Strategic Senior Accountant - Funds & Complex Gifts

The Oregon Community Foundation; Portland (OR); On-site; USD 92,000 - 100,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

401k

Disability insurance

Life insurance

Employee assistance plan

Volunteer leave

Professional development opportunities

Job summary

The Oregon Community Foundation is seeking a Senior Accountant for Fund Administration and Complex Gifts in Portland. You will prepare financial statements for thousands of funds and manage non-cash gifts, including real estate and CRTs, in collaboration with the Philanthropic Services team.

Responsibilities include setting spending policies, administering fees, and delivering accurate donor reports. Strong ethics, confidentiality and nonprofit experience are essential.

Qualifications

• Bachelor’s degree in accounting from an accredited 4-year institution.
• 7+ years of progressively responsible accounting, finance, real estate, or related experience, preferably in a non-profit organization.
• Master’s degree in accounting, finance, business or CPA desirable but not required.

Responsibilities

• Prepare fund financial statements in coordination with multiple internal parties (quarterly for Supporting Organizations and Agency Endowment Partner Funds; semi-annually for Advised Funds; annually for Scholarship and Designated Funds).
• Calculate annual spending policies for all funds and modify as needed.
• Manage the assessment of administrative fees for all funds (monthly) and supporting organizations (quarterly).
• Respond to requests from donors and staff related to contributions and funds; provide reports on fund data and participate in ad hoc analyses.
• Manage full cycle of property gifts, including due diligence, acceptance, processing, listing, sale, and real estate gifts processing.
• Assist with intake of charitable remainder trusts and charitable gift annuities; back up liquidation of donated securities; support other complex gifts.

Skills

Strong communication

Strong organizational skills

Confidentiality

Customer service

Ethical judgment

Independent work

Education

Bachelor's degree in accounting

7+ years accounting/finance experience

MBA/CPA desirable

Tools

MS Windows

Excel

Outlook

Word

Internet

Job description

The Oregon Community Foundation is seeking a Senior Accountant for Fund Administration and Complex Gifts in Portland. You will prepare financial statements for thousands of funds and manage non-cash gifts, including real estate and CRTs, in collaboration with the Philanthropic Services team.

Responsibilities include setting spending policies, administering fees, and delivering accurate donor reports. Strong ethics, confidentiality and nonprofit experience are essential.