Overview
This role supports the organization’s Client Advisory services team by helping nonprofit clients with accurate financial reporting and strong general ledger management. The position involves managing day-to-day reporting accuracy, assisting with complex accounting work, coordinating client project tasks, and contributing to best-practice development.
Responsibilities
- Manage day-to-day financial reporting accuracy for assigned clients.
- Assist with complex general ledgers, identifying missing transactions and trends to ensure overall accuracy.
- Guide the review and approval of account classifications.
- Review balance sheets for accuracy and facilitate follow-up.
- Coordinate project tasks to ensure efficient client workflow.
- Prepare and/or review the initial draft of monthly reporting packages, including KPIs/metrics.
- Prepare and finalize month-end close.
- Maintain and update the client procedure manual to ensure appropriate process documentation.
- Prepare and/or review work papers and schedules to ensure completeness and accuracy.
- Participate in cross-collaboration with other teams/service lines, as applicable.
- Assist in estimating and managing work assignments of accountants to meet client needs and budget constraints.
- Assist in the development of best practices.
Requirements
- Bachelor’s degree in accounting or finance required.
- Experience in public accounting (e.g., outsourced accounting or audit) preferred.
- Minimum of 5 years of accounting experience, with a focus on financial reporting and general ledger management.
- Experience with nonprofit federal grant processing and reporting required.
- Strong understanding of accounting principles and month-end close processes.
- Excellent analytical and problem-solving skills.
- Proficient in accounting software and Microsoft Office Suite.
- Strong communication and interpersonal skills.
- Ability to project manage multiple tasks and meet deadlines.
Preferred Qualifications
- CPA certification preferred.
Compensation & Benefits
- Estimated base pay range: $74,000 to $100,000.
- Offers typically are not made at the maximum; the actual salary depends on business-related factors including location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
- Annual discretionary bonus may be available, subject to participation rules and based on a variety of factors including individual and Firm performance.
Benefits highlights include:
- 8 health plan options (both HMO & PPO plans)
- Dental and vision coverage
- Opportunity to enroll in HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life and short and long-term disability coverage
- 401(k) savings plan & profit share, including Firm matching contribution
- Well-being incentive
- Education & certification assistance
- Flexible time off
- Family care leave and parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
Voluntary benefits may include:
- Critical illness & accident insurance
- Hospital indemnity insurance
- Legal
- Long-term care
- Pet insurance
- ID theft protection
- Supplemental life/AD&D
Benefit eligibility depends on annual hours expectation, position status/level, and location.
Location
Not specified in the provided job description.
Equal Opportunity & Accommodations
- The employer is an equal opportunity/affirmative action employer and provides consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or other characteristics protected by federal, state, or local laws.
- Reasonable accommodations are available for people with disabilities who need support to complete an application, interview, or participate in the recruiting process.