Interim Accountant

Role Overview

We're seeking a candidate experienced in NFP accounting, who wants to engage, participate, and understand what we're doing and prepare the GAAP and management basis financials in a collegial manner. It's more than a transaction, but a partnership in the sustainability of the organization.

Responsibilities

Beyond the monthly GAAP financials, the role is responsible for maintaining all financial records including but not limited to:

• Accounts Receivable
• Grants Receivable
• Accounts Payable
• Cash Receipts
• Cash Disbursements
• Record restrictions and release from restrictions
• Record Payroll
• Bank and Investment reconciliations

Communications & Meetings

• Weekly 30-45 minute video calls to review current activities, transactions, and upcoming operational items to provide context of what will pass through the books
• Monthly video calls with Operations/Finance Board committee (chaired by Treasurer) where the accountant provides financial summary review and management basis documents
• Daily emails with questions or approval on invoices, etc.

Financial Context

• Annual budget: $1.9M with two investment portfolios ($2.2M reserve fund and $8M)
• Largest grant: $500K from Lilly Endowment
• Largest contract: Lilly Pharmaceutical
• Calendar year fiscal year (1/1 to 12/31)
• Platinum level on Candid for transparency and compliance

Systems & Partnerships

• Utilize Sage 50 for accounting
• Partner with KSM for 990 tax reporting, fall interim (virtual) audit, and March field work audit

Transition & Timeline

• Transition period and knowledge transfer planned for fall prior to current accountant's 12/31/26 retirement
• Current accountant has indicated supporting with 2025 audit