Senior Accountant

3 weeks ago

Santa Fe, United States Homewise Full time

Homewise, Inc. is a dynamic and growing organization dedicated to empowering individuals and families through affordable homeownership solutions. We are seeking a highly motivated and detail-oriented Senior Accountant to join our Finance and Operations team. The successful candidate will play a crucial role in assisting the CFO, Controller, and designated teams in implementing effective fiscal strategies and maintaining accurate financial records.

Strategic Fiscal Support: Assist the CFO, Controller, and designated teams in developing and implementing appropriate fiscal strategies for the organization.

Corporate Accounting:

  • Perform daily corporate accounting and month-end close functions.
  • Process invoices, record cash deposits, and make necessary adjusting entries.
  • Maintain comprehensive documentation to support transactions in the general ledger and sub-ledgers.
Project Leadership: Lead and assist with projects such as the New Markets Tax Credit (NMTC) Program, Real Estate Development, and other LLC reconciliations.

Insurance Integration:
  • Ensure effective integration of Real Estate Development and Organizational-related Insurance.
  • Collaborate with brokers, leaders, and team members to review coverage levels and identify consolidation opportunities.
Financial Reporting: Utilize Sage Intacct to update recurring reports for various activities such as home sales, work-in-progress, cost summaries, rental activities, and compliance requirements.

Cash Management and Analysis:
  • Develop cash flow projections and forecast models with the CFO, Controller, and financial team members.
  • Contribute to the continuous improvement of cash flow processes.
Collaboration and Communication: Work closely with internal departments, including loan production, operations, servicing, real estate sales, and community development, to ensure best practices in service delivery.

Software Proficiency: To optimize service delivery, utilize electronic tools such as Salesforce (STARS database system), Sage Intacct, Bill.com, Microsoft Outlook, Teams, and advanced Excel skills.

Regulatory Compliance: Ensure compliance with all applicable regulations, policies, and procedures.

Process Improvements: Proactively seek and implement continuous process improvements to enhance the overall effectiveness of the finance team.

Requirements

Competencies
  • Proficiency in common accounting practices and GAAP principles.
  • Technical capacity. Must understand Homewise's nonprofit financial business model and the applicable accounting policies and practices for bank accounts, short- and long-term investments, loans, mortgages, mortgage-backed securities, real estate development, grants management, and standard accounts.
  • Customer service. Extremely responsive to internal and external customer requests to exceed customers' expectations. Abides by Homewise Customer Service Standards.
  • Listening skills. Actively listens to understand other people's viewpoints. Anticipates customer needs and offers innovative solutions.
  • Communication skills. Able to clearly present issues - both orally and written.
  • Flexibility and adaptability. Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
  • Computer skills. Competence in Microsoft Excel, Word, Outlook, Windows, and other software applications as appropriate.
  • Work independently. Ability to work independently with little or no supervision.
  • High standards. Expect personal performance to be nothing short of the best.
Education and Experience
  • At least 3 three years of financial, accounting, audit, or related work experience in a financial institution or mortgage company.
  • Bachelor's degree in business, accounting, finance, economics, mathematics, or a related field (or 4 four years of equivalent work experience may be substituted in lieu of a degree in addition to the minimum years of work experience required).
Work Schedule
  • Ability to travel within New Mexico as needed.
  • Availability to work flexible hours, including evenings or weekends, as needed.
  • This is a hybrid role with a minimum of three days spent in the office in conjunction with remote office work.


If you are a self-motivated, detail-oriented individual with a passion for finance and a desire to impact the community positively, please submit a resume and cover letter to be considered for this opportunity.

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