Budget and Compliance Accountant chez Valley of the Sun United Way

Description

Valley of the Sun United Way

Valley of the Sun United Way is celebrating 100 years of impact with a bold vision for the future: Mighty Change in health, housing, education, and workforce development. This once-in-a-century milestone is more than a celebration, it’s a call to action. We are harnessing the urgency of now, building on a century of progress, and fueling momentum with transformational leadership that inspires others to step forward. Rooted in community and partnership, we believe leadership is not about going alone, but about bringing others along to multiply impact. As we are launching a historic $100 Million Anniversary Campaign, we invite visionary leaders to join us in shaping the next 100 years for the Valley.

The Budget and Compliance Accountant will work cross-functionally to help staff understand and manage the organizational budget, identify and resolve monthly budget variances, and ensure real-time financial tracking. This position ensures compliance with funding sources (foundation, private, state and federal grants) administrative guidelines, timely receipt of revenue, accurate submission of financial reports, assisting with Uniform Guidance Audit and orderly closure of the grant cycle. The Budget and Compliance Accountant is responsible for providing support and complex assistance to Mangers and team members throughout the organization.  

The Budget and Compliance Accountant on a daily basis will be responsible for the following duties:

• Support management of the organizational annual budget.
• Partner with departments to develop, scale, and manage program and organizational budgets. 
• Forecast budget needs related to program scaling and strategic planning.
• Analyze monthly budget variances and work with teams to develop timely resolutions.
• Develop financial reporting for donor proposals, including major gifts, corporate, foundation, and individual donor requests.
• Submit compliant, timely, and accurate invoices for federal, state and government grants, as well as donor-funded projects. 
• Maintain and communicate accurate and real-time budget tracking tools. 
• Interpret and explain financial information clearly to both finance and non-finance professionals. 
• Assist in reviewing historical data and trends to inform current and future strategic decisions.
• Support the organization’s annual Financial Statement and Uniform Guidance audit, including but not limited to providing audit documentation, communicating with auditors and preparation of annual SEFA.
• Ensure adherence to accounting standards and grant compliance requirements (e.g. General Accepted Accounting Principles and CFR 200.)
• Reconciliation of general ledger accounts through management of transactions, analysis, and communicating variances to ensure accuracy of reports and financial data.
• May perform fiscal monitoring of external customers and/or sub-contractors.
• Serve as a main point of contact for sub-grantees for financial matters.
• Adapt to changing environments and manage multiple priorities, organize, interpret and communicate data.
• Perform other job-related duties, as assigned.

Requirements

•   Bachelor’s degree in Accounting, Finance, or a related field.
• At least 3 years of experience in budgeting, compliance, or financial reporting, preferably in a nonprofit or government-funded environment.
• Strong understanding of accounting principles, general ledger, journal entries, and budget management.
• Exceptional attention to detail, organizational skills, and ability to manage multiple priorities.
• Strong analytical thinking and problem-solving skills. 
• Excellent verbal and written communication skills, with the ability to convey financial information to diverse audiences. 
• Proficiency in Microsoft Excel and financial systems; experience with accounting and donor databases is a plus.
• Knowledge of federal grant regulations and compliance (e.g., Uniform Guidance/2 CFR 200).