Accounting & Financial Outsourcing (AFO) Senior Consultant - Nonprofit Industry
Dean Dorton · Fort Wright, KY · 1 mo ago
ManagementFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications? Actually we need to use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real specific content. The posting includes: About Dean Dorton (company description), About Accounting And Financial Outsourcing (AFO), About The Role, Essential Duties & Responsibilities, Requirements Experience & Qualifications, Software & Tools, Benefits The Fun Stuff.
We should not repeat job title as heading. No Job ID. Remove boilerplate: equal opportunity, unsolicited resumes etc. Also remove generic statements like "This job description is intended..." etc.
We need to preserve all substantive information. So we need to include company overview? Possibly not required as a section; but we can include as prose under maybe no heading? The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests those are the allowed headings. So we should only use those headings. So we need to map content to those sections.
We have content:
- About the role: we have "About The Role" paragraph. So we can put that under
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings? It says use for section headings (e.g. About the role, Responsibilities...). Likely we should only use those headings if we have content. Could also include other headings like About Dean Dorton? Not in list; maybe we should not create headings not in list. But we could embed that info in a
without heading. The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests those are the allowed headings. So we should only use those headings. So we need to map content to those sections.
We have content:
- About the role: we have "About The Role" paragraph. So we can put that under About the role
with prose.
- Responsibilities: we have "Essential Duties & Responsibilities" with bullet points (technical definition, behavioral definition, non-charge definition). We can put under Responsibilities
with - items.
- Requirements: we have "Experience & Qualifications" bullet list: Bachelor's degree, 4-5 years experience, prefer Assistant Controller/Controller, prior nonprofit experience preferred, proficiency in accounting software required. Also list of software tools: Sage Intacct, QuickBooks, Expensify, BILL, BILL Spend and Expense, Floqast, Adobe, Microsoft Office, 1Password, Sharepoint, Sharefile. That could be under Requirements or Skills. The instruction includes Skills heading. We could put software/tools under Skills. Requirements could be education/experience. Qualifications maybe similar. But we need to avoid thin sections. Could combine Requirements and Qualifications into one? But we need to follow instruction: use those headings when we have content. We could have Requirements (education/experience) and Skills (software/tools). Qualifications maybe not needed if we already covered. But we could put Qualifications as empty? No, we must not emit heading with filler. So only include headings with real content.
Thus:
About the role
... (the About The Role paragraph)
Responsibilities
- ... each duty
We need to break down duties into list items. The duties are grouped under Technical Definition, Behavioral Definition, Non-Charge Definition. We could list each bullet as separate - . Ensure we preserve all details.
Let's extract duties:
Technical Definition:
- Prepare and/or review all facets of the month-end close process including reconciliations, financial statements, and general ledger activities, ensuring accuracy and compliance with all accounting standards.
- Prepare complex financial entries and adjustments for clients with unique accounting needs.
- Analyze complex financial data to generate reports and dashboards for client reference.
- Review and finalize tax preparation work for clients
- Understand the business and industry of assigned clients, including a thorough understanding of key strategic objectives.
- Serve as a primary point of contact for clients, handling inquiries and escalations, providing solutions, and ensuring client satisfaction.
Behavioral Definition:
- Drive process improvements to streamline workflows and enhance client service delivery.
- Collaborate with managers and leaders as needed for client management and engagement coordination.
- Focus on growing skills and expertise in identified specialty interests, including industry verticals.
- Act as the internal intermediary between AFO team members and clients.
- Communicate financial data and reports to clients in a clear and understandable manner.
- Communicate effectively, setting clear expectations for team members and clients.
- Collaborate with other AFO team members to develop and implement standardized procedures to improve efficiency and accuracy.
- Serve as a role model for less experienced AFO team members, answering questions and providing technical and non-technical support, including review comments and growth opportunities.
- Work independently and autonomously, for both external and internal work assignments, managing multiple tasks, priorities, and expectations.
- Meet productivity goals and expectations.
- Meet internal and client deadlines.
- Demonstrate flexibility and accountability by managing your responsibilities effectively, adapting to changing needs, and contributing to a collaborative, team-oriented work environment.
Non-Charge Definition:
- Provide guidance and training to AFO team members on technical skills, accounting software programs, and industry-specific knowledge.
- Champion software and technology initiatives within the outsourced accounting team, leading training sessions and process improvements.
- Obtain a baseline understanding of the firm’s services and collaboration with other service groups to provide effective client service and observe opportunities for multi-service projects.
- Participate in firm-sponsored events and activities.
- Participate in team and firm non-charge activities of interest, such as:
- Recruiting activities, including interviewing and evaluating candidates.
- Evaluating and developing internal processes, procedures, and guidelines.
- Contributing to the development of training materials and leading training sessions.
- Joining an internal committee or initiative.
- Serving as a Career Advisor for AFO team members.
- Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services.
We need to preserve all. We'll put each as
- . For the sublist under Participate in team and firm non-charge activities..., we could keep as part of the same
- with a nested
. That's okay.
Now Requirements: Education/experience:
- Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
- Four to five years of experience in accounting or finance role.
- Preferrable experience as an Assistant Controller or Controller.
- Prior accounting experience working within the Nonprofit industry is preferred.
We'll put under Requirements
.
Skills: software/tools list:
- Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) required.
- Software & Tools: Sage Intacct, QuickBooks, Expensify, BILL, BILL Spend and Expense, Floqast, Adobe, Microsoft Office (Word, Excel, Outlook, Teams), 1Password, Sharepoint, Sharefile.
We could combine into a list.
Thus Skills
.
Benefits: we have "Benefits The Fun Stuff" with bullet list:
- Flexible work schedules and environment
- 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
We'll put under Benefits
.
We should not include Pay or Schedule as not present.
We should not include Qualifications heading (we already have Requirements). Could we also include Qualifications? The posting has "Experience & Qualifications" but we used that for Requirements. Could we split: Requirements = education/experience, Qualifications = preferrable experience as Assistant Controller etc. But that would be thin. Better to keep as Requirements.
We must not repeat job title. Not include any boilerplate like equal opportunity etc.
We need to output only HTML fragment, no markdown fences.
Let's craft.
We'll need to escape any HTML special characters? Not needed.
We'll produce:
About the role
The Senior Consultant plays a critical role as the liaison between clients and the AFO team and functions in a similar capacity as an Assistant Controller/Controller for clients. This role is responsible for ensuring accurate financial reporting and building trusted client relationships, by overseeing month-end processes and providing advisory services to clients in the Nonprofit Industry. Similar to an Assistant Controller, the Senior Consultant understands their clients' business and industry to provide the most accurate financial data and information that supports client decision making.
Responsibilities
- Prepare and/or review all facets of the month-end close process including reconciliations, financial statements, and general ledger activities, ensuring accuracy and compliance with all accounting standards.
- Prepare complex financial entries and adjustments for clients with unique accounting needs.
- Analyze complex financial data to generate reports and dashboards for client reference.
- Review and finalize tax preparation work for clients
- Understand the business and industry of assigned clients, including a thorough understanding of key strategic objectives.
- Serve as a primary point of contact for clients, handling inquiries and escalations, providing solutions, and ensuring client satisfaction.
- Drive process improvements to streamline workflows and enhance client service delivery.
- Collaborate with managers and leaders as needed for client management and engagement coordination.
- Focus on growing skills and expertise in identified specialty interests, including industry verticals.
- Act as the internal intermediary between AFO team members and clients.
- Communicate financial data and reports to clients in a clear and understandable manner.
- Communicate effectively, setting clear expectations for team members and clients.
- Collaborate with other AFO team members to develop and implement standardized procedures to improve efficiency and accuracy.
- Serve as a role model for less experienced AFO team members, answering questions and providing technical and non-technical support, including review comments and growth opportunities.
- Work independently and autonomously, for both external and internal work assignments, managing multiple tasks, priorities, and expectations.
- Meet productivity goals and expectations.
- Meet internal and client deadlines.
- Demonstrate flexibility and accountability by managing your responsibilities effectively, adapting to changing needs, and contributing to a collaborative, team-oriented work environment.
- Provide guidance and training to AFO team members on technical skills, accounting software programs, and industry-specific knowledge.
- Champion software and technology initiatives within the outsourced accounting team, leading training sessions and process improvements.
- Obtain a baseline understanding of the firm’s services and collaboration with other service groups to provide effective client service and observe opportunities for multi-service projects.
- Participate in firm-sponsored events and activities.
- Participate in team and firm non-charge activities of interest, such as:
- Recruiting activities, including interviewing and evaluating candidates.
- Evaluating and developing internal processes, procedures, and guidelines.
- Contributing to the development of training materials and leading training sessions.
- Joining an internal committee or initiative.
- Serving as a Career Advisor for AFO team members.
- Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services.
Requirements
- Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
- Four to five years of experience in accounting or finance role.
- Preferrable experience as an
About the role
... (the About The Role paragraph)
Responsibilities
- ... each duty
- . That's okay.
Now Requirements: Education/experience:
- Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
- Four to five years of experience in accounting or finance role.
- Preferrable experience as an Assistant Controller or Controller.
- Prior accounting experience working within the Nonprofit industry is preferred.
We'll put under
- Prepare and/or review all facets of the month-end close process including reconciliations, financial statements, and general ledger activities, ensuring accuracy and compliance with all accounting standards.
- Prepare complex financial entries and adjustments for clients with unique accounting needs.
- Analyze complex financial data to generate reports and dashboards for client reference.
- Review and finalize tax preparation work for clients
- Understand the business and industry of assigned clients, including a thorough understanding of key strategic objectives.
- Serve as a primary point of contact for clients, handling inquiries and escalations, providing solutions, and ensuring client satisfaction.
- Drive process improvements to streamline workflows and enhance client service delivery.
- Collaborate with managers and leaders as needed for client management and engagement coordination.
- Focus on growing skills and expertise in identified specialty interests, including industry verticals.
- Act as the internal intermediary between AFO team members and clients.
- Communicate financial data and reports to clients in a clear and understandable manner.
- Communicate effectively, setting clear expectations for team members and clients.
- Collaborate with other AFO team members to develop and implement standardized procedures to improve efficiency and accuracy.
- Serve as a role model for less experienced AFO team members, answering questions and providing technical and non-technical support, including review comments and growth opportunities.
- Work independently and autonomously, for both external and internal work assignments, managing multiple tasks, priorities, and expectations.
- Meet productivity goals and expectations.
- Meet internal and client deadlines.
- Demonstrate flexibility and accountability by managing your responsibilities effectively, adapting to changing needs, and contributing to a collaborative, team-oriented work environment.
- Provide guidance and training to AFO team members on technical skills, accounting software programs, and industry-specific knowledge.
- Champion software and technology initiatives within the outsourced accounting team, leading training sessions and process improvements.
- Obtain a baseline understanding of the firm’s services and collaboration with other service groups to provide effective client service and observe opportunities for multi-service projects.
- Participate in firm-sponsored events and activities.
- Participate in team and firm non-charge activities of interest, such as:
- Recruiting activities, including interviewing and evaluating candidates.
- Evaluating and developing internal processes, procedures, and guidelines.
- Contributing to the development of training materials and leading training sessions.
- Joining an internal committee or initiative.
- Serving as a Career Advisor for AFO team members.
- Assisting in business development efforts, including attending industry events, networking with potential clients, and promoting the firm's services.
- Bachelor’s degree, or equivalent experience, required in accounting, finance, business, or related field.
- Four to five years of experience in accounting or finance role.
- Preferrable experience as an
Requirements
- .
Skills: software/tools list:
- Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) required.
- Software & Tools: Sage Intacct, QuickBooks, Expensify, BILL, BILL Spend and Expense, Floqast, Adobe, Microsoft Office (Word, Excel, Outlook, Teams), 1Password, Sharepoint, Sharefile.
We could combine into a list.
Thus
Skills
- .
Benefits: we have "Benefits The Fun Stuff" with bullet list:
- Flexible work schedules and environment
- 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
We'll put under
Benefits
- .
We should not include Pay or Schedule as not present.
We should not include Qualifications heading (we already have Requirements). Could we also include Qualifications? The posting has "Experience & Qualifications" but we used that for Requirements. Could we split: Requirements = education/experience, Qualifications = preferrable experience as Assistant Controller etc. But that would be thin. Better to keep as Requirements.
We must not repeat job title. Not include any boilerplate like equal opportunity etc.
We need to output only HTML fragment, no markdown fences.
Let's craft.
We'll need to escape any HTML special characters? Not needed.
We'll produce:
About the role
The Senior Consultant plays a critical role as the liaison between clients and the AFO team and functions in a similar capacity as an Assistant Controller/Controller for clients. This role is responsible for ensuring accurate financial reporting and building trusted client relationships, by overseeing month-end processes and providing advisory services to clients in the Nonprofit Industry. Similar to an Assistant Controller, the Senior Consultant understands their clients' business and industry to provide the most accurate financial data and information that supports client decision making.