Senior Grant Accountant

Job Description

Senior Accountant/Sr Grant Accountant – Grant Reporting is responsible for overseeing all grant-related financial activities, including reporting, compliance, reconciliations, and funding coordination. This role ensures accuracy of grant financials, supports program teams, and maintains compliance with funding requirements while serving as a key financial liaison across departments.

Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Grant Reporting & Financial Management

• Prepare and submit grant financial reports in accordance with funder requirements.
• Prepare internal grant financials and distribute to program leads for review.
• Review and process corrections submitted by departments to ensure accuracy of grant-related transactions.
• Ensure compliance with all grant reporting guidelines and timelines.
• Assist Grant Manager with financial grant reporting for entities.

Grant Writing

• Write small grants for organization for up to $50,000
• Provide Grant Manager with financial information for all grant applications

Account Payables & Disbursements

• Ensure all disbursements related to internal grants are properly approved and supported prior to processing.

Account Receivables and Invoicing

• Compile date for reimbursable grants and submit to Awarding Agency.
• Ensure all invoice request for reimbursement are recorded in CRM and general ledger.

Grant Reconciliation

• Reconcile financial ledger to subsidiary ledger for reimbursable grants.

Grant Budget Monitoring

• Ensure adequate funding availability for grant and operational expenses.
• Request quarterly reports from Community Investment Coordinator received from grant recipients to review for budget monitoring and audit compliance.

Audit & Compliance Responsibilities

• Perform quarterly financial audit site visits to grant recipients.
• Perform annual audits of all grantees and community partners.
• Assist in preparation of grant-related audit schedules
• Review and track contracts for Community Investment partners.
• Provide supporting documentation for grant compliance and reporting
• Work directly with auditors on grant-specific inquiries
• Ensure all grant transactions are properly supported and reconciled
• Performs quarterly audit of campaign envelopes
• Assist with the annual audit.

Cross-Functional Support

• Serve as backup to the Senior Accountant– Financial Reporting
• Collaborate with finance and program teams to improve processes and financial accuracy.

General “Other Duties as Assigned

Perform other duties as assigned to support Finance Department operations.

Competencies: To perform the job successfully, an individual should demonstrate the following:

• Achievement Focus - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals.
• Adaptability - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals.
• Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs work flows and procedures.
• Business Acumen - Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
• Business Ethics - Inspires the trust of others. Keeps commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethically.
• Change Management - Develops workable implementation plans; communicates changes effectively; builds commitment and overcomes resistance; prepares and supports those affected by change; monitors transition and evaluates results.
• Continuous Learning - Assesses own strengths and weaknesses; seeks feedback to improve performance; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
• Communications - Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods.
• Cooperation - Establishes and maintains effective relations; exhibits tact and consideration; offers assistance and support to co-workers; works cooperatively in group situations; works actively to resolve conflicts.
• Dependability - Commits to doing the best job possible. Follows instruction. Keeps commitments. Meets attendance and punctuality guidelines. Responds to requests for service and assistance. Takes responsibility for own actions.
• Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values.
• Initiative - Volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
• Innovation - Displays original thinking and creativity; meets challenges with resourcefulness; generates suggestions for improving work; develops innovative approaches and ideas; presents ideas and information in a manner that gets others' attention.
• Impact & Influence - Pursues and wins support for ideas; displays ability to influence key decision-makers; achieves win-win outcomes; uses authority appropriately to accomplish goals; addresses divergent opinions.
• Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans.
• Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics.
• Professionalism- Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.
• Project Management - Develops project plans; coordinates projects; communicates changes and progress; completes projects on time and budget; manages project team activities.
• Quality - Applies feedback to improve performance. Demonstrates accuracy and thoroughness. Displays commitment to excellence. Looks for ways to improve and promote quality. Monitors own work to ensure quality.
• Quantity - Achieves established goals. Completes work in timely manner. Meets productivity standards. Strives to increase productivity. Works quickly.
• Strategic Thinking - Develops strategies to achieve organizational goals; understands organization's strengths & weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions.
• Task & Process Management – Organizes and completes financial tasks in a timely, accurate, and compliant manner.
• Teamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed.
• Use of Technology - Demonstrates required skills; adapts to new technologies; troubleshoots technological problems; uses technology to increase productivity; keeps technical skills up to date.
• Visionary Leadership - Displays passion and optimism; inspires respect and trust; mobilizes others to fulfill the vision; provides vision and inspiration to peers and subordinates.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be