Lead Accounting Specialist

SEIU (Service Employees International Union)

JOB TITLE

Lead Accounting Specialist (Dual Function)

GRADE

: Local 2 - PS3

ANNUAL SALARY

: $92,989.90

LOCATION

: Washington, DC HQ

ORGANIZATIONAL OVERVIEW

We are the Service Employees International Union (SEIU), a union of about 2 million diverse members in healthcare, the public sector, and property services. We believe in and fight for our Vision for a Just Society: where all workers are valued and all people respected, no matter where we come from or what color we are; where all families and communities can thrive; and where we leave a better and more equitable world for generations to come. We are an anti-racist union determined to check corporate power and uproot structural racism through unions, worker power, collective action, and government, legislative, and political action. We fight for Unions for All and a Government that Works for All so that all of us, across race and place, can have power together in unions and participate fully in our democracy.

PURPOSE

This position is responsible for coordinating the workflow among the Treasury & Investment team. In addition, this position serves as a quality-control expert in reviewing accounting data for consistency and accuracy. This position serves an important internal control function in verifying transactions to ensure they comply with SEIU’s policies, ethics requirements, generally accepted accounting principles (GAAP) and Department of Labor (DOL) requirements. As such, SEIU requires a steward of member assets of the highest professional integrity in this position.

PRIMARY RESPONSIBILITIES

Any one position may not include all of the specific duties and responsibilities listed. Examples provide a general summary of the work required and should not be treated as a total and complete list of expected duties to be performed by employees in the classification. While this role primarily leads our Accounts Receivable functions (80%), it also provides critical support to our Accounts Payable workflows (20%).

Directly support the Director of Treasury and Investments in ensuring the timely and accurate processing of accounting transactions and reporting.

Analyze data and prepare LM2 reporting information (i.e. Schedules 1, 2 and 9, etc.)

Reconcile Treasury & Investments group General Ledger related accounts, on a monthly basis.

Coordinates the delinquency and collections process including monthly reporting.

Maintains customer master records to ensure consistency and accuracy

Local Union audit confirmations

Sales Order Processing

• Local Purchase Contract Agreements review & interpretation
• Local Union COPE portal & PCT portal trainings

Accounts Receivable Write-off Maintenance and Reporting

• Miscellaneous Revenue analysis and reporting
• Performs other duties as assigned to support the Deputy Director of Treasury and Investments.
• Backup for Accounts Receivable Accountants (i.e. check deposits, deposit recording, customer invoice processing, reporting, etc.)
• Review, audit, and approve, reimbursements, and credit card transactions in Ramp for accuracy, completeness, and compliance with company policies.
• Additional financial operation duties as assigned that may be ancillary functions, supplementary tasks or project-based assignments
• Ensure all submitted expenses align with internal spending guidelines, and approval workflows.
• Identify, investigate, and resolve discrepancies, including missing pre-approvals, missing receipts, or out-of-policy expenses.

DIRECTION & DECISION MAKING

This position reports to the Deputy Director of Treasury and Investments.

QUALIFICATIONS & PROFESSIONAL EXPERIENCE

Master’s degree in accounting or finance, Certified Public Accountant (CPA) and five (5) years experience in a financial operations team lead position in accounts receivable/payable;

OR

, Bachelor’s degree in accounting-related field and five (5) years experience in accounting, with at least two (2) years in a financial operations team lead position in accounts receivable/payable.

Knowledge of US generally accepted accounting principles (GAAP)

Knowledge of US and District of Columbia laws and regulations regarding financial controls

Ability to manage multiple projects

Ability to communicate clearly and effectively with SEIU managers and administrative staff in both written and oral presentation

Ability to multi-task, establish priorities and effectively organize work in a changing environment

Ability to maintain flexible attitude and approach toward assignments

Ability to apply business intelligence concepts to a large, multi-faceted organization

Knowledge of complex financial metrics, accounting principles and processes

Ability to structure and analyze complex financial data

Ability to think critically and analytically in linking financial data to qualitative information

Ability to communicate sensitive information to principals

Proficiency in Microsoft Office software – specifically Excel & Word

Conduct research and analyze complex and varied data sources.

Collect, analyze, and compare large amounts of financial data and identify data anomalies. Also, accurately interpret data to make logical, reliable and sound financial conclusions.

Uphold confidentiality and accuracy when handling sensitive financial information and company card data

Demonstrate strong attention to detail to maintain accuracy and compliance throughout the approval process

Communicate clearly and effectively with Deputy Directory of Treasury & Investments and AR Team, in writing and verbally

Experience with NetSuite Accounting System strongly preferred

Experience with expense reporting systems and credit card integrations

PHYSICAL REQUIREMENTS

Work is generally performed in an office setting. Long and extended hours may be required.

PROBATIONARY PERIOD

36 Weeks

COMPENSATION & BENEFITS

SEIU offers a competitive salary and a comprehensive benefits package that reflects our values as a labor organization and our commitment to the well-being and long-term security of our staff. Benefits include:

A comprehensive, employer-sponsored health benefits package, including medical, dental, and vision coverage

A defined benefit pension plan

Paid time off, including vacation, sick leave, and holidays

Additional benefits consistent with a mission-driven workplace

SEIU believes that workers deserve dignity, stability, and the ability to plan for their futures, and our benefits are designed to support that belief.