Responsibilities

• Act as a liaison between clients and audit firms.
• Oversee and review the preparation of audit packages.
• Perform quality control and finalize audit packages prior to release.
• Implement audit findings and ensure compliance.
• Review, analyze, and finalize annual budgets and recommendations.
• Review, finalize, and deliver monthly and quarterly financial reports.
• Provide insights on financial performance and trends.
• Ensure deliverables are completed according to the scope of work.
• Manage staffing needs across the client portfolio.
• Serve as the point of escalation and resolution for the client team.
• Escalate leadership changes, scope adjustments, or financial concerns to department leadership.
• Manage multiple clients virtually and maintain ongoing communication.
• Advise executive leadership on financial strategies and initiatives.
• Track progress toward financial goals and identify trends.
• Present financial analysis, recommendations, and insights to leadership teams.
• Participate and present in Board meetings.
• Serve as escalation point for service and delivery issues across the portfolio.

Qualifications

• 8+ years of experience in accounting, financial reporting, and financial management.
• 3+ years of experience managing teams or overseeing project work.
• Prior experience working in nonprofit organizations is required.
• Experience working in schools or socially responsible organizations is required.
• Previous experience managing multiple clients or projects is preferred.
• Bachelor’s degree in Finance, Accounting, Business, or related field is required.
• Excellent interpersonal, communication, and analytical skills.
• Proficiency with Microsoft Office 365, Excel, Anybill.com, QuickBooks, Intacct, FundEZ, or similar accounting software.
• Experience with payroll systems such as ADP or Paychex.