Finance Manager

Finance Manager
Company: Veterans Educating Veterans
Position Type: Full-Time, Remote
Schedule: 40 hours per week
Position Summary
Veterans Educating Veterans is seeking an experienced and highly trustworthy Finance Manager to oversee the company’s financial operations.
This role will also be responsible for maintaining the financial records of a separate affiliated trust entity. The Finance Manager must keep both entities’ books, bank accounts, transactions, reports, and supporting documentation accurate, complete, and properly separated.
The ideal candidate is organized, analytical, proactive, and capable of independently managing financial reporting, budgeting, accounts receivable, accounts payable, payroll coordination, reconciliations, collections, cash flow, and internal controls.
Key Responsibilities
Financial Management
Prepare weekly, monthly, quarterly, and annual financial reports.
Track revenue, expenses, cash flow, outstanding balances, and company performance.
Prepare budgets, forecasts, and budget-to-actual reports.
Identify discrepancies, financial risks, overspending, and cost-saving opportunities.
Provide clear financial updates and recommendations to the Chief Executive Officer.
Accounts Receivable and Collections
Manage invoicing, payment plans, recurring payments, and collections.
Monitor overdue accounts, failed payments, chargebacks, refunds, and payment disputes.
Reconcile client payments with banks, payment processors, accounting systems, and company records.
Maintain accurate aging and collections reports.
Accounts Payable and Expenses
Review and process vendor invoices, reimbursements, subscriptions, and company expenses.
Confirm that all expenses are properly approved and supported by documentation.
Prevent duplicate, inaccurate, or unauthorized payments.
Reconcile vendor statements, bank accounts, credit cards, and payment platforms.
Review recurring expenses and recommend cost reductions.
Payroll and Contractor Payments
Coordinate payroll and contractor payments.
Verify salaries, hours, bonuses, deductions, reimbursements, and adjustments.
Work with Human Resources on new hires, terminations, leave, compensation changes, and final payments.
Maintain accurate and confidential payroll and contractor records.
Trust Entity Responsibilities
Maintain separate accounting records for the trust entity.
Record and categorize trust income, expenses, contributions, transfers, and distributions.
Reconcile trust bank, investment, and payment accounts.
Prepare separate financial reports for the trust.
Maintain records for trustees, beneficiaries, vendors, assets, and distributions, as applicable.
Ensure trust funds are used only for authorized purposes.
Coordinate with trustees, accountants, tax professionals, attorneys, banks, and other authorized parties.
Organize documentation required for tax preparation, audits, legal review, or trust accounting.
Immediately report unauthorized activity, missing documentation, unusual transactions, or suspected misuse of funds.
Entity Separation and Controls
The Finance Manager must:
Maintain separate books, accounts, reports, and files for Veterans Educating Veterans and the trust entity.
Never combine or improperly transfer funds between the two entities.
Ensure payments and expenses are issued from the correct account.
Properly document all transactions between the entities.
Obtain written approval before processing transfers, refunds, distributions, or unusual payments.
Maintain a clear audit trail for all material transactions.
Protect all confidential company, client, employee, trustee, and beneficiary information.
Systems and Process Improvement
Maintain accurate records in Zoho Books and other approved financial systems.
Improve reporting, approval, reconciliation, and documentation processes.
Create and maintain finance-related standard operating procedures.
Recommend appropriate automation while preserving financial controls.
Train finance staff and other employees on required financial procedures.
Leadership and Accountability
Supervise finance or bookkeeping staff when applicable.
Assign tasks, review completed work, and enforce deadlines.
Work closely with Human Resources, Operations, Client Services, and leadership.
Present financial concerns together with recommended solutions.
Complete additional financial duties assigned by the Chief Executive Officer.
Required Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
At least five years of accounting or finance experience.
At least two years in a supervisory or finance-management role.
Strong experience with financial reporting, budgeting, cash flow, accounts payable, accounts receivable, payroll, and reconciliations.
Advanced Excel or Google Sheets skills.
Experience with Zoho Books, QuickBooks, Xero, or similar accounting software.
Strong attention to detail, integrity, confidentiality, and organizational skills.
Ability to manage the finances of multiple entities while maintaining proper separation.
Reliable internet connection and a professional remote workspace.
Preferred Qualifications
CPA, CMA, or similar professional credential.
Experience with Zoho Books, Zoho CRM, or Zoho Analytics.
Experience supporting a U.S.-based company.
Experience with trust accounting, affiliated entities, or multiple related organizations.
Experience managing remote employees or international contractors.
Performance Expectations
Performance will be measured based on:
Accuracy and timeliness of reports.
Completion of reconciliations.
Accuracy of payroll and payments.
Collection performance.
Budget and cash-flow accuracy.
Proper separation of company and trust finances.
Quality of documentation and internal controls.
Responsiveness, reliability, and ability to meet deadlines.
This is a full-time salaried position. The salary is fixed and non-negotiable.
The salary covers all responsibilities related to Veterans Educating Veterans and the affiliated trust entity. Applicants should apply only if they accept the stated compensation.
Confidentiality and Authority
The Finance Manager will have access to sensitive company, banking, payroll, client, trust, trustee, and beneficiary information.
The Finance Manager may not transfer funds, issue unauthorized payments, change compensation, open or close accounts, make investment decisions, or disclose confidential information without proper authorization.
Any misuse of funds, unauthorized disclosure, fraud, or violation of financial procedures may result in immediate termination and possible legal action.
Equal Opportunity Statement
Veterans Educating Veterans is an equal opportunity organization. Employment decisions are based on qualifications, experience, performance, integrity, and organizational needs without unlawful discrimination.