Overview
This role is for a Senior Manager within the organization’s Outsourced Accounting practice, focused on nonprofit accounting and CFO-level advisory. The position leads client engagements, builds trusted relationships with nonprofit executives, and supports efforts to strengthen financial operations.
This position can be worked remotely anywhere in the US.
Responsibilities
- Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
- Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices.
- Build and maintain trusted relationships with client executives by understanding business goals and delivering tailored solutions.
- Oversee multiple client teams to ensure timely and accurate completion of accounting engagements.
- Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow.
- Collaborate cross-functionally with internal teams (e.g., revenue cycle, payroll, cost reporting) to deliver integrated client solutions.
- Develop client budgets and forecasts, providing consultative support on financial planning and strategy.
- Mentor and develop staff, fostering a culture of accountability, continuous learning, and operational excellence.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field; Master’s degree a plus.
- CPA designation preferred.
- Experience in public accounting, including outsourced accounting and/or external audit experience preferred.
- Demonstrated experience serving as a strategic advisor to nonprofit executive leadership and Boards, including financial statement interpretation, cash flow forecasting, and long-term sustainability planning.
- Deep knowledge of nonprofit accounting and compliance considerations, including:
- endowments (UPMIFA)
- federal grant compliance (e.g., Uniform Guidance/2 CFR Part 200)
- grant budgeting, reporting, and audit requirements
- revenue recognition
- indirect cost methodologies
- oversight of audit and Form 990 processes
- Experience working with federally funded programs and/or Community Action Agencies (CAA), including familiarity with funding streams such as Head Start, CSBG, LIHEAP, or similar programs required.
- Experience with endowments and investment structures and revenue recognition of donor contributions is required.
- Strong communication skills to translate complex financial and compliance topics into clear, practical guidance for non-financial stakeholders and Boards.
- Minimum 8 years of relevant Public Accounting or industry accounting experience.
- Proven success leading teams through organizational change and process improvement.
- Strong project management and relationship-building skills, with a client-first mindset.
- Experience managing remote teams and promoting collaboration across geographies.
- Preferred proficiency in industry accounting software (e.g., QuickBooks Online, Sage Intacct) and demonstrated ability to embrace new technologies.
- Ability to travel up to 10%.
Preferred Qualifications
- Master’s degree.
- CPA designation.
- Experience in public accounting, including outsourced accounting and/or external audit experience.
- Preferred proficiency in industry accounting software (e.g., QuickBooks Online, Sage Intacct).
Compensation & Benefits
Benefits vary by eligibility based on annual hours expectation, position status/level, and location.
Highlights include:
- 8 health plan options (HMO & PPO)
- Dental and vision coverage
- Opportunity to enroll in an 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 with 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 include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.
Location
Remote anywhere in the US.
Equal Opportunity & Accommodations
The organization is an equal opportunity/affirmative action employer and provides reasonable accommodations for people with disabilities. Candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.