Description

 Homewise, Inc. is a dynamic and growing organization dedicated to empowering individuals and families through affordable homeownership solutions. 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, 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

 Education and Experience

• At least 3 three years of financial, accounting, audit, or related work experience in a financial institution or mortgage company.
• Bachelor’s degree in business, accounting, finance, economics, mathematics, or a related field (or 4 four years of equivalent work experience may be substituted in lieu of a degree in addition to the minimum years of work experience required).

Work Schedule 

• Ability to travel within New Mexico as needed. 
• Availability to work flexible hours, including evenings or weekends, as needed. 
• This is a hybrid role with a minimum of three days spent in the office in conjunction with remote office work.