Senior Staff Accountant

About the role

Upic Solutions was created in 2001 as a non-profit corporation focused on delivering powerful technology and business solutions to empower United Way partners to build strong donor and community relationships, maximizing community impact. Upic provides the best non-profit CRM software and technology services, serving over 50 percent of United Ways with shared services and products that increase community impact while reducing costs.

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

Responsibilities

• Perform monthly and annual journal entries and reconciliations, ensuring accuracy and compliance with GAAP.
• Coordinate the monthly and annual closing of financial statements to ensure timely and accurate accounting for Upic and Upic Accounting Services clients.
• Prepare 1099s for Upic and Upic Accounting Services clients.
• Assist in the onboarding of and meet regularly 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 implementing improvements, efficiencies, and automation beneficial to the finance department and Upic Accounting Services clients.
• Work closely with other departments on matters affecting Upic Accounting Services clients.
• Provide leadership to Accounting Specialists by supporting their growth and development.
• Work on special projects, process improvements, system implementations, and related tasks as directed.
• Perform other duties as assigned.

Requirements

• Degree in Finance/Accounting or a related field.
• 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 Principles (GAAP).
• Effective communication and collaborative work style.
• Experience creating and booking journal entries.
• Self-starter with the ability to work independently with minimal supervision.
• Detail-oriented and highly organized work style.
• Ability to meet deadlines and manage multiple priorities to ensure timely and efficient completion.
• Ability to utilize sound judgment when handling secure information and maintain a high level of confidentiality.
• Ability to create and update procedures related to client onboarding and best accounting practices.
• Ability to train others (including clients) on accounting processes and procedures such as reconciliations and journal entries.
• Excellent interpersonal skills.
• Passion for Upic’s mission.