Staff Accountant

This is a fully remote position, open to applicants in United States.

📋 Description

• Implement accounting principles and standards in handling complex transactions.

• Generate and assess precise, timely financial reports.

• Conduct monthly bank reconciliations and investigate discrepancies.

• Record outgoing investment wires and corporate ACH disbursements in the general ledger.

• Maintain fixed asset schedules, document depreciation, and reconcile related accounts.

• Prepare month-end journal entries for payroll, 401(k), HSA, FSA, and other employee benefits.

• Code corporate credit card transactions and reconcile them with monthly statements.

• Organize reconciliation binders, schedules, and supporting documentation.

• Monitor daily cash flow and address ACH returns or wire rejections.

• Facilitate electronic transfers, investment wires, and corporate ACH disbursements.

• Investigate cash transaction statuses and escalate issues to bank representatives.

• Handle Positive Pay exceptions, stop payments, voided checks, ACH exceptions, and wire trace requests.

• Oversee the AP inbox and secure payment approvals from staff and vendors.

• Lead weekly AP disbursement activities and enter authorized invoices.

• Manage vendor tax documentation, bank detail updates, and vendor onboarding requests.

• Oversee donor advised fund contracts, payment schedules, and renewals.

• Prepare AP Positive Pay files, ACH batches, and wire requests.

• Direct annual 1099 reporting.

• Address inquiries from staff and vendors regarding AP invoices and disbursements.

• Assist with interim and year-end audit schedules along with annual tax schedules.

• Prepare analyses and forecasts for the annual budgeting process.

• Facilitate grant disbursement wires and related Positive Pay files.

• Document processes, pinpoint control weaknesses, and suggest corrective changes.

• Identify opportunities for automation.

• Back up physical mail routing and remote check deposits.

• Report directly to the Controller.

⛳️ Requirements

• Minimum of 3 years of accounting experience along with a bachelor’s degree in accounting, finance, or a related field; or an equivalent combination of education and experience.

• Experience in a non-profit and/or investment organization is highly preferred.

• Proficiency in Sage Intacct or a similar web-based accounting system is required.

• Familiarity with Expensify, Ramp, or a similar web-based expense management application is preferred.

• Experience in systems integrations or other technology/process improvement projects is a significant advantage.

• Proven ability to identify and support process or systems enhancements within an accounting or finance function is preferred.

• Strong Excel proficiency is essential.

• Ability to interact effectively with Teams, Office 365, Asana, Box, and Claude Cowork experience is preferred.

• Excellent verbal and written communication skills.

• Strong attention to detail and a professional demeanor.

• A genuine curiosity and enthusiasm for process improvement, coupled with sound accounting judgment.

• Capability to learn and utilize evolving technology and AI tools.

• Experience in a virtual team environment.

• Proficient in working independently and prioritizing competing demands and deadlines.

• Knowledge and passion for leveraging investing to create social or environmental impact.

• Must be able to work from anywhere within the United States with hours aligned to Eastern Standard Time (9–5:30, with some flexibility).

🏝️ Benefits

• Distinctive benefits, including a virtual work stipend and contributions to the employee’s own Donor Advised Fund.

• Competitive overall compensation, featuring discretionary bonuses, a 401(k) plan, and a generous paid time off policy.

• Comprehensive benefits package encompassing full health and wellness coverage, professional development funding, and generous paid family and parental leave.

• Opportunities for training and career development within a dynamic, progressive organization.

• Values-driven workplace culture.

• Equal Opportunity Employer dedicated to fostering a diverse, inclusive, and respectful environment.