Senior Accountant - Reporting

Description

ABOUT THE ORGANIZATION

In 1998, several charitably minded leaders came together to help create Tulsa Community Foundation (TCF), a tax-exempt public charity organized to receive, administer, and distribute gifts from individuals and organizations for the improvement of the Tulsa and Eastern Oklahoma area. TCF is a collection of many charitable funds varying in size from $5,000 to multiple millions of dollars. Each fund has its own identity and benefits from being invested with other funds to create a lasting community resource. TCF manages over $5.6B across more than 1,800 individual philanthropic funds. TCF staff members work daily with nonprofit agencies, corporations, individuals, government officials, and community leaders to provide superior service to the citizens of Tulsa and Eastern Oklahoma, as well as to increase the charitable dollars contributed to our community.

POSITION SUMMARY

The Senior Accountant - Reporting supports the Controller in overseeing Tulsa Community Foundation’s and related entities’ financial operations, ensuring accuracy, compliance, and timely reporting of financial information.

Requirements

ESSENTIAL DUTIES:

FINANCIAL REPORTING

• Oversee month-end and year-end closing processes, ensuring all financial transactions are recorded accurately.
• Assist in the preparation of monthly, quarterly, and annual financial statements.
• Assist in the preparation of the annual financial statements in accordance with Generally Accepted Accounting Principles (GAAP).
• Prepare ad-hoc financial reports and analyses to support management and strategic decisions.

TAX COMPLIANCE AND DOCUMENTATION

• Assist the Controller in the preparation of all entity and related organizations tax filings. 
• Assist the Controller to ensure timely and accurate submission of tax filings in accordance with relevant laws and regulations.
• Maintain up-to-date knowledge of tax regulations and changes to ensure compliance.
• Assist the Controller in supporting internal and external tax audits, providing necessary documentation and responses.
• Maintain accurate records and documentation for all tax-related activities.
• Assist the Controller in resolving any tax issues or disputes with tax authorities.

FEDERAL GRANT MANAGEMENT

• Monitor and track all federal grant awards received by the organization.
• Reconcile federal grant expenditures to ensure accurate and comprehensive records of grant activities, including financial transactions, correspondence, and reports.
• Assist with internal and external audits related to federal grant funds, providing necessary documentation, and responding to audit findings.

COMPLIANCE AND INTERNAL CONTROLS

• Ensure adherence to internal controls, accounting policies, and regulatory requirements.
• Prepare for and assist with internal and external audits, providing documentation and responses as needed.
• Identify and implement improvements to financial controls and processes.

REQUIREMENTS & QUALIFICATIONS

Education and Experience

• Bachelor's degree in accounting required, with an advanced degree preferred.
• CPA preferred
• A minimum of ten years of experience in the financial arena, with five years of supervisory experience required.
• Experience working with outside auditors in the preparation of financial statements and tax returns is required.
• Experience with fund and/or grant accounting required.
• Advanced knowledge of Generally Accepted Accounting Principles is required

Skills & Abilities

• Ability to work independently while functioning as a team player
• Strong organizational skills and excellent time management 
• Analytical: Ability to perform analysis of spreadsheets relating to accounts payable entry and general accounting
• Customer Service: Strong desire to work with program staff, vendors, donors and others to provide responsive, respectful customer service
• Effective Communication: 
• Ability to communicate effectively with broad range of audiences
• Including but not limited to: external constituents, internal staff and all levels of management
• Comfortable working with diverse population 
• Self-Motivation: 
• Desire to create objectives, establish priorities and proceed with goals under limited supervision
• Strong desire to learn and continually improve skills and techniques within the role
• Strategic thinking and innovation – ability to reason and solve problems in high pressur