Summary
The Accounting Manager is responsible for managing and executing key accounting functions within SourcePoint’s Fiscal/Operations department. This role ensures the accuracy and timeliness of accounting practices and collaborates closely with internal teams and external stakeholders to support SourcePoint’s financial health and operational goals.
- Reports to: Chief Financial Officer (CFO)
- FLSA: Full-Time, Exempt
- Pay: $76,000-$81,000/annual salary
- Benefits: health insurance, dental insurance, vision insurance, retirement savings plan (even if you do not contribute), and generous paid time off
Key Responsibilities
Financial Operations
- Supervise and support a team of two staff members handling accounts payable, accounts receivable, and cash management processes.
- Manage all general ledger entries, including cash, accounts payable, accounts receivable, and fixed assets.
- Prepare monthly financial statements, ensuring thorough review, analysis, and distribution.
- Prepare and compile offline financial reports, including quarterly financial statement packages, dashboards, and grant cost reports, for management and the Board.
Compliance & Controls
- Maintain accounting controls and recommend policy improvements to enhance efficiency and accuracy.
- Ensure compliance with federal, state, and local financial requirements by staying informed of relevant legislation.
- Establish and periodically review internal controls to safeguard assets and ensure adherence to internal policies.
Budget & Audit
- Lead the preparation and presentation of the annual budget in collaboration with the CFO.
- Coordinate the annual audit and Form 990 preparation with the guidance of the CFO.
Process Improvement & Analysis
- Identify opportunities to streamline accounting processes and enhance operational efficiency; collaborate with the CFO to implement improvements.
- Support financial forecasting and predictive modeling efforts to inform strategic decision-making.
Cross-Departmental Collaboration
- Work closely with other departments (e.g., HR, Operations) on financial planning, budgeting, and reporting to support organizational goals.
- Participate in management meetings to support agency initiatives.
- Liaise with third-party vendors and respond to inquiries as needed.
Staff Development
- Mentor and develop the accounting team by identifying training opportunities, providing constructive feedback, and conducting performance evaluations.
Other Responsibilities
- Manage bank transfers and maintain payee information.
- Maintain the chart of accounts for general and subsidiary ledgers.
- Review grants, perform financial analysis, and conduct research as assigned.
- Additional responsibilities may be assigned to support organizational needs.
Qualifications & Skills:
The successful candidate will possess the following qualifications and skills:
- Bachelor’s degree in Accounting, Finance, or related field with 3–4 years of relevant experience, or an equivalent combination of education and experience.
- Strong proficiency with accounting software, including NetSuite and Peachtree/Sage, as well as Microsoft Office Suite (Excel, Word, Outlook).
- Familiarity with financial modeling and data visualization tools, such as Power BI or Tableau, is a plus.
- CPA or CMA certification is preferred but not required.
- Demonstrated ability to manage multiple priorities, work collaboratively with cross-functional teams, and meet deadlines consistently.
- Ability to project a professional and positive image of the organization.
Physical Requirements & Working Conditions
- Ability to remain stationary for extended periods (approximately 50% of the time).
- Occasional movement within the office to access files and equipment.
- Frequent computer use and communication with other departments.
- Capacity to lift to 20 pounds occasionally and to perform extensive reading and data analysis.
Other Considerations
As part of a dynamic organization, the Accounting Manager may occasionally take on new responsibilities to ensure smooth and continuous operations.
