Senior Accountant

Background

Homewise, Inc., is a nonprofit organization headquartered in Santa Fe, New Mexico, that facilitates sustainable homeownership and financial well-being for individuals and families.

Summary

Responsibilities

Strategic Fiscal Support:

• Assist the CFO, Controller, and designated teams in developing and implementing appropriate fiscal strategies for the organization.

Corporate Accounting:

• Perform daily corporate accounting and month-end close functions.
• Process invoices, record cash deposits, and make necessary adjusting entries.
• Maintain comprehensive documentation to support transactions in the general ledger and sub-ledgers.

Project Leadership:

• Lead and assist with projects such as the New Markets Tax Credit (NMTC) Program, Real Estate Development, and other LLC reconciliations.

Insurance Integration:

• Ensure effective integration of Real Estate Development and Organizational-related Insurance.
• Collaborate with brokers, leaders, and team members to review coverage levels and identify consolidation opportunities.

Financial Reporting:

• Utilize Sage Intacct to update recurring reports for various activities such as home sales, work-in-progress, cost summaries, rental activities, and compliance requirements.

Cash Management and Analysis:

• Develop cash flow projections and forecast models with the CFO, Controller, and financial team members.
• Contribute to the continuous improvement of cash flow processes.

Collaboration and Communication:

• Work closely with internal departments, including loan production, operations, servicing, real estate sales, and community development, to ensure best practices in service delivery.

Software Proficiency:

• Utilize electronic tools such as Salesforce (STARS database system), Sage Intacct, Bill.com, Microsoft Outlook, Teams, and advanced Excel skills to optimize service delivery.

Regulatory Compliance:

• Ensure compliance with all applicable regulations, policies, and procedures.

Process Improvements:

• Proactively seek and implement continuous process improvements to enhance the overall effectiveness of the finance team.

Requirements

• Proficiency in common accounting practices and GAAP principles.
• Technical capacity. Must understand Homewise’s nonprofit financial business model and the applicable accounting policies and practices for bank accounts, short- and long-term investments, loans, mortgages, mortgage-backed securities, real estate development, grants management, and standard accounts.
• Customer service. Extremely responsive to internal and external customer requests to exceed customers’ expectations. Abides by Homewise Customer Service Standards.
• Listening skills. Actively listens to understand other people’s viewpoints. Anticipates customer needs and offers innovative solutions.
• Communication skills. Able to clearly present issues – both orally and written.
• Flexibility and adaptability. Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
• Computer skills. Competence in Microsoft Excel, Word, Outlook, Windows, and other software applications as appropriate.
• Work independently. Ability to work independently with little or no supervision.
• High standards. Expect personal performance to be nothing short of the best.

Compensation and Benefits

We offer the following benefits to employees who work part-time or more:

• Comprehensive medical benefits, including dental and vision
• Generous Paid Time Off
• Matched 403(b) Retirement Plan
• Flexible Spending Accounts
• Life and Disability benefits
• Tuition Reimbursement
• A great work environment
• Hybrid work options for several roles

How to Apply

Please follow the link below to submit your resume and cover letter.

https://recruiting.paylocity.com/recruiting/jobs/Details/2270723/Homewise/Senior-Accountant