Senior Accountant I

Job Location

Opportunity Campus

Job Summary:

The Senior Accountant I is responsible for supporting accurate and timely financial reporting through the preparation and review of general ledger transactions, account reconciliations, financial analysis, and maintenance of assigned accounting processes, including fixed assets, leases, contracts, cash, and other balance sheet accounts. This position represents an increase in scope and technical ownership beyond the Staff Accountant track, with organization-wide responsibility for fixed asset accounting, lease compliance, and property and sales tax compliance.

The Senior Accountant I independently researches and resolves accounting discrepancies, identifies unusual transactions or trends, maintains appropriate supporting documentation, and applies GAAP and organizational policies in the performance of assigned responsibilities. This position requires integrity, sound judgment, initiative, attention to detail, strong analytical and Excel skills, and a desire to support the mission of Goodwill.

The Senior Accountant I will promote a positive work environment that celebrates our vision, mission and core values of Teamwork, Respect, Uprightness and Empowerment in every action and interaction with team members, donors, customers, management and persons served.

Job Description

Essential Functions

General Ledger and Reconciliations

• Support the financial reporting cycle through timely and accurate preparation and recording of transactions in the accounting system in accordance with GAAP. Review account activity, identify unusual or inconsistent transactions and trends, and independently research and resolve discrepancies to support accurate financial reporting and the journal entry process.

• Maintain supporting schedules, worksheets, and records to support journal entry transactions, and to comply with organizational policies.

• Prepare assigned monthly balance sheet reconciliations, including bank reconciliations; investigate and resolve reconciling items and unusual account activity; and maintain appropriate supporting documentation.

• Protect the assets entrusted to Goodwill through timely monitoring of daily bank activity and management of the cash reporting process.

• Manage the escheatment process for the organization, ensuring compliance with state regulations.

• Manage the organization's insurance policies and renewals for Property, Auto, General Liability, D&O, and Cyber insurances.

• Management and training of a fixed asset accountant and an accounts payable specialist, ensuring they are properly trained on assigned duties, procedures internal controls and the systems they are working in.

• Compliance with internal control processes established by management, adherence to policies and procedures.

Fixed Assets, Leases, and Contracts

• Manage the fixed asset process, including creating supporting schedules and roll forwards, maintaining fixed asset records, and reconciling fixed asset records to the general ledger.

• Maintain lease records and the lease accounting system (LeaseQuery), and prepare lease accounting entries, schedules, and disclosures in accordance with ASC 842.

• Assist with the organization, tracking, and amortization of the organization's contractual agreements.

Tax Compliance

• Prepare sales and use tax filings for all retail locations.

• Manage all processes necessary for property tax compliance, including but not limited to exemption filings, review of annual property tax invoices before payment processing, and preparation and submission of required schedules for annual property tax filing and reporting. Maintain the monthly property tax accrual.

Accounts Payable Support

• Support the Accounts Payable process through vendor setup oversight and maintenance; manage the annual 1099 and 1098 filing and issuance; and review payable batches for accuracy, appropriate coding, supporting documentation, and compliance with purchasing policies.

Audit, Controls, and Issue Resolution

• Prepare supporting schedules, reports, and documentation for the annual audit, and respond to assigned audit requests and follow-up questions.

• Comply with internal control processes established by management and adhere to organizational accounting policies and procedures.

• Independently research accounting issues and discrepancies, recommend appropriate resolution, and follow identified issues through completion, escalating matters to management when appropriate.

Review and Team Support

• Review Accounts Payable entries and Staff Accountant I/II/III work, and provide guidance and accounting support to other team members, as assigned by management.

Minimum Qualifications

Required Skills

Education

• BS degree in Accounting is preferred, other business majors will be considered.

Experience

• Five years of progressively responsible accounting experience required, including general ledger accounting, account reconciliation, and financial analysis.

• Experience with fixed asset accounting required.

• Strong knowledge of Excel required.

• Sage Intacct experience preferred.

• LeaseQuery experience preferred.

Knowledge and Skills

• Strong knowledge of GAAP.

• Knowledge of legal terminology used in contracts; familiarity with lease accounting standard ASC 842.

• Strong analytical and problem-solving skills, including the ability to identify, research, and resolve accounting discrepancies.

• Ability to recognize unusual transactions, account activity, or trends and determine appropriate follow-up.

• Ability to work independently in a detailed and accurate manner.

• Ability to manage multiple priorities and meet established deadlines with limited supervision.

• Demonstrated ownership and follow-through from identification of an issue through resolution.

• Ability to exercise sound judgment and determine when issues require escalation to management.

• Ability to learn new software as needed.

• Demonstrates integrity and maintains confidentiality when handling sensitive financial information.

• Demonstrates accountability, reliability, initiative, and consistent follow-through on assigned responsibilities.

• Strong customer service and interpersonal skills.

Certifications and Licenses

• Must be bondable.