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Director of Accounting (remote)

Company: Upstream USA
Location: Milwaukee
Posted on: June 25, 2022

Job Description:

Career Stage: DirectorOrganization SummaryUpstream USA is a fast-growing, national nonprofit working to expand opportunity by reducing unplanned pregnancy across the U.S. Upstream partners with states to provide training and technical assistance to health centers, increasing equitable access to the full range of contraceptive options. Our transformative approach empowers patients to decide when and if they want to become pregnant, a critical step towards improving outcomes for parents and children.Upstream is growing rapidly and is on track to achieve nationwide impact. After launching our first statewide initiative in Delaware in 2014, we have since launched projects in Washington state, Massachusetts, North Carolina and Rhode Island. By 2023, Upstream will have partnered with health centers that serve over one million women of reproductive age annually across these states.Upstream is funded primarily through philanthropic individuals and foundations, and does not accept funding from pharmaceutical companies. Upstream's budget has grown from $1.7 million just four years ago to approximately $42 million in 2022. Upstream's work has also garnered attention from many leading publications including The New York Times, Washington Post, The Atlantic, CNN, Vox, Forbes, and Marie Claire.Position SummaryThe Director of Accounting will oversee the day-to-day financial accounting management of the organization, general ledger activity, payroll, the month-end closing process, financial reporting, cash management, and tax compliance. The position reports directly to the Chief Financial Officer, supervises the accounting team, and involves significant interaction with the other members of management. This individual will also be responsible for managing successful annual financial statements and 401(k) audits conducted by Upstream's outside auditors as well as any audits required by our donors. The Director of Accounting will be the in-house expert on technical accounting issues that apply to Upstream.The ideal candidate will have experience managing the full accounting cycle, prioritizing and balancing multiple tasks against their respective deadlines. They will have a strong attention to detail to maintain the highest levels of accuracy and completeness in the organization's financial records. They will have a deep technical competency in U.S. GAAP, including specific principles for non-profit accounting, and promote both cross-functional collaboration and a positive work environment.Essential Duties and Responsibilities

  • Manage the full accounting cycle, ensuring that payments and accounts payable, billing and accounts receivable, fixed assets, accruals, and expense allocations are completed timely and accurately
  • Lead, coach, and mentor an accounting team of two direct reports and manage work allocation, training, problem resolution, performance evaluation, and the building of an effective team dynamic
  • Manage cash balances to ensure daily needs for cash on hand are met; review, approve, and release any disbursements of cash balances
  • Oversee the payroll process on a biweekly basis, ensure timely and accurate payrolls, and maintain compliance with all local, state, and federal payroll and tax obligations
  • Ensure an accurate and timely monthly and year-end close, and timely reporting of all monthly financial information
  • Create monthly financial reports working collaboratively with the CFO to perform insightful accounting and operational analyses
  • Produce quarterly and annual financial statements and prepare footnotes for the annual audited statements
  • Direct and coordinate the annual financial audit and 401k audit processes, ensuring timely completed audits
  • Oversee the annual preparation of the Form 990 tax form, coordinating the accounting team in the preparation of the form and collaborating with tax firm personnel to review the form once it's completed
  • Responsible for the review, design, implementation, and testing of internal controls over financial reporting and assets; maintain and adapt internal controls as the organization grows and changes
  • Maintain and adapt organizational expense policies as the organization grows and changes
  • Identify and implement new practices to continually improve processes for greater efficiency
  • Research new accounting pronouncements and establish practices to maintain organization's compliance with U.S. Generally Accepted Accounting Principles
  • Serve as a valued accounting and operational partner to others in the organization; contribute to increasing the financial literacy and business acumen of the organization
  • Support the Chief Financial Officer with special projects as neededRequired Education, Experience, Knowledge, Skills and AbilityThe ideal candidate must be able to demonstrate aptitude in the specified areas below.
    • Bachelor's Degree required in Accounting, Finance, Business Administration or Economics. Masters of Accounting, MBA, or other advanced degree is highly valued.
    • CPA active license required
    • 8-10+ years of accounting experience with at least 3 years at the management level; experience in non-profit accounting and tax requirements is highly valued
    • Evidence of understanding and working knowledge of accounting and finance theories and practices
    • Experience with accounting software systems (Intacct a plus), payroll systems, expense reporting and bill pay systems
    • High proficiency in Microsoft Suite including Excel, PowerPoint, and Word
    • Demonstrated ability to lead, coach, and manage staff
    • Excellent analytical, organizational, problem-solving, and cross-functional collaborations skills
    • Understands the big picture, but is also able to step into the numbers
    • Ability to work in a fast-paced environment; should be able to identify departmental needs and take initiative to implement solutions
    • Ability to work on multiple projects simultaneously and meet project deadlines
    • Possesses excellent interpersonal skills and demonstrated ability to communicate effectively; builds and maintains positive, productive relationships with colleagues, staff, and partners
    • Able to attend work related in-person meetings and functions as needed (Upstream employees are required to be fully vaccinated to attend in-person work-related activities. Reasonable Accommodations will be made for individuals with a sincerely held religious belief or disability who are not vaccinated)
    • In our hybrid work environments, there is a basic expectation that our Upstreamers will ensure that their work from home setups will have reliable access to phone and Internet to ensure connectivity to their teams.
    • At Upstream we gather for moments that matter for training, teaming and connection. Our teams come together for occasional in person meetings and organizational retreats. As part of our hybrid work practices, this travel expectation will be applicable for all Upstreamers, even those based remotely. Attributes
      • Confident and proactive self-starter who is skilled in taking initiative and eager to taking ownership of responsibilities
      • Demonstrates a high degree of adaptability to work in a rapidly growing organization
      • Detail- and results-oriented team player who is dedicated to getting the job done accurately and on a timely basis; possesses a strong sense of urgency
      • Excellent attention to detail and conscientious approach to delivering the best product
      • Strong work ethic and a team-oriented approach
      • Sense of humor and affabilityUpstream BenefitsUpstream USA offers a comprehensive benefit package including medical, dental, vision, life insurance, long and short term disability, 401K with a match, generous vacation, personal, sick and holiday time off, parental leave, professional development and a fitness and cell phone allowance for all full time employees and part time employees who work a minimum of 24 hours per week. Upstream CareersAt Upstream, we embrace diversity. We nurture it and we thrive on it because it benefits our organization, our partners, and our community. Our goal is to attract, develop and retain exceptional people, and to create a work environment that is dynamic, rewarding and enables each of us to realize our potential. Upstream is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, genetic information, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know. Learn more about working at Upstream, our values, and our commitment to Equity, Diversity and Inclusion. Upstream USA participates in E-Verify. Upstream Headquarters:2 Oliver Street, Suite 402, Boston, MA 02109www.upstream.orgNo phone calls please.Be advised that we do not ever conduct hiring interviews via text or email. Please protect yourself by learning more about our hiring practices and common red flags to look out for.

Keywords: Upstream USA, Milwaukee , Director of Accounting (remote), Executive , Milwaukee, Wisconsin

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