Staff Accountant II

Our Mission: We coach and support students from low socioeconomic backgrounds to prepare for and graduate from college as transformational leaders in order to forge a just and equitable society.

College Success Foundation believes in respecting, upholding, and reflecting diversity and is committed to becoming an anti-racist organization. By leading with equity, and utilizing an anti-racist lens in our work, we center diversity, equity, and inclusion in everything we do. We believe students win when we have a high-performing culture that is committed to eliminating barriers to student achievement. Our passion is fostering educational equity, making college accessible and affordable to underserved students from low-income families.

POSITION SUMMARY: Staff Account II plays a crucial role in providing comprehensive financial and accounting assistance to the Controller and the accounting team, as well as offering general support to the entire organization. This position is essential in addressing inquiries, aiding the Development team with revenue tracking, and ensuring smooth financial operations across various functions. The specialist will engage in tasks related to general ledger entries, monthly reconciliations, internal monitoring, cash transfer requests, and account analysis. Additionally, this role involves managing financial, physical, and digital assets, including phones, computers, and investment accounts.

 

PRIMARY DUTIES AND RESPONSIBILITES

The items listed in this section are the primary duties and responsibilities for this job and do not represent an exhaustive list. Our organization is dynamic and therefore duties may change based on business necessity; however, any new duties will remain within the scope of the job.

• Collaborate with the Development team and other staff to ensure that all revenues, including pledges, contracts, and grants, as well as cash receipts, are accurately recorded in the accounting system on a monthly basis.

• Review supporting documentation for pledges, grants, contracts, and receipts.
• Provide support for revenue recognition, particularly for conditional grants or restricted contributions.
• Prepare monthly journal entries for various asset and revenue accounts.
• Prepare monthly reconciliations for assigned general ledger accounts.
• Assist in reviewing general ledger accounts, correct journal entries as necessary and prepare and distribute various monthly financial statements and reports.

• Record monthly investment transactions and perform account analysis and rollforwards related to investments.
• Conduct an annual rollforward of all fixed asset activities to support audit requirements.
• Assist in preparing audit work papers for year-end fieldwork.
• Compile investment-related information for annual IRS Form 990 filings.
• Prepare and file annual property tax returns.
• Prepare and file monthly Business and Occupation (B&O) tax returns
• Collaborate with various departments to address accounting-related inquiries and provide education support.
• Assist in organizing and maintaining account filing systems.
• Execute accounting and administrative tasks related to assets, including but not limited to: Recordkeeping, tracking additions and disposals, managing depreciation.

QUALIFICATIONS

Education and Experience

The items listed below are the minimum requirements for the job and are relevant to this position. The organization values both work experience and education and realizes that individuals take different paths to acquire knowledge.

Any equivalent combination of education and experience that provides the necessary qualifications to successfully perform the duties of the position will be considered.

• Bachelor's Degree preferred.
• Minimum of three years of relevant accounting professional experience.

Knowledge and Skills

• Excellent organizational skills and basic accounting knowledge. Ability to multi-task and work well under pressure.
• Outstanding interpersonal, oral and written communications skills.
• Microsoft Office365 (Word, Excel, PowerPoint, SharePoint and Outlook). Including but not limited to; Salesforce, and MIP Fund Accounting Software.
• Utilize proactive problem-solving strategies with confidential information to enhance decision-making capability.
• Ability to meet deadlines and work autonomously and as part of a team.
• An established commitment to work collaboratively and harmoniously with CSF staff, colleagues and stakeholders.
• Commitment to diversity, equity, and inclusion, respecting individual differences, and serving diverse populations. 

Professional Certifications and Licenses

• N/A

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the primary duties and responsibilities of this job. The College Success Foundation is committed to fostering an organizational culture that is diverse, equitable, and inclusive. Therefore, if a reasonable accommodation is required to fully participate in the interview process or to perform the primary duties and responsibilities of this role, please contact Human Resources.

While performing the duties of this job, the employee is regularly required to:

• Operate office equipment such as a computer and printer/copier.
• Communicate information and ideas to create understanding and exchange accurate information.
• Sitting or standing for extended periods of time.
• Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
• Perceive, inspect, and assess data at close range.

WORK ENVIRONMENT

• This position requires Washington state residents if assigned in a Washington based location. If this position is assigned in a District of Columbia based location the resident must reside in the District of Columbia.
• Job may allow for hybrid work arrangements.
• Use collaborative software for communicating with others and attending virtual meetings.
• Travel may be required, including occasional evening and weekend events.
• Reliable transportation is required.

CONDITION OF EMPLOYMENT

The position may change based upon the needs of the program and/or organizational needs and available funding. In compliance with federal and state regulations, College Success Foundation maintains a drug free environment and all successful applicants must pass a drug screen prior to hire.

The statements contained herein reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required, and the scope of responsibility but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise to balance the workload.