What are the responsibilities and job description for the Staff Accountant position at CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING?
Under general supervision, the Staff Accountant is responsible for managing the A/R function, performing month-end close activities, maintaining the fixed asset records, company accruals, cash reporting and reconciling general ledger accounts. Assist with financial reporting, and the annual financial audit and retirement plan audit.
Essential Functions
- Assists in the monthly and annual accounting close process ensuring timely delivery of accurate results.
- Ensures validity of Accruals, and Deferrals, and performs necessary adjusting entries
- Ensures all balance sheet accounts are reconciled at month-end and year-end; Investigates discrepancies and determines appropriate course of action for review and resolution
- Oversees the Accounts Payable function;
- Looks for opportunities to automate functions and integrate different systems to save time and improve efficiency
- Prepares Fixed assets entries and schedules
- Prepares annual audit schedules and provides backup documentation as requested by auditors
- Prepares variance analysis of revenue and expense accounts
- Assists Accounting manager with monthly reports for the Director of Finance, the CFO and the Finance & Investment Committee
- Play a role in developing strategic and tactical goals that advance the work of the Finance Department in serving the entire organization
- Performs other duties as assigned
Background/Skills/Abilities Preferred
- Bachelor’s degree in business administration with a focus on accounting
- Minimum 2 years professional accounting experience
- Experience with and understanding of generally accepted accounting principles
- Well-developed MS Excel skills and experience with bookkeeping software, especially ERP systems
- Attention to detail and strong reconciliation skills a must
- Solid demonstration of analytical and problem resolution capabilities
- Provides extraordinary customer service to both internal and external customers
- Commitment to outcomes, deadlines, and technical excellence
- Outstanding work ethics, integrity and commitment to organizational success
- Ability to handle sensitive data/information in a confidential manner
- Solid verbal and written communication skills
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 PLANNERTM 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 more than 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 are part of both the 501 (c)(3) and 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 $66,000.00 to $78,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.
Salary : $66,000 - $78,000
