Provides accurate, timely, and relevant recording, reporting, and analysis of financial information. Also responsible for payroll processing and benefit administration.

• Draft monthly financial statements.
• Assist with monthly close process.
• Assist with preparing budget forecasts and proforma review.
• Review weekly accounts payable invoices and when necessary, verify/confirm W-9s for new vendors.
• Reconcile and prepare journal entries for investment accounts.
• Reconcile monthly bank statements for the general and payroll checking accounts, recording cash receipts and cash withdrawals.
• Prepare documentation for external auditors for annual audits.
• Review expense reports and credit card reports.
• Process bi-weekly payroll including confirming deductions, garnishments as well as reconciling benefit balances (401k, HSA, etc.).
• Administer Foundation benefit plans including onboarding new employees and managing Short/Long Term Disability and COBRA.
• Assist the Director of Finance & Administration with research and other finance, human resources, and IT functions/projects as needed.
• Other duties as assigned.

Knowledge and Relevant Experience

• Bachelor’s degree in accounting.
• Minimum of four years of broad accounting experience, including use of accounting software.

Skills

• Proficiency with Microsoft Office Suite (Word & Excel required).
• Understanding of accounting, mathematics and financial process.
• Experience with accounting software, specifically Sage Intacct and Paylocity.
• Strong analytical problem-solving skills with the ability to develop creative solutions to complex problems.
• Ability to organize work with large amounts of information efficiently.
• Demonstrated ability to manage multiple projects and deadlines simultaneously while maintaining strong attention to detail.
• Demonstrated ability to achieve deadlines and adjust to changing priorities.
• Excellent interpersonal skills with strong oral and written communication abilities.
• Strong team player.
• Ability to work collaboratively with individuals from all sectors of the community and a commitment to diversity and inclusion.

While performing the duties of this job:

• Ability to sit at a computer terminal for long periods of time.
• May need to travel up and down stairs.
• Bend, stoop, and lift to move materials on occasion.
• Pull/push, lift and carry up to 20 pounds on occasion.
• Reach both above and below shoulder height when needed.