CFO Advisory, Not-for-Profit Manager

Role Overview

• Manage client relationships and oversee engagement management
• Assist clients with financial close processes, including improving month-end and year-end close cycles for not-for-profit entities
• Support accounting transitions and special projects, such as cash-to-accrual accounting, opening balance sheet preparation, consolidation accounting, and other transaction or reporting needs
• Assist clients with preparing for financial statement audits, Single Audits, and compliance audits
• Lead technical accounting projects related to ASC 958 (Not-for-Profit Entities), revenue recognition (ASC 606 with contributions vs. exchange transactions), leases (ASC 842), and other relevant standards
• Provide guidance on net asset classification (with and without donor restrictions), grant accounting, and contribution revenue recognition
• Support the preparation and review of financial statements, footnotes, reconciliations, and accounting memos tailored to not-for-profit reporting requirements
• Provide recommendations related to finance policies, procedures, and operating model support
• Support clients with internal financial reporting, budgeting, forecasting, and cash management
• Provide guidance to clients on finance systems, reporting tools, and related process improvements, including implementation support, system optimization, and data/reporting needs
• Assist clients with information and reporting needs related to Form 990 and other state or federal reporting requirements, as needed
• Support clients by identifying opportunities to improve internal controls, governance, and financial processes

Requirements

• Bachelor’s degree in Accounting and CPA license
• Five or more years of experience within a public accounting firm and/or industry environment performing audit, controllership, or consulting services, with experience serving not-for-profit organizations, foundations, higher education, healthcare, or NGOs preferred
• Proven experience and interest in technical accounting matters, particularly within the not-for-profit sector
• Exposure to month-end close, audit processes, and financial reporting in a not-for-profit or similar environment
• Strong organizational skills, including experience planning and leading projects from start to finish
• Ability to manage multiple responsibilities simultaneously while working independently and collaboratively
• Excellent written and verbal communication skills, including the ability to communicate effectively with stakeholders such as boards of directors, finance committees, and executive leadership
• Strong analytical and diagnostic skills, with attention to detail and accuracy
• Willingness to travel as needed (up to 40%)

Benefits

• annual bonus
• medical, dental, and vision care
• disability and life insurance
• generous Paid Time Off
• retirement plans
• Paid Care Leave