FLSA Status: Exempt
Reports to: Vice-President of Finance & CFO
This position is responsible for performing technical accounting duties involving the accounting, recording, processing and reporting of various assigned accounts; researches, reconciles and assures the accuracy of the subsidiary ledgers and accounts; reviews accounting information prepared by other members of the accounting staff; prepares payroll and maintains and updates benefits information; prepares adjusting journal entries, performs monthly closing processes, prepares financial statements and other reports and performs special projects as directed by the Vice-President of Finance & CFO. This position requires 5 days per week in the office when the office is open.
Essential Duties & Responsibilities:
The following duties are not intended to serve as a comprehensive list of all duties performed by all employees in this classification, only a representative summary of the primary duties and responsibilities. Incumbents may not be required to perform all duties listed and may be required to perform additional, position-specific duties.
- Processes accounting and financial documents in compliance with all applicable rules, regulations and procedures.
- Posts documents and computer accounting entries; performs other technical accounting activities, including general ledger, accounts payable, revenue, accounts receivable, fund accounting, bank reconciliations and payroll; reviews and validates data.
- Reviews source documents for compliance to rules and regulations; determines proper handling of financial transactions within designated limits; reports discrepancies.
- Checks documents for validity and accuracy of information; performs mathematical calculations; records, files and distributes related paperwork.
- Maintains financial records and associated filing systems; enters data into computer systems; codes documents, processes transactions, updates accounts, compiles documentation, and generates reports.
- Maintains additional accounting and technical transaction databases as needed.
While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine and complex problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform highly detailed work on multiple, concurrent tasks; work under intensive deadlines with frequent interruptions; and interact with staff, administration, funders, and others encountered in the course of work.
Required Experience, Skills, Abilities & Characteristics:
- Bachelor’s degree in accounting or finance.
- Minimum of five years accounting experience including financial statement preparation, financial analysis and assistance with financial audit and Form 990.
- Experience with enterprise-level accounting systems.
- Knowledge of general accounting standards and accounting principles and methods.
- Proficiency in Microsoft Office, including Excel, Word and Outlook.
- Detail-oriented and proficient in accurate data entry and self-review.
- Excellent written and verbal communication skills.
- Proactive self-starter who works collaboratively with others to identify process improvements and efficiencies.
- High integrity and capacity to manage and organize information confidentially.
- Strong organizational skills; ability to juggle multiple projects simultaneously and meet deadlines.
- Completes journal entries and reconciles accounts; reviews, investigates and corrects errors.
- Researches and resolves accounting issues; provides customer service to Federation staff and coordinates technical and financial information with customers and external agencies; interprets and explains Federation policies and procedures.
- Responds to requests for information; provides technical information within the scope of authority.
- Assures that all reports and paperwork are completed in a timely manner; updates, corrects, retrieves and releases information according to procedures.
- Cross trains in a wide variety of technical accounting duties; assists with the training and cross-training of other staff as applicable.
- Processes payroll including all benefits transactions
- Prepares adjusting journal entries and performs monthly closing procedures.
- Reviews accounting information prepared by other accounting team members and provides feedback to assist in making corrections and ongoing training.
- Assists with the preparation of monthly and quarterly financial statements.
- Assists with the preparation and updates of the annual budget.
- Prepares information for outside accountants to assist the annual audit and Form 990 preparation.
- Responds to notices, compliance and document requests from government agencies, insurance providers and benefit providers (including but not limited to retirement plans, workers compensation and payroll taxes) for all companies.
- Maintains due date tracking for various compliance, filings and deadlines for all companies.
- Prepares annual compliance and other reports for local, state, federal agencies as needed for all companies.
- CPA certification
- Experience with nonprofit accounting and CRM software, including systems integration, data transfer and reconciliation
- Experience with Abila MIP accounting software
This is a full-time position; business hours are Monday through Friday, 8:00 a.m. to 4:30 p.m. Expectations include willingness to work additional hours during the Federation Accounting annual busy season of each year, and at other peak workflows throughout the year.
PTO including additional paid holidays, Medical, Dental, Life, Short-term Disability, Long-term Disability, 401(k) and Cafeteria program.
Occasional travel throughout the Kansas City metropolitan area.
Send resumes to Mary Stratman at email@example.com.
About Jewish Federation of Greater Kansas City
Jewish Federation of Greater Kansas City is the heart of the Kansas City Jewish community. We build community by bringing people together, strengthening Jewish identity, developing leaders and inspiring generosity in order to fulfill our mission of sustaining and enhancing Jewish life at home and around the world. We ensure a healthy, vibrant Jewish community now and into the future.
Our annual campaign raises more than $5.25 million from approximately 1,400 donors. Using these and other resources, we provide program funding to 18 local agency partners and 20+ partners in Israel or overseas, as well as allocations to 8 national partner organizations.