Senior Accountant

Company: Homewise Inc

Location: Santa Fe, NM

Job Function: Finance


Homewise, Inc., is a nonprofit organization headquartered in Santa Fe, New Mexico, that facilitates sustainable homeownership and financial well-being for individuals and families.


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:

  • Utilize electronic tools such as Salesforce (STARS database system), Sage Intacct,, 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.


  • 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.