Sr. Financial Accountant
General Overview
The Sr. Financial Accountant is responsible for the financial and tax reporting of Rotary International. This role works with colleagues across functions to gather information for financial analysis and reporting.
Education
Bachelors degree in accounting or equivalent
CPA preferred
CPA preferred
Knowledge and Skills
Excellent interpersonal skills to effectively work with others
Excellent verbal and written communication skills
Detail oriented but also be able to step back for the big picture
Excellent analytical, problem solving, creative, and decision-making skills
Strong organizational, time management and prioritization skills to manage multiple priorities effectively
Flexible and able to work effectively under pressure
Self-motivated and takes initiatives
Ability to work well independently as well as in a team environment
Excellent verbal and written communication skills
Detail oriented but also be able to step back for the big picture
Excellent analytical, problem solving, creative, and decision-making skills
Strong organizational, time management and prioritization skills to manage multiple priorities effectively
Flexible and able to work effectively under pressure
Self-motivated and takes initiatives
Ability to work well independently as well as in a team environment
Specific Duties
Responsible for the preparation of the monthly RI financial statements
Review financial information for reasonableness
Work with colleagues across all functions to investigate and explain variances
Present financial results in monthly review meetings
Coordinate, review and reconcile monthly intercompany expense allocations. Prepare adjustment entries as needed.
Provide support for year-end close and external audit, audited financial statements, annual report, and Treasurers Report for the International Convention
Conduct training sessions on year-end administrative expense accruals for RI staff and provide continuous support
Review, record, and monitor RIs year-end administrative expense accruals
Prepare schedules and support for IRS Form 990 (Exempt Income Tax Return), IRS Form 990-T (Report of Exempt Organizations Unrelated Business Income Tax), and IL-990-T (Illinois Exempt Organization Return). Perform associated tax research as necessary.
Monitor strategic initiatives expenses by working with Financial Business Support and project managers/coordinators
Monitor board designated funds and prepare adjustments to board designated net assets in accordance with financial policies
Maintain and improve existing reports in PeopleSoft nVision. Provide support in the maintenance of the reporting structure in PeopleSoft by working with Financial Business Support and Financial Systems Analyst.
Provide support for committee meetings
Proactively review new accounting updates/pronouncements and make recommendations to changes in procedures accordingly
Other duties as assigned
Review financial information for reasonableness
Work with colleagues across all functions to investigate and explain variances
Present financial results in monthly review meetings
Coordinate, review and reconcile monthly intercompany expense allocations. Prepare adjustment entries as needed.
Provide support for year-end close and external audit, audited financial statements, annual report, and Treasurers Report for the International Convention
Conduct training sessions on year-end administrative expense accruals for RI staff and provide continuous support
Review, record, and monitor RIs year-end administrative expense accruals
Prepare schedules and support for IRS Form 990 (Exempt Income Tax Return), IRS Form 990-T (Report of Exempt Organizations Unrelated Business Income Tax), and IL-990-T (Illinois Exempt Organization Return). Perform associated tax research as necessary.
Monitor strategic initiatives expenses by working with Financial Business Support and project managers/coordinators
Monitor board designated funds and prepare adjustments to board designated net assets in accordance with financial policies
Maintain and improve existing reports in PeopleSoft nVision. Provide support in the maintenance of the reporting structure in PeopleSoft by working with Financial Business Support and Financial Systems Analyst.
Provide support for committee meetings
Proactively review new accounting updates/pronouncements and make recommendations to changes in procedures accordingly
Other duties as assigned
Prior Experience
· 5+ progressive accounting experience
Supervisory Responsibility
Not applicable
Internal Contacts
Finance staff
Cost center managers and staff who handle financial activities
Cost center managers and staff who handle financial activities
External Contacts
External auditors and tax consultants
Equipment Used
PC with Microsoft Office (Word, Excel, Power Point, etc.)
Salary Range for this position: 48, 275 to 61,000
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