Senior Accountant (ONSITE)

Oregon Community Foundation

Motus Recruiting and Staffing is proud to partner with the Oregon Community Foundation in its retained search for a Senior Accountant individual.

OVERVIEW OF SENIOR ACCOUNTANT ROLE

The Senior Accountant role will be responsible for a wide variety of accounting duties, including, but not limited to, daily banking transactions, responsibility for general ledger, monthly account reconciliations, and all annual federal and state tax returns. Our ideal candidate would have experience within nonprofit accounting, fund accounting experience, and would have knowledge/understanding of investments.

After an initial training period of approximately six months, this position may be assessed as having an option to work remotely one day per week. In-office work may be required five days per week during peak seasons.

Job Location: Portland, OR. (Fully on-site)

Compensation:

• Salary Range: $84,000 – $102,000 (DOE)
• Excellent benefit package includes generous paid time off, choice of medical and dental coverage, vision, outstanding 401k retirement plan, commuter and healthcare pre-tax savings accounts, employer-paid disability, and life. Employees have access to an Employee Assistance Plan, paid volunteer leave, professional development opportunities, and much more!

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Accounting Responsibilities - Percentage of Time: 60%

• Maintain OCF’s general ledger, including monthly reconciliations of balance sheet and expense accounts.
• Review monthly reconciliations of multiple investment pools and post investment return allocations to all funds.
• Review reconciliations of private equity investment accounts and monitor quarterly statements.
• Prepare monthly bank account reconciliations and post adjustments to the general ledger as necessary.
• Verify that funds with special allocations are being invested appropriately and that the terms of the fund agreements are being followed.
• Develop and oversee special financial reporting and participate in ad hoc business analysis and process improvement projects.
• Provide backup support for other Finance and Fund Services staff members as required.

Taxes - Percentage of Time: 20%

• Prepare federal and state quarterly estimated tax returns for OCF and its supporting organizations.
• In collaboration with the Controller, prepare annual federal and state tax returns for OCF and its supporting organizations.
• Assist in the review of trust financial statements and tax returns.
• Stay informed of accounting and tax issues related to nonprofits and community foundations.

Audit - Percentage of Time: 10%

• Prepare select audit work papers in coordination with the Controller; ensure timely and accurate preparation of OCF draft annual financial statements.
• Document accounting processes via written scripts, updating as necessary, and initiating process improvement projects as needed.
• Serve as primary resource for coordinating financial database training, resolving database issues, and determining priorities for database enhancements.

Treasury - Percentage of Time: 5%

• Serve as backup to Controller for treasury management and cash management functions.

Budget Reporting - Percentage of Time: 5%

• Review and distribute monthly budget reports and serve as a resource for budget questions from other departments.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in accounting from an accredited four-year institution.
• CPA preferred.
• 7 years solid knowledge of accounting functions, progressively responsible accounting, finance, or related experience.
• Fund accounting experience is a plus.
• Nonprofit tax return preparation and compliance experience preferred.
• Strong oral and written communication skills: ability to convey information clearly and effectively, especially to those without a financial background.
• Excellent working knowledge of MS Windows, Excel, Outlook, Word, and experience working in a network environment with an integrated database.
• Proficient in problem solving, analysis and uses appropriate level of judgment.
• Strong organizational skills: detail-oriented and accurate.
• Ability to prioritize and manage several tasks efficiently, accurately, and timely.
• Ability to meet multiple deadlines; ability to quickly shift priorities and adapt to change.
• Able to work extra hours as needed due to the cyclical nature of work.

ABOUT OREGON COMMUNITY FOUNDATION

Oregon Community Foundation (OCF) was founded in 1973 with a big mission: to improve the lives of all Oregonians through the power of philanthropy. In partnership with donors and volunteers, OCF works to strengthen communities in every county in Oregon through research, grantmaking, and scholarships. In 2022, OCF distributed more than $180 million, supporting 3,500 grantees and awarding more than 3,000 scholarships. With OCF, individuals, families, businesses, and organizations create charitable funds that meet the needs of diverse communities statewide. 2023 marks OCF’s 50th anniversary, and since its founding, OCF has distributed more than $2.2 billion in community investments, including grants to 10,850 nonprofits and 53,375 scholarships to students. Individuals, families, businesses, and organizations can work with OCF to create charitable funds to support causes important to them.

OCF is an Equal Opportunity Employer with five offices throughout Oregon in Bend, Eugene, Medford, Portland, and Salem committed to equity, diversity, and inclusion. We strive to build a diverse workforce to promote effective work in partnership with all communities and population groups in Oregon. We welcome a diverse pool of qualified applicants. Come join our team! To learn more, please visit: oregoncf.org.

OCF’S COMMITMENT TO EQUITY AND SAFETY

In addition to the specific job requirements for each position, all staffers are expected to embody certain cultural values to support OCF’s mission: communicate effectively, value one another, demonstrate accountability, embrace possibilities, address conflict, and take action. Studies have shown that women and people of color are less likely to apply for jobs unless they believe they meet every one of the qualifications as described in a job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes from a less traditional background. If you are interested in applying, we encourage you to think broadly about your background and qualifications for the role.

All employees are asked to support a safe work environment by performing work duties safely and according to procedures. This includes reporting all injuries, illnesses, or accidents sustained while working to your immediate supervisor as soon as possible after the occurrence or within 24 hours of the injury, illness, or accident, and reporting any accident involving OCF vehicles, equipment, or other property, regardless of the nature of the accident, to your immediate supervisor as soon as possible after the accident.

REQUIRED CULTURAL VALUES:

In addition to the specific job requirements for each position, staff are expected to embody certain cultural values to support OCF’s mission: communicate effectively, value one another, demonstrate accountability, embrace possibilities, address conflict, and take action.

About Motus Recruiting and Staffing, Inc.

Founded in 2006, Motus is an award-winning recruiting and staffing firm in the Pacific Northwest, specializing in professional services and technology solutions. We are a group of people who recognize the importance of representation and actively fight for diversity, equity, and inclusion in the recruitment process. Our goal is to educate organizations on the importance of DEI when hiring, promoting, and supporting diverse employees. We are calling organizations to demonstrate their commitment to DEI by being intentional about whom they hire. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability, or protected veteran status.

PB/BH #11869

Job Type: Full-time

Pay: $84,000.00 - $102,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Accounting: 7 years (Required)
• non-profit, fund, and investment accounting: 1 year (Required)

Ability to Relocate:

• Portland, OR: Relocate before starting work (Required)

Work Location: In person