Accounting & Finance

Relevant Skills
Published Date
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Financial Management System Support
- Reviewing and refining PYT’s financial management system, including QuickBooks, NetSuite, or other fintech solutions, to improve financial tracking and scalability.
- Automating financial reconciliation processes to reduce manual work and improve efficiency.
- Integrating financial management software with donor management systems & Salesforce CRM.
- Ensuring proper categorization of expenses & revenue streams to meet IRS & grant reporting requirements.
- Assisting in preparing monthly, quarterly, and annual financial statements.
Providing guidance on audit preparation & grant financial reporting.
Developing a financial operations manual and training staff on best practices.
- Ensure transparency & accountability for donors, funders, and partners.
- Help qualify for additional grants & funding opportunities to expand our impact.
- Improve loan-to-grant conversion tracking for tax efficiency, ensuring students benefit from our Loanership™ program.
- Reduce financial risks and enhance nonprofit sustainability, allowing us to serve more students in need.
By volunteering on this project, you’ll play a vital role in empowering students and families with access to education, financial literacy, and economic mobility. Your expertise will help revolutionize education financing and drive systemic change in underserved communities.
- Compiled key financial documents, reports, and previous audit data for volunteer review.
- Identified integration points between our accounting system, donor management software, and CRM.
- Defined clear project objectives and deliverables to provide structured guidance.
- Allocated internal team members to work closely with the volunteer to ensure knowledge transfer and seamless implementation.
- Established a dedicated communication channel for ongoing support and progress tracking.
Pay Your Tuition Foundation
Location
Washington, D.C.
Website
http://www.gopyt.comMember Since
Apr 2020
Completed Taproot Plus Partnerships
8
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