Senior Financial Analyst

2 weeks ago


Houston, Texas, United States Creative Financial Staffing Full time
Senior Accountant Role at Creative Financial Staffing

Creative Financial Staffing is proud to partner with a top-tier foundation headquartered in Houston, TX, to offer a challenging and rewarding Senior Accountant role.

Key Responsibilities:

  • Accounting for grant and investment activities, including reconciliations and reviews of investment's K-1s and annual audit reports.
  • Preparing monthly investment reports, asset graphs, and asset allocation reconciliations.
  • Leading the preparation of semimonthly payroll, monthly cash flow, and grant budgets.
  • Assisting with annual grant financial reviews, reviewing and requesting refunds for terminating grants, and updating annual grant reports and graphs.
  • Supporting the annual/interim audit, quarterly tax estimates, and preparation of 990T and 990PF federal and state tax returns, F-bar Form 114, foreign and payroll reports.
  • Preparing and reviewing materials for Board of Directors meetings.
  • Managing accounts payable processing and review.
  • Engaging with not-for-profit industry organizations to stay current on developments and best practices.
  • Assisting with the digitization and organization of accounting/finance records.

Requirements:

  • CPA or actively pursuing CPA certification preferred.
  • Bachelor's Degree in Accounting.
  • 2 to 5 years of related work experience.
  • Proficiency in Excel.
  • Good understanding of internal controls.
  • Ability to work effectively in a team environment.
  • Strong organizational, written, and verbal communication skills.
  • Ability to manage multiple assignments and meet deadlines.


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