Staff Accountant

About Panorama

Panorama is a platform for social change driven by audacious thinking, radical collaboration, and bold action. We help our partners navigate multiple pathways from vision to impact based on their needs. Our mission is to maximize social impact by partnering with visionary leaders to co‑develop solutions to change systems.

• Vision
  :
  See the big picture and examine all angles
• Integrity
  :
  Maintain trust and strive for excellence
• Partnership
  :
  Collaborate and foster meaningful relationships
• Impact:
  Act boldly and create a ripple effect

The Staff Accountant supports the accuracy, timeliness, and compliance of Panorama Global’s financial operations. The role focuses 85% on Accounts Payable (AP) processing and 15% on general accounting duties, audit support, and project-specific accounting needs.

Accounts Payable Operations

• Process invoices, purchase orders, and payment documentation (ACH, wires, checks) in accordance with policy and timelines.
• Maintain AP inbox, vendor records, and payment schedules; set up new vendors and update existing records.
• Monitor and resolve invoice discrepancies, payment errors, and inquiry tickets promptly.
• Prepare and process weekly payment runs; ensure correct coding, approvals, and documentation.
• Set up payments in bank portal for approval, including importing ACH/NACHA files, initiating wire transfers, and submitting batches for approver review.
• Verify payment batches for accuracy prior to release.
• Complete AP adjustments and monthly AP reporting.
• Respond to AP‑related tickets in the ticketing system, ensuring timely and accurate resolution.
• Communicate AP requirements with internal partners, providing clarification before processing.

Vendor & Banking Activities

• Maintain accurate vendor data for onboarding, updates, and deactivations.
• Enter vendor banking information into Sage Intacct and the bank portal after verification, ensuring adherence to internal controls.
• Manage bank transaction processing for benefits, outgoing payments, credits, and returns.
• Support compliance with vendor‑related regulatory requirements, including 1099 filings.

Audit, Tax & Compliance Support

• Support month‑end close by preparing AP accruals, reviewing open items, and ensuring accurate recording of invoices and payments.
• Assist with annual audit preparation, schedules, and selections.
• Support preparation of Form 990 schedules and 1099/1099‑NEC filings.
• Uphold internal controls through required approvals, documentation, and segregation of duties.

Project & Cross‑Team Support

• Provide AP services for project‑specific needs, including fee‑for‑service arrangements.
• Respond to urgent and exception‑based payment requests while maintaining compliance.
• Participate in cross‑team meetings to align AP activities with program needs.

Systems & Process Maintenance

• Maintain AP and finance records in organizational systems (SharePoint, Sage Intacct) in accordance with retention standards.
• Navigate and troubleshoot multiple financial systems (Sage Intacct, Certify, Salesforce, SharePoint, bank portal, etc.) as part of daily AP workflows.
• Assist in process documentation updates, policy maintenance, and workflow improvements.
• Provide general team support, including basic tech troubleshooting and task coordination.

General Responsibilities

• Apply judgment and attention to detail when reviewing submissions, escalating issues appropriately.
• Manage personal workload, inbox, and deadlines effectively.
• Provide backup for other finance team functions as needed.
• Contribute to efficiency initiatives and uphold Panorama’s financial policies.
• Execute ad hoc projects as needed.

• High school diploma or equivalent required;
  Associate degree or higher in Finance or Accounting or equivalent experience preferred.
• A minimum of 3 years of progressive accounting or accounts payable experience. Experience in a startup or non‑governmental organization is a plus.
• Strong knowledge of GAAP, financial controls, and compliance requirements.
• Proficiency in Sage Intacct or similar ERP accounting software is required.
• Experience with financial process automation, efficiency…