Job Description
Job Description
The Staff Accountant is responsible for assisting the finance department in creating accurate and timely financial records for the organization. Additionally, this role will support the Development Coordinator in maintaining donor data and generating related reports, assisting with tasks in the development function.
Accounting Responsibilities :
- Assisting in monthly close functions, including preparation of journal entries, analyzing and reconciling accounts including cash, prepaid assets, accrued expenses, AR, fixed assets, donations, and deferred revenues
- Daily entry of transactions from our bank account into our accounting software
- Assisting with preparation of documents for annual audit
- Identifying areas where processes can be made more efficient and effective
- Documenting current policies and procedures where needed and ensuring that they are being followed
- Prepare reports for scheduled leadership reviews and ad-hoc reports, as needed
- Identify and drive process improvements, including the creation of standard tools, and meaningful dashboards
- Daily / weekly cash reporting and ad hoc forecasting analysis
Development Support Responsibilities - Assisting the Development Coordinator, as needed, up to 25% of your weekly time including :
Assist with the maintenance and updates of the donor database, including adding new attributes (e.g., membership status, Circle Society, mailings, etc.)Utilize Raiser's Edge (RE) global update tools or manually update records as neededScan and link gift / pledge records to donor records for donations of $5k in REScan and organize gift batches (including batch reports, checks, letters, etc.) and store them on the development drive for backupAssist with the creation of donor-related reports, ensuring that data is accurate and well-organizedKey Competencies for Success :
Strong understanding of GAAP accountingNot-for-Profit ExperienceFinancial ManagementCollaboration SkillsEthical ConductPrioritization of multiple tasksThoroughnessResults OrientationProblem SolvingOrganizational SkillsDetail FocusedEducation and Experience
Bachelor’s degree (B.A.) in Accounting, Finance or Business with experience in financial reporting and analysis required, or significant experience in a financial analysis role in lieu of degreeKnowledge and Skill Requirements :
Proficient in the use of financial management software to include spreadsheets and databasesMS Office Suite (Emphasis in Excel)
Advanced skill set in MS Excel including but not limited to : Pivot Tables; VLOOKUP; Macros; “SumIF” functions, filtering and sortingAbila MIPs Accounting softwareADP or other automated payroll systems are a plusExperience with data query, data management and data visualization tools is a plus (Access, SQL, Tableau)Strong multi-tasking, critical thinking, and judgement; be able to organize and prioritize independently based on competing timelinesAbility to communicate effectively across a broad spectrum of staff, both verbally and in writingAble to adapt to and participate in change management including operational processes and new system platformsCollaborative and approachable; genuine interest in supporting colleaguesDemonstrates a commitment to diversity and an appreciation for different perspectives, experiences, and traditionsDemonstrates an ability to learn multiple systems quicklyProficiency in following software is a plusDaxko, AudienceView, Campminder, Raiser’s Edge / Blackbaud
Physical Demands :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Sitting at a desk or workstation, often for several hours at a stretch.Regular use of computers to input, analyze, and process financial data. This involves typing, using a mouse or trackpad, and looking at a computer screen for extended periods.Fine motor skills : They may need to use fine motor skills for tasks such as typing on a keyboard, handling paperwork, using calculators, and manipulating small office supplies.Repetitive tasks : Data entry, reconciling accounts, and preparing financial statements often involve repetitive motions such as typing or using a calculator.Attention to detail : Accounting work requires a high level of accuracy and attention to detail, which can contribute to mental fatigue.Minimal physical exertion : The job typically doesn't involve heavy lifting or strenuous physical activity, but occasional light lifting or moving of office supplies or files may be required.Work Environment :
The work environment characteristics described here are representative of those an employee encounters while performing the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform within the described work environment.
Structured office layout with designated workstations or cubicles.Access to office equipment and resources including computers, printers, scanners, and office supplies.Collaboration spaces such as meeting rooms or conference areas for group discussions or presentations.Standard office hours with defined start and end times, typically Monday through Friday.Availability of break rooms or common areas for socialization and relaxation during breaks.Supervision and support from colleagues, managers, and support staff within the office premises.Adherence to company policies and procedures related to office conduct, communication, and work assignments.Access to amenities such as restrooms, kitchen facilities, and parking areas.Occasional working remotely / from homeBenefits
Health, Dental and VisionRetirement Plan, Life and Disability InsuranceEmployee Assistance ProgramFree membership to our Fitness and Aquatics CenterThe Louis S. Wolk Jewish Community Center of Greater Rochester is located alongside the Erie Canal in Brighton and is a 200,000 square foot facility that houses our state-of-the-art fitness, wellness and recreation programming, an Aquatics Center, a professional Theatre, Children’s Center and our Summer Camp Programs
We pride ourselves on providing our members with quality educational, cultural arts and social programming, and we are an inclusive community center that welcomes people of all faiths, backgrounds, and ages.
