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Senior Accounting Associate, Foundation and Community
Point72 · Stamford, CT and New York, NY
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What Point72 asks for
From Point72's Senior Accounting Associate, Foundation and Community ad, checked 2 Nov 2026.
Nonprofit accounting and tax filings
At least 5 years in accounting, including specific work with private foundations or nonprofits, handling audits and tax filings such as the 990-PF and 990-T series.
GAAP and close processes
Expertise in GAAP, managing monthly and yearly closing cycles, and handling accrual accounting across several legal entities.
Workday Financials and advanced Excel
Using general ledger systems, specifically Workday Financial Management, and using advanced Excel functions like VLOOKUPs and pivot tables for complex reporting.
AI tools in accounting
Using AI and new technologies to improve accounting workflows, reporting, or daily operations.
The ad asks for a bachelor's degree in a relevant field, plus a master's in accounting or a CPA license. Requires at least 5 years of accounting experience with exposure to nonprofits or private foundations.
How the example answers the ad
Three of the four requirements above, each matched to a line in the example.
Nonprofit accounting and tax filings
“Prepared and submitted complex federal 990-PF returns, achieving 100% filing accuracy over a two-year period.”
Submitting 990-PF returns for a foundation shows the required nonprofit accounting and tax filings experience.
GAAP and close processes
“Oversee full-cycle month-end close processes for five separate investment entities ensuring GAAP compliance.”
Managing monthly close cycles for five entities shows the GAAP and close processes requirement.
Workday Financials and advanced Excel
“Performed comprehensive balance sheet reconciliations for diverse cash accounts using Excel pivot tables and VLOOKUP functions.”
Using VLOOKUP functions and pivot tables for reconciliations shows the advanced Excel part of this requirement.
The whole example as text
Zara Ibrahim · Senior Accountant
Summary
Senior Accounting Associate with 6 years of experience in private investment and foundation financial operations. Manages month-end closing and audit cycles for portfolios exceeding $500M. Leverages Workday Financials and Python scripts to automate complex reconciliations. Executes regulatory filings including 990-series returns and state compliance reporting.
Experience
Senior Accountant · Blue Ridge Private Equity
Greenwich, CT · 2023 - Present
- Oversee full-cycle month-end close processes for five separate investment entities ensuring GAAP compliance.
- Reduced closing cycle duration by 4 days through the implementation of automated Workday Financials workflows.
- Manage audit coordination for annual financial statements, resulting in zero material weaknesses across three fiscal years.
Staff Accountant · Gates Philanthropy Partners
New York, NY · 2021 - 2023
- Led monthly financial reporting for private foundation assets of $200M using accrual-based accounting principles.
- Coordinated external audits for three annual cycles, interacting with lead partners to resolve complex tax inquiries.
- Prepared and submitted complex federal 990-PF returns, achieving 100% filing accuracy over a two-year period.
Junior Accountant · Deloitte
Stamford, CT · 2020 - 2021
- Assisted in audit engagements for diverse financial service clients, documenting testing procedures under strict deadlines.
- Performed comprehensive balance sheet reconciliations for diverse cash accounts using Excel pivot tables and VLOOKUP functions.
- Collaborated with senior auditors to identify control discrepancies, leading to a 15% improvement in client accounting processes.
Education
Bachelor of Science in Accounting · University of Connecticut
Storrs, CT · 2016 - 2020
- Graduated Magna Cum Laude with a 3.9 GPA
- Member of the Accounting Society and Beta Alpha Psi
Skills
Frequently asked questions
Is the example from an employee?
No. It is an AI-written example for this ad, made to show how a resume can answer it.
Which tax forms should I have experience with?
The ad requires experience preparing filings for private foundations and exempt organizations, including both federal forms for private foundation returns and unrelated business income, along with associated state-level documents.
What level of education is required?
You need a bachelor's degree in accounting or finance plus either a master's degree in accounting or a CPA license.
Where do I apply?
On the official Point72 posting, through the job link on this page.
What happens when I tailor my resume here?
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