Accounting and Financial Outsourcing Senior Manager - Nonprofit

About the company

The company’s team makes up one of the largest advisory firms in the United States. We thrive when you thrive! We are here to help you succeed in every step of your development and career as you work with nationally recognized experts in a recognized best place to work.

Our core values guide how we work, lead, and support one another every day. They are:

• Integrity - We do the right thing, integrity guides our decisions.

• Relationships - We value people, relationships drive our impact.

• Collaboration - We win as one team, collaboration fuels our success.

• Growth - We stay curious, growth is our mindset.

About the Team

The company's outsourced accounting team serves as a critical component to the financial success of our clients. Our team partners with organizations to serve as their CFO, controller, and/or accounting team – allowing clients to focus on other key business processes integral to their success.

By offering cloud-based and real-time financial data to our clients, we translate complex financial information into meaningful advice including visualizations of the precise metrics that matter to investors, lenders, executives, and department leaders. This provides our clients with the data they need to make quicker strategic business decisions with greater control over their cash flow.

About the Role

The Accounting & Financial Outsourcing (AFO) Senior Manager – Nonprofit Services provides strategic financial advisory and engagement leadership to a portfolio of nonprofit clients while overseeing the delivery of outsourced accounting services.

Operating within a CPA firm environment, this role serves as a senior client advisor and engagement leader, partnering with executive leadership and boards of exempt organizations to strengthen financial operations, improve decision-making, and support long-term sustainability.

The Senior Manager is responsible for leading engagement teams, ensuring high-quality service delivery, and managing client relationships, while also contributing to practice growth and operational excellence.

This role requires deep experience supporting mission-driven organizations with complex funding structures, including grants, contracts, and donor-restricted funding, as well as demonstrated experience with grant budgeting, grant compliance, and financial reporting to funders.

Essential Duties & Responsibilities

The essential duties & responsibilities of the Accounting & Financial Outsourcing Senior Manager role are outlined below in correlation with the company’s performance management impact areas.

Technical

Definition: your specialized knowledge & expertise associated with the work you perform for/with clients (note: clients may be internal to the company).

• Serve as the primary strategic financial advisor to a portfolio of nonprofit clients, including Executive Directors, CEOs, Finance Committees, and Boards.

• 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 to support client decision-making.

• Oversee the full accounting lifecycle for nonprofit clients, including month-end and year-end close processes.

• Ensure financial statements are prepared in accordance with GAAP for nonprofit organizations, including proper classification of net assets and donor restrictions.

• Oversee and manage grant accounting, compliance, and reporting across complex funding sources, including federal, state, and private grants.

• Support clients in the development of grant budgets, financial narratives, and funding strategies.

• Guide clients on allowable costs, cost allocation methodologies, and indirect cost recovery strategies.

• Monitor grant performance, including burn rates, match requirements, and reporting deadlines.

• Support clients through Uniform Guidance audits and other compliance reviews.

• Develop and deliver financial dashboards, KPIs, and management reports for leadership and boards.

• Design and oversee implementation of accounting systems, chart of accounts, and financial processes aligned to nonprofit operations and grant tracking.

• Lead onboarding and implementation of new nonprofit clients, including cloud-based accounting platforms (e.g., Sage Intacct, Bill.com).

• Review and supervise work performed by engagement teams to ensure accuracy, quality, and timeliness of deliverables.

• Maintain expertise in nonprofit accounting standards, regulatory requirements, and industry best practices.

Behavioral

Definition: the behaviors associated with performing your job (interpersonal skills).

• Build and maintain strong, trusted advisor relationships with nonprofit clients by understanding their mission, funding model, and strategic priorities.

• Communicate complex financial information clearly and effectively to non-financial stakeholders, including boards and executive leadership.

• Lead engagement teams by setting clear expectations, providing coaching, and ensuring accountability for high-quality service delivery.

• Demonstrate strong client relationship management skills, including responsiveness, professionalism, and proactive communication.

• Collaborate effectively with internal service lines, including technology, tax, and wealth management teams, to deliver integrated client solutions.

• Anticipate client needs and proactively recommend financial strategies, operational improvements, and additional services.

• Manage multiple client engagements simultaneously while maintaining service quality, timelines, and profitability.

• Provide ongoing feedback, mentorship, and performance coaching to team members.

• Communicate expectations, deadlines, and deliverables clearly with both clients and internal teams.

• Demonstrate adaptability, accountability, and collaboration in a fast-paced, client-focused environment.

• Maintain productivity expectations and meet internal and client deadlines.

Non-Charge

Definition: the contribution you make to the company outside of client work.

• Mentor, develop, and retain team members within the AFO practice, fostering a collaborative and high-performing team environment.

• Serve as a supervisor and/or Career Advisor, providing coaching, feedback, and professional development support to team members.

• Contribute to the growth and development of the firm’s Nonprofit Services practice.

• Participate in business development efforts, including networking within the nonprofit sector and supporting new client opportunities.

• Assist in the development of proposals, presentations, and client pursuits.

• Represent the firm at nonprofit industry events, conferences, and community initiatives.

• Develop and share thought leadership related to nonprofit accounting, grant management, and financial best practices.

• Evaluate AFO processes, procedures, and policies and recommend improvements to enhance efficiency, scalability, and service quality.

• Partner with leadership to implement operational improvements and standardization across engagements.

• Champion adoption of technology solutions and process improvements, including cloud-based accounting tools.

• Participate in recruiting activities, including interviewing candidates and supporting hiring decisions.

• Develop and deliver internal training programs related to nonprofit accounting, grant compliance, and AFO best practices.

• Contribute to internal committees, firm initiatives, and practice development efforts.

• Stay informed on nonprofit sector trends and regulatory changes and share insights with team members and clients.

Requirements

Experience & Qualifications

• Bachelor’s degree in Accounting, Finance, or related field

• CPA designation preferred, not required

• 8–12+ years of progressive accounting experience, including significant experience serving nonprofit organizations

• Demonstrated expertise in:

• Nonprofit accounting and financial reporting

• Grant accounting and compliance

• Donor-restricted fund management

• Budgeting, forecasting, and financial modeling

• Experience managing client relationships and multiple engagements

• Experience leading and developing accounting teams

• Strong ability to communicate financial concepts to non-financial stakeholders, including boards

Benefits

The Fun Stuff

Work isn’t all work! We want to make your experience at the company a great one. From your health and happiness to your long-term satisfaction, we focus on YOU! A few highlights are listed below:

• Flexible work schedules and environment

• Unlimited Paid Time Off (PTO)

• Paid family leave, medical leave, and maternity/paternity leave programs

• Retirement benefits, including a best-in-class employer match and automatic profit sharing.

• Telemedicine, mental health resources and wellness program reimbursement

This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances.

The company is an equal opportunity employer. We’re committed to growing and empowering an inclusive community within the company and our industry which is why we hire and cultivate diverse teams of the best and brightest from all backgrounds, experiences and perspectives across the organization. We welcome anyone of any race, religion, color, national origin, political affiliation, pregnancy, ancestry, handicap, medical condition, disability, marital status, age, sexual orientation or gender.

We do not accept unsolicited resumes or candidate submissions from staffing agencies, recruiters, or search firms. Any resumes or candidate information submitted without a current, signed agreement in place will be considered unsolicited, become the property of the company, and will not obligate the company to pay any fees or commissions.