Overview
This role supports the organization’s Outsourced Accounting practice and involves serving as a Senior Manager with strong nonprofit accounting expertise and CFO-level advisory experience. The position leads client engagements, builds trusted executive relationships, and helps nonprofit organizations strengthen financial operations.
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 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, and 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%.
Compensation & Benefits
Benefits include:
- 8 health plan options (HMO & PPO), plus 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, parental leave, and family formation benefits
- Cell phone reimbursement and travel rewards
- Voluntary benefits: critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D
Eligibility for benefits depends on annual hours expectation, position status/level, and location.
Location
Remote work is available anywhere in the US.
Equal Opportunity
The employer is an equal opportunity/affirmative action employer and provides consideration for employment without regard to protected characteristics under federal, state, or local laws. Reasonable accommodations are available for applicants with disabilities.