The Salvation Army USA Eastern Territory · 18 hours ago
Senior Investment Accountant
West Nyack, NY
Full-time
Hybrid
Senior Level
$95K/yr - $105K/yr
5+ years expThe Salvation Army USA Eastern Territory is an international movement focused on preaching the gospel and meeting human needs. They are seeking a Senior Investment Accountant responsible for the accounting, reporting, and analysis of a $2 billion investment portfolio, ensuring compliance with accounting standards and supervising an Investment Accountant.
Non-profit Organization Management
Responsibilities
Prepare, review, and reconcile investment and split-interest journal entries and general ledger (GL) accounts
Maintain detailed investment and split-interest accounting records
Perform daily, monthly, quarterly, and/or annual preparation/reconciliations of key reports, including but not limited to portfolio reconciliation, investment earnings reallocation, rate of return analysis, charitable asset management (CAM) reports, and investment and split-interest summary and rollforward schedules
Monitor account balances for daily cash flow needs
Prepare investment summary reports and other necessary forms for management review
Work directly with third party split-interest administrator to manage new agreements and terminations
Ensure compliance with U.S. GAAP and internal policies for investment accounting and reporting
Assist with preparation of financial statements, footnotes, and disclosures related to investments and splitinterest agreements
Support annual external audit and Form 990-T/state tax filings, including preparation of audit schedules and responding to inquiries
Communicate with investment custodian, external investment consultant and portfolio managers for information requests and inquiries
Oversee annual charitable gift annuity filings to New York State (NYS) and New Jersey
Serve as primary liaison for NYS 5-year audit on the charitable gift annuity fund
Review 1964 employee pension plan journal entries and GL accounts
Develop and maintain investment-related policies, procedures, and internal controls
Serve as a security administrator for JP Morgan ACCESS
Other job duties and responsibilities as assigned
Qualification
Required
Bachelor's degree in a four-year accounting degree program or in related discipline
5-7 years of related experience (in general accounting or finance, with at least two years focused on investment and split-interest accounting)
Must have robust understanding of alternative investments and charitable gift annuities
Advanced Excel skills; proficiency in data analysis and reporting
Strong analytical, problem-solving, and organizational skills
Effective communication skills, verbally and in writing
Ability to work as a team and collaborate with other stakeholders
Maintain a high level of professionalism and confidentiality
Preferred
Knowledge of required CGA filings with state of NY and NJ preferred
Familiarity with SylogistMission ERP a plus
Experience in Nonprofit accounting recommended
Supervisory experience preferred
Benefits
Generous Medical, Dental, Vision Benefits
TSA paid Life Insurance for Employees
Additional life insurance options for employees
On-site cafeteria
Paid Time Off – Vacation, Sick, Personal days
403(b) retirement savings plan
Non-contributory Pension Plan
Professional Development
Free, on-site Fitness Center
Federal holidays
Opportunities to give back and support our communities
Company
The Salvation Army USA Eastern Territory
Every year, The Salvation Army helps more than 27 million people in nearly every ZIP code in America overcome poverty, addiction, and economic hardships through a wide range of social services.
1001-5000 employees
H1B Sponsorship
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Funding
Current Stage
Late StageCompany data provided by crunchbase