Staff Accountant
About the Organization
The Momentus Capital branded family of organizations - which includes Capital Impact Partners, CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve.
We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions.
Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive.
Position Summary
Capital Impact Partners is seeking a Staff Accountant to support critical accounting functions, including Audit, Tax, Financial Reporting, Budgeting, Forecasting, Compliance, and Fundraising. This role will involve producing reports, schedules, and data sets in a timely and accurate manner, while working closely with the Finance team. The Staff Accountant will report to the Senior Manager, Financial Reporting.
Essential Responsibilities
Accounting, Audit & Tax
● Support interim and year-end audits and annual tax return processes.
● Prepare assigned audit schedules, financial statement footnotes, and annual tax schedules using final audit data.
● Manage audit project timelines, including compiling and tracking daily open items from auditors, assigning tasks to Finance team members, and ensuring timely completion of Prepared-by-Client (PBC) documents.
● Assist with implementation of Sage Intacct general ledger and Planning Maestro reporting tools.
● Prepare monthly financial statements for Capital Impact Partners, subsidiaries, and consolidated Momentus Capital, including variance analysis between actuals and forecasts.
● Prepare various monthly financial schedules, including trial balances, account reconciliation status reports, eliminations, business unit reports, close calendars, and Power BI data loads/reconciliations.
● Prepare month-end journal entries.
● Compile quarterly compliance schedules and respond to ad hoc compliance reporting requests.
● Assist in preparing quarterly Board of Directors reporting slides.
● Support fundraising and annual credit rating processes by preparing required financial data schedules.
Budget & Forecasting
● Support the annual budget process, including consolidating inputs, loading approved budgets into the general ledger, and preparing summary reports.
● Support forecasting activities, consolidating business unit inputs and preparing summary analysis.
● Minimum 3 years of accounting experience; financial services or nonprofit industry experience preferred.
● Bachelor’s degree in Accounting or Finance required.
● CPA candidate preferred.
● Advanced proficiency in Excel, Word, and PowerPoint.
● Experience with Sage Intacct and/or Planning Maestro strongly preferred.
● Internal or external audit experience required.
● Strong analytical skills with proven ability to learn quickly.
● Excellent interpersonal and communication skills.
● Resourceful, detail-oriented, and accountable.
The salary range for this position is $74,828 - $93,535 per year and is eligible for an annual incentive.
This role is eligible to work remotely.
All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.
EEO: Momentus Capital is an equal opportunity employer and is fully committed to providing employment for qualified individuals, free from discrimination on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, pregnancy, childbirth or related medical conditions, or any other protected characteristic established by applicable law.
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Through capital and commitment, Capital Impact Partners helps people build communities of opportunity that break barriers to success.
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