Finance Specialist

Regis HR Group

Client Finance Specialist serves as a trusted financial partner for clients. Managing transactions, analyzing reports, and providing insights for nonprofit organizations in Raleigh-Durham area.

Posted 5/20/2026full-timeRemote • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

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
Excellent communication, writing, and organizational skills with strong attention to detail
Ability to manage multiple priorities independently and collaboratively across teams

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

accounts receivableaccounts payablefinancial reportingGAAPgeneral ledgerfixed asset managementdepreciation schedulesfinancial forecastingbudgetingdata analysis

Soft Skills

communicationwritingorganizational skillsattention to detailproactive mindsetproblem-solvingcollaborationpresentation skillstime managementclient relationship management

Certifications

Associate's degree in accountingAssociate's degree in financeBachelor's degree in accountingBachelor's degree in finance