New Story

Financial Planning and Analysis

• Manage finance and accounting operations for impact programs, investment projects, and core administrative needs
• Coordinate the Mexico monthly close
• Oversee treasury and payment workflows
• Review outsourced accounting deliverables
• Maintain entity- and project-level financial schedules
• Support financial operating requirements for investment portfolios, funds, trusts, and development projects
• Act as primary liaison for external Mexican bookkeepers, auditors, and tax advisors
• Audit internal accounting systems for transaction accuracy
• Maintain schedules for capital commitments, capital calls, funding transfers, distributions, management fees, project expenditures, and available liquidity in multi-currency scenarios
• Manage full-cycle treasury operations, including payroll, local tax payments, and vendor/contractor settlements
• Administer local corporate banking portals
• Monitor treasury cash positions, forecast near-term working capital needs, and ensure operational expense coverage
• Partner with budget managers to monitor corporate credit card and departmental spending
• Track project budgets, actual expenditures, funding requirements, financial milestones, covenant requirements, and liquidity needs
• Design and implement institutional guidelines and process maps
• Oversee Mexico City office operations, lease administration, local employee benefits issues, and coordination with notaries
• Coordinate employee onboarding and offboarding, documentation workflows, and payroll-platform setup
• Administer employee benefits, health and life insurance policies, and local fringe benefits
• Track vacation accruals and time-off requests and report leave data to the external HR contractor
• Report to the US-based CFO and work on investment-management priorities with the Mexico-based Chief Investment Officer and Asset Management Associate

Explore Finance & Accounting Manager – Treasury & Investment Operations at New Story. Review requirements and application details.