Prime Coalition

Accounting Manager

• Record and consolidate financial transactions and financial notes for Prime Coalition and its disregarded entities in accordance with GAAP and IRS regulations
• Record financial transactions against required dimensions, including restrictions and project codes
• Calculate and record journal entries for monthly allocations using approved methodologies
• Record transactions for investment programs, including assets, liabilities, interest accruals, cash management, and investment returns
• Record inter-company transactions
• Deliver detailed data reconciliations and analytical support to the Director, Finance
• Ensure accounting data is accurate and ready for monthly, quarterly, and annual reconciliations
• Maintain secure file locations for accounting-related documents
• Support KPI tracking and the day-to-day operations of the catalytic investing program
• Maintain employee training decks for accounting processes
• Oversee accounts payable platforms, including coding, approval workflows, documentation, payables, payments, and employee expenses
• Support revenue and receivables entries and monthly reconciliation between financial software and CRM/fundraising software
• Assist with annual audit schedules and supporting documentation
• Support tax preparation, including schedules for Form 990 and state filings
• Maintain audit-ready documentation
• Issue annual 1099 and 1042-S forms per IRS regulations
• Support compliance with statutory law and financial regulations

Account Manager

• Direct the Partnerships team in achieving ambitious minimum 7-figure annual fundraising targets across Prime catalytic capital opportunities and core support
• Grow catalytic investment from various types of asset owners
• Build and maintain a portfolio of philanthropic partners, particularly DAF holders and UHNWIs entering philanthropy
• Cultivate partner participation in catalytic investment opportunities and support Prime’s long-term financial sustainability
• Oversee donor engagement tracking and accurate CRM records in coordination with Partnership Operations
• Guide prioritization and diversification of engagement across foundations, major donors, family offices, corporate giving, and other philanthropic partners
• Use data, analytics, and market insights to inform strategy and optimize fundraising efforts
• Lead fundraising campaigns for key programmatic efforts
• Support the Chief Growth Officer in strategic initiatives
• Represent Prime externally as needed
• Oversee and develop a team of 2-5 members
• Serve as a strategic thought partner to senior leadership on fundraising targets and annual objectives
• Liaise with the Director of Catalytic Investing and Managing Director of Trellis on program-specific fundraising campaigns
• Contribute to team-wide strategy development, implementation, and annual goal setting

Accounting Manager

Director, Partnerships