Accounting Manager

General Function

Reporting to the Director of Finance, the Accounting Manager is responsible for the overall accounting operations of the organization, including preparation of financial reports, maintaining an adequate system of accounting records, overseeing the accurate processing of financial related transactions, and maintaining a comprehensive set of controls  to ensure that reported results comply with generally accepted accounting principles (GAAP). The Accounting Manager assists with financial reporting, the annual Form 990 and 990-T filings and the annual financial audit.

Essential Functions

• Oversees all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements. Ensures all balance sheet accounts are reconciled at month-end and year-end
• Assists in treasury functions to include banking administration
• Prepares monthly reports for the Director of Finance and the Chief Financial Officer
• Compiles and prepares information for the third-party tax preparer necessary to complete the organization’s annual Form 990/990T; ensures form’s accuracy and timely filing in accordance with federal and local regulations
• Oversees the Accounts Payable function
• Oversees the Accounts Receivable function
• Performs calculations for investment activities based on monthly investment statement
• Compiles and prepares information for the third-party tax preparer necessary to complete the organization’s annual Form 990/990T; ensures form’s accuracy and timely filing in accordance with federal and local regulations. Maintains internal control and safeguards for receipt of revenue, costs, program budgets and actual expenses
• Maintains a documented system of accounting policies and procedures
• Provides financial analysis to departments for evaluating special projects, programs, and capital expenditures as needed
• Maintains professional and technical knowledge by attending educational workshops and reviewing professional publications
• Compiles and provides all information needed for the audit activity
• Presents financial reports and accompanying business analysis to CFO and other senior executives 

Qualifications

• Minimum of a BA or BS in Accounting or Finance; CPA desired
• Five or more years of accounting work experience with demonstrated ability to deliver regular financial reporting, ensure accurate transaction processing, comply with GAAP standards, and utilize internal controls to mitigate risk
• Experience coordinating audit activities and managing reporting, accounts payable, accounts receivable, general ledger, payroll, and accounting for investments
• Meticulous attention to detail and accuracy in work product
• Commitment to recruiting, mentoring, and training; foresight and ability to delegate accordingly
• Experience managing staff
• Experience with compliance requirements, including but not limited to financial audit and all levels of tax reporting
• Experience working for a not-for-profit in an accounting role, preferred
• Technology savvy with experience using Microsoft Dynamics Great Plains, SAP Concur, Net forum or other AMS, Sage Intacct and Microsoft Office Suite is preferred
• Personal qualities of integrity, credibility, and ability to maintain confidential information 
• Passionate about improving processes and making them more efficient, and always eager to learn, think outside the box and apply new technology tools 
• Understands relationships between financial results and business function, and seeks to provide advice to other program leaders

About CFP Board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER^TM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.

CFP^® certification is held by over 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

This position works on programs which support both the 501 (c)(3) and the 501(c)(6).

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $95,000 to $112,000.  In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.

Salary : $95,000 - $112,000