Staff Accountant, Gift Processing

Full-time

Description

ORGANIZATIONAL OVERVIEW

As the largest Jewish philanthropic organization in California, the Jewish Federation connect donors, changemakers, and community partners to build a thriving, resilient future. The Federation serves as a trusted partner and advisor for those seeking to make an impact today while shaping a better tomorrow. We invest in education, social services, and security while mobilizing crisis relief worldwide. With over a century of leadership, we empower individuals and families to give strategically, building a thriving and resilient future for generations to come. Whether strengthening Jewish life in the Bay Area, safeguarding communities worldwide, or ensuring a safe and democratic Israel, we empower people to take meaningful action that echoes for generations.

The Federation is seeking a highly motivated and qualified individual with a variety of skill sets who wants to join a team working to build a new model of 21st century and next generation Federation engagement.

ROLE SUMMARY

The Staff Accountant, Gift Processing plays an integral role in the Finance & Accounting team, processing all gifts for the Federation, and recording all payments including those by checks, credit cards, securities, bonds, and the Internet. This position will be performing month-end close, preparing journal entries and account reconciliations, and assisting with the annual consolidated audit of the Jewish Community Federation. This role provides support in both internal and external reporting processes, maintaining up-to-date and accurate records for the investment vehicles. The Staff Accountant is responsible for providing administrative support for the Finance & Accounting team and reports to Manager, Gift Accounting.

The Staff Account is expected to be in the office 2-3 times a week.

ESSENTIAL FUNCTIONS

Gift Processing & Administration

• Prepare bank deposits, ensuring proper documentation and classification.

• Scan or physically deposit funds via remote deposit capture or in person, depending on bank procedures.

• Process and record all gifts and pledges in CRM database, including those by checks, credit cards, wires, securities, bonds etc.

• Manage the sale and proceeds of stock contributions, ensuring accurate recording in financial systems.

• Process adjustments, write-offs, and matching gifts in CRM system.

• Maintain organized and thorough files (routinely scanning and saving documents) to support transactions and accounting records for quarterly financial statements.

• Keep accurate and comprehensive records of all charitable contributions, including both cash and non-cash donations, ensuring compliance with IRS regulations and internal policies.

• Ensure the integrity and accuracy of the donor database.

• Update and maintain accurate donor records, including contact information and gift history.

• Create detailed reports from the CRM system, including gift, pledge, and write-off data.

• Scan and organize gift entry documentation, investment capital statements, reports, tax documents, correspondences, etc.

• Monitor, organize and disburse incoming e-mails to centralized accounts.

• Assist in facilitating investments including the preparation of documents, manager, and custodial letters.

• Coordinate information flow with third-party service providers.

Finance and Accounting

• Prepare daily deposits, work with banks to resolve all deposit issues, and follow up with donors when checks and credit card payments are returned to the Federation.

• Review outstanding and delinquent pledges and provide timely follow-up on payment arrangements.

• Assist in the preparation of weekly and monthly bank account reconciliations and timely research of variances or unusual transactions.

• Partner in the month-end close, preparation of journal entries, account reconciliations and the annual audit.

• Initiate and record the movement of funds between different internal accounts within the organization.

• Prepare and review journal entries related to gifts, pledges, write-offs, and other revenue transactions.

• Enter all misc. deposit information into the accounting system (e.g., NetSuite) including details and fund designations.

• Assist in monitoring and following up on any accounting issues and coordinate with the JCF tax preparer.

• Respond to requests for information and carry out special projects as assigned.

Requirements

QUALIFICATIONS & REQUIREMENTS

• Knowledge of accounts receivable is strongly preferred.

• Experience with data entry, particularly in a high-volume environment.

• Strong and effective communication skills to deal directly with vendors and all levels of staff and management.

• Strong working knowledge of Microsoft Office and experience with CRM platforms (including Salesforce and NetSuite) a plus.

• Technical skills and experience in financial reporting, consolidation, and investment accounting.

• Ability to adhere to accounting principles, organizational policies, and relevant laws and regulations related to charitable donations.

• Strong attention to detail to ensure a high degree of accuracy.

• Strong organizational skills.

• Ability to multi-task to balance multiple requests without losing sight of overall objectives and deadlines.

EDUCATION & EXPERIENCE

• BA/BS in Accounting, Finance, or Economics required

• 0-3 years of accounting experience

• Experience in non-profit financial accounting and fund accounting is a plus

Salary commensurate with experience. Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.

EMPLOYMENT PRACTICES

The Federation views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a company culture where everyone can thrive. We strive to create a community that draws upon the widest possible talent pool to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values. The Jewish Community Federation and Endowment Fund is an equal opportunity employer.

Salary Description

$35-$41/Hr