Operations Accountant

1 month ago

Chicago, United States WALTON ENTERPRISES & WALTON FAMILY FOUNDATION Full time
Operations Accountant Job Locations US-IL-Chicago Requisition ID 2024-2005 # of Openings 1 Category (Portal Searching) Accounting/Finance Overview About Builders Vision
Builders Vision is an impact platform dedicated to promoting a humane and healthy planet. Builders Vision includes a range of impact investing and philanthropic capabilities to support, seed, and scale sustainable agriculture, food systems, renewable energy, and ocean health. Today it encompasses a family foundation and impact investing team (Builders Initiative) and an asset management team (Builders Asset Management).
At Builders Vision, we are guided collectively by the belief that markets can and should benefit society and the environment and that the most successful businesses in the future will be those that are purpose driven.
Our vision is "a humane and healthy planet," which we relentlessly pursue and advance through our mission, "shifting markets and minds for good."

Diversity, equity, inclusion, and justice are at the core of our mission to shift markets and minds for good. We believe the change we want to see toward a humane and healthy planet starts with us. We understand that diversity, equity, inclusion, and justice are long-term commitments, and while we aspire to be a catalyst for change, our journey starts from within. We are committed to learning from others and doing the work to become a more diverse, equitable, inclusive, and just organization, and will seek to promote those same values in the world around us. We know that a diverse workforce allows everyone to see problems in more nuanced ways, creating the thought leadership needed to achieve the organization's mission. We actively seek to recruit, develop, and retain the most talented people from a diverse candidate pool. We are an equal opportunity employer, and we welcome people from all experiences, abilities, and perspectives to apply. About the Position Personal attributes that support your success
- You are helpful, a team player, and show respect while collaborating with others.
- You are results oriented and exercise sound judgment in your work.
- A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation.
- You are dedicated to achieving excellence and work with others to tackle the tasks at hand.
- A superior communicator who treats everyone with respect.
- Unquestionable ethics and personal integrity.

Builders Vision is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operat Responsibilities

Position Summary

Builders Vision is seeking a highly motivated and detail-oriented Operations Accountant, to join the Finance & Accounting team and reporting to the Assistant Controller, to play a role in implementing best-in-class operating procedures, accounting, and reporting for a growing organization, and specifically the private foundation. The ideal candidate will be a discreet, self-driven professional with operational and financial accounting experience, and will be responsible for handling day-to-day operational, finance, and accounting activities including managing liquidity, financial accounts, and bill pay.

The Finance & Accounting function manages accounting and reporting, treasury, vendor maintenance, budgeting and cash forecasting, and capital allocation across all entities of our platform. The team currently consists of a Head of Finance & Accounting, Assistant Controller, Finance Operations Associate, Investment Accountant, and an Operations Accountant. This team works with individuals and teams across the company to support our mission.

Other Responsibilities

Please note this position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the candidate in this position. Duties, responsibilities, and activities may evolve or change over time.

  • Supports enterprise operations, accounting and bookkeeping, budgeting, financial reporting, and select project work.
  • Processes grants payments and supports accurate reporting of grant activity relative to approved budgets.
  • Administers investment transactions, including recording monthly earnings and losses for the endowment.
  • Administers accounts payable and accounts receivable.
  • Maintains general ledger, including completing regular close of entities, and reconciliation of accounts.
  • Maintains organized financial records and work papers.
  • Prepare quarterly and annual financial statements.
  • Supports annual audit of the private foundation and supports preparation of Form 990 with external tax provider.
  • Actively seek opportunities to provide structure and improve operations to support the office, including outsourced providers.
  • Assists in the development and maintenance of financial policies and procedures and the documenting and monitoring of key internal control procedures.
  • Generate financial reports and analyze business and performance trends.
  • Assist the Head of Finance and Accounting and team members by overseeing projects to ensure they are completed in a timely fashion and within budget.
  • In addition to the above accounting responsibilities, this role will also assist the Head of Finance and Accounting and team members with daily office operational tasks on a needed basis.
Qualifications

Qualifications required for your success

  • Bachelor's degree with a record of high achievement in Business Administration, Accounting, or related field (CPA a plus).
  • Minimum of 2 years of relevant experience.
  • Proficient in Microsoft Office, with strong skills in Microsoft Excel.
  • Experience with Sage Intacct not required but preferred.
  • Experience working with high-net-worth individuals, asset managers, financial services organizations and/or family offices is a plus.
  • An accounting background with knowledge of investment partnerships and/or family office accounting a plus.
  • Technical accounting and financial reporting skills including the ability to aggregate, translate, and report on financial information; and to develop meaningful and effective financial reporting and forecasting processes, reports, and systems.
  • Experience with budgeting and forecasting processes would be beneficial.
  • Strong problem solving, critical thinking and analytical skills.
  • Strong time and project management skills.
  • Communicates effectively both verbally and written.
  • Maintains a high level of professionalism, integrity, trust, and confidentiality.
  • Stays organized and demonstrates the ability to handle multiple tasks and prioritize effectively.
  • Comfortable with and navigates ambiguity well.
  • Demonstrates strong attention to detail and proofreading abilities.
  • Demonstrates ability to work independently and in a dynamic team environment.
  • Demonstrates strong initiative and customer service orientation.
  • Exhibits a can-do attitude with willingness to roll-up one's sleeves as needed.

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