Senior Accountant

Position Summary:

The Senior Accountant serves as the primary owner of the general ledger, financial accuracy, and close process, acting as the bridge between transactional processing and strategic financial leadership. Reporting to the Finance Director, this role ensures the integrity of financial data, enforces strong internal controls, and delivers timely, accurate reporting to support organizational decision-making.

This position partners closely with the A/P & Financial Systems Specialist to ensure seamless transaction flow while maintaining appropriate segregation of duties and oversight.

In addition, the Senior Accountant leverages technology as a force multiplier, proactively identifying and implementing opportunities to automate processes, improve efficiency, and enhance data accuracy—while preserving a strong internal control environment.

Essential Job Functions:

General Ledger & Close Ownership

• Lead the monthly, quarterly, and annual close process
• Prepare and review journal entries, accruals, and adjustments
• Maintain integrity of the general ledger and chart of accounts
• Ensure all subledger activity (A/P, payroll, cash) is accurately recorded
• Produce timely and accurate financial statements 

Reconciliations & Financial Integrity

• Perform bank and balance sheet reconciliations (independent of cash receipt processing)
• Review reconciliations prepared by others where applicable
• Investigate and resolve discrepancies proactively
• Ensure strong documentation and audit trails 

Oversight of Transactional Activity (A/P & Cash)

• Provide oversight—not ownership—of Accounts Payable and cash receipt processes
• Review A/P coding, posting accuracy, and adherence to Delegation of Authority (DOA)
• Partner with the A/P & Financial Systems Specialist to ensure:
  • Timely invoice processing 
  • Proper expense classification
  • Accurate system entry 

Internal Controls & Risk Management

• Maintain and strengthen segregation of duties across finance functions
• Ensure no single individual has end-to-end control over cash processes
• Develop and enforce accounting policies and procedures
• Identify control gaps and implement improvements
• Support fraud prevention and risk mitigation efforts 

Technology, Automation & Process Improvement

• Identify opportunities to automate manual processes while maintaining strong internal controls
• Leverage ERP capabilities (e.g., Sage Intacct), integrations, and reporting tools to improve efficiency
• Partner with the A/P & Financial Systems Specialist to implement:
  • Workflow automation (invoice routing, approvals) 
  • System-based controls and validations
  • Standardized, scalable processes
• Reduce reliance on manual spreadsheets by enhancing system-based reporting
• Evaluate and implement tools that improve data accuracy, auditability, and timeliness 

ERP & Financial Systems Collaboration

• Partner with the A/P & Financial Systems Specialist on system optimization (e.g., Sage Intacct)
• Ensure financial data structure supports accurate reporting (dimensions, departments, accounts)
• Validate system outputs and reporting accuracy
• Assist with testing and implementation of system changes 

Financial Reporting & Analysis

• Prepare monthly financial reports and variance analysis
• Support budget-to-actual reporting and forecasting processes
• Provide insights into financial performance and trends
• Assist the Finance Director with board and leadership reporting 

Audit & Compliance

• Serve as primary preparer for audit schedules and supporting documentation
• Coordinate with external auditors and respond to requests
• Ensure readiness for annual audit and regulatory filings (e.g., 990 support)
• Maintain compliance with GAAP and organizational policies

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. 

Employees will be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws.