The Catholic Community Foundation is excited to announce its search for a newly configured role of Senior Accountant. The Senior Accountant will be engaged in multiple areas related to financial recording,
reporting, analysis, and investments.
This position will work closely with:
- the Fund Accounting Manager and Assistant Controller to ensure accurate recording and timely distribution of financial and donor statements/reports.
- the Director of Professional Outreach & Investments in all areas of CCF’s investment assets, Investment Committee meetings, investment pool structures, and asset management relationships.
- the VP of Finance and Administration in the areas of financial analysis, enterprise risk management, and human resources.
- Coordinate with Development and Grants teams in the review, approval, and set-up of various funds.
- Facilitate the grant review process working closely with Grants team to ensure grant recommendations are processed accurately and timely.
- Deposit checks and cash received into appropriate bank account, post all financial transactions to general ledger, and ensure gift records match bank records.
- Prepare various investment reconciliations and reports including donor/agency statements.
- Assist with the recording and maintenance of accounting information for the Foundation, coordinate all period-end close processes (month, quarter, and year), and ensure the accuracy, timeliness, and clarity of financial statements and supporting schedules.
- Participate with Finance Team in preparing and analyzing budget and external audit/tax workpapers and reports.
- Benchmark Foundation financial activities, creating financial reports/charts both one-time and historical.
- Assist VP of Finance and Administration with HR administration and the Fund Accounting Manager with payroll processes and payment of benefits and other related expenses.
- Assist with CCF owned insurance policy valuations and payments.
- Assist the VP of Finance and Administration with insurance and risk management responsibilities.
- Proactively work with staff to develop more efficient procedures and recommend workflow enhancements.
- Other special projects and duties, including providing backup for other Finance staff, as needed.
- Collaborate and support other departments in their organizational goals, objectives, and reporting.
- Provide support for the Director of Professional Outreach & Investments in all onboarding of new investments: subscription agreements and new documents, establishing key contacts from new manager in system, and confirming proper format of new managers with consultant, custodian, and finance team.
- Maintain updated contacts of investment manager key personnel and new manager usernames and passwords for all investment management firms in all pools. This includes the ability to retrieve, organize, and retain regular documents, statements, and filings from all managers for file retention and audit support.
- Work with the Investment Committee Chair and the Director of Professional Outreach & Investments to prepare both committee and board reports.
- Take and prepare minutes at quarterly Investment Committee meetings.
- Format and use US Bank’s Pivot system to build and extract reports.
- Work with the Vice President of Finance and Administration and the Director of Professional Outreach & Investments to assist in cash management of all pools, including quarterly pool receipts and withdrawals reports and quarterly PowerPoint charts for board reports.
- Provide support for all additional investments with managers and consultants and/or spreadsheet support as it relates to re-balancing pools or investment committee presentations.
- Assist in maintaining and checking the current list of excluded and screened securities.
- Assist with the sale and reconciliation of gifted donor securities.
- Provide data entry and marketing assistance to development efforts as it relates to professional advisor outreach and institutional relationships.
- Support VP of Finance and Administration in preparing analytic and audit schedules related to investments.
- Support CCF staff, as needed, regarding relationships with donors, Archdiocesan parishes, schools, agencies, and grantees.
- Other projects and duties, including providing backup for other team members as needed.
- Bachelor’s degree in Accounting, Finance, Business Administration desired (CPA, MBA or CMA, a plus).
- 3-4 years accounting or equivalent experience; non-profit and community foundation experience a plus.
- Proficient in financial and accounting systems, preferably foundation software.
- Excellent Microsoft Excel skills and strong general Microsoft Office skills along with the ability to use such tools to inform and educate on matters related to Finance and Investments.
- High energy to keep up with fast-paced environment.
- Commitment to the mission of the Catholic Community Foundation.
- Good judgment with an aptitude to work with people, set priorities, analyze data, prepare conclusions, and handle multiple assignments with tight deadlines.
- Excellent oral and written communication skills to effectively engage staff, volunteers, donors, and stakeholders in the Finance and Investment functions vital to CCF’s success.
- Institutional investment experience a plus, but not required.
CRITICAL SUCCESS FACTORS
Along with meeting the professional qualifications outlined above, there are critical success factors that the candidate must have to be successful:
- Communication: Expresses oneself clearly in conversations and in written form to effectively engage with others.
- Customer Service: Demonstrates an understanding of the CCF mission by ensuring that their own interactions with internal and external customers consistently support the mission.
- Financial Acumen: Understands the environment, identifies trends, and enables the organization to make good business decisions.
- Flexible/Adaptable: Able to handle ambiguity and change course when necessary.
- Mission Aligned: Committed to the mission of CCF.
- Trustworthy: the ideal candidate will be a person of integrity and is able to develop and maintain trust at all levels of the organization.
The annual salary range for this role will be $60,000 – $80,000 commensurate with qualifications and experience. The Catholic Community Foundation also offers additional benefits including health insurance, dental, retirement plan, PTO, and more.
Julie Laven of The DEJ Group has been exclusively retained for this search. To express your interest in this role, please submit your cover letter and resume via email to [email protected]. All inquiries and discussions will be considered strictly confidential.
The Catholic Community Foundation of Minnesota is an equal opportunity employer.
ABOUT THE DEJ GROUP
The DEJ Group is a national retained executive search and recruiting firm that works to connect exceptional diverse talent with exceptional inclusive companies. We deliver measurable results, finding exceptionally talented people who truly fit the unique culture of our client organizations and ensuring that organizations have the resources and strategies to support them. For more information about The DEJ Group, visit thedejgroup.com.