Sr. Accountant

Posted on 08 November 22 by Lynnaya Shelby

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Job Description

Position Profile: Sr. Accountant –NWAF

kpCompanies is leading the search for the next Sr. Accountant for Northwest Area Foundation. This position will be responsible for supporting the Controller with continuous process improvement,collaborating with a willingness to learn, perpetuate, evaluate and work to innovate databases and systems for investment accounting. 

We welcome you and thank you for taking the time to review this Senior Accountant job posting.




The mission of the Northwest Area Foundation (NWAF) is to support efforts by the people, organizations, and communities of our region to reduce poverty and achieve sustainable prosperity. Our region includes the eight states of Minnesota, Iowa, North Dakota, South Dakota, Montana, Idaho, Washington, Oregon, and the 76 Native Nations that share the same geography.

Guiding Values

All staff are expected to carry out the mission of the Foundation in a way that upholds and demonstrates our Guiding Values:

  • Social Justice
  • Courage
  • Heart
  • Grantees Come First
  • Listen and Learn for Change
  • Trust

Our Commitment to Justice, Equity, Diversity, and Inclusion (JEDI)

We have made an intentional commitment to advance JEDI because sustainable prosperity cannot be achieved without it. The policies and systems of our region don’t work for our priority communities—Native Americans, communities of color, immigrants, refugees, and people in rural areas—and, instead, create barriers to finding good jobs, starting businesses, or building assets that might lead to prosperity. Too many people in our priority communities live in crisis or a paycheck away from it. Our work on JEDI is an effort to change these realities.



As a member of the accounting team, the Senior Accountant plays a key role in the Foundation’s investment accounting, financial reporting, audit and tax compliance, payroll and benefits administration, and the maintenance of strong internal controls.



Financial Reporting & Analysis: Perform financial close activities and prepare periodic financial reports; Assist with financial analysis and forecasts as needed.

Audit & Taxes: Preparation of audit and tax return timelines and completion of required schedules; Summarize partnership K-1 data for tax return preparation; Calculate federal excise tax payments.

Investments: Prepare the monthly investment journal entry and reconcile investment custodian statements to general ledger; Ensure that investment valuations for private markets funds are up to date with the custodian; Assist with preparation of investment reports as needed; Complete all relevant investment surveys.

Payroll and Benefits Administration: Approve payroll prior to submission; Approve and submit HSA and retirement plan contributions; Work with third party administrator on retirement plan compliance, including annual notices, Form 5500 filings and ERISA compliance testing; Complete annual workers compensation audit.

Internal Controls: Learn the grants management, accounting, HRIS, investment, and expense management systems and advise the Controller on any emerging internal control weaknesses.

Support: Backup the Accountant, Controller, and Grants & Contracts Manager as needed.

Other: Complete all relevant surveys and assist on other projects as needed; Participate in cross-functional staff work groups as appropriate; Participate in staff meetings and learning opportunities and demonstrate interest in continuous development.




Outstanding candidates for the role position will offer many of the qualities, skills, and characteristics listed here. We know that no candidate is likely to have every one of these qualities, so we encourage interest and applications from people who have the capacity to grow into the responsibilities listed and who bring transferable skills.

  • Two-year degree with at least five years’ experience in accounting for investments in a complex portfolio of public and private investment funds. Four-year accounting degree preferred.
  • Demonstrated ability to learn multiple online financial systems.
  • Very strong spreadsheet skills; Microsoft Excel required.
  • Strong analytical, research, and creative problem-solving skills.
  • A dedication to supporting NWAF’s priority communities.
  • Commitment to the mission and values of NWAF, including Justice, Equity, Diversity, and Inclusion (JEDI).
  • Good oral and written interpersonal communication skills, including the ability to translate financial information to a non-financial audience.
  • Ability to work independently with minimal direction, organize, prioritize, and manage time effectively.
  • Ability to work collaboratively within a team environment, as well as with internal stakeholders; ability to manage projects with an orientation towards JEDI is essential.

Preferred Experience:

Experience with the following software programs: 

  • Microsoft Dynamics 365
  • Fluxx (grants management)
  • Expensify (expense management)
  • Backstop (investments)
  • Digital human resources information system (HRIS) and payroll.
  • Experience working in a paperless environment.
  • Interest in and familiarity with relational databases and management information systems.

Equal Opportunity Employer 

NWAF and kpCompanies are an equal opportunity employer and all employees and applicants for employment are afforded equal opportunity in every area of hiring and employment without regard to race, color, ethnicity, religious creed, national origin, ancestry, sex, gender identity, age, disability, mental illness, sexual harassment, sexual orientation, genetics, military/veteran status, citizenship, arrest record, and any other legally protected characteristic.



NWAF has partnered with kpCompanies in this search. Interested candidates should submit a cover letter, resume, and salary expectations (COMBINE RESUME AND COVER LETTER INTO 1 DOCUMENT) no later than 9:00pm on Friday, December 9, 2022. All submissions are received in strictest confidence.

You can apply here: https://evoportalus.tracker-rms.com/kpCompanies/MyLite?id=1057

If you need assistance or an accommodation due to a disability, please email



Equity & Salary Disclosure

We believe in practices that create real equity and pay parity regardless of background or identity and we freely discuss compensation with all qualified candidates the first time we interview them. Saving the salary discussion for the first conversation allows us to fully understand the needs of each candidate and to ensure that qualified candidates, even those who’ve historically been overlooked and/or underpaid, don’t self-select out of the processes based on salary alone, as our experience and research suggests. In addition to those who opt out because they fear the salary may be out of reach for them, we equally don’t want to miss out on conversations with candidates who are slightly over the range when in some cases the total compensation including factors such as bonuses, flexibility, and better health benefits, etc may exceed expectations. Finally, as a search firm – we are always looking for top-notch talent to introduce to our clients. Should the salary or any other requirement not be a fit, there is often a chance that someone on our team is working on another position you may be a better fit for. If you would like to discuss your qualifications for this role as well as discuss salary and compensation - just give us a call, we’d be happy to discuss!

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