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1969 Experienced Consolidation Accountant - Durham, NC

The Organization:


Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided $8.5 billion in financing to 159,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. The Self-Help family of nonprofit organizations includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending. Through its credit union network, Self-Help serves over 150,000 people in North Carolina, California, Chicago, Florida and South Carolina. Learn more at, and



Position Description:

Self-Help is seeking an experienced Consolidation Accountant to join our team in Durham, NC.  The Accountant will produce Self-Help Ventures Fund's consolidated financial statements, manage annual audits and tax returns for Self-Help Ventures Fund and its subsidiaries and provide management reporting to Self-Help Ventures Fund's business units.  This will include managing the engagement workflow with outside CPA firm for approximately 25 subsidiary LLC and C-corporation audits and approximately 30 tax returns.

Essential Responsibilities:


  • Produce monthly consolidated financial statements for internal use and quarterly consolidated financial statements for external users such as creditors, investors, and donors.
  • Manage engagement workflow with outside CPA firm for approximately 25 subsidiary LLC and C-corporation audits and approximately 30 tax returns. Review audits and returns for accuracy.
  • Review LLC operating and related agreements to ensure that periodic loan, lease and fee accruals, payments and cash flow distributions, are posted and disbursed as prescribed.
  • Ensure Self-Help Ventures Fund's accounting is consistent with GAAP and Self-Help accounting policies.
  • Provide financial information to teams that report to investors, donors, and creditors.
  • Respond to inquiries from Self-Help business lines and serve as a resource for Self-Help Ventures Fund related questions.
  • Draft year-end financial statements and footnotes as part of annual audit.
  • Maintain team and business segment reporting (e.g. ratio analysis, trends, variance) for Self- Help Ventures Fund's primary business lines: secondary market, commercial lending, real estate, and credit union support.
  • Perform other duties as may be deemed appropriate.

    Minimum Qualifications:

  • CPA required.
  • Bachelor's degree in accounting, business, or related field.
  • 5+ years of relevant work experience.
  • Excellent written and verbal business communication skills.
  • Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Preference for working in organizations that place priority on teamwork and collaboration.


    Desired Qualifications:


  • MBA or MAC.
  • Experience preparing partnership and corporate tax returns.
  • Experience with new markets and historic tax credits.
  • Experience with Community Development Financial Institutions.


Physical Requirements:


Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers.  Must be able to occasionally lift and exert force of up to 40 pounds.




Competitive nonprofit salary, based on experience, plus a generous benefits package.




To apply, send resume and cover letter, describing why you are a fit for this position, to Please include the position title as the subject.  Application must be received by August 5, 2019 to ensure consideration.  Applications received after this date may or may not be considered, depending on the applicant pool.  The position will remain posted until filled.

Self-Help is committed to providing equal employment opportunities to all persons regardless of race, color, class, age, gender, religion, disability that can be accommodated, marital status, ancestry, nationality, family status or sexual orientation.