Accountant

POSITION SUMMARY

This position performs day-to-day accounting and prepares interim and annual financial reports and tax returns for endowment funds, supporting foundations and trusts, as well as assists in the daily operation of the Accounting and Finance department.

ESSENTIAL JOB FUNCTIONS

1. Prepares supporting workpapers that demonstrate analysis and related journal entries for various daily accounting activity.
2. Prepares periodic financial reports for endowment funds, charitable trusts and supporting foundations, including reports for presentations to foundation trustees, or internal financials for inclusion in quarterly reports required by banks.
3. Prepares schedules for year-end consolidation and footnotes for external audit, assists with tax preparation for Federation’s 990.
4. Prepares tax returns for supporting foundations and charitable trusts.
5. Prepares bank reconciliations and other account reconciliations as assigned.
6. Other duties and special projects as assigned.

QUALIFICATIONS

Knowledge, Skills, Abilities and Personal Characteristics

1. Developed knowledge of Generally Accepted Accounting Principles (GAAP).
2. Ability to assemble, read, and interpret accounting reports, including proven experience reviewing accounting information and accurately determining and recording accounting adjustments as needed.
3. Well-developed analytical and problem-solving abilities.
4. Able to organize work, engage in a variety of tasks simultaneously in a team environment, and consistently meet deadlines.
5. High degree of initiative and independent judgment.
6. High attention to detail, follow-up, self-motivated, proactive, and solution focused.
7. Strong communication skills, oral and written.
8. Ability to function in a high volume, performance-oriented environment.

Education, Training and/or Experience

1. Bachelor’s degree (or higher) in accounting.
2. 2 years of accounting experience.
3. Experience with Microsoft Office applications, specifically Excel.
4. Experience in public accounting as an auditor or working in accounting with a non-profit organization preferred.
5. Experience with tax return preparation, specifically Form 990, preferred.

Certifications, Licenses, Registrations

1. Certified Public Accountant (“CPA”) or CPA eligible preferred.

ABOUT THE FEDERATION

The Jewish Federation of Cleveland is the only organization in Cleveland that focuses on the health and vitality of the entire Jewish community. For more than 120 years, the Federation has created the critical scale necessary to drive meaningful social change and provide relief in times of crisis in ways no one person or organization could do alone. As Jewish Cleveland’s hub for innovative solutions and collaborative services, the Federation is able to change and improve lives in Cleveland, Israel, and around the world.