Staff Accountant

Full Time
Orlando, FL 32804
Posted
Job description

Job Title Staff Accountant

Reporting To: Accounting Manager

Department: Business Operations

FLSA: Exempt

Core Values: Passion Dive in – Create enthusiasm and inspire others.

Authenticity Be Real – Keep it honest and set the example.

Collaboration Live United – Work together and mobilize for change.

Empowerment Own it – Be courageous and make it happen.

Overall Purpose of this Role: To perform complex detailed accounting and financial applications in accordance with generally accepted accounting principles, Heart of Florida United Way guidelines, and United Way World Wide membership requirements.

Key Accountabilities:

· Work under the general direction of the Accounting Manager to ensure effectiveness, efficiency, and continued automation of activities.
· Identify and/or support innovative special projects that enhance the productivity, efficiency, and accuracy of the department functions.
· Maintain the accounts payable system vendor list.
· Obtain and verify documentation required to process invoices for payment.
· Code, batch, and/or input invoices into the accounts payable system by entity, department and program.
· Verify coding of expenses to the approved organizational or program budgets including consistent use of accounting segments.
· Command working knowledge of approved budgets to assist with analysis and data integrity of general ledger.
· Prepare and process payments to qualified organizations including donor directed funds.
· Upload deposit and payment information to Emergency Homelessness Service (EHS) software.
· Process EHS client/vendor payments.
· Initiate and monitor bank transactions including electronic transfers to various vendors, specific transaction research, uploads and downloads, and other online banking processes.
· Void and issue stop payments on applicable checks within accounting and online banking system.
· Receive, audit, and process employee expense reports and credit card logs on a monthly basis for timely reimbursements and/or payments, while adhering to internal control policies and procedures.
· Train new employees on the company’s expense reimbursement and corporate credit card reporting policies.
· Monitor check and envelope supplies and re-order when necessary.
· Obtain W-9’s from vendors and prepare year-end 1099’s with related filing to the IRS.
· Maintain vendor files for paid invoices.
· Maintain open purchase order, invoice files, and track any timing or discrepancy issues.
· Prepare account analyses on general ledger accounts as assigned.
· Prepare routine and adjusting journal entries as needed to maintain integrity of general ledger.
· Generate and compile various accounting reports as needed.
· Maintain and reconcile petty cash box on a monthly basis.
· Prepare state sales tax return and remittance when required.
· Complete credit applications for new vendors.
· Complete external audit verifications for funding from recipient organizations.
· Assist with the preparation, analysis, and provision of schedules to the external auditors for the annual financial, 401k, and Form 990.
· Update annual filing report of officers and board members to State of Florida and remit specified payment.
· Prepare documentation, file, and remit payment for annual solicitation of contributions renewal.
· Document and maintain standard operating procedures for key financial processes.
· Adhere to the internal control structure as well as any government/grant financial compliance regulations.
· Assist with invoicing for grants and contracts as needed.
· Provide finance support to organizational special events.
· Contribute to the overall organizational success by performing other duties and responsibilities as assigned.


Functional Competencies/Accountabilities:

Attributes & Behaviors:

  • Mission Focused: Create real social change that leads to better lives and healthier communities.

  • Relationship-Oriented: Cultivate and manage relationships toward a common goal.

  • Collaborator: Understand the roles and contributions of all sectors of the community and can mobilize resources through meaningful engagement.

  • Results-Driven: Dedicated to shared and measurable goals for the common good; creating resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.

  • Brand-Steward: Steward of the brand and understands the role in growing and protecting the reputation and results of the greater network.

Required Skills & Experience:

· Bachelors in Accounting and 1-3 years of direct experience or Bachelors in another discipline and 3-5 years of direct experience.
· Strong attention to detail, quantitative, analytical, and problem solving skills.
· Advanced knowledge of computer applications using Microsoft Excel, Word, Outlook, and Power Point.
· Ability to handle competing high volume tasks or projects.
· Excellent interpersonal, verbal, and written communication skills.
· Unquestionable integrity and ability to maintain confidentiality.

Preferred Skills & Experience:

· Prior non-profit experience.
· Experience in MIP accounting software, Andar donor database and Adsystech case management software.
· Experience working autonomously without direct supervision in a remote or hybrid setting strongly.
· Proficient with frequent use of virtual meeting platforms and electronic communications.


PHYSICAL DEMANDS:

Physical demands include sitting or standing for extended periods of time, bending, occasional lifting of items weighing up to approximately 25 pounds, regularly moving throughout the building between floors, traveling to outside meetings, regular use of standard office equipment such as the telephone, copier, fax and computer. Demands also involve protracted concentration. Reliable transportation is required. Job involves frequent interactions with internal and external customers, and routinely intense public contact.



Heart of Florida United Way offers a very extensive benefits package for full-time employees that we are very proud to share with you!

Medical Insurance (Health, Dental, Vision) – on the 1st of the month following start date and HFUW pays 80% of your premium.


Company-Paid Benefits
– HFUW provides all full-time employees with the opportunity to enroll in short-term & long-term disability insurance, as well as $50,000 in life insurance, all 100% paid by HFUW.


401k w/ Company Contribution
– not only does your 401k start on the 1st of the month following your start date, but after 1 year of employment and 1000 hours worked, you will receive 5% contribution from HFUW, regardless of your personal contribution to your plan.


Paid Time Off
– HFUW offers an extensive amount of time off so you can focus on your personal health, family priorities, and work-life balance. Full-time employees start accruing vacation time (2 weeks your 1st year), sick time (1 day/mo.), and personal time (2 days/year) off upon hire, with generous carry over and accruals.


Telework
– depending on the role, most of our positions offer the ability to work from home either part or full-time, saving you valuable time and money! The benefits to many of working from home include time saved on getting lunch prepared for work, no communing times, and saving money on gas and wear-and-tear to your car. The ability to travel to the office with short notice, if needed, is required.

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