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In this Senior Accountant role, you will play a key part in managing financial operations, ensuring compliance, and providing detailed analyses to support organizational decision-making. This is an excellent opportunity for a proactive individual with a strong background in accounting and a commitment to maintaining high standards of accuracy and control.
Job Responsibility:
Prepare comprehensive monthly financial statement analyses and assist in the creation of annual financial statements and footnotes
Support preliminary and annual audits by providing detailed financial analysis and documentation
Analyze fluctuations in administrative expenses and maintain updated allocation files for budgets, forecasts, and actuals
Complete quarterly rollforward reports for investment activities tied to limited partnerships
Process wire transfer requests, review bank reconciliations, and forecast interfund balances
Develop materials for Board of Directors meetings, including slide decks and reports on financial policies, medical plan balance sheets, and vendor claims
Monitor reports from investment managers and vendors, escalating identified issues to the appropriate teams
Evaluate new accounting pronouncements and assess their impact on the organization
Document and refine financial procedures to strengthen internal controls and mitigate risks of fraud or error
Requirements:
Bachelor's degree or equivalent combination of education
CPA required
5+ years professional experience
Proficiency in Microsoft Office applications (Advanced Excel, Word, and PowerPoint)
Experience with Power BI and Workday
Strong analytical skills and proficiency in financial data analysis
Excellent communication and client service skills
Ability to work independently and remotely
What we offer:
Medical, vision, dental, and life and disability insurance