes we require you to use it)

  • Paid Parental Leave and Adoption benefits

  • 10 federally recognized holidays

  • 2 Week Holiday Office Closure in December/January

  • 401(k) retirement plan with company automatic Merit contribution

  • Employee Assistance Program | Talkspace | Sanvello


Remote Work & Sponsorship



Candidates must reside within the U.S. and have full authorization to work in the U.S. In addition, Merit America doesn't offer employment visa sponsorship.



Equal Opportunity Statement



Building an inclusive, high-performing team that is diverse across lines of personal identity is integral to our success and we are proud to be an equal opportunity employer.



This means we do not discriminate against any job applicant or employee because of their race, ethnicity, color, religion, national origin, sex, disability status, genetics, protected veteran status, gender identity or expression, sexual orientation, age or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment.



We actively strive and evolve to develop and maintain workspaces that are fully inclusive. We encourage candidates from underrepresented groups to apply.



Still excited about our work? You can learn more about our work in this video we made with our founding partner, Google.



E-Verify Statement



This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.


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