Charles Schwab · 1 week ago
DAFgiving360, Non Profit Financial & Regulatory Manager
Westlake, TX
Full-time
Hybrid
Senior Level
5+ years expDAFgiving360 is an independent nonprofit organization focused on increasing charitable giving in the U.S. The Non Profit Financial & Regulatory Manager will be responsible for monthly financial closing activities, annual audits, and tax reporting, while ensuring accuracy and compliance with regulations surrounding charitable giving.
Financial Services
Responsibilities
Prepare/design database reporting for monthly reconciliations
Prepare reconciliations as part of the annual external financial audit
Research employee matching gift account postings
Assist in ongoing tax reporting
Assist in annual audit reporting
Assist in quarterly valuation reporting for Alternative Investments
Support and participate in organizational initiatives and projects, as needed
Qualification
Required
Bachelor's degree required (preferably in Accounting or Finance)
Attention to detail and accuracy with ability to handle complex regulations surrounding charitable giving
Minimum 5 years' experience, with experience in accounting and/or investments, financial services/administration a plus
Understanding of general ledger accounting
Strong PC skills, including proficiency in Excel spreadsheet, macro, and database applications
High level of ownership, emotional intelligence, and critical thinking
Ability to work in a fast-paced environment by absorbing and applying complex information quickly
Well-developed time management skills with the ability to organize, manage and juggle competing priorities
Attention to detail with an emphasis on accuracy
Well-developed written and verbal communication skills with the ability to deliver technical information in lay terms
Highly adaptive, change-positive personality capable of working effectively within a team environment with the utmost professionalism
An approach to problem-solving using a logical, systematic, sequential approach
Focus to champion innovation and change by seeking out diverse perspectives to inform continuous improvement opportunities and/or innovative ways to improve
Flexibility and willingness to work extended hours/overtime during the year-end peak season (mid- Sept through October)
Flexible to work within the Hours of Operation; Monday thru Friday, 7:00 AM - 6:00 PM MST
Preferred
Knowledge/experience with donor advised funds a plus
Non-profit tax/accounting knowledge a plus
Investment valuation (Alternatives) a plus
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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