Senior Technical Accountant and Financial Analyst

nea; United States; On-site; USD 102,000 - 158,000; Full time

Job summary

The National Education Association invites applications for a Regular, full-time role focused on financial health, risk, and operational governance. You will provide technical accounting expertise, analyze audits and budgets, and present financial best practices to NEA and affiliated entities.

Ideal candidates bring CPA credentials, 5+ years in accounting/auditing, and strong Excel skills, with hands-on experience in major financial systems.

Qualifications

• Bachelor's degree in Accounting, Finance or related discipline or equivalent experience.
• Five years of progressive accounting, auditing, technical writing, and financial operations experience.
• Experience with GAAP, GAAS, FASB; familiarity with regulatory filings.
• Technical expertise with financial systems (Unit4/PeopleSoft/SAP/Oracle).
• Advanced Excel skills; CPA designation required; CMA/CA considered in lieu possible.

Responsibilities

• Consult with NEA staff and affiliates evaluating financial health and risk.
• Analyze audit reports, financial statements, and budgets; propose solutions.
• Conduct financial ratio and trend analyses; deliver trainings and presentations.
• Support internal controls, systems, and regulatory compliance.

Skills

GAAP knowledge

GAAS knowledge

FASB standards

Advanced Excel

Financial analysis

Education

Bachelor's degree in Accounting or Finance

CPA designation

Equivalent combination of education and experience

Tools

Unit4

PeopleSoft

SAP

Oracle Financials

Job description

Posting Period

September 21, 2026 - Until Filled

Employee Type

NEASO NEA Staff Organization, OO125 Business & Financial Services Department (BFS)

Position Type

Regular

Salary Range

$102,062.00 - $158,178.00

Rank

NEASO Rank 7

Position Details

The National Education Association is the largest labor union representing 3 million public educators and education support professionals. This position supports NEA's strategic objective of supporting strong fiscal management, risk mitigation, data security, and internal operations by partnering with state and local affiliates to elevate the vitality and resilience of our entire affiliate network, ensuring sustained growth, readiness, and effectiveness. This position works in coordination with other NEA centers to support state and local affiliates and to promote best financial, business, and governing practices. The position provides technical accounting and financial management expertise, audit and financial statement ratio and trend analyses, and trainings and presentations on financial best practices to NEA, affiliated organizations, and related NEA entities.

Position Summary

The primary responsibilities of this position involve consulting with NEA staff, affiliated organizations, and related NEA entities for evaluating financial health, financial risk, financial operations, accounting processes, internal controls, financial systems, and organizational business practices to strengthen fiscal accountability, operational effectiveness, and compliance. The incumbent provides technical expertise in the analysis of audit reports, financial statements, and budgets, recommends financial and business operations solutions, best business practice design and implementation, and develops strategies to improve overall fiscal health. The incumbent will perform financial ratio and trend analyses, plan and facilitate conferences and trainings, create and present financial trainings to state and local leaders, and assist NEA affiliated organizations with resolving any encountered problems.

Other essential functions may include conducting fiscal health reviews and drafting reports containing financial analyses, operational observations and findings, and recommendations for improving financial operations, internal controls, and fiscal sustainability. The incumbent may also research accounting, auditing, and compliance issues and assess the operational impact on NEA and affiliated organizations. Analysis of and assessing compliance with regulatory filings to include IRS, DOL, FEC, and other regulatory filings may be a function of this position. To carry out duties and responsibilities, the incumbent uses a personal computer and related software and some travel is required.

Minimum Education Requirement

Bachelor's degree in Accounting, Finance or related discipline or an equivalent combination of education and experience from which comparable knowledge and skills may be acquired.

Minimum Qualifications

Five years of progressive accounting, auditing, technical writing, and financial operations experience or knowledge of financial statement preparation, grant tracking and accounting, general ledger account reconciliations and analysis, bank reconciliations, cash flow management, budgeting and forecasting, and understanding financial reports and statements. Extensive professional experience interpreting and applying: Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS), Financial Accounting Standards Board (FASB) standards, and knowledge of federal, state, and local regulatory filings. Technical expertise with various financial management systems such as Unit4, PeopleSoft, SAP, Oracle Financials, or similar systems. Advanced spreadsheet proficiency, preferably Microsoft Excel. Certified Public Accountant (CPA) designation required; Chartered Accountant (CA) or Certified Management Accountant (CMA) credentials may be considered in lieu of a CPA based on other relevant experience.

Other Requirements

Must be able to periodically work extended hours on evenings and weekends. Samples of work products (i.e., financial statements, spreadsheets or presentation materials) may be required at time of interview. Some travel required.

Selection Criteria

TIER I (Essential): Demonstrated experience as either a Senior Accountant, Senior Auditor, Accounting Manager or Controller adhering to General Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standard (GAAS), and knowledge of federal, state, and local reporting compliance. Proven skill in accounting, financial management operations and com