Accounting & Financial Outsourcing (AFO) Senior Consultant - Nonprofit Industry
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information, but we can condense into lists where appropriate. Must not invent or summarize away detail. Must not include boilerplate like EEO, equal opportunity, unsolicited resumes, etc. Also remove duplicated lines, cookie/navigation/legal etc.
We need to include sections: About the role (maybe we have "About The Role" paragraph). Responsibilities (essential duties & responsibilities). Requirements (Experience & Qualifications). Qualifications (maybe same as requirements? But we can combine? The instruction: Use headings for section headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should include each only if there is real specific content. We have content for About the role, Responsibilities, Requirements, Qualifications (maybe overlapping), Skills (software/tools), Benefits. We need to decide what goes where.
We have "Experience & Qualifications" heading in original. That could map to Requirements and Qualifications. Could split: Requirements: Bachelor’s degree, 4-5 years experience, prefer Assistant Controller/Controller, prior nonprofit experience preferred. Qualifications: Proficiency in accounting software programs and tools required. Or maybe Qualifications: same as Requirements? But we need to avoid duplication. Let's interpret: Requirements = experience/education; Qualifications = specific proficiencies/skills? However Skills section is for software/tools. So maybe Qualifications = education/experience, Skills = software/tools. But we already have Requirements heading for experience/qualifications. Let's see typical job posting: Requirements often includes education and experience; Qualifications may include certifications etc. Here we have "Experience & Qualifications" combined. Could treat that as Requirements (education/experience) and Qualifications (maybe none separate). But we have a separate list of software/tools under "Software & Tools". That could be Skills.
Thus sections:
- About the role: prose from "About The Role" paragraph(s). Could include two paragraphs: first about role description, second about similar to Assistant Controller.
- Responsibilities: list of essential duties & responsibilities (both technical definition and behavioral definition and non-charge definition). We'll need to extract bullet points.
- Requirements: education and 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. Preferable experience as an Assistant Controller or Controller. Prior accounting experience working within the Nonprofit industry is preferred.
- Qualifications: maybe we could include "Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) required." But that seems more like Skills. However we have Skills section for software/tools. So Qualifications could be left empty? But we must not create a section with filler. So maybe we skip Qualifications section and put that under Skills. However the instruction says to prefer a few substantive sections over many thin ones. So we could combine Requirements and Qualifications into one section called Requirements (or Qualifications). But we have separate headings allowed; we can choose to include only those with content. Let's include Requirements (education/experience) and Skills (software/tools). We'll omit Qualifications as separate because its content overlaps with Skills or Requirements.
But we also have "Experience & Qualifications" heading originally; we could treat that as Requirements (education/experience) and Qualifications (maybe none). Safer to include Requirements and Skills.
Now Benefits: we have list under "The Fun Stuff": 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 output as
- for each.
Now we need to strip boilerplate: The paragraphs about Dean Dorton, about AFO, about the role (we keep). Also the sentence "This job description is intended to describe the general nature..." etc is boilerplate; remove. Also equal opportunity employer line etc; remove. Also unsolicited resumes line; remove.
Now we need to preserve all substantive information: ensure we keep all duties etc.
Let's extract duties:
Technical Definition bullet points (converted to list items):
- 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 keep all these as list items. Could flatten the sublist under Participate in team and firm non-charge activities of interest: we can keep as separate list items each preceded by dash.
Now Responsibilities section will contain all these items.
Now Requirements section: list items:
- 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.
Now Skills section: list of software/tools:
- Sage Intacct
- QuickBooks
- Expensify
- BILL
- BILL Spend and Expense
- Floqast
- Adobe
- Microsoft Office (Word, Excel, Outlook, Teams)
- 1Password
- Sharepoint
- Sharefile
Also proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) required. But we already list them. Could also include "Bill.com" but we have BILL and BILL Spend and Expense. Might include Bill.com as same as BILL. We'll keep as listed.
Now Benefits section: list items:
- 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
Now About the role: we need prose. Could combine two paragraphs: "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."
We can put that in
.
Now About Dean Dorton and About AFO: Should we include? The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't say we must include About the company sections. It says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It gives examples but not required to include only those. However earlier: "Reformat a job posting into clean, well-structured semantic HTML." Likely we should include sections that are present in the posting: About Dean Dorton, About Accounting And Financial Outsourcing (AFO), About The Role, etc. But the instruction about headings list includes "About the role". It didn't list "About the company" or "About AFO". However we could still include them as if they are substantive. The instruction says: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The "e.g." implies those are examples, not exhaustive. So we can include other headings like About Dean Dorton, About AFO. However we must 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.
Thus we could include sections: About Dean Dorton, About Accounting And Financial Outsourcing (AFO), About The Role, Responsibilities, Requirements, Skills, Benefits. That seems reasonable.
But we need to ensure we don't create thin sections. About Dean Dorton paragraph is substantive. About AFO also substantive.
Thus final HTML will have multiple
sections each with
or
.
We must not include markdown code fences. Just raw HTML.
Let's craft.
We'll start with About Dean Dorton
then ... (the paragraph about Dean Dorton). Then
About Accounting And Financial Outsourcing (AFO)
then ... (the paragraph about AFO). Then
About The Role
then ... (the role description). Then
Responsibilities
then with all duty items. Then Requirements
then with req items. Then Skills
then with software/tools. Then Benefits
then
for prose. We need to preserve all substantive information, but we can condense into lists where appropriate. Must not invent or summarize away detail. Must not include boilerplate like EEO, equal opportunity, unsolicited resumes, etc. Also remove duplicated lines, cookie/navigation/legal etc. We need to include sections: About the role (maybe we have "About The Role" paragraph). Responsibilities (essential duties & responsibilities). Requirements (Experience & Qualifications). Qualifications (maybe same as requirements? But we can combine? The instruction: Use headings for section headings e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should include each only if there is real specific content. We have content for About the role, Responsibilities, Requirements, Qualifications (maybe overlapping), Skills (software/tools), Benefits. We need to decide what goes where. We have "Experience & Qualifications" heading in original. That could map to Requirements and Qualifications. Could split: Requirements: Bachelor’s degree, 4-5 years experience, prefer Assistant Controller/Controller, prior nonprofit experience preferred. Qualifications: Proficiency in accounting software programs and tools required. Or maybe Qualifications: same as Requirements? But we need to avoid duplication. Let's interpret: Requirements = experience/education; Qualifications = specific proficiencies/skills? However Skills section is for software/tools. So maybe Qualifications = education/experience, Skills = software/tools. But we already have Requirements heading for experience/qualifications. Let's see typical job posting: Requirements often includes education and experience; Qualifications may include certifications etc. Here we have "Experience & Qualifications" combined. Could treat that as Requirements (education/experience) and Qualifications (maybe none separate). But we have a separate list of software/tools under "Software & Tools". That could be Skills. Thus sections: - About the role: prose from "About The Role" paragraph(s). Could include two paragraphs: first about role description, second about similar to Assistant Controller. - Responsibilities: list of essential duties & responsibilities (both technical definition and behavioral definition and non-charge definition). We'll need to extract bullet points. - Requirements: education and 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. Preferable experience as an Assistant Controller or Controller. Prior accounting experience working within the Nonprofit industry is preferred. - Qualifications: maybe we could include "Proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) required." But that seems more like Skills. However we have Skills section for software/tools. So Qualifications could be left empty? But we must not create a section with filler. So maybe we skip Qualifications section and put that under Skills. However the instruction says to prefer a few substantive sections over many thin ones. So we could combine Requirements and Qualifications into one section called Requirements (or Qualifications). But we have separate headings allowed; we can choose to include only those with content. Let's include Requirements (education/experience) and Skills (software/tools). We'll omit Qualifications as separate because its content overlaps with Skills or Requirements. But we also have "Experience & Qualifications" heading originally; we could treat that as Requirements (education/experience) and Qualifications (maybe none). Safer to include Requirements and Skills. Now Benefits: we have list under "The Fun Stuff": 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 output as
- for each.
Now we need to strip boilerplate: The paragraphs about Dean Dorton, about AFO, about the role (we keep). Also the sentence "This job description is intended to describe the general nature..." etc is boilerplate; remove. Also equal opportunity employer line etc; remove. Also unsolicited resumes line; remove.
Now we need to preserve all substantive information: ensure we keep all duties etc.
Let's extract duties:
Technical Definition bullet points (converted to list items):
- 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 keep all these as list items. Could flatten the sublist under Participate in team and firm non-charge activities of interest: we can keep as separate list items each preceded by dash.
Now Responsibilities section will contain all these items.
Now Requirements section: list items:
- 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.
Now Skills section: list of software/tools:
- Sage Intacct
- QuickBooks
- Expensify
- BILL
- BILL Spend and Expense
- Floqast
- Adobe
- Microsoft Office (Word, Excel, Outlook, Teams)
- 1Password
- Sharepoint
- Sharefile
Also proficiency in accounting software programs and tools (e.g., Bill.com, Sage Intacct, etc.) required. But we already list them. Could also include "Bill.com" but we have BILL and BILL Spend and Expense. Might include Bill.com as same as BILL. We'll keep as listed.
Now Benefits section: list items:
- 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
Now About the role: we need prose. Could combine two paragraphs: "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."
We can put that in
. Now About Dean Dorton and About AFO: Should we include? The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't say we must include About the company sections. It says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It gives examples but not required to include only those. However earlier: "Reformat a job posting into clean, well-structured semantic HTML." Likely we should include sections that are present in the posting: About Dean Dorton, About Accounting And Financial Outsourcing (AFO), About The Role, etc. But the instruction about headings list includes "About the role". It didn't list "About the company" or "About AFO". However we could still include them as
if they are substantive. The instruction says: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The "e.g." implies those are examples, not exhaustive. So we can include other headings like About Dean Dorton, About AFO. However we must 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. Thus we could include sections: About Dean Dorton, About Accounting And Financial Outsourcing (AFO), About The Role, Responsibilities, Requirements, Skills, Benefits. That seems reasonable. But we need to ensure we don't create thin sections. About Dean Dorton paragraph is substantive. About AFO also substantive. Thus final HTML will have multiple
sections each with
or
- .
We must not include markdown code fences. Just raw HTML.
Let's craft.
We'll start with
About Dean Dorton
then... (the paragraph about Dean Dorton). Then
About Accounting And Financial Outsourcing (AFO)
then... (the paragraph about AFO). Then
About The Role
then... (the role description). Then
Responsibilities
then- with all duty items. Then
Requirements
then- with req items. Then
Skills
then- with software/tools. Then
Benefits
then