Director of Finance And Accounting

Overview

This role leads the Finance and Accounting Department, combining hands-on oversight of core financial functions with team leadership and cross-functional collaboration to drive operational excellence and strategic growth.

The role includes three major components:

• Client Services: Oversee critical financial functions (including monthly closes and nonprofit compliance) while helping shape and improve existing and new service offerings. High level of direct client engagement.
• Department & Team Management: Manage and develop the Finance and Accounting department by translating organizational strategy into measurable departmental goals and coaching team members.
• Company Leadership: Collaborate across functions as a member of the management team to align finance operations with organizational vision while maintaining rigorous compliance standards.

Responsibilities

Management and Leadership (60%)

• Collaborate cross-functionally to align finance and accounting operations with organizational KPIs, annual goals, and client growth needs.
• Serve as a strategic partner in refining growth trajectory, proactively evolving service offerings to meet emerging market/client needs while aligning with organizational strategy.
• Ensure capacity planning, hiring plans, and new client intake align with overall capacity and service delivery capabilities.
• Provide oversight of the Finance and Accounting Department, managing and coaching team members to elevate leadership and technical capabilities.
• Foster a culture that values innovation and growth, high-quality work, and continuous process improvement to deliver exceptional client service.
• Build alignment around departmental goals and KPIs, translating company strategy into measurable results and holding team members accountable to targets.
• Innovate on client service strategies and software infrastructure to drive operational excellence and growth, including (as applicable) new service lines, client evaluations, pricing models, automation, and knowledge management systems.
• Manage the P&L for the finance and accounting verticals to ensure client services match scalable financials.

Client Services: Financial and Accounting Services (30%)

• Ensure monthly and annual closes, audits/reviews/compilations, and 990s meet rigorous accounting and nonprofit compliance standards.
• Manage the systems and processes used to deliver high-quality monthly reporting to client stakeholders while improving service delivery to increase satisfaction and department effectiveness.
• Ensure daily financial and accounting functions are performed in accordance with Generally Accepted Accounting Principles (GAAP), company policy, and applicable regulatory requirements and legal rules and regulations for nonprofit operations.
• Lead diagnostic/consultative financial service projects and major new client implementations; advise complex or high-volume clients requiring advanced financial services.
• Support the launch and operationalization of new client service lines and refinement of existing ones, including training and certification programs, fiscal sponsorship, compliance diagnostics, and financial coaching.

Requirements (Need to have)

• 7+ years of nonprofit accounting, finance, or related field experience, including direct ownership of GAAP-compliant monthly close, audit prep, and 990 filing.
• 3+ years of experience directly managing an accounting/finance team of at least 3 people.
• 2+ years of experience working with multi-entity nonprofit financial configurations.
• Proven ability to communicate complex financial, organizational, and regulatory information to non-experts.
• Overseen 5+ annual audits/reviews/compilations as the responsible accounting lead or project manager.
• Led launch of a new service line or client program from concept to delivery.
• 2+ years of direct P&L or budget ownership for a team or service line.
• Fluency in QBO and Google Workspace; proficiency with nonprofit and multi-entity operating structures is a must.
• 2+ years in a director-level or department-head role owning any of the following:
  • Setting departmental KPIs (or equivalent metric) and performance accountability structures
  • Significant culture change initiatives
  • Organization-wide strategic planning

Preferred Qualifications (Nice to have)

• CPA/MBA credential.
• 2+ years of experience with FEC reporting compliance.
• Significant, measurable experience leading an ERP or financial operations system implementation.
• Experience using Sage Intaact, Netsuite, Rillet, or other cloud-based ERP systems.
• Experience managing a team through significant headcount growth.
• 5+ years serving as the technical advisor on complex or high-volume client accounts.

Compensation & Benefits

• Salary range: $110,000 to $160,000 depending on experience and qualifications.
• Benefits: Benefits package is provided by the employer.

Location

Remote, with a preference for California. Expected to travel 3–6 times per year for staff meetings, retreats, and other in-person gatherings.

Reporting & Supervision

• Leads a team of 6, with direct management responsibility for 3 direct reports and indirect oversight of the remainder.
• Reports to the Founder & Director.