Senior Accountant

Senior Accountant (Non-Profit) - Full Time

Salary: $75,000 - $100,000 annually, DOE

Position Type: Full Time, Exempt Employee

Location: This position based onsite at the Service Center in San Juan Capistrano, CA and offers a hybrid work option after a 90-day probationary period (not fully remote).

About the Organizations

Insignia Pathway

Insignia Pathway is a public charity focused on creating new pathways into the U.S. post-acute care workforce. Its mission is to empower, support, and expand the caregiving workforce by providing resources, education, housing support, and advocacy that enhance professional growth, job satisfaction, and community impact. The organization is dedicated to addressing workforce shortages and strengthening the future of post-acute care through innovative programs and partnerships.

Elevate Charities

Founded in 2008, Elevate Charities is a public charity dedicated to improving the quality of life for employees, caregivers, family members, patients, residents, and communities connected to the senior healthcare industry. Through programs focused on basic needs assistance, scholarships, and emergency support, Elevate Charities works to provide meaningful resources and opportunities to individuals facing hardship while strengthening the communities it serves.

Why Join Us?

At Insignia Pathway and Elevate Charities, our mission-driven work creates opportunities to make a meaningful impact in the lives of caregivers, healthcare professionals, seniors, and communities. We are seeking team members who are passionate about service, accountability, collaboration, and continuous improvement.

This position offers the opportunity to help steward charitable resources, strengthen financial accountability, and support programs that positively impact thousands of individuals.

About the Opportunity

We are seeking an experienced Senior Accountant to support the accounting and financial reporting functions of both Insignia Pathway and Elevate Charities. This role will be responsible for maintaining accurate financial records, preparing financial statements, managing month-end close processes, and ensuring compliance with nonprofit accounting standards, donor restrictions, grant requirements, and regulatory reporting obligations.

The ideal candidate will possess strong technical accounting skills, nonprofit accounting experience, and a passion for supporting mission-driven organizations.

Key Responsibilities

General Accounting & Financial Reporting

• Manage monthly, quarterly, and annual close processes.
• Prepare and review journal entries, accruals, and account reconciliations.
• Maintain the general ledger and chart of accounts.
• Prepare accurate monthly financial statements, management reports, and supporting schedules.
• Analyze financial results and provide variance explanations.

Non-Profit Accounting & Compliance

• Account for restricted and unrestricted funds in accordance with GAAP and nonprofit accounting standards.
• Monitor donor-restricted contributions and grant expenditures.
• Assist with grant reporting and compliance requirements.
• Prepare schedules supporting annual audits and Form 990 filings.
• Ensure compliance with applicable nonprofit regulations and internal controls.

Cash Management & Reconciliations

• Reconcile bank and investment accounts.
• Monitor cash flow and assist with forecasting.
• Track charitable contributions, pledges, and receivables.
• Review disbursements and maintain supporting documentation.

Budgeting & Program Support

• Assist leadership with annual budget preparation and ongoing forecasting.
• Collaborate with program leaders on budget-to-actual reporting.
• Support financial analysis for fundraising initiatives, grants, and special programs.
• Provide financial insights to support organizational decision-making.

Internal Controls & Process Improvement

• Maintain effective accounting policies and procedures.
• Strengthen internal controls to safeguard organizational assets.
• Identify and implement process improvements to improve efficiency and reporting accuracy.
• Assist with accounting system enhancements and special projects.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or related field.
• 3+ years of progressive accounting experience.
• Strong understanding of GAAP and financial statement preparation.
• Advanced Microsoft Excel skills.
• Excellent organizational, analytical, and communication skills.
• Ability to manage multiple priorities and meet deadlines.

Preferred

• Nonprofit accounting experience.
• Experience with restricted funds, grants, and donor reporting.
• CPA license or progress toward CPA certification.
• Experience supporting annual audits and Form 990 preparation is a plus.
• Experience with accounting ERP systems and financial reporting tools. Experience with Sage Intaact, DonorPerfect, or Omnidek are a plus.

Physical Requirements

Standard Office Environment

More than 50% of the time:

• Sit, stand, walk.
• Repetitive movement of hands, arms and legs.
• See, speak and hear to be able to communicate.

Less than 50% of the time:

• Stoop, kneel or crawl.
• Climb and balance.
• Carry and lift 10-20 lbs.

What We Offer

We are committed to providing a competitive benefits and compensation package which includes medical/dental/vision coverage, company-provided life insurance, 401(k) with company match, and sick/vacation plans. Additionally, enjoy access to our fully equipped onsite gym (San Juan Capistrano office location) and an opportunity to support impactful charitable missions and programs.

Insignia Pathway and Elevate Charities are equal opportunity employers committed to fostering an inclusive workplace and providing equal employment opportunities to all qualified individuals.

If you need assistance or accommodation during the application process, please contact us at 888-659-3616.

Job ID: 1807