This position provides leadership and oversight of outsourced accounting and financial management services for multiple clients, serving as a trusted advisor and helping organizations strengthen their financial operations, reporting, and processes.
The ideal candidate brings strong accounting and financial leadership experience along with a solid understanding of the unique accounting, reporting, and operational needs of Not-for-Profit organizations. If you are currently working in public accounting, outsourced accounting, or in a financial leadership role within the Not-for-Profit sector and are looking for the opportunity to work with a diverse portfolio of clients and projects, this may be the right opportunity for you.
Responsibilities- Serve as a key financial advisor and relationship leader for a portfolio of Not-for-Profit clients, providing high-quality outsourced accounting and financial management services.
- Oversee the preparation and review of monthly and annual financial statements, management reports, dashboards, Key Performance Indicators (KPIs), and other financial reporting.
- Provide guidance to clients on accounting processes, financial reporting, internal controls, and finance-related operational matters.
- Apply knowledge of Not-for-Profit accounting and reporting practices to a variety of client situations and organizational structures.
- Oversee and review general accounting activities, including account reconciliations, workpaper preparation, accounts payable, month-end close, and other accounting functions as needed.
- Assist clients in establishing, improving, and maintaining standardized accounting procedures, processes, and internal controls.
- Lead and oversee the onboarding of new clients, including assessing current accounting processes, identifying opportunities for improvement, and coordinating implementation.
- Build strong relationships with client leadership and serve as a trusted resource for financial and operational matters.
- Manage multiple client engagements, priorities, deadlines, and deliverables while maintaining a high level of client service.
- Lead, mentor, and develop team members, providing coaching, technical guidance, and oversight of client work.
- Effectively delegate work across engagement teams and monitor quality, timeliness, and client satisfaction.
- Provide training to clients and staff on shared accounting and technology applications.
- Utilize accounting technology and financial systems to improve efficiency, reporting, and client service.
- Manage unexpected or time-sensitive client and firm matters as they arise.
- Consistently achieve a high level of client satisfaction and contribute to the continued growth and success of the Outsource Accounting & Finance practice.
QualificationsRequired:- Bachelor's degree in Accounting, Finance, or a related discipline.
- Minimum of 6 years of progressive accounting or financial management experience, with experience appropriate for a leadership-level role.
- Demonstrated experience working with Not-for-Profit organizations, including knowledge of NFP accounting, financial reporting, and financial operations.
- Experience managing multiple priorities, clients, projects, or financial functions simultaneously.
- Strong leadership experience, including the ability to mentor, develop, and oversee professional staff.
- Strong client service, relationship-management, communication, and presentation skills.
- Strong organizational, analytical, problem-solving, and project-management capabilities.
- Ability to work effectively within tight deadlines and manage changing or urgent client priorities.
Preferred:- Experience in public accounting, outsourced accounting, client accounting/advisory services, or a similar professional services environment.
- Experience serving in or supporting a Controller, Director of Finance, or similar financial leadership capacity for Not-for-Profit organizations.
- Experience with a range of accounting and financial technology platforms, including QuickBooks, Sage Intacct, Bill.com, and similar applications.
- Experience identifying opportunities to improve accounting processes, reporting, systems, and internal controls.
- CPA or other relevant professional certification.
The salary range for the role is
: $105,000-$135,000
Hours of Operation- Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday
- Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, with Flex Friday scheduling available in accordance with firm policy and business needs
- We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times
All communications from The Bonadio Group regarding recruitment and hiring will come from an email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or
[email protected].
