Staff Accountant

Jewish Federation of Greater Charlotte; Charlotte, Northern (NC, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Four weeks paid time off

Health, dental, vision

401k plan with employer match

Hybrid work environment

Parking

Professional development

Job summary

Jewish Federation of Greater Charlotte is seeking a full‑time finance professional to manage accounting, payroll and reporting. The role emphasizes confidentiality and integrity in handling sensitive financial data within a nonprofit setting.

You will prepare monthly reports, perform reconciliations, support budgets and audits, and collaborate with senior staff to improve processes. A degree in accounting and 2–3 years of experience are required; hybrid in Charlotte, NC.

Qualifications

• Bachelor’s degree in accounting or related field required; advanced studies or experience is a plus.
• 2–3 years of accounting/financial services experience required.
• Proficiency in accounting software and MS Office; non‑profit software preferred.
• Experience with financial reporting, reconciliations and internal controls.

Responsibilities

• Prepare monthly financial reports and journal entries including accruals and allocations.
• Perform balance sheet and bank reconciliations for multiple accounts.
• Oversee bi-weekly payroll with payroll provider and CFO liaison.
• Assist budgeting, forecasts, and financial analyses.
• Support annual audit and prepare required schedules and docs.
• Maintain confidentiality of financial data and CRM/IT systems knowledge.

Skills

Accounting principles

MS Office

Accounts payable

Accounts receivable

Financial reporting

Account reconciliation

Data analysis

Time management

Detail oriented

Communication

Education

Bachelor's degree in accounting

Tools

Blackbaud FE

Microsoft Dynamics

Job description

As part of JFGC’s Finance staff you will be responsible for a variety of accounting, financial and operational services including, but not limited to, maintaining financial records, preparing financial reports, reconciling accounts and processing payroll.

This role should understand the importance of confidentiality and ensure they keep payroll, accounting and sensitive information private.

This position will be a full-time, in-office position with flexibility to work remotely when needed.

Job Responsibilities and Essential Job Functions:

Financial Management and Reporting:

Prepare and analyze monthly financial reports including creation and input of journal entries (accruals, release of funds, allocations, etc.) and production of monthly P&L statements and balance sheets.

Perform monthly balance sheet reconciliations to ensure accuracy and completeness of financial data.

Perform bank account reconciliations of multiple checking and investment accounts.

Partner with payroll provider to oversee bi-weekly payroll processing.

Work closely with the Chief Financial & Administrative Officer to enhance processes and efficiencies.

Budget:

Assist in the budgeting process by providing financial data and analysis and creating and producing budget documents.

Assist in the preparation of financial forecasts and projections.

Compliance and Audit:

Ensure that all appropriate financial policies and procedures of the JFGC and related entities are implemented and followed, including necessary internal controls.

Assist in annual audit, including preparation of schedules and providing required documentation for annual independent audit.

Assist as needed with preparation of campaign reminder statements, Form W-2s, Form 1099s, and Form 1042s.

Prepare end-of-year contribution tax receipts.

IT:

Develop and maintain a thorough knowledge of financial and current CRM software.

Other:

Perform other duties as required or assigned by supervisor.

Required Education:

Bachelor’s degree in accounting or related field. Advanced studies or documented work experience is a plus.

Required Work Experience:

2-3 years of experience providing accounting and financial services.

Key Skills and Qualifications:

Strong understanding of accounting principles and practices.

Proficiency in accounting software and Microsoft Office. Experience with Blackbaud’s Financial Edge and Microsoft Dynamics (or other non-profit software) is preferred but not required.

Experience with accounts payable and receivable, financial reporting, and account reconciliation.

Ability to analyze financial data and prepare reports.

Process-oriented with excellent organizational and time management skills.

Strong attention to detail and accuracy.

Self-motivated with ability to prioritize duties and meet deadlines.

Excellent verbal and written communication skills.

Ability to interact professionally with employees, Board members and community members, always with the goal of ensuring the best representation of the Jewish Federation of Greater Charlotte.

Ability to handle confidential financial and personal information with discretion and sensitivity.

Other Job-Related Requirements:

Flexibility to work evenings and Sundays if needed.

This position must be based in the greater Charlotte area.

How We Care For YOU:

The Jewish Federation of Greater Charlotte proudly offers a competitive compensation and benefits package which includes:

Competitive Compensation, Commensurate with Experience

Four Weeks of Paid Time Off, Days Off for Jewish Holy Days, and Early Closure for Shabbat

Generous Medical, Dental, Vision, Life and Disability Benefits

401k Plan with an Employer Contribution and Match

Professional Development and Skill Building Opportunities

Flexible and Hybrid Work Environment

Shalom Park Discounts for JCC Membership and Shalom Park Schools

Free and Accessible Parking

The Jewish Federation of Greater Charlotte is proud to be an equal opportunity employer.

We celebrate diversity and are committed to creating an inclusive environment for all employees. More information about our organization is available at www.jewishcharlotte.org .