Account Manager,
Non Profit Capital Management, LLC · Sterling, MA · 3 mo ago
Business DevelopmentFull-time
Key Responsibilities
- Serve as primary accounting lead for multiple nonprofit clients, typically small to mid-sized organizations
- Oversee monthly, quarterly, and annual close processes for client engagements
- Review and approve journal entries, reconciliations, and financial statements
- Ensure compliance with U.S. GAAP, FASB nonprofit standards, and fund accounting principles
- Maintain and review restricted and unrestricted fund tracking
- Prepare and review monthly financial statements, dashboards, and variance analyses
- Present financial reports to client leadership, boards, and finance committees as needed
- Support budget development, cash flow forecasting, and financial planning
- Aid clients with grant reporting and donor-restricted fund compliance
- Congnorate and support annual audits, reviews, and compilations
- Serve as primary liaison with external auditors
- Maintain compliance with internal controls, policies, and best practices
- Client Advisory & Relationship Management
- Act as a strategic financial advisor to nonprofit leadership
- Identify process improvements and recommend scalable accounting solutions
- Translate complex financial information into clear, actionable insights
- Maintain strong, responsive client relationships and high service standards
- Team Leadership & Internal Operations
- Supervise and mentor staff accountants and senior accountants
- Review work product for quality, accuracy, and timeliness
- Aid with onboarding new clients and transitioning accounting systems
- Contribute to firm-wide process improvement and standardization efforts
Essential Job Requirements
- Bachelor's degree in Accounting required; Master's degree or CPA is strongly preferred
- Experience in public accounting is strongly preferred, including audit work
- Experience in a role providing financial reporting for non-profits, associations, or similar organizations
- Extensive non-profit accounting experience
- Experience preparing 990s is strongly preferred
- Proficiency in Quickbooks Online and Excel
- Strong command of general accounting principles and ability to create, maintain and analyze P&L (accrual and cash basis), Balance Sheet, Cash flow, etc.
- Strong communication skills; capable of presenting complex financial information in an easy-to-understand format to non-financial executives