Senior Staff Accountant

Job Description

Job Description

The Senior Staff 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.

Job Responsibilities:

· 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: s tate 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.

Requirements:
· Minimum of 3-5 years of progressive accounting experience.

·Experience working with non-profit accounting a plus
· 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.