Finance and Accounting Manager

May 17, 2024
Dallas, Texas
Job Type
Salary Range
Up to $75,000



The Manager of Finance and Administration at Equest will have 5+ years proven success in financial and administrative management. Reporting to the Chief Executive Officer and serving as a member of the CEO’s Leadership Team, the Manager of Finance and Administration manages administrative operations and ensures that high priority projects and initiatives operate effectively and efficiently, further maximizing organization-wide impact. With minimal input from the CEO, the Manager of Finance and Administration extrapolates critical information and prepares financial reports, end of month reconciliations, presentations, and commentary to drive toward greater efficiencies.


DUTIES INCLUDE: (But not limited to)

  • Provide financial presentations and reports and prepare for CEO and monthly finance committee and board of directors’ meetings.
  • Maintain comprehensive and accurate corporate records, reports, and documents.
  • Serves as member of the leadership team.
  • Perform other duties as assigned by the CEO.
  • Responsibility for banking activity including:
  • Transfers between banking accounts
  • Back-up for deposits, check and monies disbursement, and all withdrawals.
  • Back-up for paying vendors and reimbursements.
  • Organize, manage, and maintain company finances, including monthly reconciliation of revenues and expenses.
  • Prepares bank reconciliations for review by finance committee and CEO.
  • Directly responsible for all employee related activities:
  • Payroll processing and entering into financial records.
  • 401K processing and required paperwork.
  • Tracking and reconciliation of payroll liability accounts
  • Human Resources files and associated time-off logs
  • Year-end gross payroll information for preparing W-2’s.
  • Prepares/compiles financial documentation required by independent auditor for financial audits as required.



5+ years’ experience in non-profit financial/business management or similar experience. CPA preferred.

  • Bachelor’s degree within business, finance, administration, or related field.
  • Creative and analytical thinker with strong critical thinking skills.
  • Results oriented, self-starter with strong interpersonal and organizational skills and ability to multitask.
  • Ability to translate high level business priorities into clear and simple initiatives that achieve company goals.
  • Ability to oversee sensitive information (including prioritizing and escalating relevant information as needed); ability to treat confidential information with appropriate discretion.
  • Ability to meet deadlines, handle and prioritize simultaneous requests, projects, and activities across all levels within the organization.
  • Excellent verbal and written communication skills and ability to communicate effectively with stakeholders.
  • Ability to make independent decisions, exceed goals, and maximize opportunities.
  • Ability to comprehend and interpret documents, including federal reports, case records, statutes and statistics.
  • Excellent ability with Microsoft Office programs, Google Workplace and other technology tools and database management.

Application Instructions

Please send cover letter and resume to

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