In This Role, You Will...
Guide Monthly Close & Reconciliations
Manage accurate and timely reconciliations of all financial accounts, update schedules, and maintain consistent monthly close processes that ensure audit readiness and transparency.
Lead Client Financial Operations
Oversee all day-to-day accounting activity and ensure ledger integrity across a portfolio of nonprofit clients, including accounts payable/receivable, payroll entries, and journal transactions. Lead client meetings.
Steward Grant & Restricted Funds
Track restricted grants, prepare releases, and maintain clear documentation to ensure compliance with donor restrictions and funding requirements.
Develop & Communicate Financial Reports
Prepare monthly financial reporting packages (P&L, balance sheet, restricted fund schedules) and provide clear, actionable commentary to client leadership.
Support Strategic Decision-Making
Partner with the CFO and client executives on budgeting, forecasting, and scenario planning, providing data that supports their work.
Mentor & Coordinate Teams
Develop Finance Associates, maintain consistency in internal workflows, and build scalable procedures that balance efficiency and quality.
Advance Systems & Process Improvement
Leverage tools such as QuickBooks Online, Bill.com, Excel, and Keeper to streamline workflows and ensure data integrity
Required Qualifications
Education
Bachelor’s degree in Accounting, Finance, or related field (CPA or MBA preferred).
Experience
3–7 years of nonprofit accounting, audit, or financial management experience, ideally in multi-entity or client-service settings.
Knowledge
- Nonprofit GAAP and restricted fund accounting
- Grant reporting and audit preparation standards
Core Competencies
- Strong analytical and communication skills; able to translate complex data for non-financial audiences
- Proven ability to manage multiple priorities across clients
- Detail-oriented with a process-improvement mindset
- Service-oriented, proactive, and collaborative
Technical Proficiency
- QuickBooks Online (advanced functionality)
- Excel (pivot tables, formulas, formatting for presentation)
- Bill.com or similar AP automation tools
