Accounting & Financial Outsourcing Senior Manager

Overview

A professional services firm is seeking an Accounting & Financial Outsourcing (AFO) Senior Manager – Nonprofit Services to provide strategic financial advisory and engagement leadership to a portfolio of nonprofit clients. This role involves overseeing the delivery of outsourced accounting services and partnering with executive leadership and boards of 501(c)(3) organizations to strengthen financial operations, improve decision-making, and support long-term sustainability.

Responsibilities

Technical Responsibilities

• Serve as the primary strategic financial advisor to 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.
• Oversee full accounting lifecycle for nonprofit clients, including month-end and year-end close processes.
• Ensure financial statements comply with GAAP for nonprofit organizations, including proper classification of net assets and donor restrictions.
• Manage grant accounting, compliance, and reporting across complex funding sources (federal, state, private grants).
• Support clients in grant budgeting, financial narratives, and funding strategies.
• Advise 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 engagement team work to ensure accuracy, quality, and timeliness.
• Maintain expertise in nonprofit accounting standards, regulatory requirements, and industry best practices.

Behavioral Responsibilities

• Build and maintain trusted advisor relationships by understanding client missions, funding models, and strategic priorities.
• Communicate complex financial information clearly to non-financial stakeholders.
• Lead engagement teams by setting expectations, coaching, and ensuring accountability.
• Demonstrate strong client relationship management, responsiveness, and professionalism.
• Collaborate with internal service lines (technology, tax, wealth management) to deliver integrated solutions.
• Anticipate client needs and proactively recommend financial strategies and operational improvements.
• Manage multiple client engagements while maintaining quality, timelines, and profitability.
• Provide ongoing feedback, mentorship, and performance coaching to team members.
• Communicate expectations, deadlines, and deliverables clearly with clients and internal teams.
• Demonstrate adaptability, accountability, and collaboration in a fast-paced environment.
• Maintain productivity and meet internal and client deadlines.

Non-Charge Responsibilities

• Mentor, develop, and retain team members within the AFO practice.
• Serve as a Career Advisor providing coaching and professional development support.
• Contribute to growth and development of the Nonprofit Services practice.
• Participate in business development efforts, including networking and supporting new client opportunities.
• Assist in proposal development, presentations, and client pursuits.
• Represent the organization at nonprofit industry events and community initiatives.
• Develop and share thought leadership on nonprofit accounting, grant management, and financial best practices.
• Evaluate and recommend improvements to AFO processes, procedures, and policies.
• Partner with leadership to implement operational improvements and standardization.
• Champion adoption of technology solutions and process improvements.
• Participate in recruiting activities including interviewing and hiring support.
• Develop and deliver internal training programs related to nonprofit accounting and grant compliance.
• Contribute to internal committees, firm initiatives, and practice development.
• Stay informed on nonprofit sector trends and regulatory changes and share insights.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA designation 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.

Preferred Qualifications

• Experience with cloud-based accounting platforms such as Sage Intacct and Bill.com.
• Proven leadership in mentoring and team development.
• Ability to lead strategic initiatives and contribute to business development.

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 employer match and automatic profit sharing.
• Telemedicine, mental health resources, and wellness program reimbursement.

Location

Details regarding the work location and remote work options are not specified.