Description
Organization Overview
At the National Endowment for Financial Education (NEFE), we champion effective financial education. We are the independent, centralizing voice providing leadership, research, and collaboration to advance financial well-being. We do this by mobilizing and inspiring educators, researchers, and advocates nationwide to maximize the impact of financial education. We work hard to remove barriers, amplify outcomes, and elevate effective models through leadership, research, and collaboration. We believe this is important because everyone deserves the opportunity to live their best financial life and that equitable and effective financial education makes it easier for everyone to navigate the financial system, creating a more just society.
Position Summary
The Senior Manager, Accounting executes the foundation’s day-to-day accounting and finance operations and plays a central role in the foundation’s tax, internal controls and financial management activities. This role ensures accurate financial reporting, oversees compliance with private operating foundation rules, and provides strategic financial insights organization-wide.
Application Instructions
Please submit your resume to be considered. Please also discuss your interest in the organization, appropriate skills, and background in a cover letter—no phone calls, emails, or LinkedIn messages please. All applications due by noon, Mountain Time on Tuesday, April 14th.
Not sure you meet 100% of our qualifications? We understand that some candidates who could excel in this role may not have all the qualifications precisely listed above. If you believe that you could excel in this role, we encourage you to apply. We are dedicated to considering a broad array of candidates, including those with diverse work experience and backgrounds.
NEFE is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Requirements
Essential Duties and Responsibilities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skill, or ability required.
Manage and process all day-to-day accounting and tax activities, including general ledger. Accounts payable, tax estimates and investment transactions; ensure the general ledger accurately reflects all transactions
Prepare and analyze a variety of reporting including monthly financial statements and schedules, charitable distribution requirements and investment analysis
Assist with the budget preparation and monitoring process, including variance analysis and forecasting
Ensure compliance with all internal controls
Manage accounts payable using Bill.com and administer employee expense reports using Key2Purchase and Navan; ensure accurate coding, approvals, and timely payments
Assist with treasury functions, including cash flow and investment administration
Coordinate, manage and prepare audit schedules and supporting documentation for the annual audit and tax return preparation.
Support compliance with accounting policies and regulations, including private operating foundation rules and tax estimates
Keep apprised of current accounting, tax and private operating foundation rules and regulations, integrate into processes and procedures as appropriate
Engage with staff across departments to train on accounting procedures, facilitate accurate coding, and continuously improve process documentation.
Maintain documentation of standard operating procedures, Chart of Accounts and Accounting Manual
Implement and coordinate projects and other duties assigned by the Senior Director and Controller, Accounting
Minimum Qualifications
Excellent analytical, organizational and problem-solving abilities with great attention to detail
Proven ability to work independently and set own deadlines, exceptional time management skills, ability to multitask and prioritize effectively.
In-depth knowledge of internal controls and financial reporting standards to maintain audits, tax filings and regulatory compliance.
Demonstrated experienced training and guiding staff on accounting policies and procedures with excellent leadership, communication and interpersonal skills.
Demonstrated experience compiling, reviewing data, and preparing reports in support of budgeting, forecasting, and planning processes.
Demonstrated experience leading and delivering complex projects
Trusted to handle sensitive financial information with discretion and professionalism
Advanced Excel skills and ability to design and maintain accounting reports
Bachelor’s degree in business management, finance or accounting or 5+ progressive years of related experience in accounting
Preferred Qualifications
Professional accounting certification a plus
Strong understanding of nonprofit or private foundation accounting and financial compliance, gained through direct nonprofit roles or accounting experience with nonprofit clients.
Experience with Microsoft Dynamics Business Central, or comparable accounting software
Experience with Bill.com and Navan, or comparable accounts payable and expense reporting software
Physical/Mental Demands of the Job
Work hours are generally 8:30 AM -5:00 PM Monday – Friday – up to 50% remote work is offered under normal circumstances. Employees work directly with their supervisor and HR to determine the best work schedule, providing sufficient overlap with other NEFE employees.
At NEFE we focus on possibilities not limitations. To do your job effectively, you need the ability to communicate with people; move about a workspace; utilize a computer, job-related software and a telephone. We will attempt to make reasonable accommodations to support the fulfillment of the physical and mental requirements of this position.
Travel Required
0-10%
