Lead Manager, Accounting – Shared Financial Services

Role Overview

• Serves as the relationship manager responsible for managing all financial reporting aspects for a portfolio of chapters that have elected to use Shared Financial Services (SFS) including preparing monthly financial statements, reconciling and analyzing various accounts, and preparing or reviewing financial documentation.
• Leads and manages member(s) of the accounting team which includes setting expectations, providing feedback, managing workload, ensuring consistent response times and delivery of results.
• Manages and oversees chapter’s financial needs including bank/investment reconciliations, balance sheet reconciliations, and the creation/approval of journal entries.
• Reviews internal and external financial statements, ensuring monthly close is accurate and timely, as well as confirming all variances have been documented and explained.
• Monitors chapter performance against budget and national benchmarking metrics informing chapter leadership of significant variances.
• Monitors chapter’s accounting activity to ensure appropriate recording of revenue and payments agrees to both GAAP and MAW policies.
• Works with the Salesforce system to ensure appropriate coding and reporting of chapter revenue streams.
• Serves as primary liaison, building and maintaining relationships, with assigned portfolio of chapters. Provides reports, queries, and analysis to chapters for account activity, revenue, expenses, etc.
• Assists chapter in preparation of annual budget.
• Acts as key staff person in annual internal and external audit process communicating with National Office, Chapters, and external auditors.
• Facilitates review and evaluation of time and use studies used in allocating the indirect costs of the chapters.
• Performs other job-related duties, as assigned.

Requirements

• Bachelor’s degree in accounting or related field or equivalent experience required.
• Minimum of 3 years of experience in accounting and/or financial reporting required. Nonprofit accounting experience is strongly preferred.
• Minimum of 2 years of people leadership experience preferred.
• Strong knowledge of Microsoft Office applications required, including demonstrated expertise in Microsoft Excel
• Experience in Salesforce and NetSuite is strongly preferred.
• CPA designation a bonus.
• Working knowledge of nonprofit organizations is helpful.

Benefits

• Comprehensive benefit package, effective day 1: Medical, Vision*, Dental*, Wellness
• Competitive compensation with annual incentive potential
• Health Savings Account and Flexible Spending Account Options
• Health Reimbursement Account fully funded by Make-A-Wish America
• Short Term Disability*, Long Term Disability* and Life Insurance
• Additional Insurance Plans: Accident, Critical Illness, Hospital Indemnity, Pet Insurance through Figo
• 401(k) Retirement Savings Plan with 5% match after one year of service
• Eligibility for student loan forgiveness through the Public Service Loan Forgiveness Program
• The organization will send a laptop, 24” monitor, and a docking station/adaptor to new hires