[Hiring] Staff Accountant @Contributor Development Partnership, PBC

Role Description

The Staff Accountant role at CDP offers a valuable opportunity to build accounting skills through hands-on experience and guidance from an experienced Finance team. With a primary focus on accounts payable and employee expense reporting, the selected candidate will gain exposure to the full accounting cycle, including:

• Billing
• Cash activity
• Reconciliations
• Month-end close
• Audit support

This role sits on the CDP Finance team and reports to the Senior Accountant.

Primary Responsibilities

Accounts Payable:

• Own and manage the Accounts Payable inbox and ensure invoices are processed accurately and timely.
• Create and maintain vendor records, including new CDP employees when applicable, and collect required documentation such as W-9s and ACH/remittance information.
• Maintain accurate vendor payment methods and remittance contacts, including ACH, credit card, and check information.
• Maintain the current-year 1099 vendor/contractor listing and support annual 1099 preparation and processing.
• Enter vendor invoices into Sage Intacct and route invoices to the appropriate CDP reviewer and approver.
• Monitor Accounts Payable workflows and follow up with reviewers/approvers regarding outstanding invoices or approvals.
• Communicate with vendors and CDP employees regarding missing invoices, out-of-pocket invoices, payment documentation, and other billing-related questions.
• Access vendor portals and retrieve recurring or monthly invoices as needed.
• Maintain a working understanding of general ledger expense accounts and appropriate P&L classifications.
• Support monthly P&L reviews to identify missing expenses and potential accruals.
• Maintain a working understanding of prepaid expense accounts and related balance sheet activity.
• Support the review and reconciliation of prepaid expenses at month-end.
• Support the monthly out-of-pocket (OOP) expense process.

Expense Reports & Corporate Credit Cards:

• Support the monthly employee expense report process, including Expensify and corporate credit card activity, and verify that the vendor is populated on each expense when the system supports it.
• Support employee onboarding and offboarding in Expensify and corporate credit card systems, including account setup, access changes, and coordination of card activation or cancellation as directed.
• Prepare and distribute monthly reminders to all staff regarding timely expense submission and approval.
• Follow up with employees and approvers regarding outstanding or incomplete expense reports.
• Perform the initial review of expense reports for accuracy, completeness, and appropriate supporting documentation.
• Provide basic Expensify support and troubleshooting to employees when appropriate.
• Assist with monthly corporate credit card reconciliations, including Visa, American Express, and Expensify activity.

Bank Statements and Reconciliation Support:

• Provide bank statements and supporting documentation for monthly bank reconciliations.
• Research bank transactions and provide documentation to the Manager to help resolve reconciling items.
• Maintain organized and accurate bank statement folders by account, month, and year.
• Immediately escalate suspicious, unusual, or unidentified bank transactions to Finance leadership.

Other Duties:

• Support ad hoc Finance and Accounting projects as needed.
• Maintain organized, current, and accurate files and folders within the internal Finance drive.
• Assist with expense and financial analysis when appropriate.
• Support the year-end financial statement audit and related documentation requests.
• Identify opportunities to improve accounting procedures, workflows, policies, and internal controls, and assist with documenting approved changes.
• Collaborate cross-functionally with other CDP departments as needed.

Preferred Qualifications

Accounts Receivable & Billing:

• Assist with preparing and issuing client invoices through Sage Intacct accurately and timely, and serve as the primary point of contact for day-to-day billing inquiries.
• Prepare, save, and maintain supporting invoice backup and PDF documentation when applicable.
• Maintain current station Accounts Receivable contacts and applicable CDP contacts copied on invoices.
• Maintain and update monthly and quarterly invoice-upload templates.
• Assist with updating the MSB billing tracker for MSB, PS, and CRM services as needed.
• Monitor billing-related email, respond to routine questions, and collaborate with Station Finance and other internal teams.
• Assist with distributing Accounts Receivable aging statements to stations and supporting follow-up when appropriate.

Month-End Close:

• Support completion of the monthly Finance close checklist and PS close checklist.
• Prepare draft journal entries for prepaid expenses, accruals, and other assigned accounts.
• Assist with preparing monthly OOP journal entries and station-level allocations.
• Collaborate with MMT on station breakouts and supporting documentation when needed.
• Assist with monthly account reconciliations for corporate cards, prepaid expenses, accruals, and other assigned balance sheet accounts.

Systems and Experience:

• Experience with Sage Intacct, Bank of America CashPro, and Expensify is a plus.

Commitment to Inclusion

We strongly encourage individuals from historically marginalized and underrepresented groups to apply, even if you don’t meet every qualification. We value diverse perspectives, lived experiences, and commitment to public service.

Successful Candidates Will Identify With the Following Attributes:

• DEI mindset: You embrace and demonstrate a diversity and inclusion mindset and role model these behaviors for the organization.
• A Communicator: You possess strong communication skills and have great customer service skills; you like people and want to help.
• A Critical Thinker: You regularly look for ways to find efficiencies, innovate, and make improvements where you can.
• Process Oriented: You’re able to understand, work in, create, and improve processes.
• A Collaborator: You’re a team player willing to help where needed; a relationship builder whose can-do attitude inspires others.
• Someone Who Seeks to Learn: You are eager to listen, study, and learn new things quickly; you are resourceful and are open to regularly accepting and growing from feedback.
• Enterprising: You have proven success working in a fast-paced and changing environment; you have a strong work ethic and are excited to add value to the organization and its mission.