Staff Accountant

Job Overview:

We are seeking a highly motivated and detail-oriented Staff Accountant to join our dynamic finance team. The ideal candidate will be responsible for preparing and reviewing financial statements, conducting audits, and providing financial insights to support business growth. This is a fantastic opportunity to work with a forward-thinking organization, utilizing your skills in financial management and governmental accounting.

Organization

KEEFI was founded in 2009 as a nonprofit support corporation of Indiana University and the Kelley School of Business. KEEFI fulfills its roles to the University and the Kelley School through fulfillment of its Mission: "KEEFl's Mission is to provide world-class executive development experiences to improve the strategic, organizational and competitive capabilities of organizations globally, and to develop the leadership competencies of the individuals in those organizations."

PRIMARY ROLE

Reporting to the Director of Finance and Administration (DFC), the Staff Accountant (SA) fulfills a wide array of financial responsibilities and accounting/HR functions and is the main point of contact for employees, vendors, faculty and interacts with key members of the Kelley School executive team. The SA will work closely with the Director of Operations (DO) in reviewing contracts for terms and standard conditions and interpreting their potential impact. The SA reviews and provides initial approval to expenditures and posts these to the appropriate accounts. The SA will interpret and apply KEEFI policies to ensure compliance with guidelines and provide guidance to staff and faculty on allowable expenses. The SA with the DO conducts the final review and closeout to program and project budgets. The SA initiates billing against program and project contracts and shares responsibility with the DO on the collection of receivables. The SA will help prepare for the annual financial audit, be able to interact with external auditors and provide complete and accurate financial information and related documentation. Finally, the SA will process payroll, including contributions to our retirement plan and work on compliance and reporting with regard to the retirement plan. The SA will also work with our insurance brokers and our Certified Professional Employment Organization (CPEO) on HR issues including all benefits enrollments. In all responsibilities the SA is key part of the KEEFI team and must be a positive contributor in communicating with all of KEEFI’s constituencies.

PRIMARY JOB DUTIES AND RESPONSIBILITIES (this list is not exhaustive)

• Receives and processes executed contracts from client and vendor organizations. Confirms terms and conditions. Ensures that QuickBooks Online is set up to segregate reporting for each individual program. Establishes account and cost summaries, monitors, and posts financial transactions, and determines proper allocation, reasonableness, and compliance.

• Responsible for bi-annual inventory audits for review and approval of the FAC.

• Participates in the budgeting process for client programs and projects. Obtains and maintains all SOW's created for programs and projects and ensures that terms are met.

• Prepares budget reports and analysis at the conclusion of each program and project for project team review.

• Develops, reviews, and submits client invoices in a timely fashion according to contracted provisions. Develops, maintains, and adheres to billing and collections as established in conjunction with the DFC. Determine accounting entries regarding accruals, deferrals, and timing.

• Periodically reviews all past due accounts and develops procedures for collection.

• Prepares payment/reimbursement requests, audits receipts and invoices and verifies eligibility for payment. Organizes all financial documentation to support every expenditure. Investigates and resolves any client inquiries regarding procedures and/or account status.

• Gathers all required information necessary to prepare and disseminate all 1099 and miscellaneous tax forms. Updates and monitors files to ensure accurate 1099 reporting status for all contractors.

• Provides information and resources to all KSOB and University faculty and staff, and external contractors regarding financial policies and procedures of KEEFI.

• Provides training and guidance to all staff regarding KEEFI financial policies and procedures.

• Works with our Certified Professional Employment Organization (CPEO) to process payroll and track time off and benefit eligibility and participation.

BASIC QUALIFICATIONS

A bachelor’s degree in accounting or the equivalent combination of education and a minimum of five years of managerial accounting experience. The successful candidate must be familiar with QuickBooks Online and must also have a positive customer focused orientation to provide information and assistance to a wide variety of stakeholders, customers and vendors.

ADDITIONAL QUALIFICATIONS

· Extensive experience and proficiency with personal computers, smart phones, and other social and electronic forms of communication is required.

· Well versed in working with Microsoft Office Suite, with advanced excel skills.

· Advanced knowledge of accounting principles is required with a basic understanding of tax regulations.

· Knowledge and experience of QuickBooks Online is essential.

· Ability to communicate complex financial and accounting information and policy to a wide audience is required.

· Demonstrated experience with financial systems and data query tools

The successful candidate should be highly self-motivated, willing, and able to deal with a partially remote work environment. Must be able to multi-task and prioritize requests. Must work well in high stress environment and be well organized.

DECISION MAKING

The ability to sort through and identify mistakes and inconsistencies is critical to this position. The SA must be able to identify potentially fraudulent requests and reject any not compliant with KEEFI financial policies and procedures. The SA must maintain billing, collection and disbursement procedures as well as payroll and other HR information with the utmost discretion and sensitivity.

SCOPE AND IMPACT

The accuracy of KEEFI financial data is critical to the success of the organization and to the Kelley School of Business. Management decisions will be made based, in part, on the financial reports prepared and provided by the SA. Thus, the ability to maintain accurate and up-to-date financial data is critical.

PHYSICAL REQUIREMENTS

Must be willing and have the ability to travel short and long distances using various means of transportation including air and automobile. The incumbent should have the ability to lift and carry items weighing up to 25 pound and, though not common, be available work a varied schedule including evenings and weekends during critical periods if necessary.