Senior Accountant, Investment and Corporate Accounting

About The Harry and Jeanette Weinberg Foundation

The Harry and Jeanette Weinberg Foundation, one of the largest private charitable foundations in the United States, is dedicated to meeting the basic needs of people experiencing poverty. In 2022, the Foundation expects to provide approximately $150 million in total grant activity supporting nonprofits that provide direct services in the areas of Housing, Health, Jobs, Education, and Community Services. Grants support organizations that serve a range of populations, including older adults, women at risk and their children, people with disabilities, and veterans, as well as the Jewish community.

The Foundation administers the majority of its funding in its priority communities: Baltimore, Chicago, Hawaiʻi, Israel, New York City, Northeastern Pennsylvania, and San Francisco. This includes supporting nonprofits serving federally designated rural areas within, or adjacent to, these priority communities. All of these locations represent personal ties to the life and legacy of Harry Weinberg, as well as communities where Weinberg Foundation trustees reside and provide leadership. Since 1990, the Foundation has distributed grants totaling more than $2.7 billion.

Position Summary

The senior accountant position is a member of the Investment and Corporate Accounting team and is responsible for supporting the objectives and goals of the team, completing daily work assignments, and supporting the overall execution of the responsibilities of the team.

Overall Responsibilities

  • Accountable for their own work and effective coordination of process and information with others.
  • Work independently, within guidelines and policies for ongoing work; may receive general guidance on new assignments.
  • Support the process of importing investment information from custodial manager into Great Plains and analyzes and reports on such information.
  • Review the investment in marketable securities activities to identify excess cash balances available to be transferred to corporate accounts.
  • Assist in approving other transactions relating to investments in marketable securities, including capital commitment payments, contributions, and distributions.
  • Reconcile corporate bank accounts for the Maryland office.
  • Support the preparation of year end audited financial statements and tax returns.
  • Implement process improvements to streamline close processes by leveraging automated tools.
  • Assist with ad hoc reporting requests and other assignments as needed.

Skills and Qualifications

  • Bachelor’s degree in accounting required.
  • Demonstrate an acumen for working with technology tools and databases.
  • Experience with accounting software required.
  • CPA and/or audit experience is a plus.
  • At least five years of relevant work experience, including preparing financial statements, analyzing budget to actual results, and working with information in databases.
  • Must possess strong financial, analytical, organizational, and quantitative skills, and ability to coordinate complex activities, prioritize conflicting demands, and meet deadlines with a quality, accurate work product.
  • Must possess strong written and oral communication skills, with the ability to communicate effectively.
  • Demonstrate strong ethics, strong interpersonal and communication skills to represent the interests of The Harry and Jeanette Weinberg Foundation both within and outside the organization.
  • General understanding of financial operations, knowledge of managing investment portfolio a plus.
  • General understanding of database table relationships.
  • Ease of learning and using multiple software programs.
  • Advanced proficiency with MS Excel (pivot tables, formula usage, large data manipulation).
  • Ability to work evenings during peak periods.
  • Ability to work well in a fast-paced team environment.
  • Demonstrate a meticulous attention to detail.
  • Have a sense of humor.
  • Ability to develop, improve, document, and follow processes.
  • Work well with other staff to deliver work accurately and quickly.
  • Ability to meet deadlines and manage priorities.
  • Maintain strict confidentiality.

The Weinberg Foundation is an equal opportunity employer. It embraces workforce diversity and is firmly committed to complying with all federal, state, and local equal opportunity laws. The Foundation encourages all qualified applicants to apply.

Interested candidates should submit a confidential resume and cover letter, along with salary range requirements, to jobs+acct@hjweinberg.org. If the Foundation is interested in speaking with you, expect to be contacted within 30 days of submission. Finalist candidates for this position will be expected to answer questions by email, participate in multiple interviews, provide strong current references, complete writing samples and a possible writing and/or skills test, and authorize a full background check. Please refrain from phone follow-ups. Thank you.

Sign up for our e-newsletter!