The Financial Program Specialist, KI Concerts at Headfirst Companies is a key contributor to the company’s overall financial efficiency and integrity, with a clearly defined focus in the KI division. Our Financial Program Specialist, KI Concerts is responsible for ensuring accurate and timely processing of KI accounts receivable and collection cycle, producing regularly scheduled and ad hoc financial reports and forecasts, and handling all finance-related customer care matters. The Financial Program Specialist, KI Concerts will use their strong organizational skills, attention to detail, and solid understanding of accounting principles and practices to continually uphold and improve KI financial processes.

The Financial Program Specialist, KI Concerts is a part-time role, expected to average approximately 20 hours per week. The ideal candidate will be based in the greater Washington D.C. area and interested and able to either (1) work primarily from our Washington, D.C. HQ offices or (2) maintain a hybrid work arrangement with regularly scheduled in-office workdays. Fully remote work arrangements may be considered for the right candidate.

About KI Concerts 

KI Concerts is a leader in the performance travel industry and has created exceptional music tours for choirs, bands, and orchestras for over 40 years. We don't just sell travel; we curate transformative adventures that blend the art of music performance with the thrill of exploration. Creating life-changing experiences is our passion — and we are proud to put our customers at the heart of everything we do. KI Concerts is a division of Headfirst Companies, a Washington, DC-based organization dedicated to inspiring the personal best in people of all ages, backgrounds, and experiences.

Headlines  

• Manage the KI Accounts Receivable function within the QuickBooks Online subledger in conjunction with our third-party collection platform.
• Manage daily KI Concerts revenue deposits.
• Deliver timely and accurate financial reporting for KI Concerts sales.
• Ensure KI Concerts compliance with US GAAP and corporate policies.
• Support cross-functional customer care projects and requests.
• Maintain productive and proactive communication channels, and foster strong working relationships, with internal sales & operations stakeholders.
• Identify and implement opportunities for process, policy, & protocol improvement and efficiency.

Details

• Own KI Concerts AR subledger maintenance to ensure accuracy and clarity (including maintaining customer and class lists).
• Record daily deposit transactions received through our third-party collection platform in the KI Concerts AR subledger.
• Provide timely group billed invoices to customers, with meticulous attention to detail on necessary adjustments.
• Reconcile receivable discrepancies by collecting and analyzing account information.
• Support the Sr. Controller’s preparation of cash flow analysis.
• Prepare various sales reports (weekly & monthly actuals, delinquent accounts, and other ad hoc reporting) for KI Concerts.
• Manage month-end and year-end reconciliations of Deferred Revenue and Accounts Receivable.
• Ensure timely resolution of customer financial needs related to KI Concerts AP, communicating directly with customers and KI Concert team members as required in a clear, timely, and professional manner.
• Support KI Concerts customers with approved payment schedules adjustments in our third-party platform, issuing timely refunds, creating documentation for travel insurance claims, and other ad hoc requests as needed.
• Assure that the assigned daily tasks are carried out in accordance with established accounting principles, policies, and objectives.
• Analyze issues and recommend solutions, including necessary modifications to the accounting system, for approval by senior management.
• Proactively establish and foster positive working relationships with colleagues at all levels of the organization.
• Maintain a customer-focused mindset dedicated to enhancing customer satisfaction and building customer relationships.
• Become a master at extracting financial data from Headfirst Companies’ various computer systems.
• Take on additional responsibilities as assigned, including cross-functionally where needed.

The Requirements

• Bachelor’s degree in Accounting, Finance, or related field, with additional financial certification viewed favorably.
• At least 1-2 years of relevant accounting industry work experience, including in full-cycle accounting.
• Interest in and availability to work in a part-time role averaging about 20 hours per week; the ability to work at least some of those hours in person out of Headfirst’s Washington D.C. headquarters will be viewed favorably.
• Comprehensive understanding of relevant accounting principles.
• Strong mathematical aptitude.
• Proficiency with Microsoft Office Suite (including Word, Excel, Outlook, & Power Point).
• Proven ability to operate independently supervising an accounting function.
• Meticulous attention to detail.
• Applicable experience and knowledge-building working in QuickBooks.
• Working knowledge of, and strong aptitude for skill-/knowledge-building regarding, financial reporting software.
• Ability to effectively advocate for business needs while remaining diplomatic and maintaining positive working relationships with both internal and external stakeholders.
• Ability to work collaboratively, leveraging strong communication and relationship-building skills to engage effectively with customers, colleagues, and other stakeholders (including senior leadership).
• Ability to problem-solve and apply previous takeaways and lessons learned to similar problems when they reoccur.
• Capacity to manage multiple work streams in an organized manner, adhere to strict deadlines, and coordinate with/communicate urgency to colleagues and other stakeholders to ensure mission-critical tasks and projects stay on track.
• Ability to think ahead to how issues and decisions will impact customer experience, and to exercise good judgment to balance competing experiential and operational interests.

The Character

• An impassioned enterpriser who shares the Headfirst Companies’ core mission and values, and believes in our ability to work together to make a difference in the lives of children and young adults.
• A juggler and prioritizer, who is accustomed to managing multiple complex projects at the same time and is able to maintain focus on key priorities in a noisy, fast-paced environment.
• A team player who approaches professional hurdles with a strong sense of individual responsibility and a sincere emphasis on team over self.
• A humble and enthusiastic leader who possesses the passion and polish to serve as an ambassador of Headfirst Companies.
• A motivated self-starter who is autonomous and dependable.
• A doer who has an entrepreneurial spirit and a focus on finishing the job every day. 
• An independent thinker who assumes responsibility beyond what is asked, and takes initiative for positive change.
• A flexible, coachable, and down-to-earth teammate who has the desire and capacity to grow through self-reflection, and by both providing and receiving thoughtful, constructive performance feedback.
• A consummate professional who has the ability to prioritize and multitask, managing several projects concurrently, sometimes under pressure, and often with tight deadlines, while maintaining a positive attitude and professional demeanor.
• A patient problem-solver with a stellar sense of humor.

Headfirst Companies are proud to be Equal Opportunity Employers. We value diversity and inclusivity across our Headfirst community, and we strongly encourage individuals from underrepresented groups to apply.