Manages financial reporting, internal accounting, grants administration, taxes, budgets and payroll in accordance with Foundation policies, goals and objectives. Provides a supporting role in investments and administration.
Reviews monthly financial statements and supporting investment reports related to monthly closings.
Prepares audit and investment committee materials for meetings
Oversight for development and implementation of financial accounting and reporting systems and internal control procedures.
Prepare for the CFO's review and file the tax returns and payment of all federal, state and local taxes. Monitors changes in tax laws as they affect the organization's tax liability. Responds to inquiries from government agencies regarding tax filings, compliance, claims and related matters. Oversees the maintenance of tax records and files.
Reviews daily investment activity such as distributions, capital calls and treasury activity.
Review weekly check processing for CFO/President's signature
Assists CFO in various financial day-to-day and special projects.
Serves as internal resource for Foundation staff regarding accounting policies and issues.
Assists CFO with annual financial audit.
Prepare bi-weekly payroll.
Coordinates with Program Staff to ensure that Salesforce has all grant financial information including awards, payments, refunds, cancelations and that this information is reconciled with Quickbooks at all times.
Provide back up support to Computer Network Administrator.
Responsible for all grant administration and compliance matters, including monitoring legislation, implementation of policies and procedures and monitoring activities.
QUALIFICATIONS AND SKILLS REQUIRED:
Independently carries out assigned program or project activities. Participates in setting own objectives and priorities and follows through in accordance with established procedures. Recommends changes in programs or activities to improve them.
Position requires thorough understanding of the principles, concepts and methodology of non-for profit GAAP accounting and the ability to apply this knowledge in professional settings.
Assures Foundation resources are used effectively. Provides input on the development of the annual budget and monitors activities to assure compliance with budget and business goals.
Regularly interacts with other employees of the Foundation to integrate work activities and products. Incumbent's performance ensures the meeting of assigned goals. Has occasional contact with members of the finance and audit committee.
Has outside contact primarily with banks, legal and accounting professionals and other vendors of financial services. Contacts have an effect on the Foundation's image or reputation and on the department's effectiveness.
Due to the small size of the Foundation's financial staff, individual is expected to perform a range of duties from supervisory to basic bookkeeping and computer entry functions.
Strong working knowledge of accounting principles and practices.
Strong working knowledge of computer software including word processing, spreadsheets, general ledger software and online systems. Experience with local area network administration desirable.
Strong analytical and statistical skills, ability to assimilate large amounts of information quickly, strong written and oral communications skills, good proofreading and editing skills, ability to solve problems independently, strong problem resolution skills.
Knowledge of investments and financial markets a plus.
Understanding of grant making and foundation accounting principles desirable.
High standards of excellence, takes pride in quality of work performed.
Good judgment and able to make appropriate decisions regarding Foundation matters and leave positive impression on outside parties.
MINIMUM EXPERIENCE AND EDUCATION:
Strong working knowledge of Microsoft Excel, Access, and Word, Salesforce and Quickbooks.
A minimum of five years in directly related work experience including project management and supervisory experience.
Bachelor's Degree required. Certified Public Accountant (CPA) preferred.
Ability to speak, hear, write, and interact.
Good visual acuity sufficient to see and interpret all job-related materials.
Physically operate routine office equipment, such as telephones, computers, etc.
Lift boxes, supplies, files, etc.
Additional Salary Information: Salary commensurate with experience.
OUR PHILANTHROPIC FOCUS
We intentionally focus on systemic change, rather than charities, seeking to target funding toward broad-impact, long-term programs that align with one or more of our focus areas.