Outsourced Accounting Senior Associate (Nonprofit)

About the position

The Outsourced Accounting Senior Associate position involves providing accounting services for clients through a multi-faceted approach. The role includes handling day-to-day accounting needs, overseeing outsourced accounting specialists, and serving as a key point of contact for clients. Responsibilities also include utilizing technology for real-time accounting, reconciling bank accounts, preparing financial statements, and providing analysis for high-level advisory services. The associate will participate in business development and ensure compliance with project budgets and deadlines.

Responsibilities

• Provide accounting services for clients from a multi-faceted approach.
• Handle day-to-day accounting needs for clients, functioning as their accounting department.
• Oversee and review work of outsourced accounting specialists.
• Serve as a key point of contact on day-to-day accounting matters for the client.
• Utilize technology to account for all transactions in real-time.
• Reconcile client bank accounts.
• Calculate month-end balancing and journal entries.
• Prepare reports, returns, and other documents as required.
• Provide analysis of accounting information for high-level advisory services.
• Make recommendations on streamlining processes.
• Coordinate activities to meet client needs within specified time frames.
• Assist with training new employees and delegate work based on availability and experience.
• Participate in business development and seek opportunities for additional services.
• Ensure timely and accurate performance on assigned projects.
• Maintain compliance with project budgets, turnaround times, and deadlines.

Requirements

• Bachelor's Degree in Accounting preferred; equivalent combination of education and experience may be substituted.
• 3+ years of accounting or bookkeeping experience required.
• Prior experience with Nonprofit (NPO) accounting.
• Valid CPA or CMA license preferred, or working towards obtaining one.
• Strong problem-solving skills and ability to notice issues.
• Self-starter with the ability to work independently.
• Well-rounded knowledge of general ledger accounting and principles.
• Ability to think innovatively and incorporate technology solutions.
• Clear communication skills in writing and verbally.
• Ability to manage multiple projects and meet deadlines.
• Proficient with computers, Microsoft Office (Word and Excel), QuickBooks, and various software packages.
• Must be authorized to work in the United States without visa sponsorship.

Nice-to-haves

• Experience in a collaborative workplace environment.
• Interest in continuous education and professional development.

Benefits

• Generous paid time off.
• Comprehensive medical, dental, and vision insurance.
• 401(k) profit sharing.
• Life and disability insurance.
• Lifestyle spending account.
• Certification incentives.
• Education assistance.
• Referral program.