Sr. Accountant

Catholic Charities, Diocese of Cleveland•Cleveland, OH

5d•Hybrid

About The Position

This position ensures that the activities of the position are consistent with the mission, vision, and values of Catholic Charities, Diocese of Cleveland. The Sr. Accountant maintains assigned areas of the general ledger and records financial transactions in accordance with generally accepted accounting principles (GAAP), organizational policies, and established internal controls. They prepare, review, and post complex journal entries, including recurring entries, accruals, allocations, and adjustments, and own assigned components of the month-end and year-end close processes. The role involves preparing and reviewing monthly balance sheet reconciliations, researching and resolving reconciling items, errors, and unusual activity, and preparing necessary adjusting entries. Additionally, the Sr. Accountant performs monthly bank reconciliations and reconciles credit card activity, employee reimbursements, payroll-related accounts, and other assigned general ledger accounts to supporting documentation. They prepare payroll journal entries and reconciliations and verify the accuracy of labor cost allocations. The position also involves preparing and analyzing monthly financial statements, schedules, and management reports; investigating significant variances and communicating findings and recommendations to the Controller. Trend, budget-to-actual, and account-level variance analyses are performed to identify errors, emerging issues, and opportunities to improve financial performance and reporting. The Sr. Accountant records and reconciles net asset activity, including donor-restricted funds, maintains supporting schedules, and ensures restrictions, releases, classifications, and financial statement presentation are accurate. They maintain the fixed asset schedule, including recording acquisitions, transfers, disposals, and depreciation and reconciling fixed asset balances to the general ledger. The role supports the annual budget and periodic forecasting processes by preparing schedules, analyzing historical results, and collaborating with departments, as assigned. Preparation of schedules and supporting documentation for the annual financial audit and IRS Form 990, and coordination of assigned requests with internal staff and external auditors are also key responsibilities. The Sr. Accountant maintains accounting procedures, documentation, and internal controls and recommends improvements that strengthen accuracy, efficiency, compliance, and safeguarding of organizational assets. They serve as a technical accounting resource to finance team members and program personnel and provide guidance regarding accounting procedures, coding, documentation, and internal controls. Designated accounting work is reviewed for accuracy, completeness, adequate support, and compliance with established procedures. Support is provided to Accounts Payable, including invoice coding and payment processing, and the Sr. Accountant serves as backup to the Controller for designated accounting and financial responsibilities. Participation in required training, meetings, and professional development activities is expected. Other duties and responsibilities as assigned.

Requirements

Bachelor’s degree in accounting, finance, or a closely related field.
Minimum of five years of progressively responsible accounting experience, including general ledger accounting, account reconciliations, month-end close, and financial reporting.
Demonstrated knowledge of GAAP and internal accounting controls.
Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP or VLOOKUP, SUMIFS, data validation, and analysis of large data sets.
Experience using accounting or enterprise resource planning systems.
Experience in nonprofit, healthcare, human services, grant-funded, or similarly complex accounting environments.
Experience with nonprofit financial reporting, functional expense allocations, grants or contracts, audit schedules, and Form 990 supporting documentation.
Ability to independently research and resolve complex accounting discrepancies and apply sound professional judgment.
Strong analytical, organizational, and time-management skills, with the ability to manage concurrent priorities and meet recurring deadlines.
High degree of accuracy, attention to detail, confidentiality, and accountability.
Strong written and verbal communication skills, including the ability to explain financial information to nonfinancial stakeholders.
Ability to work independently and collaboratively and to build effective working relationships with employees, leaders, auditors, vendors, and community partners.
Commitment to continuous improvement, professional development, and the mission of Catholic Charities, Diocese of Cleveland.

Responsibilities

Maintains assigned areas of the general ledger and records financial transactions in accordance with GAAP, organizational policies, and established internal controls.
Prepares, reviews, and posts complex journal entries, including recurring entries, accruals, allocations, and adjustments.
Owns assigned components of the month-end and year-end close processes.
Prepares and reviews monthly balance sheet reconciliations; researches and resolves reconciling items, errors, and unusual activity; and prepares necessary adjusting entries.
Performs monthly bank reconciliations and reconciles credit card activity, employee reimbursements, payroll-related accounts, and other assigned general ledger accounts to supporting documentation.
Prepares payroll journal entries and reconciliations and verifies the accuracy of labor cost allocations.
Prepares and analyzes monthly financial statements, schedules, and management reports; investigates significant variances and communicates findings and recommendations to the Controller.
Performs trend, budget-to-actual, and account-level variance analyses to identify errors, emerging issues, and opportunities to improve financial performance and reporting.
Records and reconciles net asset activity, including donor-restricted funds; maintains supporting schedules; and ensures restrictions, releases, classifications, and financial statement presentation are accurate.
Maintains the fixed asset schedule, including recording acquisitions, transfers, disposals, and depreciation and reconciling fixed asset balances to the general ledger.
Supports the annual budget and periodic forecasting processes by preparing schedules, analyzing historical results, and collaborating with departments, as assigned.
Prepares schedules and supporting documentation for the annual financial audit and IRS Form 990 and coordinates assigned requests with internal staff and external auditors.
Maintains accounting procedures, documentation, and internal controls and recommends improvements that strengthen accuracy, efficiency, compliance, and safeguarding of organizational assets.
Serves as a technical accounting resource to finance team members and program personnel and provides guidance regarding accounting procedures, coding, documentation, and internal controls.
Reviews designated accounting work for accuracy, completeness, adequate support, and compliance with established procedures.
Provides support to Accounts Payable, including invoice coding and payment processing.
Serves as backup to the Controller for designated accounting and financial responsibilities.
Participates in required training, meetings, and professional development activities.
Performs other duties and responsibilities as assigned.