Sr. Revenue Processing Accountant (Temp)

Job description

### WHY WE NEED YOU We are inviting **detail-driven**, **systems-minded** accountants who are passionate about making every gift count to apply for our **Senior Revenue Processing Accountant** role. You will help advance the organization’s deployment of emerging technology to make **finance processes more efficient** by finding and automating manual gift-processing work, accurately processing and reconciling charitable revenue, and executing designated payouts to partner agencies. You will have the unique opportunity to help shape how United Way’s finance team uses **AI and automation**, as the organization decides which finance processes to streamline first and builds its plan for broader adoption. ### HOW YOU’LL CONTRIBUTE TO THE CAUSE **Process Improvement & Technology** - Identify opportunities to streamline repetitive or manual accounting and gift-processing activities. - Assist with the implementation of practical automation and AI-supported tools that improve accuracy, efficiency, reconciliation, and reporting. - Help reduce duplicate work and strengthen integration between the CRM, Sage Intacct, banking platforms, and other systems. - Participate in testing and validating new processes, reports, system enhancements, and automated workflows. - Recommend improvements based on recurring errors, exceptions, bottlenecks, or control gaps. **Revenue Accounting & Gift Processing** - Process and review pledges, payments, grants, and other revenue-related transactions for accurate and timely posting. - Reconcile pledge and payment activity between source documentation, CRM records, banking information, and the general ledger. - Research and resolve discrepancies, posting issues, unapplied activity, and other revenue-related exceptions. - Review transaction coding, supporting documentation, and financial data for completeness and accuracy. - Support month-end and year-end close activities related to gift processing, pledges, payments, and other revenue accounts. - Maintain organized supporting documentation and clear audit trails for processed transactions. - Partner with other Finance team members to ensure revenue activity is accurately reflected in Sage Intacct. - Work closely with Gift Processing, Development/Strategic Partnerships, Accounts Payable, General Ledger, IT, and other internal teams to research and resolve issues. **CRM, Campaign & Partner Services** - Prepare, format, validate, and import pledge and payment files into the CRM. - Process third-party campaign files and other revenue submissions received from corporate partners, fundraising platforms, and community partners. - Perform pre- and post-import quality assurance to confirm transaction accuracy and completeness. - Research data discrepancies and coordinate with IT and other departments to resolve system or file-related issues. - Support annualization estimates, rollover calculations, and other recurring campaign-related processes. - Assist with the setup, administration, closeout, and reporting of workplace giving and other online campaigns. - Prepare payroll deduction, campaign, and other revenue reports as required. - Respond to internal and external inquiries related to pledges, payments, campaign activity, agency payouts, and transaction status. - Support corporate and community partners with campaign reporting and revenue-related questions. **Designated & Agency Payout Processing** - Support and execute quarterly and manual designated payout processes. - Perform pre-payout reviews, transaction adjustments, allocation processing, and other financial validations. - Conduct quality assurance to confirm payout accuracy before funds are released. - Prepare and import payout vouchers into Sage Intacct. - Prepare EFT files and support check processing for agency distributions. - Maintain documentation supporting payout calculations, approvals, and disbursements. - Research and resolve returned EFTs, stale or returned checks, and other payment exceptions. - Coordinate with internal teams and agencies to obtain updated banking or payment information when necessary. - Assist with outreach to agencies regarding returned payments, EFT enrollment, banking updates, and other payout matters. **Reconciliation, Quality Assurance & Internal Controls** - Perform regular reconciliations of pledge, payment, payout, and related revenue activity. - Identify exceptions and investigate differences between systems, reports, and source records. - Develop and maintain review procedures and checklists for recurring processes. - Assist in strengthening internal controls over revenue processing, CRM activity, agency payouts, and financial data. - Support internal and external audit requests by preparing schedules, documentation, transaction support, and explanations of processes. - Cross-train on key Gift Processing functions to ensure appropriate backup coverage and continuity of critical financial processes. - Document procedures and update process documentation as systems and responsibilities evolve. - Provide responsive, professional service while maintaining the confidentiality of donor, partner, and financial information. ### WHAT SUCCESS LOOKS LIKE - Documentation of all key revenue processing procedures with creation of Standard Operating Procedures for each. - Contributing to the Finance Business Service department’s successful calendar year-end close. ### SKILLS YOU’LL NEED TO SUCCEED (The Must-Haves) **Education & Experience** - Bachelor’s degree in Accounting, Finance, or a related field, or an equivalent combination of education and experience, required. - Minimum 5 years of progressively responsible accounting experience required. - Demonstrated experience in financial process improvement operations required. **Personal Qualities & Competencies** - You enjoy a **hybrid environment** that includes both in-person and remote work styles and are able to work from our DTLA office on Tuesdays, Wednesdays, Thursdays, and additional days as needed. - You understand the value of **racial equity** as an organizational operating principle and are committed to continued learning on issues related to race, equity, diversity, and inclusion. - You are curious about **emerging technology and artificial intelligence** and always looking for practical ways to apply new tools to work smarter and drive greater impact. - You have hands-on experience processing and reconciling financial transactions, backed by a strong grasp of **accounting principles** and **internal controls**. - Your **Excel** skills are strong, and you are comfortable working with large data sets. - You bring a high degree of **accuracy** and independently **research discrepancies**, following a transaction through multiple systems until you find the answer. - You **manage recurring deadlines** and prioritize well in a high-volume environment. - You use sound **judgment** when handling confidential donor, banking, and financial information. ### HOW TO KNOW IF YOU’RE A FIT (The Nice-to-Haves) - You have experience in **revenue accounting**, accounts receivable, cash application, or contribution processing. - You have worked with **nonprofit contribution accounting**, including pledges, restricted and unrestricted gifts, workplace giving, or donor-designated funds. - You have used **Sage Intacct** or another cloud accounting system alongside a CRM or fundraising database, including system imports and exception reporting. - You have worked with **ACH/EFT files** and high-volume disbursements. - You **document processes** clearly and can train or cross-train others. - You **communicate** clearly and collaborate easily across Finance, Development, IT, and other departments. - You know your way around the **Microsoft** Windows operating systems and all its essential programs including Outlook, Word, PowerPoint, and Teams. ### COMPENSATION - This is a full-time (40 hours per week) **temporary assignment** beginning as soon as possible with an anticipated end date of January 31, 2027, with strong potential to extend. - Hiring Pay Range: **$38.50-43.50 per hour** dependent on internal equity and a variety of job-related factors including, but not limited to, experience, training, education, and market demands.