Finance Coordinator/Bookkeeper

Title: Finance Coordinator/Bookkeeper

Position Type: Full-time 

Reporting Location: In-Person (Carlsbad, CA)

Schedule: 8am-5pm PST, Mon-Fri 

Salary Range: $50,000 - $60,000/year

Reports to: Associate Director of Finance 

OVERVIEW 

Verdani Partners is seeking a Finance Coordinator/Bookkeeper to support Verdani’s finance team. This role is responsible for maintaining accurate financial records, performing day-to-day accounting tasks, and ensuring compliance with all financial policies and procedures. Our ideal candidate is someone that is well organized, detail oriented and has strong time management skills. 

Please see the “About Us” section below or visit our website (www.verdani.com) to learn more about our firm.  

RESPONSIBILITIES  

Primary: 

• File and maintain Verdani’s accounting and business records 

• Maintain records of financial transactions by establishing accounts, monitoring and recording day to day financial transactions, while ensuring GAAP requirements are being met 

• Assist with the preparation of monthly, quarterly, and annual financial reports 

• Assist with accounts payable by processing invoices, tracking payments, and ensuring timely payments to vendors 

• Support accounts receivable, including invoicing clients, monitoring collections, and following up on outstanding payments 

• Support Verdani’s cost analysis processes and reports with data entry 

• Assist with payroll processing on a bi-weekly basis, including submission of payroll tax filings 

• Support the development of annual budgets and financial forecasts 

• Respond to internal and external finance and accounting related inquiries or requests 

Secondary: 

• Support with ad-hoc finance projects 

• Assist in the preparation and submission of tax filings 

• Contribute to the development of finance SOPs 

PROFESSIONAL EXPERIENCE & QUALIFICATIONS 

We recognize that the job requirements may vary, and that not every candidate may possess all the required or preferred experience. We will consider candidates who demonstrate a combination of the required and preferred experience, as well as a proactive and positive "Can Do" attitude in their professional approach. 

Required: 

• Bachelor’s degree in business administration, accounting, finance, or related field 

• 1-2 years work experience 

• Ability to handle data with confidentiality 

• Strong understanding of basic accounting principles and practices 

• Excellent attention to detail and organizational skills 

• Ability to work independently and manage multiple tasks simultaneously 

• Strong communication, both oral and written 

PLATFORMS & SOFTWARE 

Required: 

• Microsoft Office 365 applications such as Word, Excel, PowerPoint, or their equivalents 

• Accounting software such as QuickBooks Online 

Preferred: 

• Collaboration platforms like Microsoft Teams, Slack or comparable tools 

• Project management solutions such as Monday.com, ClickUp, or similar alternatives 

• Expense Management software such as Expensify 

• Payroll/HRIS software such as Trinet, Zenefits, ADP, or their counterparts 

WORKING CONDITIONS AND PHYSICAL DEMANDS 

During the execution of job responsibilities, the employee should expect the following conditions and demands associated with the role:  

• Remaining in a stationary position for prolonged periods of time at a desk and working on a computer  

• Repetitive motions involving the wrists, hands, and/or fingers 

• Occasional light to moderate lifting, bending, stooping, kneeling, or crouching may be necessary 

• Close vision requirements due to computer work 

• Adequate hearing for effective communication in-person and/or on the telephone 

• Ability to move objects weighting up to 10 pounds occasionally  

• The job is performed indoors in a traditional office setting where moderate noise levels may be present.  

Reasonable accommodations are available upon request to enable individuals to perform the essential functions of the job. 

LANGUAGE REQUIREMENTS  

• Fluent in English communication, both oral and written.    

ADDITIONAL POSITION RELATED DETAILS 

• Applicant must be able to work in-person at Verdani’s office located in Carlsbad, CA 

• Applicant must be authorized to work in the United States 

ABOUT VERDANI PARTNERS  

Verdani Partners is a leading ESG consulting firm dedicated to advancing sustainability in the built environment on a global scale. Our mission-driven organization comprises an international team of experts with over 25 years of experience in real estate, sustainability, and ESG. We specialize in greening new and existing large building portfolios and supporting corporate sustainability needs. Verdani manages ESG programs for over 20 real estate firms with over $660 billion AUM and more than 8,900 properties across 1.3 billion square feet of diversified, global portfolios. Our core services include climate resilience, decarbonization, net zero strategies, healthy buildings, biodiversity, DEI initiatives, data management, green building certifications, ESG frameworks, regulatory and annual reporting, ESG education, and stakeholder engagement. Our clients consistently rank #1, #2, and in the top five among their peers on global real estate ESG benchmarks such as GRESB and A to A+ on PRI.    

Verdani’s corporate ESG, technical services, communications, and green building certifications departments, along with our key program verticals and ESG workforce development programs, bring an impressive breadth of expertise to each portfolio and project. Our approach is to identify and prioritize effective solutions that can be sustained over the life of the building, adding economic, social, and environmental value along the way. As a GRESB Global Partner, GRESB Training Partner, and member of the GRESB Benchmarking Committee, we actively participate with USGBC, ULI Greenprint, and Nareit. Since 2023, Verdani has been a Certified B Corporation™, part of a global community of businesses that meet high standards of social and environmental impact, pledging to use business as a force for good®. Our talented team of experts combines passion with an above-and-beyond commitment to sustainability, delivering exceptional results for our clients while maintaining a balance between work and family needs. 

Verdani is a fast-growing organization that prioritizes community and employee well-being. We offer an array of excellent benefits, including flexible work schedules, health insurance contributions, life and short-term disability insurance, paid time off, a 401k program with employer contributions, an employee assistance program, annual educational and conference allowances, and monthly internet and food stipends. 

Joining the Verdani team means becoming part of something bigger. We are a diverse and dedicated group that feels more like a family, united by a shared goal: making a difference in the world now and for future generations. Our environment is laid-back yet professional, filled with talented individuals who believe in making work enjoyable and impactful. 

Verdani is an equal opportunity employer. We welcome all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Verdani is committed to providing a work environment free of discrimination and harassment, ensuring equal employment opportunities for all employees. 

 
WELLNESS & BENEFITS 

Verdani is supportive of employee satisfaction, growth, health, and wellbeing. We offer many benefits including: 

• Medical, dental, vision, life, and short-term disability insurance 

• Paid vacation, holidays, sick leave, and volunteer time 

• Paid parental leave 

• Extra vacation days based on tenure 

• Floating holidays 

• Employee Assistance Program (EAP)  

• Referral Program 

• Bereavement Leave 

• Annual allowance for professional certifications, training, memberships and attending professional conferences 

• Monthly internet/food stipend 

• Annual equipment allowance 

• Annual support allowance 

• Flexible work arrangements including work from home, flexible working hours, and flexible schedules with supervisor approval 

• 401K program with employer contributions 

• and more! 

Thank you for your interest in this position at Verdani Partners! 

**As a result of the large number of applications we receive, we are unable to provide immediate individual updates on your application status. However, if you are chosen for an interview, you will receive direct communication via email. 

Beware of imposters posing as recruiters! Always verify that emails, including those regarding job interviews and offers, come from Verdani's official email addresses, such as @applytojob.com or @verdani.com. Please note that we never send checks or request payment for equipment.