Senior Financial Analyst

2 weeks ago


Worcester, Massachusetts, United States Beacon Hill Full time
Senior Accountant Job Description

We are seeking a highly skilled Senior Accountant to join our team at Beacon Hill. As a key member of our accounting department, you will play a critical role in providing professional accounting and tax services, enhancing policies, procedures, and internal controls, and improving customer service for both the community and external parties.

Key Responsibilities:
  • Review and post daily gift transactions to the general ledger, reconcile with Advancement records, and resolve discrepancies.
  • Monitor expenditures of restricted gifts to ensure compliance with donor requirements.
  • Review and approve invoices and expenses related to donor or grant restrictions.
  • Set up grant accounting and budgetary controls in the general ledger for new grants.
  • Review and reconcile gift clearing accounts and record and reconcile investments.
  • Assist with the monthly, quarterly, and annual closing processes, ensuring timely and accurate reporting of transactions and reconciliation of general ledger activity.
  • Cross-train with and provide backup support for other team members as needed.
  • Play a major role in preparing the annual financial statements and benefit plan audits, and assist in preparing annual tax returns.
  • Help develop and document accounting policies and procedures.
  • Actively participate in special projects such as system implementations, upgrades, financial analysis, audits, and process improvement initiatives.

Requirements:

  • Bachelor's degree in Business Administration or Accounting
  • 3+ years of progressively responsible accounting experience
  • Experience with ERP systems (PeopleSoft preferred) and other SaaS applications
  • Advanced proficiency in Excel and experience with other Microsoft Office applications


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