Key skills
LeadershipMentoringCommunication
About this role
Role Overview
- Serve as a member of clients' executive management teams
- Develop and implement strategic financial plans aligned with business objectives
- Lead high-level financial decisions and strategic initiatives
- Provide financial coaching to client leadership teams
- Support internal delivery teams with technical expertise and guidance
- Create sophisticated financial models to evaluate business decisions
- Develop long-range cash forecasts and capital planning
- Analyze business performance and identify optimization opportunities
- Design and monitor key performance indicators (KPIs)
- Prepare annual operating plans with variance analysis
- Lead contract negotiations and financial deal structuring
- Evaluate and negotiate debt instruments and financing options
- Support merger and acquisition activities
- Assist with capital raising and investor relations
- Guide exit strategy planning and execution
- Build and maintain strong relationships with clients' stakeholders
- Serve as liaison with external partners (bankers, attorneys, investors)
- Provide technical support to internal delivery teams
- Foster collaborative relationships across all levels
- Support professional development of team members
- Deliver exceptional client service while maintaining high-quality standards
- Complete all internal deliverables accurately and on time
- Actively participate in All In One Accounting’s Brand Ambassador program, representing our mission and values
- Maintain strict adherence to security and compliance requirements
- Contribute to firm-wide knowledge sharing and best practices
Requirements
- 15+ years of progressive financial leadership experience with nonprofits
- Bachelor's degree in accounting, finance, or related field (CPA preferred)
- Proven success in executive-level financial advisory roles
- Demonstrated ability to drive strategic growth initiatives
- Excellence in stakeholder communication and relationship building
- Strong technical accounting and finance expertise
- Experience managing multiple client relationships effectively
- Track record of mentoring and developing teams
- Growth mindset and commitment to continuous learning
Benefits
- Comprehensive benefits package including: Medical, dental, and vision insurance
- 401K
- Life insurance
- Long and short-term disability
- HSA, FSA, and dependent care options
- Professional development opportunities