Jobs Board

Accountant (The California Wellness Foundation)

Company Name

The California Wellness Foundation

Company City

Los Angeles

Company State

CA

Job Location

Los Angeles, CA

Company Information

THE CALIFORNIA WELLNESS FOUNDATION
The California Wellness Foundation is a private, independent foundation established in 1992 with a mission to protect and improve the health and wellness of the people of California. As one of the largest health-focused foundations in California, with over $1 billion in assets, Cal Wellness is a nationally recognized leader for its strategic core operating support for grantees; public policy grantmaking; and a focus on violence as a public health issue. It is Cal Wellness’ desire to promote equity and level the playing field so that everyone has access to good-paying jobs, healthy and safe neighborhoods, and quality health care services.

The foundation’s current Advancing Wellness grantmaking strategy includes four interrelated portfolios. Since its founding, Cal Wellness has awarded nearly 9,000 grants totaling more than $1 billion. As the foundation looks to the future, it is pursuing new and innovative strategies beyond its core grantmaking to advance its mission, including implementation of new technology systems, development of its public affairs capacity, and establishing mission- and program-related investment portfolios.

Cal Wellness has a diverse staff of approximately 45 located in its Los Angeles and Oakland offices and a diverse 12-member Board located throughout the state of California. The foundation’s work underscores a belief that wellness requires social justice, a deep commitment to diversity, equity and inclusion (DEI), and sustained efforts to eliminate systemic barriers that prevent access to health care, education, employment and safety.

Please visit http://www.calwellness.org for more information.

Job Description

SUMMARY

The California Wellness Foundation is seeking an accountant with a proactive nature to be a careful steward of our accounts payable, grants payable and expense reporting processes, and to assist the finance team with maintaining financial records and preparation of reports and regulatory filings. The accountant will work collaboratively with all levels of staff, external consultants and vendors. The ideal candidate will possess an interest in philanthropy and the Foundation’s mission, vision and values.

ESSENTIAL DUTIES & RESPONSIBILITIES

Accounts Payable, Grants Payable & Expense Reimbursements – Approximately 60%

• Coordinates and facilitates the payment of incoming invoices and payment request documents in
compliance with internal protocol for approval authority.
• Verifies signature certification or receipt in accordance with current policies.
• Notifies appropriate personnel of payment discrepancies and proactively resolves issues.
• Administrator of monthly expense reporting through Concur – collaboratively working with staff to
meet deadlines in compliance with foundation policies.
• Provides training and guidance to new hires and colleagues regarding protocols for expense
reports/Concur, accounts payable, invoices, contracts, PO’s, and other applicable workflows.
• Works with Grants Management to import grants and matching gifts data into NetSuite, verifies
information and processes grant checks. This includes managing all payments through Bill.com.
Ensures grantee e-payment information is verified prior to payment.
• Manages open purchase orders and all consulting contracts.
• Oversees relationship with vendors, such as Bill.com and Concur and American Express.
• Identifies and innovates accounts payable, and grants payable & purchase order processes and system
enhancements.

Accounting & Tax – Approximately 30%

• Prepares journal entries and account reconciliations
• Provides support for Foundation’s outside auditors during annual audit and assists with the
preparation of schedules and required information for the auditors.
• Prepares and maintains year-end 1099 information and documents.
• Prepares several regulatory filings and supports preparation of the 990-PF
• Assist with development of annual budget.
• Assist with Pre-grant financial reviews.
• Serves as the “finance buddy” to assigned departments. The finance buddy is responsible for
communicating with the assigned department(s) regarding the monthly budget to actual information,
assisting with mid-year forecasting, and annual budget planning.
• Serves a back-up to Executive Assistant in handling all investment-operations related tasks.

Additional Duties – Approximately 10%

• Participates in professional development activities.
• Special projects within the finance team and organization-wide, as necessary.
• Other duties as assigned.

Job Qualifications

CANDIDATE PROFILE

• Demonstrated experience with, and strong knowledge of, accounts payable and expense reporting in a
business and/or non-profit environment. Experience using Concur for expense reporting a plus.
• Proficiency with accounting database programs. Experience with NetSuite accounting systems a plus.
• Knowledge of generally accepted accounting principles, general ledger, and financial analysis is
preferred.
• High level of proficiency with Microsoft Office Suite and Advanced knowledge of spreadsheet
(Excel), database, and word processing applications, accounting software maintenance.
• Solid planning and organizational skills with high attention to detail, accuracy, protocol and
deadlines.
• Strong verbal and written communication skills.
• Excellent interpersonal and customer service skills with the ability to interact collaboratively
with all levels of staff, external consultants and professional networks.
• The ability to multi-task, prioritize and follow-through to effectively manage work flow and meet
deadlines.
• High level of flexibility and responsiveness with the ability to shift priorities quickly and as
organizational demands require.
• Ability to use discretion and maintain confidentiality when handling sensitive materials.
• Ability to take initiative and develop solutions quickly and effectively.
• Ability to work independently and collaboratively within a team.
• Ability to function and interact in a professional level capacity to sustain the mission, culture
and best interests of the Foundation.
• Interest in philanthropy and the Foundation’s mission and operations.

Travel

Periodic travel may be required, for example to visit our Oakland office, attend grantee site visits, and/or to attend convenings. Travel is less than 10%.

Core Competencies

The ideal candidate will embody Cal Wellness’ core competencies:

• Live our Core Values: Respect, Integrity, Accountability, Equity, Stewardship, Excellence,
Learning, and Trust.
• Drive Towards Innovation: Be bold. Experiment and learn from both successes and failures.
• Make a Difference: Yes, we can. Own our responsibilities and our ability to make positive change.
• Contribute to One Team: We’re in this together. Our success is a collective effort.
• Show Courage: Be thoughtful but act on your convictions. Be open to feedback.

How to Apply

TO APPLY

Please upload your resume and letter of interest as soon as possible through the link here.

Those selected for advancement may be asked to participate in several rounds of interviews and complete a writing assignment. If you require a reasonable accommodation to participate in our application process, please let us know.

The California Wellness Foundation is an equal opportunity employer and welcomes a diverse candidate pool. Additionally, we are a fair chance employer and welcome candidates with living experience with the criminal justice system.

The above job description is intended to describe the general nature and level of work performed and is not intended to limit the scope of potential work assignments. This is only a summary of the typical functions of the job and duties may differ from those as outlined above.

A Note Regarding COVID-19: Cal Wellness plans to return to a hybrid remote and office environment in 2022. In-office attendance will be required twice per week. The interview process may utilize video-conferencing for initial interviews, and an in-person interview for finalists.

COVID Vaccination: All Foundation employees must be fully vaccinated as a condition of employment, unless they have been approved for an exemption from the vaccination requirement as a reasonable accommodation for a medical condition or restriction or sincerely‐held religious beliefs.

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