The Accountant serves as an integral part of the finance department of United Way of Metropolitan Dallas with accountability for analyzing, synthesizing and organizing financial information to prepare and assist with financial decision making and forecasting. This role requires knowledge of and adherence to Generally Accepted Accounting Principles, Uniform Administrative Requirements for Federal Awards (2 CFR 200) and develops reports used for management, committee and Board reporting.

 

This role provides financial account management and data analysis for all aspects of the business with a focus on accounts receivable. This role ensures the organization maintains accurate financial account information for organizational and donor reporting purposes.  This requires an efficient, organized and timely process for collecting, tracking, and managing data to provide accurate information for financial review and reporting processes.

 

This role serves as the lead in ensuring donor pledge payments and processed, provides regular reconciliations and assists with preparation of financial reports for senior leadership and external auditors.  The accountant performs this role with a considerable amount of independence, a high attention to detail, within the internal control procedures as set by management and the board.

 

 

  Essential Role Functions: (Accountabilities / Responsibilities) 40% Reconcile customer accounts, manage accounts receivable collections and associated management reporting 20% Financial analysis and preparation of financial information and reports 15% Prepare monthly and quarterly reconciliations 10% Prepare donations for deposit, including processing mail, and coordinating stock transfers 10% Provide customer service to other staff and donors 5% Other duties as assigned Educational/Experience Requirements: ·       Bachelor’s Degree in business, accounting, or finance required

·       CPA preferred

·       One to four years related experience

 

Critical Skills / Experience  Needed:

• Excellent analytical skills along with the ability to create and present detailed reports
• Ability to provide financial information and recommendations
• Track record of identifying and deploying process improvements
• Internal controls focused
• Ability to prioritize and manage multiple tasks while work under tight deadlines
• Advanced skills in all Microsoft applications, Adobe Pro, and other software applications
• Excellent interpersonal and customer service skills
• Ability to work in a collaborative environment
• Strong consultative, communication and presentation skills
• Self-starter and self-motivated
• Adherence to protecting and maintaining proprietary information and donor confidentiality
• Commitment to excellence, continuous learning and to the mission of United Way

 

Preferred Qualifications:

• Non-profit or banking experience
• Knowledge and experience in working with Customer Relationship Management (CRM) platforms (e.g. Salesforce)

 

Apply online: www.unitedwaydallas.org