Senior Accountant-Catholic Charities at Archdiocese of San Antonio

Mission:

The mission of Catholic Charities is to provide for the needs of our community through selfless service under the sign of love.

Summary:

• Conducts financial analysis and forecasting of revenues and expenditures.
• Analyzes past and present financial operations, trends, and costs and estimates future revenues and expenditures for the preparation of budgets.
• Reviews contracts, budgets, purchase orders, periodic cost summaries,
  invoices, and vouchers for compliance with statutory provisions; approves these for payments; and prepares statements to substantiate individual transactions for settlement.
• Ensures the compliance with fiscal requirements associated with grant and capital programs.
• Develops program and grant budgets and performs budget revisions as necessary.
• Responsible for recording funds received to the programs/grants assigned to the role.
• Works with Program Directors on a monthly basis to make sure financial information is timely and accurate.
• Assists in aiding in the fiscal decision making of the individual programs that are assigned.
• Monitors monthly program and grant budgets to inform the appropriate parties of under and over spending and develop strategies for resolutions.
• Monitor and maintain financial reports, including budget versus actual reports, job costing, match tracking, and other reports requested by the Director of Finance.
• Monitor and update list of fixed assets, IT equipment, and trackable assets for projects and grants assigned to the role using Excel and Inflow.
• To be Point of Contact for procurement process, including maintaining procurement documentation for projects and to verify budget availability for purchasing process.
• Responsible for bank and key accounts reconciliations, accruals, analyses and GL entries;
• Maintain calendar of all due dates for reporting requirements for the agency and grants and ensure that all reports are submitted accurately by due dates.
• Stay up-to-date with compliance requirements of federal, state, and local grants.
• Prepare materials for and participate in monitor visits or desk reviews by funders.
• Responsible for the timely and accurate preparation and submission of invoices related to government contracts and drawdowns for assigned grants.
• Prepare and submit journal entries for to encumber or allocate expenses and to re-class revenue or expenses.
• Meeting with Program Directors monthly to review budget vs. actual reports for programs, projects, and grants.
• Attend Finance Department meetings
• Support the Director of Finance as needed with audit preparation, agency budgets, projections, and other projects as assigned.
• Adhering to safety training and protocols on a daily basis, and taking precautionary measure to ensure the safety and well-being of self, others.  
• Responsible for protecting the confidentiality of any information or material obtained in the service with the organization to include but not limited to client names and information, services rendered to clients, donors names and gifts, internal and external investigations or results of any investigations, and financial information.
• Adherence to the Code of Conduct and the Faith and Moral is mandatory.
• Every employee is required to take a solution-oriented approach in their interactions and undertakings, as well as being a team member that promotes collaboration and commitment to the Mission and Vision of the organization.
• Other duties as assigned by Director of Finance.

Competencies: 

The ideal candidate will have the following competencies

• Adaptability
• Critical Thinking
• Focus
• Solution Oriented
• Stress Management

Minimum Qualifications:

• Education
  • Required Bachelor’s degree in accounting or business-related field.
• Experience
  • Minimum of 5 years’ experience in accounting
  • Preferred at least 2 years of experience in nonprofit and/or multi-entity or project accounting experience preferred.
• License and Credentials
  • Reliable transportation
  • Valid driver license
  • Valid vehicle insurance

Minimum Knowledge and Skills:

• Preferred 5 years’ experience in accounting including general ledger maintenance, journal entries, revenue and expense coding, and balance sheet accounts;
• Extensive working knowledge of GAAP and the general ledger;
• Experience with computer software (i.e., Intacct software preferred);
• A solid grasp of cost allocations and project accounting;
• Experience with Federal grants and OMB circular knowledge;
• Must be detail oriented, organized, self-motivated, work well independently and on a team;
• Must have good written and verbal skills;
• Must have good critical thinking and problem solving skills.

Travel Requirements:

Travel requirements for the position includes <10% local and <10% overnight.

Physical Requirements:

The position requires the following physical demands in the frequency noted.

C = Constantly (2/3 or more of the time)

F = Frequently (From 1/3 to 2/3 of the time) 

O = Occasionally (Up to 1/3 of the time) 

R = Rarely (less than on hour per week)

Physical Demands - Frequency

• Lifting up to 25 pounds - O
• Reach above shoulder height - O
• Sitting - C
• Reach below shoulder height - O
• Walking - O
• Driving - O
• Running - R
• Stooping - O
• Standing - O
• Pushing - R
• Bending waist (forward or sideways) - O
• Pulling - R
• Balancing - R
• Talking - F
• Squatting - O
• Hearing - C
• Climbing - R
• Crawling - R
• Repetitive motions - O
• Other:-

Disclaimer:

This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.) ** This is a Grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position.**