Phius Careers

Phius (rhymes with Prius) is a non-profit 501(c)(3) organization committed to mitigating and adapting to climate change by reducing carbon emissions from the built environment. Buildings that meet the Phius standard use 40-60 percent less energy for space conditioning than conventional buildings. Phius-certified buildings also provide superb indoor air quality and overall comfort. Phius trains and certifies professionals, maintains the Phius climate-specific passive building standard, certifies and quality assures passive buildings, and conducts research to advance high-performance building.

This is a new position at Phius, and offers an opportunity to grow with a fast-growing organization.

Benefits: Medical, Dental, Vision, 403(b) with employee match

We are looking for an experienced non-profit accountant to prepare financial statements, oversee organization’s budgeting and forecasting, and contribute to the financial decision-making processes. This team member will play a key role in projections, planning, and risk assessment. 

General Responsibilities

• Ensure compliance with all state and federal financial regulations, laws, and policies
• Ensure compliance with generally accepted accounting principles (GAAP)
• Support the annual mandatory non-profit audit process in partnership with our bookkeeping firm and auditing firm
• Export financial reports for monthly, quarterly, and annual review
• Help create annual budget and monitor monthly expenditures and revenue to track budget on a monthly basis
• Make state filings (quarterly and annual report to Secretary of State)
• Meet monthly with Phius Executive Committee to review finances
• Liaison with Phius Board of Directors finance officer; occasionally attend board meetings
• Serve on Internal Committee for Phius board

Ongoing Tasks

• Liaison with Jitasa, our bookkeeping and accounting firm
• Execute bi-monthly payroll and 403(b) disbursements
• Oversee accuracy of all general ledger and subsidiary journals, including cash and credit card receipts, cash disbursements, accounts payable, accounts receivable, revenue releases, payroll accounts, cash flow forecasting
• Pay monthly credit card bills
• Process all external client invoices and expenses
• Deposit checks for Accounts Payable
• Oversee the Phius Deferred Revenue schedule for building certification
• Oversee the Phius Alliance Deferred Revenue schedule for memberships
• Oversee Bill.com activities (approval and coding of invoices) 
• Oversee reconciliation and coding of all credit card purchases to monthly statements
• Hold responsibility for PNC Bank accounts for Phius and Phius Alliance
• Manage and maintain Phius organizational insurance
• Administer benefit plans to Phius staff for:
• 403(b) retirement plan
• Health/vision/dental insurance plans

Requirements

• Bachelor's degree in accounting, financial management, or similar.
• 3+ years of experience working as a non-profit accountant or similar position.
• Excellent understanding of best non-profit financial and accounting practices, processes, and regulations.
• Solid knowledge of accounting software; QuickBooks and BILL.com a plus.
• Practical experience with finance software, Google Suite, and MS Office. CRM experience is a plus.
• Ability to manage deadlines and work in a high-pressure environment.
• Display exemplary ethical behavior when working with confidential financial documents.
• Strong analytical٫ communication and problem-solving skills٫ with close attention to detail.
• Experience with risk analysis٫ budgeting and forecasting.
• BS or BA degree in Accounting٫ Finance or another related area; professional certification (such as CPA) or working towards a certification a plus.

Phius is a 501(c)3 organization committed to making high-performance passive buildings mainstream. Passive buildings use 40-60 percent less energy than conventional buildings, and provide superb comfort, health,  indoor air quality, and affordability

Phius serves multiple constituencies including architects, builders, engineers, developers and construction project teams. Phius offers training programs and certification for professionals, it certifies projects to the Phius building energy standard, and conducts research.

We’re seeking a detail-oriented and technically skilled CRM Specialist to join our team.

In this role, you’ll be responsible for administering and optimizing our Zoho CRM system and associated applications to support our fast-growing organization and our constituents. Your expertise will ensure our core systems are reliable, accurate, and tailored to day-to-day user needs while delivering key insights to leadership.

Responsibilities

• Understanding the Phius core operations and processes: Training, professional certification, continuing education, building certification, membership, community building, and research. 
• Helping each functional team optimize productivity, and helping improve their constituents’ experience through CRM administration and organization
• Maintaining and troubleshooting when necessary, interface between the CRM and the user portal used by Phius Alliance members, certified professionals, and project submitters. 
• Providing system administration support, especially related to user permissions, custom objects, and workflows.
• Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes to align with the organization’s growing needs.
• Creating and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
• Analyzing data to provide insights into the operation, effectiveness, and productivity of each team.
• Assisting in identifying and resolving data anomalies and errors; maintaining a high level of data integrity.
• Supporting the team in daily troubleshooting, bug fixing, and end-user support.
• Creating and maintaining documentation on processes, policies, application configuration, and help-related materials.

Requirements and Skills

• Bachelor’s Degree with a solid analytical and technical background.
• 2+ years of CRM Administration experience, e.g., ideally Zoho
• Proven ability to administer and configure CRM systems, including custom modules, workflows, validation rules, and permissions.
• Familiarity with automating business processes, report and dashboard creation, data structure, and data analysis.
• Strong communication, organization and collaboration skills.

Ideal Qualifications

• Experience with LMS systems
• Experience with network administration
• Experience with Adobe React
• Self starter with desire to work in a fast-paced environment with opportunity to expand your role
• Interest in/familiarity with the architecture, engineering or construction industry
• Passion for sustainability and the environment

To apply, send a resume and cover letter to jobs@phius.org (please include cover letter in the body of the email).