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General Ledger Accountant & Financial Aid Manager


Position Type Staff
Start 08/03/2020
School Name Seattle Waldorf School
City, State Seattle, WA 
Posted 07/31/2020

Seattle Waldorf School is seeking a talented, compassionate, and engaging General Ledger Accountant & Financial Aid Manager to help us advance our mission to inspire learning, courage, and joy in the developing human being. We are looking for someone who can work effectively independently as well as part of a team. We need a leader who understands best practices in general ledger accounting and financial aid, and who is passionate about the Waldorf educational philosophy and practices and enhancing student life. Salary is competitive with independent schools. SWS offers an excellent benefits package, opportunities for professional development, and an extraordinary work environment.

Who We Are:

At Seattle Waldorf School, students become creative problem-solvers—imaginative thinkers who journey toward intellectual excellence, human compassion, and artistic skill. Our modern curriculum is rooted in tradition—for children 18 months to 18 years. We lead students on a joyful journey that fosters critical thinking, synthesis, and creativity. We are privileged to employ some of the most highly trained Waldorf teachers in the country. Founded in Seattle in 1980, we are the only Preschool–Grade 12 Waldorf School in Washington. At Seattle Waldorf School we are committed to creating a community that is inclusive for all faculty, staff, families and students, especially those who have been impacted by racism and oppression, and to create a culture that supports racial equity by changing our existing systems and practices.

Our Mission: Daily we strive to inspire learning, courage, and joy in the developing human being.

Job Summary:

Under minimal supervision, helps manage the school’s accounting and financial reporting functions and oversees the school’s financial aid program.

Specific Responsibilities:

Accounting

  • Is responsible for monthly close, establishing a formal schedule, booking journal entries, reconciling bank and investment accounts
  • Establishes a formal monthly review process and system for maintaining monthly files
  • Coordinates relationship with the school’s independent auditors and prepares documentation for annual audit and preparation of the Form 990
  • Prepares and submits quarterly taxes, reports, and compliance returns; works with Washington State
  • Department of Revenue, Unemployment, Labor & Industries, Internal Revenue Service and City of Seattle department of revenue
  • Prepares and mails information returns: 1099’s and W2’s
  • Manages cash balances and maintains records with financial institutions
  • Maintains bank signature cards and school’s credit card applications
  • Develops proficiency with all business office software such as Senior Systems, FACTS Tuition Management, and PayNW
  • Works directly with Development to ensure proper entry of cash and stock donations
  • Payroll/HR
  • Verifies payroll totals and deductions prior to payroll being submitted
  • Backup for processing payroll
  • Updates all employee pay rates annually at start of fiscal year
  • Verifies accruals at beginning of each fiscal year
  • Adds new employees and terminates inactive employees in payroll software
  • Responds to unemployment claim inquiries through Equifax
  • Responds to information inquiries from L&I after employee injuries
  • Coordinates relationship with payroll vendor and is contact person for annual updates such as accruals, paid holidays, rates and policies
  • Trains managers in using payroll system, approving time off requests and time cards
  • Makes bank transfer to payroll checking account at each payroll

Financial Aid

  • Maintains and updates financial aid policy
  • Manages budget and records
  • Fields inquires, communicates with applicants prior to and during the application process
  • Organizes and leads parent education night
  • Collects all application documentation and processes application using SSS & SWS methodology
  • Reviews applications and recommends award amounts, working directly with the Head of School
  • Communicates award decision with Admissions office and families
  • Manages data and compiles statistics
  • Acts as point of contact for appeals (correspondence, review, recommend adjustments and communicate decision of financial aid committee)

Other

  • Identifies areas where the Finance office can operate more efficiently
  • Provides back-up to Accounts Payable, assists as needed with finance tasks and issues
  • Participates in annual insurance review
  • Develops accounting policies and procedures manual
  • Provides back-up to Director of Finance & Operations on tasks as necessary
  • Establishes and cultivates community relations by maintaining open dialogue with all of the school’s constituencies
  • Actively participates in the full life of the school
  • Vigorously engages in their own professional development; is a life-long learner who enhances their skills, using state-of-the-art technologies to maintain high standards of performance to efficiently and effectively produce work products
  • Is familiar with and complies with all policies and regulations as put forth in the school’s documents
  • Since safety and security are everyone’s responsibility, takes all necessary and reasonable precautions to protect students, faculty, staff, equipment, materials, and facilities
  • Performs other duties as assigned

Education & Experience:

  • Bachelor’s degree in accounting or equivalent major from a four-year college or university required
  • Certified Public Accountant preferred
  • 3+ years general ledger accounting experience in a nonprofit environment required
  • Experience in independent and Waldorf schools preferred

Required Knowledge, Skills & Abilities:

  • Detail-oriented with strong attention to follow through and ability to prioritize
  • Curious nature with a desire to problem solve
  • Ability to recognize inefficient processes and recommend improvements
  • Strong communication, organization, and time management skills
  • Efficient, effective team member but able to work independently with minimal supervision
  • Enthusiasm, flexibility, maturity, and a sense of humor
  • Ability to keep information in the strictest of confidence
  • Proficient at working in a Microsoft Windows 10 environment, using Office (version 2013 or higher); ability to master common automated systems for record keeping, and confidently learn new technology
  • Ability to sit and keyboard up to 8 hours per day
  • Ability to talk on the phone
  • Ability to work in moderately noisy environment
  • Ability to walk, talk, hear, see, stand, sit, and negotiate stairs unassisted
  • Ability to lift and carry children up to 40 pounds unassisted
  • Able to lift and carry boxes up to 20 pounds unassisted

This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

If that sounds like you, we’d love to hear from you.

To Apply:

Interested candidates should respond immediately by email with a letter of interest, resume, and employment application, available on the school web site at: http://www.seattlewaldorf.org/careers/

Thank you for your interest in Seattle Waldorf School and this position.

Position open until filled. No phone calls or drop-ins please.

www.seattlewaldorf.org

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Northwest Association of Independent Schools
5001 California Ave. SW, Suite 112
Seattle, Washington 98136
T: 206.323.6137 • info@nwais.org
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