Lead Associate, Financial Accounting (P2)
About The Position
The Lead Associate, Financial Accounting is responsible for timely general-ledger updates across financial operations, including fixed assets, gifts in kind, banking transactions, and reclassifications. The role also supports payroll, affiliate accounting, audit and tax reporting preparation, management reporting, and compliance with Generally Accepted Accounting Principles (GAAP). The position is hybrid and based in the Washington, DC; Fairfield, CT; or Lexington, KY office. The role prepares and reconciles accounting records, maintains supporting documentation, supports accounting activities across affiliates and other finance teams, and contributes to the development of financial accounting procedures. It also supports transformation projects through data analysis, coordination, testing, and documentation review.
Requirements
- High school diploma or equivalent and at least 3 years of relevant experience.
- 3–5 years of accounting experience; nonprofit experience is preferred.
- Strong knowledge of intercompany accounting.
- Strong reconciliation and problem-solving skills.
- Advanced Microsoft Excel skills, including pivot tables, VLOOKUPs, and formulas, for reconciliations and data analysis.
- Demonstrated experience with U.S. Government funding.
- Demonstrated knowledge of Generally Accepted Accounting Principles (GAAP), general ledgers, and financial systems.
- Attention to detail and ability to facilitate multiple projects across divisions.
- Ability to deliver prompt, accurate information while managing multiple deadlines.
- Demonstrated experience working with financial management systems.
- Professional proficiency in the MS Office suite.
- Professional proficiency in spoken and written English.
Nice To Haves
- Experience with Unit4/Agresso ERP is strongly preferred.
- Experience supporting audits in an international nonprofit environment.
Responsibilities
- Prepare monthly journal entries, including entries for fixed assets and inventory, leases, gifts in kind, and bank-related transactions such as receipts and fees.
- Reconcile general-ledger accounts to subsidiary records monthly and maintain supporting documentation for accounting transactions.
- Prepare monthly bank reconciliation reports and help coordinate or collate reports prepared by other finance focal points.
- Prepare fixed-asset and inventory reconciliations and other regular reports.
- Provide backup support for uploading files from the customer relationship management (CRM) system.
- Provide backup support for payroll accounting, including benefits, reclassifications, and reconciliations.
- Maintain reconciliation files with planned-giving external advisors, check that they are properly prepared, and follow up on unusual items.
- Prepare affiliate accounting entries, including overhead allocations, eliminating entries, and entries for regular business activities.
- Assist with affiliate trial-balance reviews and identify issues or required adjustments.
- Prepare, update, develop, and publish operating procedures for financial accounting processes, including processes connected to other teams.
- Support transformation-project rollouts by compiling metrics, analyzing data, and conducting other review activities.
- Assist in coordinating the transition of project activities into business as usual.
- Provide testing support as projects go live.
- Review documentation for content and formatting and manage documentation on the intranet.
Benefits
- Flexible schedules and generous paid time off.
- 11 paid holidays plus 2 floating holidays.
- Hybrid working opportunities.
- Health, dental, and vision coverage for employees and their families.
- Paid caregiver, parental/adoption, critical child illness, and fertility-related leaves.
- Annual merit increases and/or additional incentives for eligible employees.
- Retirement savings plan with employer contributions after one year.
- 15 safety and wellness days annually, prorated to 8 days for employees hired on or after July 1.
- Mental health benefits and support through Calm and company-hosted events.
- Free and confidential Employee Assistance Program services, including assessments, short-term counseling, referrals, and follow-up.
- Internal and external learning and development opportunities and mentorships.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
