Provide financial consulting services to assigned clients, based on service agreements.
Using technology and best practices, implement robust financial processes and reporting for clients.
Oversee the team member’s daily activities of accounts payable, accounts receivable, cash disbursements, billing, general ledger, credits and collections on each client.
Ensure accurate and timely recording of all transactions by implementing internal controls, checks and balances, and review of all transactional work performed for clients.
Provide monthly analysis and financial statements to the client.
Act as client’s finance department including responding to questions, attending and presenting financial information at meetings, etc.
Provide consulting services in a variety of areas, including: Internal control analysis and recommendations, Processing and documentation for grant tracking, revenue recognition, departmental/divisional reporting, or other areas of need.
Develop and implement budgeting, forecasting, or cash flow models.
Prepare estimated budgets for potential and existing client work and assist with the related proposal and/or engagement letter drafting.
Oversee, develop and work with client leadership on budgeting and planning processes for each client.
Requirements
BS or BA in Accounting, MBA or CPA preferred
5 to 10 years’ experience
Experience in private/public accounting working with nonprofit organizations
Experience in financial data management and reporting
Knowledge of advanced financial concepts, accounting principles, and standards, regulatory requirements, and processes in either the nonprofit area
Experience with monthly accounting closing processes.
Previous experience managing and developing staff
Experience working in a paperless environment strongly preferred
Strong interpersonal and relationship-building skills
Team player with a positive "can-do" approach
Benefits
Competitive Salary and Bonus Plan
Flexible, Work from Anywhere Policy (Westborough, Boston, hybrid, or remote)
Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage)
Generous and flexible PTO
On-staff Leadership and Professional Development Coaching and Training
Complimentary Consultations with AAF Wealth Management Wealth Advisors
Abundant Learning and Development (CPE) Catalog and Resources
Firm-sponsored Memberships (AICPA, State CPA Society, DEIB Associations)
Zip2CPA and Tailored MBA Programs
Peer-driven and Partner-nominated Awards
Team Member Referral Incentives
Full access to AAFCPAs’ Automation Center of Excellence to streamline manual processes