Job Description
Qualifications
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
Listening skills
Able to clearly present issues – both orally and written
Flexibility and adaptability
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
Expect personal performance to be nothing short of the best
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)
Ability to travel within New Mexico as needed
Availability to work flexible hours, including evenings or weekends, as needed
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
Responsibilities
Position Mission: As a Senior Accountant, you will play a crucial role in assisting the CFO, Controller, and designated teams in implementing effective fiscal strategies and maintaining accurate financial records
Your expertise will support our mission of providing affordable homeownership solutions
Strategic Fiscal Support: Assist in developing and implementing fiscal strategies that align with organizational goals
Corporate Accounting: Perform daily accounting functions, manage month-end close activities, process invoices, record cash deposits, and maintain thorough documentation for financial transactions
Project Leadership: Lead and assist with significant projects, including the New Markets Tax Credit (NMTC) Program and Real Estate Development initiatives
Insurance Integration: Collaborate with brokers and internal teams to review insurance coverage and identify consolidation opportunities
Financial Reporting: Utilize Sage Intacct to generate recurring reports related to home sales, work-in-progress, cost summaries, rental activities, and compliance requirements
Cash Management and Analysis: Develop cash flow projections and contribute to improving cash flow processes in collaboration with the CFO and Controller
Collaboration and Communication: Work closely with various departments to ensure best practices in service delivery and financial processes
Software Proficiency: Use electronic tools, including Salesforce (STARS database system), Sage Intacct, Bill.com, Microsoft Outlook, Teams, and advanced Excel, to enhance service delivery
Regulatory Compliance: Ensure adherence to applicable regulations, policies, and procedures
Process Improvements: Actively seek and implement continuous process improvements to enhance the finance team's effectiveness
Customer service
Extremely responsive to internal and external customer requests to exceed customers’ expectations
Abides by Homewise Customer Service Standards
Actively listens to understand other people’s viewpoints
Anticipates customer needs and offers innovative solutions
Communication skills
Adjusts quickly to changing priorities and conditions
Copes effectively with complexity and change
This is a hybrid role with a minimum of three days spent in the office in conjunction with remote office work
Job description
Description
About Us: Homewise, Inc. is a dynamic and growing organization dedicated to empowering individuals and families through affordable homeownership solutions. Our mission is to create successful homeowners in our community, and we are seeking a highly motivated and detail-oriented Senior Accountant to join our Finance and Operations team.
Position Mission: As a Senior Accountant, you will play a crucial role in assisting the CFO, Controller, and designated teams in implementing effective fiscal strategies and maintaining accurate financial records. Your expertise will support our mission of providing affordable homeownership solutions.
Essential Duties and Responsibilities:
• Strategic Fiscal Support: Assist in developing and implementing fiscal strategies that align with organizational goals.
• Corporate Accounting: Perform daily accounting functions, manage month-end close activities, process invoices, record cash deposits, and maintain thorough documentation for financial transactions.
• Project Leadership: Lead and assist with significant projects, including the New Markets Tax Credit (NMTC) Program and Real Estate Development initiatives.
• Insurance Integration: Collaborate with brokers and internal teams to review insurance coverage and identify consolidation opportunities.
• Financial Reporting: Utilize Sage Intacct to generate recurring reports related to home sales, work-in-progress, cost summaries, rental activities, and compliance requirements.
• Cash Management and Analysis: Develop cash flow projections and contribute to improving cash flow processes in collaboration with the CFO and Controller.
• Collaboration and Communication: Work closely with various departments to ensure best practices in service delivery and financial processes.
• Software Proficiency: Use electronic tools, including Salesforce (STARS database system), Sage Intacct, Bill.com, Microsoft Outlook, Teams, and advanced Excel, to enhance service delivery.
• Regulatory Compliance: Ensure adherence to applicable regulations, policies, and procedures.
• Process Improvements: Actively seek and implement continuous process improvements to enhance the finance team's effectiveness.
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.
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
Listening skills
Able to clearly present issues – both orally and written
Flexibility and adaptability
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
Expect personal performance to be nothing short of the best
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)
Ability to travel within New Mexico as needed
Availability to work flexible hours, including evenings or weekends, as needed
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
Responsibilities
Position Mission: As a Senior Accountant, you will play a crucial role in assisting the CFO, Controller, and designated teams in implementing effective fiscal strategies and maintaining accurate financial records
Your expertise will support our mission of providing affordable homeownership solutions
Strategic Fiscal Support: Assist in developing and implementing fiscal strategies that align with organizational goals
Corporate Accounting: Perform daily accounting functions, manage month-end close activities, process invoices, record cash deposits, and maintain thorough documentation for financial transactions
Project Leadership: Lead and assist with significant projects, including the New Markets Tax Credit (NMTC) Program and Real Estate Development initiatives
Insurance Integration: Collaborate with brokers and internal teams to review insurance coverage and identify consolidation opportunities
Financial Reporting: Utilize Sage Intacct to generate recurring reports related to home sales, work-in-progress, cost summaries, rental activities, and compliance requirements
Cash Management and Analysis: Develop cash flow projections and contribute to improving cash flow processes in collaboration with the CFO and Controller
Collaboration and Communication: Work closely with various departments to ensure best practices in service delivery and financial processes
Software Proficiency: Use electronic tools, including Salesforce (STARS database system), Sage Intacct, Bill.com, Microsoft Outlook, Teams, and advanced Excel, to enhance service delivery
Regulatory Compliance: Ensure adherence to applicable regulations, policies, and procedures
Process Improvements: Actively seek and implement continuous process improvements to enhance the finance team's effectiveness
Customer service
Extremely responsive to internal and external customer requests to exceed customers’ expectations
Abides by Homewise Customer Service Standards
Actively listens to understand other people’s viewpoints
Anticipates customer needs and offers innovative solutions
Communication skills
Adjusts quickly to changing priorities and conditions
Copes effectively with complexity and change
This is a hybrid role with a minimum of three days spent in the office in conjunction with remote office work
Job description
Description
About Us: Homewise, Inc. is a dynamic and growing organization dedicated to empowering individuals and families through affordable homeownership solutions. Our mission is to create successful homeowners in our community, and we are seeking a highly motivated and detail-oriented Senior Accountant to join our Finance and Operations team.
Position Mission: As a Senior Accountant, you will play a crucial role in assisting the CFO, Controller, and designated teams in implementing effective fiscal strategies and maintaining accurate financial records. Your expertise will support our mission of providing affordable homeownership solutions.
Essential Duties and Responsibilities:
• Strategic Fiscal Support: Assist in developing and implementing fiscal strategies that align with organizational goals.
• Corporate Accounting: Perform daily accounting functions, manage month-end close activities, process invoices, record cash deposits, and maintain thorough documentation for financial transactions.
• Project Leadership: Lead and assist with significant projects, including the New Markets Tax Credit (NMTC) Program and Real Estate Development initiatives.
• Insurance Integration: Collaborate with brokers and internal teams to review insurance coverage and identify consolidation opportunities.
• Financial Reporting: Utilize Sage Intacct to generate recurring reports related to home sales, work-in-progress, cost summaries, rental activities, and compliance requirements.
• Cash Management and Analysis: Develop cash flow projections and contribute to improving cash flow processes in collaboration with the CFO and Controller.
• Collaboration and Communication: Work closely with various departments to ensure best practices in service delivery and financial processes.
• Software Proficiency: Use electronic tools, including Salesforce (STARS database system), Sage Intacct, Bill.com, Microsoft Outlook, Teams, and advanced Excel, to enhance service delivery.
• Regulatory Compliance: Ensure adherence to applicable regulations, policies, and procedures.
• Process Improvements: Actively seek and implement continuous process improvements to enhance the finance team's effectiveness.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Accountant position is now open for candidates interested in the Accountant Jobs sector. This role in Santa Fe offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
