Accountant

Full Time
Remote
Posted
Job description
Accountant

As an Accountant, you will process and reconcile financial transactions based on policies and procedures across a variety of clients and charitable giving vehicles. This role contributes to maximizing revenue generation and cost efficiency by providing timely, accurate processing of transactions and disbursements as well as prompt responses/follow-up to client inquires. Accountants support assigned programs and internal teams through reconciliations and research, utilizing analysis and critical thinking. They act as a collaborative member within a team-oriented environment to provide clients with the best service possible. Candidates in Indiana preferred.

Duties & Responsibilities:
  • Record and review financial transactions in accordance with generally accepted accounting practices, policies and procedures in a timely and accurate manner
  • Prepare reconciliations of cash, securities, investments and general ledger activity
  • Process transactions in accordance with established Service Level Agreements for each client
  • Ensure accuracy of all internal and external reporting deliverables for review by Team Lead or Senior Accountant
  • Coordinate tax season priorities regarding entry and reconciling of client accounts to finalize financial reporting
  • Proactively communicate changes, amendments, adjustments or errors that arise and provide supporting documentation to Management for review
  • Work with clients, legal, and compliance departments to ensure that the philanthropy tool is administered in compliance with best practices and IRS regulations.
  • Responsible for identifying, documenting and reviewing processes and procedures, policies, and controls to enhance program efficiency and effectiveness
  • Conduct research and communicate/escalate results as required

Education & Experience:
  • Bachelor’s degree in accounting, finance, or related field required
  • Experience working within fund accounting or financial systems is preferred
  • Meticulous attention to detail to ensure accuracy and quality of program financials
  • Demonstrated critical thinking to mitigate risk and solve complex problems
  • Time management and organization skills required to meet deadlines and balance projects
  • Excellent verbal and written communication skills for internal and client communication
  • Flexibility and agility to shift priorities, cross-train and work as a collaborative team player
  • Experience in data analysis within large data sets and creating efficiencies within the analysis a plus
  • Strong business ethics & personal integrity
  • Fluent in Microsoft Office Suite

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