Accounting & Financial Outsourcing (AFO) Senior Consultant - Nonprofit Industry

We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Benefits maybe. Also maybe "About Dean Dorton" and "About Accounting And Financial Outsourcing (AFO)"? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. We need to decide which sections to include. The posting includes: About Dean Dorton, About Accounting And Financial Outsourcing (AFO), About The Role, Essential Duties & Responsibilities (with subcategories Technical Definition, Behavioral Definition, Non-Charge Definition), Requirements Experience & Qualifications (including bullet list of software/tools), Benefits (The Fun Stuff). Also there is a disclaimer about job description not exhaustive etc, equal opportunity employer, etc. Those are boilerplate to remove. We need to decide sections: Could combine About Dean Dorton and About AFO into an "About the company" maybe but not required. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can also add other headings if needed but they gave examples. Probably we should include: About the role (maybe combine About Dean Dorton and AFO?), Responsibilities, Requirements, Benefits. Possibly also Qualifications (but Requirements already covers). Could also include Skills (software list). But we can put software list under Requirements as a list. We must not repeat job title as heading. No Job ID. We need to preserve all substantive information. So we need to include the content from About Dean Dorton, About AFO, About The Role, Essential Duties & Responsibilities (with subpoints), Requirements (experience, qualifications, software/tools), Benefits (the fun stuff list). Also maybe include the note about job description not exhaustive etc? That's boilerplate; we should remove. We need to format using

  for each section heading. Use

  • for any list of duties/requirements/benefits. Use

    for prose. We need to decide how to structure lists: For Responsibilities, we have many items grouped under Technical Definition, Behavioral Definition, Non-Charge Definition. Could we make a single

    with all responsibilities? Or separate subheadings? The instruction only mentions using

    for section headings; we could also use

    for subheadings? Not specified but we can use

    if needed but better to keep to

    only for main sections. Could embed subheadings as or

    maybe. But we need to preserve all substantive information; we can include the subheadings as plain text within

    or as

    . Since not prohibited, we can use

    for subheadings inside the Responsibilities section. However the instruction only says use

    for section headings (e.g. About the role, Responsibilities...). It doesn't forbid other headings, but to be safe we can just use

    with bold text for subheadings. Similarly for Requirements: we have bullet list of experience/qualifications and software/tools. Could make two lists: one for experience/qualifications, another for software/tools. Benefits: list of items. We also need to include About Dean Dorton and About AFO content. Could combine into a section "About the company" or maybe two sections: About Dean Dorton and About Accounting And Financial Outsourcing (AFO). The instruction says use headings like About the role, Responsibilities, etc. It didn't forbid other headings like About Dean Dorton. But to keep few sections, we could make an "About the company" section that includes both paragraphs. That would be substantive. Thus sections: About the company, About the role, Responsibilities, Requirements, Benefits. Check if any other substantive content: The "About The Role" paragraph includes description of role. We'll put that under About the role. Now we need to ensure we don't include filler like "commensurate with experience". Not present. Now produce HTML fragment. Let's draft:

    About the company

    Dean Dorton’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.

    Dean Dorton'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 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

    • 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.

    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.
    • Preferable experience as an Assistant Controller or Controller.
    • Prior accounting experience working within the Nonprofit industry is preferred.
    • 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

    Benefits

    • 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 need to ensure we didn't include any boilerplate like "This job description is intended to describe the general nature..." etc. We removed that. Also removed equal opportunity employer line etc. Check for any duplicated lines: Not present. Now ensure we used only

    for section headings. We used

    for Software & Tools subheading. Is that allowed? The instruction only says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It didn't forbid other headings, but to be safe we could avoid

    and instead incorporate software list under Requirements as a list with a preceding

    or . Could do:

    Software & Tools:

    then

    . That would keep only

    headings. Let's adjust. Thus under Requirements we will have a

    Software & Tools:

    then the list. We'll also maybe combine the bullet list of requirements and then the software list. Let's rewrite Requirements section:

    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.