Senior Accountant
About The Position
Insignia Pathway and Elevate Charities are seeking an experienced Senior Accountant to support the accounting and financial reporting functions of both public charities. The role maintains accurate financial records, prepares financial statements, manages month-end close processes, and helps ensure compliance with nonprofit accounting standards, donor restrictions, grant requirements, and regulatory reporting obligations. The ideal candidate has strong technical accounting skills, nonprofit accounting experience, and a commitment to supporting mission-driven organizations. This is a full-time, exempt position based onsite at the Service Center in San Juan Capistrano, California. A hybrid work option is available after a 90-day probationary period; the position is not fully remote. The salary range is $75,000–$100,000 annually, depending on experience.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- At least 3 years of progressive accounting experience.
- Strong understanding of GAAP and financial statement preparation.
- Advanced Microsoft Excel skills.
- Excellent organizational, analytical, and communication skills.
- Ability to manage multiple priorities and meet deadlines.
Nice To Haves
- Nonprofit accounting experience.
- Experience with restricted funds, grants, and donor reporting.
- CPA license or progress toward CPA certification.
- Experience supporting annual audits and Form 990 preparation.
- Experience with accounting ERP systems and financial reporting tools.
- Experience with Sage Intacct, DonorPerfect, or Omnidek.
Responsibilities
- Manage monthly, quarterly, and annual close processes.
- Prepare and review journal entries, accruals, and account reconciliations.
- Maintain the general ledger and chart of accounts.
- Prepare monthly financial statements, management reports, and supporting schedules.
- Analyze financial results and provide variance explanations.
- Account for restricted and unrestricted funds in accordance with GAAP and nonprofit accounting standards.
- Monitor donor-restricted contributions and grant expenditures.
- Assist with grant reporting and compliance requirements.
- Prepare schedules supporting annual audits and Form 990 filings.
- Ensure compliance with applicable nonprofit regulations and internal controls.
- Reconcile bank and investment accounts.
- Monitor cash flow and assist with forecasting.
- Track charitable contributions, pledges, and receivables.
- Review disbursements and maintain supporting documentation.
- Assist leadership with annual budget preparation and ongoing forecasting.
- Collaborate with program leaders on budget-to-actual reporting.
- Support financial analysis for fundraising initiatives, grants, and special programs.
- Provide financial insights to support organizational decision-making.
- Maintain effective accounting policies and procedures.
- Strengthen internal controls to safeguard organizational assets.
- Identify and implement process improvements to improve efficiency and reporting accuracy.
- Assist with accounting system enhancements and special projects.
Benefits
- Medical, dental, and vision coverage.
- Company-provided life insurance.
- 401(k) with company match.
- Sick and vacation plans.
- Access to a fully equipped onsite gym at the San Juan Capistrano office.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
