Lead Accountant

A Little About Us:

Potomac Community Services has been serving individuals with mental health needs in person and in community. Literally meeting people where they are and working alongside them has developed our passion for true client led community work helping people achieve their goals and achieve sustainable independence.

About the Job:

Lets start by saying we want to hear from you! Below is an accurate description of the job for hire but with limited space it isnt exhaustive. If you have questions about other considerations please dont hesitate to contact us!

The Lead Accountant directly supports the finance functions of PCS. The Accounting Assistant will work within the finance team as an integral position to complete the full cycle of accounting. The position will support the Senior Accountant by completing reconciliations journal entries and supporting activities during audits.

Essential Duties & Responsibilities

• Manage day-to-day accounting operations using QuickBooks including general ledger accounts payable and accounts receivable ensure accuracy and completeness.
• Maintain and monitor Due To / Due From accountsbetween entities ensuring proper tracking reconciliation and elimination entries
• Prepare and post journal entries including intercompany transactions and adjustments
• Reconciles Balance Sheet accounts
• Perform monthly quarterly and year-end account reconciliations
• Utilize advanced Microsoft Excelfunctions (pivot tables VLOOKUP/XLOOKUP formulas) to analyze and organize financial data.
• Process payroll ensuring accuracy in wages deductions taxes and compliance with regulations.
• Prepare and post journal entries including payroll accruals deferrals and intercompany transactions.
• Assist with grants financial reporting processes.
• Support audits by preparing documentations.
• Collaborate with Senior Accountant to resolve discrepancies and improve accounting processes.
• Verify allocation percentages for expenses as needed
• Completes Grant invoicing with coordination from Senior Accountant

WORK ENVIRONMENT & PHYSICAL DEMANDS

• Work Environment: This job operates in a professional office and community environment. This role routinely uses standard office equipment such as computers phones photocopiers and fax addition familiarity with the Microsoft Office Suite Outlook and any additional programs or equipment used to execute specific tasks as required for the role.
• Physical Demands: The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. The ability to sit stand walk and climb are a requirement for this job. An employee must possess the ability to crawl crouch kneel and stoop while performing job functions. Employees are required to occasionally lift and carry up to 25 pounds during the workday. Workers must be able to use their hands and arms for gross and fine -motor activities throughout the workday. Gross-motor activities include but are not limited to picking pinching and touching. Fine-motor activities include but are not limited to seizing holding grasping and turning. Employees are required to be able to use fine and gross-motor skills addition employees are required to work around individuals in the community where unfamiliar people are present and movement may be restricted.

PCS is an at-will employer meaning that either the Company or Employee can end therelationship at any time and for any or no reason.

Potomac Community Services supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals. We provide equal employment opportunities without regard to race ethnicity color religion sex national origin age disability marital/familial status veteran status sexual orientation gender identity gender.

Education and Experience:

General Ledger Account Reconciliation experience required

Experience with intercompany accounting and Due To / From accounts

Non-profit accounting and budgeting experience preferred

Experience with Paylocity a plus but not required

Knowledge Skills and Abilities:

Proficient in Microsoft Office 365 including Outlook Word Excel One Drive and SharePoint

Advanced Excel skills including but not limited to data analysis automation and reporting

Strong proficiency in QuickBooks (Desktop)

Solid understanding of accounting principles and financial reporting

General knowledge of GAAP (Generally Accepted Accounting Principles)

Communicates effectively ability to effectively present information and respond to questions

Manages time effectively tracks multiple deadlines and assures information is available to Senior Accountant when needed

Works Independently ability to complete tasks with little oversight anticipate needs based on monthly close year-end and other deadlines as they arise

Optimizes work processes ability to recognize inefficient work processes analyze processes and find solutions to implement efficient and effective changes to improve finance department workflow

Plans and aligns ability to plan for the big picture that aligns with agency goals as a whole focusing on final desired result and steps necessary to achieve results. Can adjust plans accordingly when roadblocks appear or goals shift

Interpersonal Savvy builds collaborative relationships throughout the agency necessary for successful finance team

Ability to manage large volumes of transactional data efficiently

High attention to detail and accuracy

Other requirements:

Possess a valid drivers license and auto insurance with dependable means of transportation. Maintaining a safe driving record and self-awareness for safety purposes.