Senior Accountant
Company: Homewise Inc
Location: Santa Fe, NM
Job Function: Finance
Background
Homewise, Inc., is a nonprofit organization headquartered in Santa Fe, New Mexico, that facilitates sustainable homeownership and financial well-being for individuals and families.
Summary
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.
Responsibilities
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:
- Utilize electronic tools such as Salesforce (STARS database system), Sage Intacct, Bill.com, Microsoft Outlook, Teams, and advanced Excel skills to optimize service delivery.
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
- 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.
Compensation and Benefits
We offer the following benefits to employees who work part-time or more:
- Comprehensive medical benefits, including dental and vision
- Generous Paid Time Off
- Matched 403(b) Retirement Plan
- Flexible Spending Accounts
- Life and Disability benefits
- Tuition Reimbursement
- A great work environment
- Hybrid work options for several roles
How to Apply
Please follow the link below to submit your resume and cover letter.
https://recruiting.paylocity.com/recruiting/jobs/Details/2270723/Homewise/Senior-Accountant