Accountant & HR Coordinator

Position

Description:

This is a part time position s position will cover the following areas: finance, planning, grant and contract monitoring, compliance with state and federal financial management standards, budgeting, payroll and HR support. SWR does not practice nor tolerate discrimination in the workplace, regardless of a person's race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age (40 or older), disability or genetic information.

This policy should apply to all applicants and employees and to all phases of full-time, part-time and temporary employment.

• Knowledge of non‑profit finance, experience with state and federal reporting requirements, experience working with grants (writing, work plans, and budgets) required. Experience with Quick Books preferred.

• Oversee all revenue sources and project/program and grants accounting.
• Create a reconciling schedule for all revenue accounts for the year. Monitors spend down of each revenue account and balances.
• Prepare and submit financial status reports for grants each month.
• Prepare appropriate financial reports for the Executive Director in preparation for Board Meetings.
• Prepare and submit budget amendments to grantors as needed.
• Create a listing of all grants related to due dates for the year.
• Assist in coordinating the annual audit process, contribute to the 990, budgeting process, and liaise with external accountants, auditors and the board of directors; assess any changes necessary.
• Prepare all financial statements and records with established accounting standards like GAAP.
• Oversee and lead annual budgeting and planning process in conjunction with the Executive Director. Prepare reports that will provide monthly update on budget spend down.
• Administer and review all financial plans and budgets; monitor grant budget progress and compliance and keep leadership team abreast of the organization’s financial status.
• Monitor financial management reporting system; ensure that the grant/contract billing and collection schedule is adhered to and that financial data and cash flow are steady and support operational requirements.
• Carry out the grant financial reporting process including providing supervisors with up‑to‑date financial reports.
• Update and implement all necessary business policies and accounting practices; improve the finance department’s overall policy and procedure manual.
• Support donation and fund development.
• Effectively communicate and present critical financial matters to the Executive Director.
• Attend staff/board meetings as necessary.
• Be aware of and maintain appropriate agency/client confidentiality.
• Work directly with administrative and programmatic staff.
• Provide ongoing financial training to the board of directors – as requested.
• Maintain financial confidentiality related to staff information, organization finances, and budgets.
• Post, screen and participate in agency hiring process.
• Perform all background studies for new recruits and every two years thereafter for volunteers, board members and contractors and maintain staff rosters.
• Actively maintain all hiring/onboarding and termination/offboarding of employees and associated tasks and paperwork.
• Create, edit and maintain all forms.

• Preferred four‑year related degree. Minimum two‑year related degree and two years’ experience.
• Preferred experience:
  
  5 years’ professional experience; ideally 3 years of financial management experience, grants management, accounting and accounts payable, knowledge of accounting rules, regulations, policies, and procedures for non‑profit and grant funding.
• The ideal candidate will have experience of final responsibility for the quality and content of all financial data, reporting, and audit coordination.
• Ability to translate financial concepts to and to effectively collaborate with programmatic staff who do not necessarily have finance backgrounds.
• A track record in state and federal grants management.
• Knowledge of accounting and reporting software, including Excel and Quick Books.
• A successful track record in setting priorities; keen analytic, organization, and problem‑solving skills which support and enable sound decision making.
• Excellent communication and relationship building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders.
• Personal qualities of integrity, credibility, and dedication to the mission of SWR.