Senior Accountant - Santa Fe, United States - Homewise

Homewise Santa Fe, United States

2 hours ago

Description

Homewise, Inc. is a dynamic and growing organization dedicated to empowering individuals and families through affordable homeownership solutions. We are seeking a highly motivated and detail-oriented Senior Accountant to join our Finance and Operations team. The successful candidate will play a crucial role in assisting the CFO, Controller, and designated teams in implementing effective fiscal strategies and maintaining accurate financial records.

Strategic Fiscal Support: Assist the CFO, Controller, and designated teams in developing and implementing appropriate fiscal strategies for the organization.

Corporate Accounting:

Perform daily corporate accounting and month-end close functions.
Process invoices, record cash deposits, and make necessary adjusting entries.
Maintain comprehensive documentation to support transactions in the general ledger and sub-ledgers.

Project Leadership: Lead and assist with projects such as the New Markets Tax Credit (NMTC) Program, Real Estate Development, and other LLC reconciliations.

Insurance Integration:

Ensure effective integration of Real Estate Development and Organizational-related Insurance.
Collaborate with brokers, leaders, and team members to review coverage levels and identify consolidation opportunities.

Financial Reporting: Utilize Sage Intacct to update recurring reports for various activities such as home sales, work-in-progress, cost summaries, rental activities, and compliance requirements.

Cash Management and Analysis:

Develop cash flow projections and forecast models with the CFO, Controller, and financial team members.
Contribute to the continuous improvement of cash flow processes.

Collaboration and Communication: Work closely with internal departments, including loan production, operations, servicing, real estate sales, and community development, to ensure best practices in service delivery.

Software Proficiency: To optimize service delivery, utilize electronic tools such as Salesforce (STARS database system), Sage Intacct, , Microsoft Outlook, Teams, and advanced Excel skills.

Regulatory Compliance: Ensure compliance with all applicable regulations, policies, and procedures.

Process Improvements: Proactively seek and implement continuous process improvements to enhance the overall effectiveness of the finance team.

Requirements

Competencies

Proficiency in common accounting practices and GAAP principles.
Technical capacity. Must understand Homewise's nonprofit financial business model and the applicable accounting policies and practices for bank accounts, short- and long-term investments, loans, mortgages, mortgage-backed securities, real estate development, grants management, and standard accounts.
Customer service. Extremely responsive to internal and external customer requests to exceed customers' expectations. Abides by Homewise Customer Service Standards.
Listening skills. Actively listens to understand other people's viewpoints. Anticipates customer needs and offers innovative solutions.
Communication skills. Able to clearly present issues - both orally and written.
Flexibility and adaptability. Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
Computer skills. Competence in Microsoft Excel, Word, Outlook, Windows, and other software applications as appropriate.
Work independently. Ability to work independently with little or no supervision.
High standards. Expect personal performance to be nothing short of the best.

Education and Experience

At least 3 three years of financial, accounting, audit, or related work experience in a financial institution or mortgage company.
Bachelor's degree in business, accounting, finance, economics, mathematics, or a related field (or 4 four years of equivalent work experience may be substituted in lieu of a degree in addition to the minimum years of work experience required).

Work Schedule

Ability to travel within New Mexico as needed.
Availability to work flexible hours, including evenings or weekends, as needed.
This is a hybrid role with a minimum of three days spent in the office in conjunction with remote office work.

If you are a self-motivated, detail-oriented individual with a passion for finance and a desire to impact the community positively, please submit a resume and cover letter to be considered for this opportunity.

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