Staff Accountant (Senior)

About this role

Discover your 100% YOU with MicroSourcing!
Position: Staff Accountant
Work setup & shift: WFH, Midshift
Why join MicroSourcing?
You'll have:
Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses.
A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
Career Growth: Take advantage of opportunities for continuous learning and career advancement.
Inclusive Teamwork: Be part of a company that celebrates diversity and fosters an inclusive culture.
Your Role:
As a Staff Accountant, you will manage day-to-day accounting operations and support financial reporting, analysis, and compliance in collaboration with the fractional CFO and CEO. You will oversee the full monthly accounting cycle, maintain accurate and audit-ready financial records, and develop analytical reports that support financial planning and organizational growth.
This role goes beyond transactional accounting, combining hands-on bookkeeping, reconciliations, financial analysis, and opportunities to use AI tools to improve accounting workflows.
You will:
Day-to-Day Accounting

• Maintain the general ledger in QuickBooks Online (QBO), including recording and summarizing transactions and generating reports for management and auditors.

• Handle routine QBO administration, including maintaining the chart of accounts, classes, and user access, while following established account administration protocols.

• Record donations, grants, and contributions through invoices or sales receipts, ensuring consistent receivables coding and appropriate application of accounting principles.

• Upload and code vendor invoices in Ramp and review accounts payable coding transferred from Ramp to QBO.

• Record payroll in QBO through journal entries based on payroll provider reports.

• Prepare and post journal entries for pledges receivable, grants payable, bank and investment activity, prepaid expense amortization, and accrued expenses using approved schedules and supporting documentation.

Month-End Close and Reconciliation

• Prepare monthly bank, investment, and Ramp credit card reconciliations.

• Reconcile asset and liability accounts at month-end and review account analysis and reconciliation details.

• Investigate aged or unusual items and flag proposed write-offs or matters requiring management decisions.

• Review journal entries for accuracy, completeness, and consistency, escalating discrepancies when necessary.

• Maintain a clean, well-documented, and audit-ready general ledger.

• Identify opportunities to improve month-end close processes by reducing manual steps, strengthening controls, and improving reporting timelines.

Financial Reporting, Budgeting, and Compliance

• Enter approved budgets into QBO and prepare budget-to-actual reports.

• Collaborate with the fractional CFO on monthly financial reporting, ad hoc analysis, and preparation of Board meeting materials.

• Support annual financial statement audits by preparing schedules and gathering requested documentation.

• Prepare supporting schedules for the external tax firm's annual IRS Form 990 filing.

• Prepare IRS Forms 1099 and 1096 based on vendor classifications and requirements determined by the organization.

• Help document and periodically review internal controls supporting Board oversight and external audits.

• Maintain written accounting policies and procedures.

• Organize and retain digital records of bank statements, reconciliations, vendor invoices, donor and grant agreements, and other supporting documentation.

Program and Grant Support

• Support cost allocation across programs and grants to ensure shared expenses are distributed accurately and consistently.

• Assist with grant tracking and nonprofit-specific financial reporting.

• Monitor cash positions across accounts and flag potential transfers between operating and reserve accounts for approval. Execution of transfers is outside this role's responsibilities.

• Send invoices and receipts to external firms in accordance with documented procedures.

• Coordinate with the Partnerships team when donor- or funder-related matters require relationship-facing communication. Donor and funder correspondence remains the responsibility of the Partnerships team.

Financial Analysis and Process Improvement

• Build and maintain analytical Excel workbooks covering variance analysis, cash flow, program-level cost tracking, and Board-ready financial summaries.

• Support financial modeling and data analysis, including multi-year scenarios and growth projections as the organization expands.

• Assist with impact and outcomes reporting where financial and program data intersect.

• Use AI tools, including Claude and Claude Code, to explore workflow automation, improve reconciliation processes, draft analyses, and develop small tools or agents that accelerate reporting.

• Take on additional accounting, analysis, and operational assignments as needed in a small, collaborative finance team.

What You Need:
Non-negotiables

• Approximately 1–3 or more years of full-cycle bookkeeping or staff accounting experience, including month-end close, account reconciliations, and financial reporting—not solely transactional data entry.

• Strong proficiency in QuickBooks Online.

• Advanced Microsoft Excel skills, including pivot tables, lookup functions, conditional logic, and well-structured workbook design.

• Solid understanding of core accounting principles, including accruals, reconciliations, journal entries, and month-end close.

• Ability to prepare and review accounting work, investigate discrepancies, and raise concerns when transactions or balances do not appear correct.

• Genuine interest…