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 the delivery of outsourced accounting services. Working 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.

The position also leads engagement teams, ensures high-quality service delivery, manages client relationships, and contributes to practice growth and operational excellence.

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 the 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 their mission, funding model, and strategic priorities.
• Communicate complex financial information clearly and effectively 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.
• Demonstrate strong client relationship management skills, including responsiveness, professionalism, and proactive communication.
• Collaborate effectively 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

• Mentor, develop, and retain team members within the AFO practice, fostering a collaborative and high-performing team environment.
• Serve as a supervisor and/or Career Advisor, providing coaching, feedback, and professional development support to team members.
• 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 AFO 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 AFO 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
• Experience managing client relationships and multiple engagements.
• Experience leading and developing accounting teams.
• Strong ability to communicate 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.