Job Title: Accountant

Job Specifications:

Position Status: Exempt

Location: Novato, CA 

Hybrid Schedule: 3 days onsite 2 days WFH

Overview:

At our company, we are committed to fostering a culture of Equity, Innovation, Impact, Transparency, Collaboration, and Joy. We believe that these values are integral to our success as an organization and guide everything we do, from our strategic initiatives to our daily interactions with colleagues and invested parties. As a team, we strive to create positive change in the world while maintaining an inclusive and supportive work environment where everyone can thrive. 

 Position Purpose:

The Accountant supports the finance department in all functions related to the accounts payable function of the Foundation.

 Reports to:

The Accountant reports to the Controller.

Essential Functions:

• Administer accounts payable process, including invoice coding, data entry, voiding checks, positive pay, check distribution for signature, mailing of checks, ACH entry for online invoice payment, and resolving any invoice discrepancies or payment issues.
• Ensure all new contracts adhere to the companies policies by obtaining the necessary approvals and saving/updating the contracts in the accounting software as they occur.
• Administer credit card program in accordance with established policies. This includes ordering and canceling credit cards, reconciling receipts, paying monthly billings, and communicating with the credit card company to resolve any billing disputes.

• Manage online expense reporting. This includes managing user accounts, training users, approving and paying expense reports, and downloading/inputting transaction activity into the accounting system.

• Ensure W-9’s are on file for all vendors and collects a W-9 prior to payment for new vendors. Analyzes accounts payable at year-end for all vendors that will require a 1099, prepares, and transmits 1099’s.
• Maintain the fixed asset register and prepare monthly fixed asset reconciliations.

• Prepare and input journal entries including expense accruals, prepaid expenses, fixed asset entries, and other miscellaneous entries as necessary.

• Prepare 571-l property tax filings on an annual basis.

• Process grants ACH uploads to the bank as needed throughout the week.

• Enter various banking wires including international grant wires.

• Reconcile various balance sheet accounts to ensure proper revenue and expense recognition.

• Process the monthly loan ACH batches.

• Prepare manual checks as needed for payments.

• Review online banking activity daily to ensure all credits are accounted for any ACH returns are printed and reported to the Grants Managers.

• Reconcile actual to budget on a monthly, quarterly, and annual basis, as necessary.

• Assist in the administrative budgeting process for operating expenses.

• Demonstrate the ability to offer recommendations for technology enhancements and process improvements related to the Accounts Payable process.

• Serve as back-up to payroll specialist, including the preparation, processing, and review of semi-monthly payroll, accuracy and approval of time sheets, and accuracy and processing of time off requests. Additionally, verifies information entered by the HR department, such as wages, deductions, hours, position, etc., entered by the HR department.

• Assist in annual audit and tax return preparation for the company and its supporting organizations.

• Submit monthly excise tax returns for investment properties and submits the annual return.

• Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
• Perform additional responsibilities as delegated.

Knowledge, Skills, and Experience:

• Five years relevant experience required, preferably in a multi-organization setting, with private or community foundation experience being beneficial.
• Proficiency in accurately completing detailed financial reports, calculating figures and amounts, and analyzing statistical and financial data.
• Demonstrate strong strategic planning and implementation skills, coupled with research and synthesizing abilities.
• Proficiency with Microsoft Office applications (Outlook, Word, Excel, Power Point), Concur, and the ability to effectively learn and utilize additional technology systems used by the company.
• Demonstrate meticulous attention to detail, ensuring accuracy and precision in all aspects of work.
• Demonstrate excellent organizational and prioritization skills, efficiently managing daily tasks, multiple requests, and projects, while handling long-term assignments.
• Excellent customer service and communication skills encompassing listening, interpersonal, oral, presentation, and written abilities for multiple and diverse audiences.
• Proficient writing, editing, and proofreading skills coupled with the ability to gather and organize information effectively.
• Exhibit a high degree of professionalism, judgement, and flexibility, enabling effective collaboration with clients and colleagues from diverse backgrounds.
• Excellent interpersonal skills with the ability to thrive in a team environment. Capable of cultivating and sustaining positive working relationships with Foundation staff, community members, elected officials, the media, colleagues in other foundations, and members of the nonprofit sector.
• Exhibit a strong commitment to personal and professional integrity and uphold high ethical standards.
• Demonstrate a passion and deep commitment to Philanthropy and the nonprofit sector.
• Demonstrate a strong passion for, and a commitment to, social change and equity.

How We Work Differently:

• Embrace a learning mindset.

• Work as One Team to eliminate silos and foster cross-functional collaboration.

• Set ambitious goals and hold ourselves accountable.

• Utilize our influence to drive resources for positive social change.

  The salary range for this role is $80,000 - $85,000 with a generous benefits package.

Wollborg Michelson Recruiting is an Equal Opportunity Employer and prohibits discrimination of any kind. We ensure job offers are made based of one’s employment experience, skills, and qualifications, regardless of race, gender, ethnic origin, or any other classification protected by law. All applicants must furnish proper identification to prove their legal right to work in the US upon a job offer. We participate in E-Verify to confirm one’s right to work in the US. Wollborg Michelson Recruiting does not provide sponsorship for an employment-based visa status.

#LI-SP1