Maintains general ledger detail and sub-ledgers in supporting efforts of the organization with the ability to provide accurate, timely information to department managers and organizational leaders. The role will be key to leading hands on testing, identifying and resolving process gaps, supporting implementation activities to ensure the system is fully optimized.
Minimum Qualifications:
Education
Bachelor’s degree in Accounting preferred
Experience
Up to 3 years’ experience in an accounting role
Knowledge of systems tools
Experience testing and implementing a new ERP or major software enhancement a plus
Experience in fast-paced environment
Knowledge of regulations and legal requirements to maintain financial and informational integrity of the organization
Proficiency in Excel & Word
Licensure, Certification, and/or Registration
Commissioned Notary Public, State of FL preferred
Other
Committed to the success of the company and dedicated to supporting the organization’s Mission
Proactive and able to independently identify and complete tasks
Consistently meets deadlines and delivers high‑quality work in fast‑paced environment
Performs ongoing ERP testing and validation, combining deep system understanding with a proactive, hands‑on approach to maintain accuracy and efficiency across modules
Effectively engages and communicates with internal colleagues, cross‑functional departments, and external stakeholders to support organizational goals
Able to perform accurately and timely transactions, and safeguard information and records
Rapidly learns and adapts to procedures, policies, and IT systems during training and retains mastery to ensure sustained operational effectiveness
Capable of maintaining strict corporate confidentiality
Able to develop and lead team-wide capacity to achieve goals
Job Duties
Essential Duties
% of Time
Completes journal entries and contributes to a monthly financial close
Engage in comprehensive training and user testing activities during the rollout of the Sage Intacct ERP system.
Maintain the accuracy and reliability of accounts receivable and revenues transactions
Assist with organizing and tracking expenses, and sharing performance with cross-functional departments
Creation and distribution of customer invoices
Safeguard the assets and resources of the organization
Review and track cash transactions to ensure accuracy, completeness, and proper documentation
Maintain records of transactions and file source documents
Assist with the maintenance of payroll records, payable records, receivable records and sub-ledgers
Respond to and resolve all internal and external inquiries in a timely manner
Responsibilities also include analyzing trends, costs, revenues, financial commitments and obligations incurred to predict future outcomes
90
Other duties as assigned
10
Supervisory/Decision making Authority
Does the position require customary supervision and management of at least 2 or more full-time employees? Yes No
Enter the number of direct reports and their position titles: None
Contribution and Impact
Provide a summary of results or outcomes the position is accountable for.
Timely filing of reports, accuracy of revenues, and producing monthly Endowment Financial Statements
Strategic Value
Describe how the position contributes to the business unit’s overall strategy.
The position impacts the timely recording of revenues, capital expenditures, and assists with preparation of the month end close.
PHYSICAL REQUIREMENTS:
Required
Standing
Walking
Repetitive Motions
Preferred
Reading
HAZARDS:
SKILL REQUIREMENTS:
Required
Maintain records
Sensitivity to service population’s cultural and socioeconomic characteristics
Preferred
Verbal communication (including telephone)
Team-oriented and collaborative interpersonal relationships