Accounting Lead

Meta House • Milwaukee, WI

8d • Onsite

About The Position

The Accounting Lead supports the Accounting Manager in maintaining the integrity of the organization's financial records and ensuring compliance with nonprofit accounting standards, grant requirements, and regulatory obligations. This position is responsible for supporting daily operational accounting transactions and assisting with analysis, reporting, and compliance. This role plays a key part in maintaining financial integrity by handling transactions, reconciliations, and documentation in accordance with Meta House policies and GAAP standards. The Lead will report to the Accounting Manager and will support all areas of Meta House finances.

Requirements

• 3-5 year progressively responsible accounting, financial analysis and/or budgeting experience.
• Experience in financial analysis, month-end close, budgeting, forecasting, grant compliance, account reconciliations, and financial reporting
• Experience using accounting software systems.
• Knowledgeable in Generally Accepted Accounting Principles (GAAP) with ability to interpret and apply same.
• Comfort with Microsoft Office Suite (Excel, Word, Power Point).
• Ability to type proficiently with great accuracy and perform data entry.
• Ability to work independently and in a team environment.
• Attention to detail and strong organizational skills.
• Commit to the organization’s mission, vision, and guiding principles.
• Dedication to improving processes and systems while maintaining the integrity of financial information.
• Manage multiple priorities and meet established deadlines.
• Maintain strict confidentiality of financial and employee information.
• Communicate financial information effectively to both financial and non-financial stakeholders.
• Exercise sound judgment and professional discretion.

Nice To Haves

• Experience in nonprofit accounting and grants management preferred.
• Experience with Bill.com.
• Experience with Intacct.
• Experience with Accounting software (SAP, PeopleSoft, Intacct).
• Knowledge of federal grant compliance preferred.
• Access to personal vehicle for work purposes preferred.

Responsibilities

• Process and review daily accounting transactions including accounts payable/receivable, cash flow, and credit card transactional reporting to ensure accuracy, completeness, and compliance with organizational policies.
• Maintain accounts payable and credit expense database (currently Bill.com) including the review and approval of proper coding of vendor invoices and expenses; responsible for reporting and reconciling.
• Support annual and periodic audit process and provide requested documentation.
• Analyze financial transactions and investigate discrepancies.
• Assist with maintaining internal controls and accounting procedures.
• Prepare grant financial reports and supporting documentation.
• Track grant revenues and expenditures to ensure compliance with grant agreements and funding requirements.
• Confirm general coding on invoices received for payment.
• Assist with preparation of grant budgets and monitor performance against same through reporting and tracking.
• Assist in developing, implementing, and maintaining financial policies and procedures focused on strong internal controls and regulatory compliance in collaboration with Accounting Manager.
• Maintain clear documentation of finance-related transactions and procedures for continuity of operations, audit readiness, and staff reference.
• Recommend process improvements to enhance operational efficiency and internal controls.
• Ensure adherence to nonprofit accounting standards and organizational policies.
• Assist with client services billing, denials management, and any other revenue collections related activity.
• Activities may include the preparation of invoices and monitoring receivables for different agency programs, monitoring other revenue sources, and other billing activities and tracking.
• Monitor accounts receivable aging and follow up on outstanding balances.
• Perform revenue recognition activities.
• Prepare and review monthly bank reconciliations.
• Investigate and resolve outstanding reconciling items.
• Monitor cash balances and support cash flow reporting.
• Assist with month-end journal entry analysis, balance sheet reconciliations, tax filings, and payroll support as requested.
• Support Board, leadership, and other stakeholder engagement through financial reporting, dashboard creation, and analysis.
• Assist in the creation of grant application budgets and financial projections.
• Support annual operational budget planning.
• Serve as liaison for Board and other finance-related committees.

Benefits

• Proof of vaccination for MMR, Varicella, and annual flu shot.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level