Management Accountant

Acorn is a community foundation based in the Western Bay of Plenty, whose purpose is to connect people and resources with the aspirations and resources that matter to our community. The community foundation model differs from other forms of philanthropy in that generous locals set up endowment funds to support causes that are important to them. We invest the capital and distribute a portion of the investment returns annually, so that charitable organisations receive money forever from our funds. On behalf of our exceptional donors, Acorn has now contributed more than $16.5M to the WBOP since 2003.

Due to our anticipated very rapid growth, this newly created Management Accountant position will be a pivotal role overseeing financial planning, analysis, budgeting, forecasting and day-to-day accounting. In addition, there will be opportunities to be involved with one off projects with the wider team, and you will be the team liaison to  the Acorn Investment Committee. 

If you are either looking for a challenge at an early stage of your career or are looking to find a role that allows you to be more connected to your community at a later stage, this may be the job for you. 

You will work as part of a small team based at The Kollective near Historic Village in Tauranga, which is a vibrant co-working space dedicated to the success of not for profits, social enterprise, and charitable organisations. You will report to the Operations Manager and support the CEO as required, with a salary range from $85,000 - $95,000 FTE.

There is familiarity in the work that needs to be completed but no two days are the same. We anticipate that the base role will require 28 – 32 hours per week, but there is a full-time option with additional systems responsibilities for the right candidate.
 

Key Accountabilities:

• Comprehensive reporting, analysis, budgeting, and forecasting.
• Monthly reconciliation and review of bank and GL statements.
• End-of-month and annual financial reporting, including summaries that are appropriate for management and the Board.
• Maintenance of accurate financial information including all necessary data entry.
• Improved chart of accounts that links to all relevant databases.
• Integration of CRM database, granting system and Xero accounting system.
• Manage Smartly payroll.
• Lead annual audit with oversight from the Operations Manager and CEO.
• Assist the management team or board with additional projects as required.

Qualifications and Skills Required:

• Bachelor’s degree in Accounting, or equivalent
• Professional certification with CA or CPA.
• Minimum of 2-3 years of experience in management accounting or similar role.
• Xero experience preferred.
• Strong analytical skills and attention to detail.
• Proficiency in financial planning and analysis software.
• Excellent communication and interpersonal abilities.
• Exhibit a high level of energy and a passion for the community.
• Ensure a healthy respect for confidentiality and privacy.
• Sensitively work with a diverse group of people, respecting all cultures, religions and backgrounds.
• Use personal initiative, follow through on tasks and meet assigned deadlines.
• Ability to work independently and as part of a team.
• Show an appreciation for, and understanding of, Te Ao Māori.

Benefits:

• Flexible working hours
• Social co-working space, networking opportunities and social events 
• Additional paid leave over Christmas break
• Access to our Employee Assistance Program (EAP)
• Training and professional development opportunities

Candidates must have the right to work in New Zealand through citizenship in New Zealand or Australia or an existing work visa that is good for at least two years from August 2024.

If you have the right to work in New Zealand and the qualifications and skills listed above, please send a copy of your CV and a separate cover letter that highlights your accounting and financial management experience and describes your interest in working for the Acorn Foundation to Lori Luke, CEO of the Acorn Foundation, at [email protected].

Applications for the Acorn Foundation Management Accountant position are due no later than 5:00pm on Wednesday, 5 June. All applications that meet our criteria will be acknowledged but only the finalists will be interviewed.