Shared Financial Services Accountant, Full-Time

International Association of Insurance Professionals (IAIP); Tulsa, Northern (OK, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

OKCNP seeks a Shared Financial Services Accountant to provide accurate bookkeeping and accounting for multiple client organizations, maintain ledgers, prepare reports, and ensure confidentiality. You will support budgets, audits, tax readiness, reconciliations, payroll coordination, and client communications, with occasional travel within Oklahoma.

Bachelor's degree in accounting, 3+ years nonprofit experience preferred; CPA a plus; strong Excel and accounting software skills; Exempt, on‑site

Qualifications

• Bachelor's degree in accounting or related field preferred; 3+ years accounting experience.
• Proficiency with accounting software and Microsoft Excel.
• Strong organizational, analytical, and communication skills.
• Supervisory experience a plus.

Responsibilities

• Record daily financial transactions.
• Reconcile bank, credit card, and loan accounts.
• Manage accounts payable and receivable.
• Advise on payroll preparation requirements and reporting compliance.
• Maintain general ledger and journal entries.
• Prepare monthly financial statements and management reports.
• Assist with budgets, audits, and tax preparation readiness.
• Monitor cash flow and resolve accounting discrepancies.
• Maintain accounting software (e.g. QuickBooks Online).
• Communicate professionally with clients and meet deadlines.
• Provide general administrative functions such as expense reporting and attendance at meetings.

Skills

Accounting proficiency

Microsoft Excel

Analytical skills

Communication skills

Supervisory experience

Education

Bachelor's degree in accounting or related field

CPA certification (preferred, not required)

Tools

QuickBooks Online

Accounting Software

Job description

Primary Function

The Shared Financial Services Accountant provides superior financial management service to our Shared Financial Services clients. This position provides accurate, timely bookkeeping and accounting services to multiple client organizations per established Client contracts. This role maintains financial records, processes transactions, prepares reports, and supports clients with reliable financial information while ensuring confidentiality and compliance. The Shared Financial Services Accountant will provide administrative support to our growing Shared Financial Services Program. A successful candidate will be dedicated to OKCNP’s commitment to nonprofit excellence, possess outstanding communications skills, able to work independently and as a team member, dedicated to excellent client service and continuous improvement, and demonstrate an acute attention to detail.

Key Responsibilities

• Record daily financial transactions.
• Reconcile bank, credit card, and loan accounts
• Manage accounts payable and receivable.
• Advise on payroll preparation requirements and reporting compliance and/or coordinate with payroll providers
• Maintain general ledger and journal entries.
• Prepare monthly financial statements and management reports.
• Assist with budgets, audits, and tax preparation readiness.
• Monitor cash flow and resolve accounting discrepancies.
• Maintain accounting software (e.g. QuickBooks Online).
• Communicate professionally with clients and meet deadlines.
• Provide general administrative functions such as expense reporting, budget oversight, consultation with other team members, and attendance at scheduled meetings.
• May be asked to present financial reports to client management and board members.

Administrative and Other Duties

• Generate reports for staff and the board of directors as requested.
• Maintain professionalism, organizational standards and confidentiality as a representative of OKCNP to all donors, members, and other key stakeholders.
• Represent OKCNP’s values in working with clients and colleagues.

Other Functions

• Engage in professional development activities such as training, conferences, research and coaching.
• Participate in OKCNP’s special events, including ONE and Visions, and board meetings as requested.
• Maintain strict confidentiality at all times.
• Must be able to sit for long periods, lift more than 5 pounds, navigate stairs, communicate on telephone and in person, work on a computer, and be able to speak in public.
• Ability to travel throughout the state and outside of Oklahoma as needed.
• Other duties may be assigned by the Director of Shared Financial Services.

Qualifications

Bachelor's degree in accounting or related field preferred; 3+ years accounting experience; proficiency with accounting software and Microsoft Excel; strong organizational, analytical, and communication skills. Supervisory experience a plus.

Experience

A minimum of 3-5 years experience in nonprofit accounting experience is strongly preferred; CPA certification preferred but not required.

Reports to

Director of Shared Financial Services with overall oversight by the Chief Financial Officer.

Location

OKCNP Operates offices in Oklahoma City and Tulsa

Exempt Position

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

Updated August 24, 2026