About Us:
Homewise, Inc. is a dynamic and growing organization dedicated to empowering individuals and families through affordable homeownership solutions. Our mission is to create successful homeowners in our community, and we are seeking a highly motivated and detail-oriented Senior Accountant to join our Finance and Operations team.
Position Mission:
As a Senior Accountant, you will play a crucial role in assisting the CFO, Controller, and designated teams in implementing effective fiscal strategies and maintaining accurate financial records. Your expertise will support our mission of providing affordable homeownership solutions.
Essential Duties and Responsibilities:
Strategic Fiscal Support:
Assist in developing and implementing fiscal strategies that align with organizational goals.
Corporate Accounting:
Perform daily accounting functions, manage month-end close activities, process invoices, record cash deposits, and maintain thorough documentation for financial transactions.
Project Leadership:
Lead and assist with significant projects, including the New Markets Tax Credit (NMTC) Program and Real Estate Development initiatives.
Insurance Integration:
Collaborate with brokers and internal teams to review insurance coverage and identify consolidation opportunities.
Financial Reporting:
Utilize Sage Intacct to generate recurring reports related to home sales, work-in-progress, cost summaries, rental activities, and compliance requirements.
Cash Management and Analysis:
Develop cash flow projections and contribute to improving cash flow processes in collaboration with the CFO and Controller.
Collaboration and Communication:
Work closely with various departments to ensure best practices in service delivery and financial processes.
Software Proficiency:
Use electronic tools, including Salesforce (STARS database system), Sage Intacct, Bill.com, Microsoft Outlook, Teams, and advanced Excel, to enhance service delivery.
Regulatory Compliance:
Ensure adherence to applicable regulations, policies, and procedures.
Process Improvements:
Actively seek and implement continuous process improvements to enhance the finance team's effectiveness.
Requirements
Competencies
Proficiency in common accounting practices and GAAP principles.
Technical capacity. Must understand Homewise's nonprofit financial business model and the applicable accounting policies and practices for bank accounts, short- and long-term investments, loans, mortgages, mortgage-backed securities, real estate development, grants management, and standard accounts.
Customer service. Extremely responsive to internal and external customer requests to exceed customers' expectations. Abides by Homewise Customer Service Standards.
Listening skills. Actively listens to understand other people's viewpoints. Anticipates customer needs and offers innovative solutions.
Communication skills. Able to clearly present issues - both orally and written.
Flexibility and adaptability. Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
Computer skills. Competence in Microsoft Excel, Word, Outlook, Windows, and other software applications as appropriate.
Work independently. Ability to work independently with little or no supervision.
High standards. Expect personal performance to be nothing short of the best.
Education and Experience
At least 3 three years of financial, accounting, audit, or related work experience in a financial institution or mortgage company.
Bachelor's degree in business, accounting, finance, economics, mathematics, or a related field (or 4 four years of equivalent work experience may be substituted in lieu of a degree in addition to the minimum years of work experience required).
Work Schedule
Ability to travel within New Mexico as needed.
Availability to work flexible hours, including evenings or weekends, as needed.
This is a hybrid role with a minimum of three days spent in the office in conjunction with remote office work.
If you are a self-motivated, detail-oriented individual with a passion for finance and a desire to impact the community positively, please submit a resume and cover letter to be considered for this opportunity.
US - NM - Santa Fe
January 8, 2025
At Homewise, you'll be part of a team making a real difference in the community. We offer a supportive work environment where your contributions are valued, and your efforts directly impact our mission to help people achieve homeownership. If you're passionate about technology, process improvement,...
US - NM - Santa Fe
December 15, 2024
Homewise is seeking a licensed Associate Broker to add to our Real Estate Sales Team to support our mission of creating successful homeowners. The mission of the Associate Broker is to support the Associate Broker to help our customers become successful homebuyers by building trusting relationships...
US - US
January 14, 2025
Are you passionate about helping New Mexico residents lower their bills and reduce their carbon footprint by addressing energy efficiency opportunities in the home? Join Homewise! • About Us: • Homewise is dedicated to creating successful homeowners and strengthening neighborhoods to...
US - NM - Santa Fe
December 1, 2024
Homewise is dedicated to helping individuals and families achieve their dream of homeownership. We provide guidance and resources to ensure our clients find the right mortgage with payments they can afford. • We are seeking a dedicated and customer-focused Mortgage Loan Officer to join Homewise. The...
CA - Greater Toronto Area
January 19, 2025
Homewise is adding a Mortgage Advisor to join our sales team Homewise is a top Canadian digital mortgage brokerage, with industry leading consumer and AI technology to make the mortgage process fast and simple. As a brokerage licensed across Canada that was recently nominated as the Top New...
US - US
January 14, 2025
About Us: • Homewise, Inc. is a dynamic and growing organization dedicated to empowering individuals and families through affordable homeownership solutions. Our mission is to create successful homeowners in our community, and we are seeking a highly motivated and detail-oriented Senior...
US - NM - Santa Fe
December 14, 2024
Are you passionate about connecting with communities and making a difference? Join the Homewise Marketing Team as a Community Engagement & Outreach Specialist! This role focuses on fostering meaningful relationships between Homewise and the communities we serve. Through outreach, event coordination,...
CA - Greater Toronto Area
January 19, 2025
Homewise is adding New and Experience Mortgage Agents/Brokers (Commissioned) to join our sales team At Homewise, we're simplifying and improving the mortgage process in Canada with industry leading technology and a seamless operational approach. As a licensed brokerage nationwide, we handle the...
US - NM - Santa Fe
January 13, 2025
About Us: • Homewise, Inc. is a dynamic and growing organization dedicated to empowering individuals and families through affordable homeownership solutions. Our mission is to create successful homeowners in our community, and we are seeking a highly motivated and detail-oriented Senior...
US - NM - Alamogordo
October 8, 2024
Are you passionate about helping New Mexico residents lower their bills and reduce their carbon footprint by addressing energy efficiency opportunities in the home? Join Homewise! • About Us: • Homewise is dedicated to creating successful homeowners and strengthening neighborhoods to...