Staff Accountant


Reports to: Chief Operating Officer
Department: Finance & Operations
Classification: Non-Exempt, Full-Time, Union
Date: July 2018    
Application Deadline: Until filled

Reporting to the Chief Operating Officer, the Staff Accountant is responsible for providing broad support to the areas of Finance and Operations.


  • Accounts Payable
  • Accounts Receivable
  • Campaign Processing and Payouts
  • Banking
  • Operations
  • Grant Management
  • Other duties as assigned


  • Review accounts payable reports to ensure proper coding, totals, authorization and documentation.  Work in conjunction with staff to correct errors with paperwork or within 3rd party software.
  • Prepare accounts payable import from 3rd party software and import into accounting software.  Review entries and correct errors.
  • Reconcile monthly credit card activity and vendor statements. Work in conjunction with staff to resolve and obtain missing items.
  • Assist with weekly deposits including copying, scanning, coding, researching account numbers and creating envelopes to send to campaign processor.
  • Manage the AR Email including troubleshooting issues, researching and responding to partners.
  • Prepare tax letters upon request from donors.
  • Manage the Nonprofit Portal Email including troubleshooting issues, researching and responding to agencies.
  • Update donor and agency contact, designation, payment and/or banking records in Andar, including contact and follow up if information is incorrect.
  • Prep and import monthly and quarterly agency payout invoices into accounting software.
  •  Review and approve Positive Pay daily on bank website.  Research and resolve unknown items.
  • Prepare, file and follow up with all fraud activity.
  • Serve as UPS Conference Room Liaison.  Work with outside agencies on reservation, contract, payment, and day of use items including set up.
  • Manage Customer Service Email including troubleshooting issues, researching and responding to emails.
  • Process office incoming mail daily and distribute accordingly to staff. 
  • Process Returned Mail to determine the reason for the return.  Troubleshoot and resolve issue.
  • Maintain files for department, including regular filing and maintenance of Finance Room.
  • Manage deadline and cleaning schedules, including updating signage and regular emails to designated staff.
  • Manage supplies for kitchen and supply room.  Including daily restocking and acting as liaison with vendors.
  • Assist with gathering items related to contracts/grants checklist.
  • Assist with annual audit.
  • Assist in annual budget process.
  • Participate actively and positively in department and organization team meetings.
  • Serve as backup when Finance & Operations Manager is out of office.


  • Completion of the 12th grade or equivalent
  • 3+ years of accounting experience and related functions
  • Experience using QuickBooks
  • Experience using Donor Management software a plus


  • Accurately type 45 wpm
  • Excellent English communication skills, verbal and written, including the ability to communicate well in a variety of settings with a variety of stakeholders
  • Strong analytical, troubleshooting, time management, and problem-solving abilities
  • Knowledge of current office practices, procedures and safe work practices
  • Able to react, organize and prioritize within a high pressure, fast paced environment
  • Outstanding work ethic and willingness to do what it takes to get the job done 
  • Ability to work independently with a high attention to detail
  • High level of proficiency in Microsoft Office applications (Excel and Word)


  • Communicate with staff, volunteers, donors, agencies, companies and other customers by telephone, email, and in face-to-face, one-to-one or group settings
  • Use telephone, laptop, computer, monitor, mouse, keyboard, printer/copier, calculator and standard office equipment
  • Sit at a desk for extended periods of time
  • File and retrieve documents from a manual filing cabinet
  • Lift and move objects up to 40 pounds such as large binders, boxes, books and small office equipment
  • Have sufficient finger/hand coordination and dexterity to operate and adjust office equipment such as telephone, computer, printer/copier and calculator


Must have a California Operator’s license issued by the State Department of Motor Vehicles. Possession and maintenance of a good driving record as evidenced by the absence of multiple or serious traffic violations or accidents for at least a two-year duration and does not contribute to an increase in United Way’s insurance rates.

To apply for this position, please go here.