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Senior Accountant

CFP Board
Washington D.C.
Based on Experience
Closing date
Jul 25, 2022

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Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary
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Job Details

CFP Board seeks a highly motivated professional who will, under limited supervision, be responsible for performing month-end close activities, maintaining the fixed asset records, company accruals, cash reporting and reconciling general ledger accounts. Assist with financial reporting, the annual Form 990 and 990-T filings and the annual financial audit and retirement plan audit.


  • Responsible for the monthly and annual accounting close process which includes ensuring accurate results are delivered on-time. Ensures all balance sheet accounts are reconciled at month-end and year-end
  • Assists as needed and serves as backup in preparing the daily bank reconciliations and research discrepancies and final resolution recommendations; ensures outstanding checks over six months are handled appropriately and timely
  • Assists as needed and serves as backup in reconciling daily credit card merchant account activity to daily cash receipts
  • Deposit and log incoming checks daily
  • Assists in treasury functions to include banking administration, accounts receivable and cash receipt management, preparation of cash forecasts, daily cash report and variance reporting
  • Updates/Maintains fixed assets subledger and calculation of monthly depreciation/amortization expenses
  • Reconciles balance sheet and select income statement accounts to the general ledger; research discrepancies and determines appropriate courses of action for review and approval
  • Manages employee corporate credit card applications and charges
  • Maintains and updates systems related to the corporate credit card program
  • Performs calculations for investment activities based on monthly investment statements
  • Prepares annual audit schedules and provides backup documentation as requested by auditors
  • Manages cash receipts in various systems and integrations to Great Plains
  • Prepares variance analyses of revenue and expense accounts
  • Prepares monthly reports for the Chief Financial Officer and Controller and the Finance & Investment Committee
  • Compiles and prepares information for the third-party tax preparer necessary to complete the organization’s annual Form 990/990T; ensures Form’s accuracy and timely filing in accordance with federal and local regulations
  • Participates in the annual budgeting process including knowledge and use of Solver reporting tool
  • Assists Controller with payroll system and payroll related items, including completeness of employee timesheets for payroll processing
  • Reviews bi-weekly payroll journal entry prior to posting
  • Manages petty cash account
  • Performs other duties as assigned


  • 3+ years' of professional accounting experience
  • Bachelor's degree in Accounting, Finance, or Economics or equivalent experience
  • CPA preferred
  • Minimum 4 years’ professional non-profit accounting experience
  • Experience with and understanding of generally accepted accounting principles
  • Prior experience and proficiency with Microsoft Dynamics Great Plains
  • Proficiency with NetForum or another AMS
  • Well-developed MS Excel skills
  • General knowledge of banking activities/treasury functions
  • Attention to detail and strong reconciliation skills a must
  • Solid demonstration of analytical and problem resolution capabilities
  • Provides extraordinary customer service to both internal and external customers
  • Commitment to outcomes, deadlines, and technical excellence
  • Outstanding work ethic and commitment to organizational success
  • Ability to handle sensitive data/information in a confidential manner
  • Solid verbal and written communication skills

To apply, submit your resume and one-page letter summarizing your interest, qualifications, and salary expectations. 

Certified Financial Planner Board of Standards (“CFP Board”) - headquartered in Washington, D.C.- is the certifying body for financial planning professionals. It is a non-profit organization that fosters professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics, and other requirements for the CFP certification.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.


Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.

Find Us
(202) 379-2200
1425 K St NW Suite 800
United States
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