The Senior Non-Profit Accountant position prepares the monthly and quarterly financial statements, manages the annual audit process, and oversees day-to-day accounting functions, including Accounts Payable and cash receipts. This position partners cross-functionally with Human Resources and Development to support organizational goals. They ensure the integrity of financial data, supports strategic decision-making, and maintains compliance with all regulatory requirements. Regular attendance and participation are required at Finance & Investment Committee, Executive Committee, and Board of Trustees meetings.
- Minimum of 3-5 years of progressive non-profit or fund accounting experience.
- Experience managing audits and working with external auditors.
- Familiarity with Form 990 and nonprofit regulatory requirements.
- Proficiency in accounting systems (Financial Edge experience strongly preferred).
- Bachelor’s degree in accounting, finance, related field or relevant experience.
- Strong analytical, organizational, and communication skills, with the ability to translate financial information for non-financial audiences.
- High level of integrity, attention to detail, and commitment to the organization’s mission.
- Establish and maintain strong working relationships with the Board of Trustees, providing ongoing financial guidance and support for key organizational initiatives.
- Must be available to work on-site five days per week to support operational and organizational needs.
- Lead the preparation and delivery of accurate, timely monthly and quarterly accrual-based financial statements.
- Analyze financial results and provide insights and recommendations to the CEO and leadership team.
- Manages the general ledger, ensuring accurate journal entries, reconciliations, and financial data integrity.
- Prepare and present financial reports to the Board of Trustees and committee meetings, ensuring accurate and timely communication of financial performance and key metrics.
- Develop and improve financial reporting processes, systems, and internal controls.
- Produce department-level financial reports to support budget management and decision-making.
- Maintain fixed asset schedules and oversee capital asset accounting.
- Partner with the CEO to develop and manage the annual operating budget.
- Provide tracking and reporting of endowment funds, restricted contributions, and grants; ensure compliance with donor restrictions.
- Lead and manage all aspects of the annual financial audit, including preparation, coordination, and auditor communication.
- Manage multiple trial balances on a regular basis.
- Review audited financial statements and tax filings prepared by external auditors.
- Support retirement plan audit in partnership with Human Resources.
- Accurate preparation and filing of all required tax and regulatory reports, including: state sales tax filings, sales tax reimbursement filings,annual escheat reporting, IRS Form 1099 reporting,property tax filings.
- Maintain compliance with all federal, state, and local financial regulations.
- Assist with indirect cost allocations and functional expense reporting.
- Support preparation of the annual IRS Form 990 and other regulatory filings.
- Supervise and develop the Accounts Payable & Cash Receipts Specialist.
- Provide guidance on invoice coding, financial processes, and accounting best practices.
- Oversee daily cash management and monitor banking activity.
- Ensure timely completion of all monthly close processes, including balance sheet reconciliations.
- Partner with Human Resources to review payroll, benefits reconciliation, W-2s, and retirement plan compliance.
- Support Workers’ Compensation and retirement plan audits.
- Collaborate with Development to provide financial reporting for grants and restricted funding.
