Accounting and Financial Outsourcing Senior Manager - Nonprofit

Overview

This role provides strategic financial advisory and engagement leadership for a portfolio of nonprofit clients while overseeing delivery of outsourced accounting services in a CPA firm environment.

The Senior Manager partners with executive leadership and boards of exempt organizations to strengthen financial operations, improve decision-making, and support long-term sustainability.

Responsibilities

Technical

• Serve as the primary strategic financial advisor to a portfolio of nonprofit clients, including Executive Directors, CEOs, Finance Committees, and Boards.
• Provide guidance on financial strategy, sustainability planning, and operational decision-making.
• Lead development, monitoring, and analysis of organizational and program budgets.
• Deliver cash flow forecasting, liquidity planning, and financial modeling to support client decision-making.
• Oversee the full accounting lifecycle for nonprofit clients, including month-end and year-end close processes.
• Ensure financial statements are prepared in accordance with GAAP for nonprofit organizations, including proper classification of net assets and donor restrictions.
• Oversee and manage grant accounting, compliance, and reporting across complex funding sources, including federal, state, and private grants.
• Support clients in the development of grant budgets, financial narratives, and funding strategies.
• Guide clients on allowable costs, cost allocation methodologies, and indirect cost recovery strategies.
• Monitor grant performance, including burn rates, match requirements, and reporting deadlines.
• Support clients through Uniform Guidance audits and other compliance reviews.
• Develop and deliver financial dashboards, KPIs, and management reports for leadership and boards.
• Design and oversee implementation of accounting systems, chart of accounts, and financial processes aligned to nonprofit operations and grant tracking.
• Lead onboarding and implementation of new nonprofit clients, including cloud-based accounting platforms (e.g., Sage Intacct, Bill.com).
• Review and supervise work performed by engagement teams to ensure accuracy, quality, and timeliness of deliverables.
• Maintain expertise in nonprofit accounting standards, regulatory requirements, and industry best practices.

Behavioral

• Build and maintain strong, trusted advisor relationships with nonprofit clients by understanding mission, funding model, and strategic priorities.
• Communicate complex financial information clearly to non-financial stakeholders, including boards and executive leadership.
• Lead engagement teams by setting clear expectations, providing coaching, and ensuring accountability for high-quality service delivery.
• Manage client relationships with responsiveness, professionalism, and proactive communication.
• Collaborate with internal service lines, including technology, tax, and wealth management teams, to deliver integrated client solutions.
• Anticipate client needs and proactively recommend financial strategies, operational improvements, and additional services.
• Manage multiple client engagements simultaneously while maintaining service quality, timelines, and profitability.
• Provide ongoing feedback, mentorship, and performance coaching to team members.
• Communicate expectations, deadlines, and deliverables clearly with both clients and internal teams.
• Demonstrate adaptability, accountability, and collaboration in a fast-paced, client-focused environment.
• Maintain productivity expectations and meet internal and client deadlines.

Non-Charge (Practice and Team Leadership)

• Mentor, develop, and retain team members within the outsourced accounting practice, fostering a collaborative, high-performing team environment.
• Serve as a supervisor and/or Career Advisor, providing coaching, feedback, and professional development support.
• Contribute to the growth and development of the firm’s Nonprofit Services practice.
• Participate in business development efforts, including networking within the nonprofit sector and supporting new client opportunities.
• Assist in the development of proposals, presentations, and client pursuits.
• Represent the firm at nonprofit industry events, conferences, and community initiatives.
• Develop and share thought leadership related to nonprofit accounting, grant management, and financial best practices.
• Evaluate outsourced accounting processes, procedures, and policies and recommend improvements to enhance efficiency, scalability, and service quality.
• Partner with leadership to implement operational improvements and standardization across engagements.
• Champion adoption of technology solutions and process improvements, including cloud-based accounting tools.
• Participate in recruiting activities, including interviewing candidates and supporting hiring decisions.
• Develop and deliver internal training programs related to nonprofit accounting, grant compliance, and outsourced accounting best practices.
• Contribute to internal committees, firm initiatives, and practice development efforts.
• Stay informed on nonprofit sector trends and regulatory changes and share insights with team members and clients.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• CPA designation preferred, not required
• 8–12+ years of progressive accounting experience, including significant experience serving nonprofit organizations
• Demonstrated expertise in:
  • Nonprofit accounting and financial reporting
  • Grant accounting and compliance
  • Donor-restricted fund management
  • Budgeting, forecasting, and financial modeling
  • Managing client relationships and multiple engagements
  • Leading and developing accounting teams
  • Communicating financial concepts to non-financial stakeholders, including boards

Compensation & Benefits

• Flexible work schedules and environment
• Unlimited Paid Time Off (PTO)
• Paid family leave, medical leave, and maternity/paternity leave programs
• Retirement benefits, including a best-in-class employer match and automatic profit sharing
• Telemedicine, mental health resources, and wellness program reimbursement

Location

Not specified in the provided job description.

Equal Opportunity

The employer is an equal opportunity employer and is committed to growing and empowering an inclusive community.

Unsolicited resumes or candidate submissions from staffing agencies, recruiters, or search firms are not accepted.