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

Overview

This role supports the organization’s outsourced accounting practice by serving as a key liaison between clients and the AFO (Accounting and Financial Outsourcing) team. In this position, you will function in a capacity similar to an Assistant Controller/Controller for clients, with a focus on accurate financial reporting and trusted client relationships in the nonprofit industry.

Responsibilities

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 applicable 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.
• Develop a thorough understanding of each assigned client’s business and industry, including key strategic objectives.
• Act as a primary point of contact for clients, handling inquiries and escalations, providing solutions, and ensuring client satisfaction.

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.
• Serve as an internal intermediary between AFO team members and clients.
• Communicate financial data and reports clearly and in a client-friendly manner.
• Set clear expectations for team members and clients and communicate effectively.
• Collaborate with other AFO team members to develop and implement standardized procedures that improve efficiency and accuracy.
• Support less experienced team members by answering questions and providing technical and non-technical support, including review comments and growth opportunities.
• Work independently and autonomously across external and internal assignments, managing multiple tasks, priorities, and expectations.
• Meet productivity goals and expectations.
• Meet 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

• Provide guidance and training to AFO team members on technical skills, accounting software programs, and industry-specific knowledge.
• Lead software and technology initiatives within the outsourced accounting team, including training sessions and process improvements.
• Build a baseline understanding of the firm’s services and collaborate with other service groups to support 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 such as:
  • 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 AFO team members.
  • Supporting business development efforts, including attending industry events, networking with potential clients, and promoting services.

Requirements

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

Software & Tools (required)

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

Preferred Qualifications

• Experience as an Assistant Controller or Controller.
• Prior accounting experience within the Nonprofit industry.

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

Notes

• This description is intended to describe the general nature and level of work performed; it is not intended to be an exhaustive list of all responsibilities, duties, and skills required.
• Responsibilities and duties may vary depending on business needs and individual circumstances.
• Equal opportunity employer statement applies.