Overview
This role is part of the organization’s Outsourced Accounting practice and supports nonprofits with CFO-level advisory and accounting services. The position involves leading client engagements, strengthening financial operations, and advising nonprofit executive leadership and Boards.
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
- 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 Qualifications
- Proficiency in industry accounting software (e.g., QuickBooks Online, Sage Intacct) and demonstrated ability to embrace new technologies.
Compensation & Benefits
- Estimated base pay range: $142,000 to $195,000.
- Offers typically not made at the maximum; 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 eligibility may apply, subject to participation rules and based on individual and Firm performance.
- Benefits highlights include:
- 8 health plan options (HMO & PPO)
- 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 with Firm matching contribution
- well-being incentive
- education & certification assistance
- flexible time off, family care leave, 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, and supplemental life/AD&D.
- Benefit program eligibility depends on annual hours expectation, position status/level, and location.
Location
- This position can be worked remotely anywhere in the US.
- Travel up to 10%.