Senior Accountant

Description

The Senior Accountant is responsible for maintaining the accounting system and ensuring accuracy and compliance with Generally Accepted Accounting Principles.

Requirements

General Account & Financial Oversight

• Help prepare monthly, quarterly, and annual financial statements and supporting schedules.
• Maintain and reconcile the general ledger, ensuring accuracy and completeness.
• Monitor and record revenue streams, including grants, donations, and service revenue.
• Act as point person for monthly and year-end close processes, ensuring deadlines are met and financial data is accurate.
• Track grant expenditures and ensure appropriate allocation and documentation.
• Identify gaps in processes and recommend improvements to enhance efficiency and reduce risk.
• Collaborate with programming and development teams to support financial tracking and reporting.
• Ensure compliance with federal, state, and local regulations, including nonprofit-specific standards (e.g., IRS Form 990).
• Establishes procedures and systems necessary to maintain proper financial records and afford adequate accounting controls and services.
• Ensures organizational compliance with non-profit grant management funding requirements and monitors expenditures related to grants.
• Ensures proper regulatory financial reporting and maintains compliance with necessary rules and regulations.
• Manage depreciation records and inventory control processes.
• Reviews financial results of the organization by department, compares them to established budgets, and communicates results to managers and staff throughout the organization.
• Develops and implements appropriate internal controls to safeguard the agency's assets, manages risks, and reviews and amends insurance policies to ensure adequate coverage.
• Establishes and maintains positive working relationships with outside organizations, including banks, investment advisors, governmental agencies, and the PPFA National Office.
• Direct the preparation and issuance of the PPMW Annual Report.
• Performs other duties as assigned by the Vice President of Finance and Administration.

Audit Oversight

• Lead the preparation of audit schedules and serve as the primary liaison to external auditors.
• Review audit findings and implement recommendations in collaboration with the Director of Finance.
• Assist with the annual budgeting process, ensuring consistency with historical trends and strategic priorities.

Team Leadership & Cross Department Collaboration

• Serve as a resource for finance-related inquiries from program, development, and operations staff.
• Promote a culture of accountability and financial literacy across the organization.

Qualifications:

• Minimum B.S. degree, master's preferred, with major coursework in business, economics, finance/accounting or other related field.
• CPA and MBA highly desirable.
• Possess seven (5) years of non-profit management and supervisory experience in finance, accounting, budgeting or related field. Experience working in a health care organization, medical billing and insurance with collective bargaining experience highly desirable.
• Strong knowledge of generally accepted non-profit accounting principles, regulatory requirements, payroll and the ability to translate requirements to managers and others.
• Possess technical skills with proficiency in database and financial management software, preferably MIP and Microsoft Office packages such as Excel and Access.
• Ability to read, analyze and interpret financial reports and legal documents with the ability to effectively present information to staff at all levels of the Organization and the Board of Directors.