Creative Financial Staffing: Senior Investment Accountant

2 days ago


boston, United States Creative Financial Staffing Full time

li> Our client provides grantmaking, administrative, financial management, and consulting services to foundations and other donors
Our client faces foundations and donors that support a wide range of causes locally, nationally, and internationally
Hybrid schedule with 2 days per week in office
Extremely competitive benefits with 100% of medical insurance covered for the employed individual
Lead Audit accountant assisting nonprofit clients through their audit cycles
Develop and deliver finance related educational content, including written products and workshops, for clients and prospective clients
Reconcile investment activity and post activity to GL
Generate reports and financial data for board meetings, and present reports, as needed
Prepare annual foundation operating budget and budget to actual reports
Monitor assigned clients' progress toward meeting annual payout and audit requirements
Coordinate the preparation and filing of annual 1099s for independent contractors
Support processing quarterly estimated tax payments, as instructed by clients' outside accountants
Bachelors' degree in Accounting or Finance or experience equivalent
3+ years' experience in an accounting role
Non-profit accounting is a major plus



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