Accounting & Financial Outsourcing (AFO) Senior Consultant - Nonprofit Industry

Overview

This role serves as a liaison between clients and the outsourced accounting team, functioning similarly to an Assistant Controller/Controller for assigned clients. Responsibilities include ensuring accurate financial reporting and building trusted client relationships while providing advisory services to clients in the Nonprofit Industry.

Responsibilities

Month-End Close & Reporting (Technical)

• Prepare and/or review all facets of the month-end close process, including reconciliations, financial statements, and general ledger activities, ensuring accuracy and compliance with all accounting standards.
• Prepare complex financial entries and adjustments for clients with unique accounting needs.
• Analyze complex financial data to generate reports and dashboards for client reference.
• Review and finalize tax preparation work for clients.

Client Advisory & Relationship Management (Technical)

• Understand the business and industry of assigned clients, including key strategic objectives.
• Serve as a primary point of contact for clients, handling inquiries and escalations, providing solutions, and ensuring client satisfaction.

Process Improvement, Collaboration, and Communication (Behavioral)

• Drive process improvements to streamline workflows and enhance client service delivery.
• Collaborate with managers and leaders as needed for client management and engagement coordination.
• Grow skills and expertise in identified specialty interests, including industry verticals.
• Act as an internal intermediary between team members and clients.
• Communicate financial data and reports to clients in a clear and understandable manner.
• Communicate effectively, setting clear expectations for team members and clients.
• Collaborate with other team members to develop and implement standardized procedures to improve efficiency and accuracy.
• Serve as a role model for less experienced team members, answering questions and providing technical and non-technical support, including review comments and growth opportunities.
• Work independently and autonomously on external and internal assignments, managing multiple tasks, priorities, and expectations.
• Meet productivity goals and internal and client deadlines.
• Demonstrate flexibility and accountability by managing responsibilities effectively, adapting to changing needs, and contributing to a collaborative, team-oriented work environment.

Non-Charge Contributions

• Provide guidance and training to team members on technical skills, accounting software programs, and industry-specific knowledge.
• Champion software and technology initiatives within the outsourced accounting team, leading training sessions and process improvements.
• Obtain a baseline understanding of the firm’s services and collaborate with other service groups to provide effective client service and identify opportunities for multi-service projects.
• Participate in firm-sponsored events and activities.
• Participate in team and firm non-charge activities of interest, including:
  • Recruiting activities, including interviewing and evaluating candidates.
  • Evaluating and developing internal processes, procedures, and guidelines.
  • Contributing to the development of training materials and leading training sessions.
  • Joining an internal committee or initiative.
  • Serving as a Career Advisor for team members.
  • Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm’s services.

Requirements

• Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
• Four to five years of experience in accounting or finance roles (preferably experience as an Assistant Controller or Controller).
• Prior accounting experience working within the Nonprofit industry is preferred.
• Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) required.

Software & Tools

• Sage Intacct
• QuickBooks
• Expensify
• BILL
• BILL Spend and Expense
• Floqast
• Adobe
• Microsoft Office (Word, Excel, Outlook, Teams)
• 1Password
• Sharepoint
• Sharefile

Compensation & Benefits

• Flexible work schedules and environment
• 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

Equal Opportunity

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

Additional Information

• Unsolicited resumes or candidate submissions from staffing agencies, recruiters, or search firms are not accepted.
• Any resumes or candidate information submitted without a current, signed agreement in place are considered unsolicited, become the property of the company, and will not obligate the company to pay any fees or commissions.