Finance Manager – Lookout Local Santa Cruz

LOCATION: Santa Cruz, California

TYPE OF EMPLOYMENT: Exempt, Beneficiary, Full Time

COMPENSATION: $30 – $35 per hour


The O’Neill Sea Odyssey Program is seeking an experienced nonprofit finance professional to manage the day-to-day finances of the organization. The Full Charge Accountant works in conjunction with the management team and is responsible for all financial aspects of the organization including budgeting, reporting, accounts payable and receivable, and grant tracking. The ideal candidate will be passionate about the environment, have experience with classroom-based nonprofit accounting, have previous success tracking grants, and be willing to work in a team environment.

  • This position reports to the Executive Director of OSO, it is an exempt, full-time, benefits position. Flexible work environment, with a typical schedule from Monday to Friday between 9am and 4pm. Limited weekend work as negotiated.
  • This position is primarily in an upstairs office environment. If you need accommodation, please apply and we can discuss if you are selected for an interview.
  • Paid PTO, medical, vision, dental, 401k and flexible health spending account available.
  • The office is located at the OSO Education Center at the Port of Santa Cruz.
  • The pay range for this position is $30 to $35 per hour.


Bookkeeping and accounting:

  • Accounting: Manage organizations’ accounts payable and receivable, invoicing, deposits and necessary journal entries as required.
  • Bank reconciliations: Successfully reconcile all bank and investment accounts.
  • Audit: Prepare year-end reports and required financial documents for auditors and tax preparer.
  • Investments: Assist in the implementation of investment policy and endowment disbursements.
  • Pay: Assist in the validation and submission of the organization’s payroll and taxes.
  • Reports: Analyze and present monthly financial statements for the OSO Board of Directors and management of the organization. Monitor financial trends and budget versus actual expenses and revenue.
  • Tax: Prepare and submit quarterly sales tax statements and annual reports.
  • Strategies: Assistance in the formulation and implementation of financing and investment policies and procedures.
  • Budgeting: Work on the preparation of operational cash flow and the annual program budget.

Grant Administration:

  • Preparation of the proposal: Work with the Executive Director in the preparation of grant project budgets.
  • Expense tracking: Track expenditures and deliverables for awarded grants.
  • Grant reports: Create timely financial reports for completed and ongoing grants, including tracking staff time as needed.
  • Contracts: Monitor implementation and financial needs if necessary.


  • Operations: Participate in the research and purchase of equipment and supplies.
  • Technology:
    • Monitor organizational domain and software subscription. Serve as primary contact for software and hardware project management.
    • Assist in the research and implementation of new software in all functional areas of the organization.
  • Assets: Maintain the funding and amortization schedule.
  • Other duties as negotiated.


  • Knowledge of class-based accounting principles and practices.
  • 3 to 5 years of prior knowledge of nonprofit accounting practices, specific to small and medium organizations.
  • Prior experience in managing and implementing a payroll system.
  • Knowledge of accounting software. QuickBooks experience required.
  • Ability to synthesize complex numbers and share information with various constituents.
  • The ability to organize, prioritize and track multiple assignments is part of the daily routine.
  • Strong spreadsheet and data processing skills. Mastery of analysis and budgeting in Excel.
  • Have knowledge of non-profit accounting practices.
  • Must demonstrate integrity, confidentiality and discretion in working with staff, stakeholders, board members, program participants and partners.


  • Possess organizational and multitasking skills
  • Experience in monitoring government grants.
  • Budget monitoring and control techniques.
  • Read and interpret complex regulatory advertising policies
  • Positive communication skills. Communicate clearly with internal stakeholders, external partners, and people of different racial, ethnic, and cultural backgrounds.
  • Must pass a criminal background check and maintain a clean driving record.


Please submit a one-page cover letter and resume highlighting relevant experience to Tracey Weiss at [email protected] with the subject line “OSO Finance Manager Position”. Applications will be reviewed on an ongoing basis. No phone calls please.


O’Neill Sea Odyssey (OSO) is a local 501(c)3 nonprofit ocean education organization based in the Port of Santa Cruz in Santa Cruz, California. O’Neill Sea Odyssey’s mission is to provide a hands-on educational experience to encourage the protection and preservation of our living sea and our communities. OSO primarily serves students in grades 4 through 6 aboard a 65-foot catamaran sailing in Monterey Bay and at its Shoreside Education Center in Santa Cruz Harbor. Students learn marine science concepts aligned with NGSS and Common Core and the ethics of ocean stewardship. The program is completely free, and each class completes a community service project to help build their watershed. The majority of students served have never been to the ocean and Monterey Bay in their lives.

The O’Neill Sea Odyssey encourages individuals, regardless of their diverse, inclusive and equitable workplace, to offer all employees and volunteers, regardless of gender expression, race, ethnicity, nationality, age, sexual orientation or identity. We respect and value diverse life experiences and legacies and ensure that all voices are valued and heard.

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