Senior Accountant

January 22, 2020

Job Announcement: Senior Accountant

Forward Together and Forward Together Action is in search of a Senior Accountant. This is an amazing opportunity for a highly skilled leader to help shape the financial infrastructure of a dynamic 501(c) 3 organization, whose budget and staff have grown three-fold in recent years, and whose programs continue to grow in complexity, scale, and reach and will also help develop the financial infrastructure of a newly formed affiliate 501(c)(4) partner organization.

Reports to: Director of Finance

Classification: Full-Time (40 hours a week maximum), Regular, Exempt, At Will

Location: Oakland, CA; travel to New Mexico and/or Oregon required 3-5 times per year for no more than one week per trip

Office Hours: 9am–5:30 pm

Salary Range: $75,000-$80,000 annually

Benefits: Benefits are generous, with fully paid employee and dependent coverage for health, vision, and dental; and long-term disability insurance. Paid time off includes sick days, vacation, and holidays. In addition, we close our offices for two weeks in December.

Deadline to Apply: Open until filled.  First review of resumes will be on February 14, 2020.  We encourage applicants to apply early as we will hire as soon as a candidate is identified.

Start Date: Position is available immediately.


This position is responsible for all ongoing accounting tasks, working under the supervision of the Director of Finance (DF) and within the policies and protocols set by the DF, the Executive Director, and the Board of Directors of Forward Together and Forward Together Action, an affiliate 501(c)(4) partner organization. The Senior Accountant must run bookkeeping on time and with precision, yet keep an eye to the entirety of the accounting system, maintaining proper documentation for all financial activity and ensuring consistency and clarity of systems for both organizations. The Senior Accountant coordinates finance filings from staff, assists the DF, and communicates with outside entities regarding accounting matters as needed. This position requires close collaboration with multiple stakeholders and

works in partnership with the DF to manage the finances of the two entities.


  1. Accounting
  • Responsible for all accounts receivable tasks
  • Disseminate revenue reporting forms as needed
  • Invoicing for monthly rent and other income
  • Enter accounts receivable (from revenue reporting forms and other sources) items into accounting software
  • Follow up on outstanding accounts receivable as requested by the Staff Accountant or Director of Finance
  • Maintain and update prepaid schedules
  • Update benefits tracking spreadsheet each month to record changes in staffing and COBRAs
  • Reconcile benefits invoices to benefits tracking spreadsheet
  • Assist with paperwork associated with on-boarding and separation
  • Track and reconcile vacation and sick accrual hours
  • Conducts accounting procedures orientation for all new employees and regularly communicates with all employees about financial procedures
  • Assists the DF with asset management (e.g., managing bank accounts and balances and cash flow)
  • Conducts all month end close tasks, including but not limited to:
  • identifying and posting journal entries
  • general ledger account reconciliations
  • reconciliations with other organization records such as donation records of the Development Department
  • managing collection of all financial related items such as timesheets, credit card reports, etc.
  • preparing monthly financial statements – organization-wide, department or project
  • presents and interprets budget and financial statements in discussions with budget managers
  • updating and maintaining accrued vacation and sick leave, shared cost allocation, and restricted revenue release spreadsheets
  • Maintains fixed assets and depreciation schedule when applicable
  • Manages grant revenue and recognition, maintains grants spreadsheet to track restricted and unrestricted funds by period
  • Conducts year end close tasks, including but not limited to:
  • Annual Payroll reconciliation (also done quarterly)
  • FSA Compliance test (coordinate with Payroll service provider)
  • Assist with maintaining current accounting procedures and implementing new procedures as the need arises
  1. Other Administrative
  • Assists DF with creation and implementation of financial policies, practices and forms when requested, including, when time allows, research regarding best practices and regulations
  • Collaborates with DF to train and coach staff on new accounting procedures related to the 501(c)4 entity and accounting software
  • Fields accounting and finance-related questions from staff as needed
  1. Budgeting and Reporting
  • Assists the DF with annual budget process and mid-year budget revision, as assigned
  • Prepares schedules and reports for annual fiscal audits and 990
  • Prepares all filings that draw upon the completed Form 990, such as the U.S. Census Annual Services Report
  • Provides financial information, tracking tools, and support to development department for grants/funder management, collaborates on grant report financial statements and grant proposal budgets and ensures compliance with government contracts where applicable
  • Assists DF with lobbying financial reporting


  • Adheres to organizational values and practices around challenging oppression by exhibiting behaviors indicating inclusion and respect in all facets of their work (programmatic, operational, and interpersonal)
  • Conducts accounting procedures orientation for all new employees and regularly communicates with all employees about financial procedures
  • Attends staff meetings
  • Participates in staff strategy sessions
  • Participates in weekly Courageous Practice sessions to the extent of physical ability except when deadlines for primary accounting duties preclude participation
  • Participates in all-staff grassroots fundraising activities such as the end of year campaign at a level that does not impede primary/required accounting duties or cause hours to exceed regular work week
  • Participates in hiring committees as assigned.
  • Ability to travel out-of-state for 3-5 days at least 2-3 times per year
  • Maintains and updates the Forward Together CRM (constituent relationship management system) for the individuals and organizations that this position coordinates
  • Utilizes direct communication and pro-active problem solving to address internal organizational challenges and disagreements
  • Works pro-actively and in good faith as a member of the staff team to support and strengthen the overall stability and effectiveness of the organization
  • Performs other duties as assigned and attends meetings as needed


  • Either a Bachelor’s degree in Accounting or closely related field or equivalent knowledge and skills plus basic knowledge of GAAP
  • Nonprofit accounting experience preferred
  • Ability to independently formulate original journal entries
  • Proficiency with Intacct and other third-party integrators like Expensify,, etc.
  • Strong Excel/spreadsheet skills
  • Proficiency with Microsoft Office, web browsers, Gmail, Google Calendar and the basics of database and conferencing software
  • Experience with databases a plus, such as EveryAction and other constituent relationship management (CRM) platforms.
  • Excellent problem-solving, and analytical skills
  • Highly organized and systematic, with excellent time and project management skills and the ability to juggle competing priorities and deadlines in a fast-paced environment
  • Customer service mindset
  • Ability to maintain grace under pressure and communicate needs effectively
  • Punctual, reliable, consistent with strong attention to detail, yet not rigid
  • High level of accuracy in data entry
  • Excellent oral and written communication skills; courteous, direct and accountable
  • Ability to effectively communicate with people at all levels and from various backgrounds
  • Strong commitment to social justice
  • Must be able to speak, read, write, and understand the primary language (English) used in the workplace
  • Readiness to troubleshoot and problem solve; willingness to pitch in wherever asked
  • Ability to hold confidentiality, good judgment, and awareness of other people’s needs
  • Works effectively both independently and in concert with supervisor and other staff
  • Background check required 


Applicants should submit a cover letter describing:

  • Why you are interested in this role with the listed responsibilities;
  • Why you are interested in working for a multi-racial, multi-issue organization made up of people of color, immigrants, indigenous people, queer and transgender and gender-nonconforming people who work to secure rights, recognition and resources for families so that family members have self-determination over their bodies, their sexuality, and their family formation.

You must submit a cover letter and resume as your application or it will be deemed incomplete. If you submit them as attachments, please name the files as follows:

  • Cover Letter: Your Last Name, Your First Name Cover Letter
  • Resume: Your Last Name, Your First Name Resume

Please submit your application with the subject line: Your Last Name, Your First Name-Senior Accountant to:

People of color, people with disabilities, Indigenous, queer, transgender, non-binary and gender nonconforming people strongly encouraged to apply. EOE.

To learn more about Forward Together visit our website: