The mission of SourcePoint is to help our community set a course to live well after 55. SourcePoint is a nonprofit which serves more than 5,000 people annually and has a budget of more than $12 million.
Summary
The Accounting Manager is responsible for managing and executing key accounting functions within SourcePoint’s Fiscal/Operations department. This role ensures the accuracy and timeliness of accounting practices and collaborates closely with internal teams and external stakeholders to support SourcePoint’s financial health and operational goals.
Key Responsibilities
Financial Operations
- Supervise and support a team of two staff members handling accounts payable, accounts receivable, and cash management processes.
- Manage all general ledger entries, including cash, accounts payable, accounts receivable, and fixed assets.
- Prepare monthly financial statements, ensuring thorough review, analysis, and distribution.
- Prepare and compile offline financial reports, including quarterly financial statement packages, dashboards, and grant cost reports, for management and the Board.
Compliance & Controls
- Maintain accounting controls and recommend policy improvements to enhance efficiency and accuracy.
- Ensure compliance with federal, state, and local financial requirements by staying informed of relevant legislation.
- Establish and periodically review internal controls to safeguard assets and ensure adherence to internal policies.
Budget & Audit
- Lead the preparation and presentation of the annual budget in collaboration with the CFO.
- Coordinate the annual audit and Form 990 preparation with the guidance of the CFO.
Process Improvement & Analysis
- Identify opportunities to streamline accounting processes and enhance operational efficiency; collaborate with the CFO to implement improvements.
- Support financial forecasting and predictive modeling efforts to inform strategic decision-making.
Cross-Departmental Collaboration
- Work closely with other departments (e.g., HR, Operations) on financial planning, budgeting, and reporting to support organizational goals.
- Participate in management meetings to support agency initiatives.
- Liaise with third-party vendors and respond to inquiries as needed.
Staff Development
- Mentor and develop the accounting team by identifying training opportunities, providing constructive feedback, and conducting performance evaluations.
Other Responsibilities
- Manage bank transfers and maintain payee information.
- Maintain the chart of accounts for general and subsidiary ledgers.
- Review grants, perform financial analysis, and conduct research as assigned.
- Additional responsibilities may be assigned to support organizational needs.
Qualifications & Skills:
The successful candidate will possess the following qualifications and skills:
- Bachelor’s degree in Accounting, Finance, or related field with 3–4 years of relevant experience, or an equivalent combination of education and experience.
- Strong proficiency with accounting software, including NetSuite and Peachtree/Sage, as well as Microsoft Office Suite (Excel, Word, Outlook).
- Familiarity with financial modeling and data visualization tools, such as Power BI or Tableau, is a plus.
- CPA or CMA certification is preferred but not required.
- Demonstrated ability to manage multiple priorities, work collaboratively with cross-functional teams, and meet deadlines consistently.
- Ability to project a professional and positive image of the organization.
Physical Requirements & Working Conditions
- Ability to remain stationary for extended periods (approximately 50% of the time).
- Occasional movement within the office to access files and equipment.
- Frequent computer use and communication with other departments.
- Capacity to lift to 20 pounds occasionally and to perform extensive reading and data analysis.
Other Considerations
As part of a dynamic organization, the Accounting Manager may occasionally take on new responsibilities to ensure smooth and continuous operations.
About SourcePoint
SourcePoint helps Delaware County adults 55 and better live safely at home and stay healthy as they age. We provide in-home care like Meals on Wheels, a large community center, support for caregivers, and more. And we want you on our team! Join a wonderful organization that brings a wide variety of expertise and talents together under one roof. At SourcePoint, every team member, from accounting to wellness, contributes to our mission to help our community live well after 55.
Revised Nov 2024
