Finance Operations Coordinator

Overview:

Launched in 1983 as Public Interest Projects, a 501(c)(3) public charity, NEO Philanthropy (“NEO”) is a New York based national leader in innovative philanthropic solutions. We lead large-scale collaborative grant-making funds on a range of social justice issues, provide fiscal sponsorship and management to projects and campaigns, manage donor-advised funds and develop organization and field-focused capacity-building initiatives.

Position:

Reporting to the Director of Finance Operations and Compliance, the Finance Operations Coordinator will play a pivotal role on the Finance Operations Team. Working closely with senior leaders, you will support financial processes including tax compliance, payroll operations, credit card management, and financial policy – all critical areas that will prepare you for a future leadership role in nonprofit administration.

This is more than just a finance role; it’s an opportunity to build the infrastructure that helps nonprofits thrive while developing a strong foundation in finance management, compliance, and operational strategy.

Location:

NEO Philanthropy has its headquarters in NYC, and the finance department is based in that office. NEO HQ has a hybrid work remote structure based on job function. It is our expectation that this role will be able to come into the NY office at least twice a week, remaining remote for other days of the week. This role will be expected to be available during the working hours 10a-4p EST.

Vaccine Requirement:

All NEO staff are required to be vaccinated against COVID-19. Requests for medical and/or religious exemptions from the vaccination requirement will be considered on an individual basis, to the extent required by law.

Responsibilities:

Credit Card Management Responsibilities

• Serve as the primary point of contact for corporate credit card management, supporting over 200 card holders.
• Review and approve credit limit changes, new card requests, and address issues related to suspicious activity.
• Optimize credit card management systems for faster and more efficient processes.

Financial Policy Responsibilities

• Partner with the Finance Operations team in the annual review, development, and updating of financial policies to align with organizational goals and regulatory requirements.
• Work with internal teams to ensure financial policies meet their needs and align with best practices.
• Maintain organized documentation of financial policies and procedures in the organization Resource Hub and support knowledge-sharing across teams.

Tax and Compliance Responsibilities

• Manage state sales tax exemptions and charity solicitation registrations to keep the organization in good standing.
• Monitor engagement with independent contractors to ensure compliance with reporting requirements.
• Support tax filings including 990, 720, 1120, and 1099 forms, making sure everything is accurate and on time.

Other Key Responsibilities

• Partner with the Finance department to streamline processes and improve overall efficiency.
• Serve as backup for payroll operations during staff absences or peak periods.
• Assist with ad-hoc financial projects and other related tasks assigned by the Director of Finance Operations and Compliance.

Candidate Profile:

To perform this job successfully, you do not need to be a finance expert! We’re looking for someone who is:

• A creative problem-solver: You love tackling challenges and figuring out ways to make things run more efficiently.
• Detail-oriented: You know that numbers, records, and accuracy are key to making an impact.
• Curious and eager to grow: You’re excited to build new skills in nonprofit management and financial operations.
• Strong communicator: You can clearly explain processes, collaborate with others, and build relationships across teams.

Skills & Experience:

• Bachelor’s degree in anything! Most people are not working in the field of their degree. It’s okay to be a fine arts major and a finance professional.
• 3 to 5 years of non-profit work experience, preferably in administration, finance, operations, or program coordination.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Experience with financial management software such as Nexonia and NetSuite is a plus.
• Experience with Salesforce is a plus.

Opportunities for Growth:

This position provides a unique opportunity to develop deep expertise in nonprofit financial operations while working with a supportive and collaborative team. Whether you come from a finance background or have experience in nonprofit operations and infrastructure, this role will allow you to strengthen your skills and grow into leadership opportunities within the nonprofit sector.