Senior Accountant - Budget Analyst

Services and Advocacy For

32d•$80,000 - $85,000•Remote

About The Position

We are seeking a detail-oriented and analytical candidate to join our team. This role reports directly to the Controller and is responsible for reviewing and analyzing financial data, ensuring accurate budget management, and providing financial insights and recommendations to department leaders, executives, and financial decision makers. The ideal candidate will have strong financial acumen, excellent communication skills, and the ability to work collaboratively across departments.

Requirements

Minimum of 3 years of experience in financial analysis, budgeting, or accounting. (Degree in accounting or related field may be substituted for 1 year of experience.)
Knowledge of nonprofit accounting and government grant reporting
Strong proficiency in financial reporting tools and Excel (pivot tables, VLOOKUP, Index/Match, Sumifs, If/then, etc.).
Excellent analytical skills with a keen attention to detail.
Strong verbal and written communication skills, with the ability to present financial concepts to non-financial stakeholders.
Ability to work independently while effectively collaborating with cross-functional teams.
Supportive, customer service orientation
Passion for advancing dignity, belonging, and justice for LGBTQ+ elders and communities of color.
Someone who will bring an approach and mindset to their work at SAGE that aligns with ours (see below).

Nice To Haves

CPA/CPA Candidate is a plus, but not a requirement.

Responsibilities

Prepare monthly and annual financial statement workpapers, including but not limited to:
Partner with Controller on all aspects of annual audit preparation
Review monthly revenue alignment workpapers in collaborating with Development department – this involves ensuring accuracy in recording and review of supporting grant documentation
Net Asset Rollforward and Deferred Revenue Workpaper preparation – these workpapers are used to track spending on all restricted gifts received by the organization. Preparation involves reviewing Budget vs. Actual reports, reviewing analysis, and flagging any potential lag in spending.
Government Accrual Workpaper – Monthly analysis of government spending and invoicing is required to determine any appropriate revenue accruals
Development of annual operating budget:
Collaborate with and assist CFO in leading annual budgeting process
Collaborate with Director of Grants, Contracts, and Compliance to included grant-funded expenses in operating budgets
Coordinate annual budgeting process with department leaders
Train and liaise with department leads to ensure successful budget development and monitoring:
Conduct Budget vs. Actual training sessions for existing department directors to enhance financial literacy and accountability.
Train and onboard new budget managers, ensuring they understand financial procedures, reporting expectations, and best practices.
Ongoing budget monitoring:
Distribute Budget vs. Actual reports to budget managers and promptly address any questions or concerns regarding financial performance.
Delegate and review reclassification requests from budget managers, ensuring accuracy and adherence to financial policies.
Review and analyze monthly departmental Budget vs. Actual reports to identify trends, discrepancies, and areas of over/under spending.
Collaborate with CFO in leading monthly reforecasting process.
Provide ongoing monitoring of restricted funding sources to ensure that they are reflected in operating budget
Advise department leaders, executives, and financial decision makers when adjustments to planned expenses are needed

Benefits

Two medical insurance plan options in which to enroll – with a very generous HRA contribution by SAGE and premium subsidies
An annually funded HRA (of up to $5k) for gender affirming care not covered by medical insurance
Dental and Vision insurance with premium subsidies
A safe harbor 401(k) plan with a match from SAGE of up to 5%
Generous PTO and office closures for holidays (including ½ day closures the day before many holidays!)
100% SAGE-paid family and medical leave for up to 12 weeks
Sabbatical leave for very tenured staff
100% SAGE-paid disability and life insurance with the opportunity to elect additional life insurance coverage for the employee and their dependents
Medical and dependent care FSA and transit pre-tax benefits
An Employee Assistance Program (EAP) for free and confidential support from licensed counselors on a variety of issues
A really terrific team! An opportunity to help make a positive impact on SAGE staff and culture!
A chance to support the LGBTQ+ community and be a part of an organization doing vital work!