Accounting Assistant (Half-time)

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Who We Are

The Learning Policy Institute (LPI) is a national organization that conducts and communicates independent, high-quality research to shape education policies and improve learning for each and every child. Nonprofit and nonpartisan, LPI connects policymakers at the local, state, and federal levels with the evidence, ideas, and actions needed to strengthen the pre-k to grade 12 education system and address the complex realities facing public schools and their communities. Working with policymakers, researchers, educators, community groups, and others who care about improving public schools, the Institute advances evidence-based policies that support empowering and equitable learning for all children. 

The Position

LPI seeks a half-time Accounting Assistant to join its team of research, policy, communication, and operations staff in advancing the organization’s mission to foster equitable education for all children. This position will be based in our Palo Alto, CA office.

While reporting directly to Accounting Manager and working closely with the Grants and Contracts Manager and Finance Analyst, the Accounting Assistant’s primary responsibilities include 1.) the accounts payable cycle, 2.) expenses, Expensify and credit cards, and 3.) supporting the Accounting Manager.

Major Responsibilities

Accounts Payable

  • Process invoices and support the fortnightly ACH bill pay cycle.
  • Input payroll entries.

Expenses, Expensify, and Credit Cards

  • Prepare and track travel approvals for expense reports online, reconcile credit card expense reports, and expense reimbursements. 
  • Reconcile LPI credit cards monthly.
  • Review and recommend changes to expense processes.
  • Help train staff on finance-related policies.
  • Assist staff with Expensify.
  • Oversee Expensify expense reimbursement platform.

Support Accounting Manager

  • Assist with monthly close process and the annual audit.
  • Track and log incoming check payments.
  • Maintain financial files including tracking contracts and vendor files.

Other duties as assigned.

Qualifications and Experience

  • Associate's or Bachelor's degree in related area and 2 or more years of work experience, or an equivalent combination of education and experience.
  • Intermediate knowledge of accounting concepts, processes, procedures, and accounting systems.
  • Experience with Sage/Intacct is highly desired.
  • Interpersonal skills, service orientation, active listening.
  • Ability to multi-task in a high-volume environment, attention to detail, and organizational skills.
  • Effective verbal and written communication skills.
  • Intermediate Excel skills including filtering, pivot tables, and look-up tables.
  • Ability to use discretion and maintain confidentiality.
  • Must be authorized to work in the United States for any employer.

Dispositions

  • Passion for ensuring that all children receive empowering and equitable learning, especially historically underserved students.
  • Self-starter mentality and the ability to both work independently and foster collaborative working relationships, and to work well in a team-setting.
  • A demonstrated commitment to excellence and equity.
  • Ability to execute and exhibit good judgment.
  • An optimistic outlook and a flexible, innovative nature.

To Apply

Please submit a cover letter and resume here. Candidates invited to continue through the interview process will be asked to complete a job-related task/performance assessment at that time.  


The Learning Policy Institute is deeply committed to its staff’s health and well-being and strives to embody the organization’s values within the organizational structure. LPI offers competitive compensation and benefits; prioritizes and provides financial support for professional development; supports diversity, equity, and inclusion work internally; and values a collaborative culture. LPI is an equal opportunity employer. Candidates of all backgrounds are encouraged to apply.​