Senior Staff Accountant

Summary:

The Senior Staff Accountant is responsible for maintaining accurate financial records, preparing financial reports, and providing information for management to support effective decision-making. The Senior Staff Accountant supports and administers accounting procedures, practices, internal controls, and external audits while working directly with the accounting team to support budgeting and forecasting.

Essential Job Functions:

• Lead all aspects of the finance operations including accurate and timely close of month end, and the preparation of relevant reporting packages for the Board of Directors and committees.
• Complete high risk recurring monthly journal entries for each month end.
• Proactively identify, research, and report upon significant variances.
• Assist with supervising Staff Accountants and other staff; ie review and approve monthly journal entries and account reconciliations.
• Perform closing for each month end by the 7th business day of the following month.
• Provide continuous assessment of the month-end close process to increase efficiency.
• Present monthly results and variance explanations to the department leads.
• Collaborate with multiple internal departments along with senior leaders to develop accurate budgets and forecasts.
• Monitor cash flow - tracking incoming and outgoing funds to ensure sufficient liquidity. This involves daily update of cash flow and analyzing cash position to identify any potential issues or opportunities.
• Work with external auditors to facilitate audits and tax filings.
• Prepare Consolidated Fiscal Report, 990's and other government related reports.
• Collaborate with the Staff Accountants and Accounts Payable staff to prepare the 1099's. Ensuring the 1099's are submitted timely and accurately.
• Support internal control environment through updating control narratives and process flow charts and assisting in the remediation of control issues identified.
• Stay up to date on industry trends, regulatory changes, and best practices.
• Research accounting topics to determine the appropriate accounting treatment for transactions as they arise.
• Maintains a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk.
• Lead process improvement initiatives.
• Assist with special projects.
• Back-up, train and offer guidance to other accountants in the department, as applicable.
• Perform any other related duties as required by supervisor.

Knowledge, Skills, and Abilities:

• Strong analytical, problem-solving, and decision-making skills
• Ability to communicate effectively, both orally and in writing
• Proven ability to work both independently and collaboratively with different levels of employees
• Excellent time management and organization skills
• Ability to multi-task, critically think, and problem-solving skills while maintaining an effective, positive relationship with team members
• Willing to adapt to change, curious about innovation and modernization in dynamic workplace environment
• Ability to meet a constant stream of deadlines
• Familiarity with accounting software and programs
• Fundamental understanding of GAAP

Education and Experience:

• Bachelor's degree in Accounting or equivalent experience
• 5+ years of work experience in Accounting
• Excellent Microsoft Excel Skills, including VLOOKUP, and Pivot Tables
• Month-end close experience
• Extensive experience in account reconciliations
• Budgeting and forecasting experience

All experience and education requirements, except when required by federal, state, or local laws or requirements, may be waived at the discretion of management with the approval of the Chief Executive Officer, in collaboration with Human Resources.

Physical Requirements/Working Conditions:

• Sedentary working environment
• Ability to reach above shoulder level.
• Ability to turn/twist upper body.
• Able to use hand repetitive action for fine manipulating, keyboarding and typing.

Corporate Qualifications/Expectations:

• Adhere to all CDS Life Transitions, Inc. policies and procedures.
• Adhere to the Agency Mission, Vision, Shared Values, and Customer Service Standards.
• Attend mandatory education and training modules as scheduled; obtain and maintain…