Dean Dorton

Financial Planning and Analysis

• Serve as the primary strategic financial advisor to a portfolio of nonprofit clients
• Provide guidance on financial strategy, sustainability planning, and operational decision-making
• Lead the development, monitoring, and analysis of organizational and program budgets
• Deliver cash flow forecasting, liquidity planning, and financial modeling
• Oversee the full accounting lifecycle for nonprofit clients
• Ensure financial statements are prepared in accordance with GAAP
• Oversee and manage grant accounting, compliance, and reporting across complex funding sources
• Support clients in the development of grant budgets and funding strategies
• Guide clients on allowable costs and cost allocation methodologies
• Monitor grant performance and reporting deadlines
• Support clients through audits and compliance reviews
• Develop and deliver financial dashboards, KPIs, and management reports

Senior Manager, Accounting & Financial Outsourcing

• The Accounts Payable Clerk supports the Accounting and Financial Outsourcing (AFO) team by performing day-to-day accounts payable functions for assigned clients.
• Ensure vendor bills are processed accurately and timely while maintaining organized financial records and supporting the overall accounting workflow.
• Manage invoice entry, payment processing, and vendor communication.
• Support the month-end close process and ensure client accounting records remain complete and reliable.
• Communicate with vendors and internal team members regarding invoice status or payment questions.

Accounts Payable Clerk

Accountant

• Maintain accurate general ledger records for multiple entities using QuickBooks Online and/or QuickBooks Enterprise
• Perform monthly, quarterly, and year-end close activities
• Prepare and post journal entries, accruals, and reclassifications
• Reconcile bank accounts, credit cards, and balance sheet accounts
• Prepare and issue customer invoices across multiple businesses
• Monitor accounts receivable aging and follow up on outstanding balances
• Process vendor invoices, maintain vendor records, and manage payment runs
• Track and reconcile intercompany transactions
• Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow)

Senior Manager, Accounting & Financial Outsourcing

Accounts Payable Clerk

Staff Accountant – Contract Role