Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services
Provide technical expertise for US GAAP requirements
Participate in the development and maintenance of accounting systems to facilitate efficient operation and financial management of clients across various industries
Perform detailed reviews of periodic client-use only and compiled financial statements and supporting schedules
Oversee and support Workday administration including A/R, WIP/Budget, and Billing modules
Liaison on behalf of the client with external auditors, tax preparers, and internal decision makers
Foster proactive working relationships with clients and cross-functional departments to ensure timely and accurate receipt of information required for financial reporting
Support business development efforts by participating in prospect meetings, calculating pricing, and drafting engagement letters
Guide and support the onboarding of new clients including client and staff training, allocation of resources and client work assignments
Drive staff consultant and senior consultant career and skills development by actively engaging with them as their Performance Coach.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field; equivalent experience may be considered
Minimum of 5 years’ experience across core accounting functions, including general ledger (GL), accounts payable (AP), accounts receivable (AR), payroll (PR), budgeting/forecasting, and account reconciliations
Proven experience supporting nonprofit clients is required—must have working knowledge of grant compliance, reporting, and other nonprofit-specific accounting processes
Prior experience in an outsourced accounting, consulting, or public accounting firm environment, managing multiple clients simultaneously
Strong technical accounting and financial analysis skills
Excellent verbal and written communication skills, including the ability to interpret and analyze complex operating agreements
Highly organized with strong time management skills; able to manage multiple priorities independently and meet deadlines with minimal oversight
Proficiency and certifications in multiple accounting systems such as QuickBooks, QuickBooks Online, Xero, and/or Sage Intacct; comfortable switching between platforms
Proficient in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook
Flexibility to work from home while collaborating in person half the time.

Benefits

Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

US GAAPgeneral ledgeraccounts payableaccounts receivablepayrollbudgetingforecastingaccount reconciliationsfinancial analysisnonprofit accounting

Soft Skills

communicationorganizational skillstime managementrelationship buildingcoachinganalytical skillsindependenceproactive approachclient trainingmultitasking