Accountant

About the role

The Accountant at Marguerite Casey Foundation (“the Foundation”) stewards the organization’s resources and champions financial integrity. They are meticulous with numbers and enjoy supporting others in the organization to understand and comply with financial policies and practices. The Accountant is someone we can count on to ensure the Foundation’s compliance with all regulations, keep our financial data flawless and audit-ready.

Responsibilities

• Record and process all accounts payable including accounts payables, employee expense reimbursements, and corporate card expenses.
• Ensure that all internal controls are strictly adhered to.
• Prepare journal entries for the month-end close, record and process all invoicing/accounts receivable, prepare monthly reconciliations.
• Work with team members across the Foundation, especially on our Operations team.
• Develop and share deep knowledge of the Foundation’s expense policies to support colleagues with finance inquiries.
• Annually prepare 1099s for filing, assist in preparation of materials for annual audit and Form 990-PF, assist in policy updates and participate in implementation of cross-department workflows.
• Gain exposure to complex work, like payroll regulations across multiple states and accounting for investments.
• Gain experience process mapping, change management, and implementation of a new expense reporting tool.

Requirements

• Have a Bachelor’s Degree in Accounting with at least 3+ years of accounting experience; experience with accounting for private foundations or non-profits and related tax requirements is valued.
• Experience with accounting software, preferably Sage Intacct.
• Strong knowledge of GAAP and demonstrated ability to apply the principles to accounting transactions in a private foundation.
• Great habits around verifying data and take pride in your ability to catch a misplaced decimal point and other details. You get genuine satisfaction from a perfectly balanced ledger and zero-error data.
• A customer service orientation, and you are known for your ability to balance taking initiative and being a part of a team.
• Sharp critical thinking to transform everyday bottlenecks into streamlined, long-term operational wins.
• Ability to pivot between tasks when things get busy and maintain your focus on the priorities.
• Excellent verbal and written communication skills, including phone and email etiquette.
• Strong self-management, organization, and time-management skills needed to meet deadlines and stay productive while working remotely and across different time zones.
• Experienced using Zoom and Google Suite.
• Handle and manage confidential information with discretion and tact.

Qualifications

• Commitment to the Foundation’s mission and values of belonging & representation, mutual respect, and trust.

Skills

• Financial analysis and reporting.
• Accounting software proficiency, particularly Sage Intacct.
• Internal controls and compliance.
• Customer service and teamwork.
• Process mapping and change management.
• Remote work and time management.

Benefits

• Health, dental, and vision benefits.
• Annual professional development funds.
• Donation matching.
• Retail plans.
• 30 days of Paid-Time-Off annually.
• 11 paid holidays.
• Two floating holidays.

Pay

The starting salary range for this position is $118,000 - $130,000 annually.

Schedule

This position is open to candidates nationally and across time zones. Occasional travel includes at least two in-person staff retreats a year.

Contact

Please contact Fitz-Roy & Associates directly with questions.