Accountant

The Impact You Will Make:

Client Support & Relationship Management

Serve as the primary accounting contact for assigned clients, responding promptly to inquiries and providing clear, professional guidance.
Develop and maintain strong relationships with clients, understanding their financial needs and tailoring services accordingly
Provide proactive communication to help clients stay informed about financial deadlines, compliance requirements, and best practices.
Accounting & Financial Management

Maintain accurate general ledger accounts and prepare monthly, quarterly, and annual financial statements.
Manage fund accounting and maintain compliance with non-profit specific financial requirements, including restricted and unrestricted fund tracking.
Reconcile bank statements, accounts payable, and accounts receivable.
Process client invoices, payments, and expense reports with accuracy and timeliness.
Support budgeting, forecasting, and cash flow management for clients.
Compliance & Reporting

Ensure adherence to relevant accounting standards, tax regulations, and organizational policies.
Prepare financial reports for clients, nonprofit boards, or other stakeholders.
Assist with audits, ensuring documentation is organized and accessible.
Prepare and present financial reports to nonprofit boards of directors, translating complex financial data into clear, accessible summaries for non-financial audiences.
Process Improvement

Identify opportunities to streamline accounting processes and improve client experience.
Provide input on implementing accounting software and digital tools to enhance efficiency.
Administrative

Maintain digital and physical filing systems for clients and internal documents
Support client onboarding by organizing documentation, contracts, and initial setup steps
Prepare internal reports, presentations, and summaries using data from various departments
Track and follow up on task deadlines and deliverables using project management tools
Maintain CRM and internal tracking systems to ensure data accuracy
Other duties as assigned.
Requirements
What You Will Bring to the Table:

Bachelor’s degree in Accounting
7+ years of accounting experience, preferably in a professional services, nonprofit, or small-business setting
Strong knowledge of accounting principles (GAAP), financial reporting, and compliance requirements
Experience with nonprofit accounting, including fund accounting, grant tracking, and compliance with nonprofit reporting standards (e.g., ASC 958)
Proficiency with accounting software (e.g., QuickBooks) and Microsoft Office Suite
Experience with financial reporting for nonprofit boards, funders, and audits
Excellent communication skills with the ability to explain financial concepts to non-financial stakeholders
Experience with budgeting, forecasting, and cash flow analysis
Strong organizational skills and attention to detail
Ability to manage multiple client accounts simultaneously
High degree of discretion and integrity in handling confidential information
Would be nice to have:

QuickBooks Online Advanced Certification
Knowledge of ASO operational models and service delivery frameworks