Accounting Manager Job Description
Position: Accounting Manager
Reports to: Chief Financial Officer
FLSA Status: Full-time, Exempt
Position 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
Qualifications and Skills:
The successful candidate will possess the following qualifications and skills:
Other Considerations:
As part of a dynamic organization, the Accounting Manager may occasionally take on new
responsibilities to ensure smooth and continuous operations.
Position: Accounting Manager
Reports to: Chief Financial Officer
FLSA Status: Full-time, Exempt
Position 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 and Controls
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.
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.
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 and 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 and Analysis
Coordinate the annual audit and Form 990 preparation with the guidance of the CFO.
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
Support financial forecasting and predictive modeling efforts to inform strategic decision-making.
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
Participate in management meetings to support agency initiatives.
Liaise with third-party vendors and respond to inquiries as needed.
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.
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 and 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 crossfunctional teams, and meet deadlines consistently.
Ability to project a professional and positive image of the organization.
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 crossfunctional teams, and meet deadlines consistently.
Ability to project a professional and positive image of the organization.
Physical Requirements and 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 up to 20 pounds occasionally and to perform extensive reading and data analysis.
Occasional movement within the office to access files and equipment.
Frequent computer use and communication with other departments.
Capacity to lift up 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.
