CFO Advisory, Not-for-Profit Manager
About The Position
As a result of continued growth within our Accounting Advisory practice, we are currently seeking a Manager specializing in Not-for-Profit (NFP) organizations for our national team. This role offers the flexibility to be remote, with travel as needed for specific projects. In this role, you will be responsible for managing multiple client relationships while leading a team of professionals delivering advisory services tailored to not-for-profit entities. This includes consulting on technical accounting, financial reporting requirements under U.S. GAAP, including ASC 958, donor restrictions/restricted net assets, and grants/contributions, in addition to finance function buildout, process improvement, and enhancement of finance operations. You will also support complex accounting initiatives and operational improvements while demonstrating a passion for client service and advancing the mission-driven goals of our clients’ finance organizations. Our industry-focused teams (including Financial Services; Industrial & Consumer Goods; Private Equity; Professional Services; Real Estate, Construction & Hospitality; Technology & Life Sciences; and Not-for-Profit) provide tailored, practical solutions grounded in experience, enabling clients to address current challenges while preparing for long-term sustainability and impact.
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%)
Nice To Haves
- Experience working within not-for-profit accounting departments or advisory environments
- Familiarity with systems commonly used in the NFP sector, such as Blackbaud, Sage Intacct, NetSuite, Workday, or QuickBooks
- Experience with grant tracking, donor management systems, or restricted fund reporting
- Experience supporting single audits (Uniform Guidance) and compliance reporting
- Familiarity with budgeting, forecasting, cash flow planning, and management reporting
- Exposure to financial process improvement tools and data analytics platforms, such as Excel, Power BI, Alteryx, Tableau, or similar tools
Responsibilities
- 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
Benefits
- annual bonus
- medical
- dental
- vision care
- disability and life insurance
- generous Paid Time Off
- retirement plans
- Paid Care Leave
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What This Job Offers
Job Type
Full-time
Career Level
Manager
