Senior Accountant

The Opportunity Tree Mission and Vision

To provide quality individualized services to people with intellectual and developmental disabilities in dynamic and innovative environments. The Opportunity Tree is committed to promoting the development of a society that fully embraces individuals with intellectual and developmental disabilities through inclusion, advocacy, and opportunities.

Benefits for Full-Time Employees:

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life Insurance
• 401(k)
• Paid Time Off * (Annual Leave and Sick Time**)
• Referral Program *
• Employee Assistance Program (EAP) **

* Available to regular full and part-time employees

** EAP and sick leave available to all employees of The Opportunity Tree includes On-Call!

The Opportunity Tree (TOT) has a full-time, in-person Senior Account position available at our central Phoenix campus!

Senior Account - Job Summary

The Senior Accountant is responsible for managing the day-to-day finance and accounting operations, including entering journals, managing accounts receivable and payable, using financial technology systems, and other select finance-related administration. The Senior Accountant ensures timely reconciliation and reporting of all financial statements and prepares financial analyses for the Director and other key stakeholders as requested; and maintains fiscal records. The Senior Accountant serves as the primary contact for internal staff on invoicing, bill payments, cash receipts and revenue, and budgets. The Senior Accountant also implements and trains staff to use software that streamlines processes and improves distribution and accessibility of financial information.

Essential Job Functions:

1. Ensure day-to-day transactions such as accounts payable, cash receipts and accounts receivable, credit card transactions, and payroll are recorded properly
2. Perform timely and accurate month-end journal entries and balance sheet reconciliations (e.g., investments, revenue, expenses, payroll allocations, etc.), ensuring that accounting schedules are updated and accurate.
3. Ensure proper revenue and expense recognition.
4. Conduct monthly and quarterly account reconciliations to ensure accurate reporting and ledger maintenance.
5. Analyze financial statements for discrepancies and other issues that should be brought to the CFO’s attention.

1. Minimum of 18 years of age
2. Current driver license with Non-Restricted Motor Vehicle Record and compliance per the requirements of The Opportunity Tree’s insurance carrier.
3. Communicate in English; speech, write and read.
4. Excellent verbal and written skills.
5. High attention to detail with strong analytical and problem-solving skills
6. Experience: Minimum five (5) years of accounting preferred in the nonprofit, Intellectual and Developmental Disabilities (IDD) field.
7. Education: Bachelor's degree in accounting required.
8. Knowledge: Sage 50, Advanced skills in Excel, proficient in MS Outlook, MS Word, (experience with other required accounting software preferred).
9. Personal enthusiasm for participation in a non-profit organization, which provides services to individuals with intellectual and developmental disabilities.

Work Environment:

1. Lift/carry/transfer minimum of 40 pounds.
2. Bend, kneel, and stoop.
3. Push or pull wheelchairs.
4. Reach/reach overhead.
5. Walk/stand for extended periods.
6. Sit for extended periods.
7. Finger/hand/wrist dexterity to eye.

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