The Role

This is not a traditional bookkeeping position. AI has fundamentally changed what one talented, tech-fluent person can accomplish — and we are building accordingly. You will own DonorDock, QuickBooks, and the AI tools that connect them, serving as the single point of accountability between our donor data, our financial reporting, our executive team, and our auditors.

What You Will Own

• DonorDock — our integrated donor management platform, including Otto AI automation for donor journeys, stewardship, thank-you sequences, and reporting
• QuickBooks — full financial management, fund allocation, and audit-ready reporting
• Integration between DonorDock, DonorPerfect, and QuickBooks — one clean funnel from donor to dollar to first responder
• Subscription audit and rationalization — identifying and eliminating redundant tools and costs (including transitioning away from platforms like Mailchimp as Otto takes over stewardship communications)
• Board-approved financial reporting — nothing goes to auditors without executive sign-off, without exception
• Proper categorization of all expenditure, including entertainment and hospitality as donor development and cultivation
• Year-round donor financial reporting, not just at the annual grants announcement

AI & Technology Requirements

This role requires demonstrated, hands-on AI fluency — not willingness to learn. Otto, DonorDock's built-in AI automation engine, is central to how we operate, and this person will own it.

Must-Have AI Capabilities:

• Hands-on experience using AI assistants (such as DonorDock's Otto) to automate thank-you letters, donor journeys, and stewardship communications
• Comfortable using AI to draft or check financial reports without losing accuracy or oversight — not just casual ChatGPT use
• Sound judgment on when AI is genuinely saving time versus creating cleanup work

System Fluency Required:

• QuickBooks — hands-on configuration and administration, not oversight of someone else who manages it
• DonorDock and DonorPerfect integration experience, or demonstrated aptitude to get up to speed quickly
• Understanding of how AI-driven categorization and automation affects audit trails and fund allocation — particularly the distinction between restricted and unrestricted giving

Why This Matters:

Otto is designed to replace a significant portion of our manual stewardship work and reduce our subscription overhead. This person owns the full funnel — DonorDock, QuickBooks, and our AI tools — and is accountable for making that system work cleanly. AI-assisted work still requires a clear paper trail and human sign-off before anything reaches our auditors or our board.

Who You Are

• Digitally native and genuinely AI-fluent — you don't just use these tools, you understand how to build systems with them
• Experienced in nonprofit finance — you understand fund allocation, audit requirements, restricted and unrestricted giving, and the weight of fiduciary responsibility
• Organized and proactive — you produce clean, complete, board-approved financials before anything leaves the building
• A strategic thinker — you understand that events are a marketing and cultivation cost, not a profit centre, and you report them accordingly
• Discreet, professional, and mission-aligned — you understand what it means to serve the people who run toward disaster

What We Offer

• A front-row seat to one of Santa Barbara County's most respected and ambitious nonprofits
• A small, high-performing executive team that moves fast and takes the mission seriously
• The opportunity to build something — not maintain something
• Competitive compensation commensurate with experience

How to Apply

This role is being recruited through a reputable employment agency with full background screening. Applications will be accepted via email @ trisha@one805.org. Please include a cover letter describing your experience with nonprofit finance and AI-powered operations tools.

Pay: $40.00 per hour

Work Location: Hybrid remote in Santa Barbara, CA 93108