
Staff Accountant at Capital Impact Partners. 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 capita. l. , 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.. . Company Location: United States.