Senior Staff Accountant

Created in 2001 as a non-profit corporation, our focus is delivering powerful technology and business solutions, empowering our United Way partners to build great relationships with donors and communities, thereby maximizing community impact and the mission of United Ways. We are dedicated to mobilizing the caring power of communities and advancing the common good by providing the best non-profit CRM software and technology services.

Upic was created for and by United Ways, to make technology solutions more affordable by sharing services. We serve over 50 percent of United Ways with a broad range of shared services and products, helping them to increase community impact while saving money.

Created in 2001 as a non-profit corporation, our focus is delivering powerful technology and business solutions, empowering our United Way partners to build great relationships with donors and communities, thereby maximizing community impact and the mission of United Ways. We are dedicated to mobilizing the caring power of communities and advancing the common good by providing the best non-profit CRM software and technology services.

Upic was created for and by United Ways, to make technology solutions more affordable by sharing services. We serve over 50 percent of United Ways with a broad range of shared services and products, helping them to increase community impact while saving money.

The Senior Accountant is responsible for month-end general ledger closing and financial statement preparation for multiple client partners. In addition, the Senior Accountant will assist in onboarding our growing list of accounting services clients.

• Perform monthly and annual journal entries and reconciliations, ensuring the accuracy of information and compliance with GAAP.
• Coordinate the monthly and annual closing of the financial statements to ensure timely and accurate accounting for Upic and Upic Accounting Services clients.
• Prepare 1099 for Upic and Upic Accounting Services Clients.
• Assist in the onboarding of and meet on a regular basis with Upic Accounting Services clients.
• Prepare analysis and provide explanations for unusual and/or inconsistent trends.
• Evaluate workflows for accuracy, efficiency, and appropriateness.
• Identify and assist with the implementation of areas of improvement, efficiency and automation that could benefit the finance department and Upic Accounting Services clients.
• Work closely with other departments on matters that affect Upic Accounting Services clients.
• Provide leadership of Accounting Specialists by supporting growth and development.
• Works on special projects, process improvements, system implementations and the like, as directed.
• Other duties as assigned.

• Degree in Finance/Accounting or a related field, and 3-5 years of accounting related experience
• Ability to utilize accounting software
• Intermediate to advanced skills in Excel
• Ability to accurately apply Generally Accepted Accounting Procedures (GAAP)
• Effective communication and ability to work collaboratively
• Experience in creating and booking journal entries
• Self-starter with ability to work independently with minimal supervision
• Detail-oriented and highly organized work style
• Ability to meet deadlines and manage multiple priorities to ensure completion of work in a timely and efficient manner
• Ability to utilize sound judgment when working with secure information and maintain a high level of confidentiality
• Ability to create and update procedures relating to client onboard and best accounting practices
• Ability to train others (including our clients) on various accounting processes and procedures not limited to reconciliations, entering journal entries
• Excellent interpersonal skills.
• Passion for Upic's mission.