Fractional CFO - Nonprofit Focus
About The Position
CEFO Advisors is a growing advisory firm focused on strong relationships, practical thinking, and high client service. For over 13 years, we have supported organizations by providing experienced financial leadership. Our team values organization, follow-through, and dependability. We foster a structured, supportive, and flexible environment. CEFO Advisors was named a 2025 Best Place to Work by the Albany Business Review. As a fractional CFO serving nonprofit organizations, you will work with mission-driven clients of varying sizes and complexity. You will manage client engagements and collaborate with executive directors, finance committees, and boards to enhance financial strategy, ensure compliance, and help organizations advance their missions. You will provide forward-looking guidance for informed, sustainable decisions. This role requires you to be based within 60 miles of Saratoga Springs, NY, and able to commute to offices and client sites as needed.
Requirements
- 15+ years of progressive experience in accounting and finance, culminating in CFO or executive-level financial leadership responsibility.
- Minimum 5 years of experience working with nonprofit organizations.
- Strong command of nonprofit GAAP, fund accounting, grant compliance, and board reporting.
- Ability to coach, mentor, and lead accounting staff.
- Advanced knowledge of Microsoft Excel required.
- Experience with QuickBooks, Sage products, and similar ERP systems; ability to adapt quickly to various client systems.
- Exceptional interpersonal and client service skills.
- Excellent written and verbal communication skills.
- Confidentiality and promptness are of utmost importance.
- Must be based within 60 miles of Albany, NY.
Nice To Haves
- Experience with new system implementation is a plus!
- CPA, MBA, or CMA a plus!
- Mix of public accounting and private/nonprofit experience preferred.
Responsibilities
- Review financial information and prepare client dashboards.
- Provide regular strategic advice to executive directors and their leadership teams.
- Review existing systems and recommend best practices for efficiency.
- Manage internal and external accounting staff.
- Prepare and/or review budgets, forecasts, and projection models.
- Develop and maintain long-range financial plans and cash flow strategies.
- Participate in client leadership, board, and finance committee meetings.
- Develop banking relationships and support financing and lending needs.
- Identify and correct existing client pain points.
- Work with clients to develop future strategic plans and milestones.
- Prepare and analyze client assessment reports and manage implementation projects.
- Provide CFO-level oversight of fund accounting, including restricted vs. unrestricted funds.
- Guide grant strategy, budgeting, compliance, and funder reporting across multiple funding streams.
- Prepare board-ready financial packages and present financials to boards and finance committees.
- Advise on cost allocation, reserve planning, and long-term financial sustainability.
- Support audit readiness and coordinate with auditors and third-party CPA firms.
- Ensure adherence to GAAP for nonprofit organizations and applicable regulatory requirements.
Benefits
- Competitive compensation, commensurate with experience
- Generous incentive program and annual bonuses based on company performance
- Paid time off, including your birthday
- 401(k) with company match
- Health, vision, and dental insurance
- Hybrid work environment
- Supportive and collaborative team culture
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
