Sr. Accountant | Non-Profit in San Francisco at CBIZ

Date Posted: 8/4/2022

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. 

CBIZ has been honored to be the recipient of several national recognitions:

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification

CBIZ Risk & Advisory Services offers leading edge assurance and consulting services to help organizations navigate the perils of controlling a business in turbulent times. As part of CBIZ, the nation's eighth largest financial services provider in the country, CBIZ Risk & Advisory Services provides risk, internal control, internal audit, anti-fraud, and IT audit services to leading businesses across North America.

Essential Functions and Primary Duties

  • Manage a portfolio of clients and provide top-level accounting support
  • Lead and review monthly closes and produce monthly internal financials
  • Build and maintain schedules to support monthly closes, including releases of net assets
  • Prepare and record monthly journal entries
  • Ensure the accuracy and timely completion of all assigned client work
  • Review general ledger data, identify errors, and outline efficient corrections
  • Create, deliver, and/or file financial grant reports
  • Manage annual budgeting process and audits
  • Manage payroll processes and monitor payroll tax filings
  • Proactively anticipate clients’ needs and propose solutions to current or future challenges
  • Train, mentor and supervise junior accounting staff
  • Participate in practice development activities (prospective client meetings, networking, identifying cross-selling opportunities)
  • Additional responsibilities as assigned

Preferred Qualifications 

  • 5-7 years Full-Cycle Accounting Responsibilities, Minimum 3 years with Non-Profit Organizations
  • Able to produce Statements of Functional Expenses
  • Able to accurately track restricted net assets and produce funder reports as needed
  • Experience with single audits (previously known as A-133 audits)
  • Able and eager to mentor junior staff
  • Experienced with on-line systems (set-up and operations): QBO,, Expensify, Gusto, etc.

Minimum Qualifications Required

  • Bachelor’s degree required 
  • 6 years of experience in related field
  • 3 years of supervisory experience
  • Must have and preserve required licenses
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.