CFO - Nonprofit

About the Role

We're seeking a strategic Nonprofit CFO to own a book of nonprofit client relationships and provide executive-level financial leadership to mission-driven organizations. At AIOA, the CFO is the single owner of the client relationship — fully and without ambiguity. Client realization, utilization, NPS, retention, and growth all come back to you. You are the strategic lead and primary relationship holder for every organization on your book.

About You

We hire for hungry, humble, and smart — and our CFOs demonstrate those qualities at the highest level of individual client ownership. Hungry means you treat your book of business like it's yours — because it is. You stay current, push your clients to think bigger, and bring ideas that go beyond what was asked. Humble means you listen before you advise, build trust before you challenge, and invest in the people on your team as a genuine priority. Smart means you read organizations quickly, communicate with clarity and authority, and make complex financial strategy feel accessible. You own the relationship, the outcomes, and the accountability that comes with both.

LMA Accountability

In EOS, LMA — Leadership, Management, and Accountability — is the framework through which every leader fulfills their people responsibilities. As a CFO, your LMA accountability covers your delivery team: you are responsible for the relationships, metrics, and outcomes of every team member who reports to you. You develop your people, hold them accountable to quality and timeliness, and escalate issues proactively to your Managing Director.

How Business Development Works

At AIOA, a dedicated Business Development team handles lead generation and pipeline management. As a CFO, your role in growth is to deepen the value AIOA delivers to your existing clients — identifying expansion opportunities, strengthening relationships, and ensuring every client on your book sees AIOA as indispensable. When BD surfaces a qualified prospect, you may be brought in as the subject matter expert to help close. But your primary growth accountability is your existing book.

Responsibilities & Expectations

Client Ownership - Realization, Utilization, NPS, Retention & Growth

• Own the client relationship including realization, utilization, NPS, retention, and growth for your full book of nonprofit clients
• Serve as the primary strategic advisor and relationship lead for Executive Directors, boards, and nonprofit leadership teams
• Identify and proactively address account risks — surfacing issues before they affect client satisfaction or retention
• Deliver accurate and timely financials on budget for every client on your book
• Develop and implement strategic financial plans aligned with each client's mission and organizational objectives
• Lead board and finance committee presentations and financial reporting
• Create financial models to evaluate program sustainability, growth decisions, and funding scenarios
• Develop long-range cash forecasts, capital planning, and reserve strategy
• Oversee grant strategy, funding diversification planning, and major funder relationship support
• Guide organizational restructuring, mergers, and strategic partnership planning
• Build and maintain strong relationships with clients' external partners including auditors, attorneys, and bankers
• Identify and act on expansion opportunities within your existing book

LMA - Leadership, Management, & Accountability

• LMA: responsible for team member relationships, metrics, and outcomes across your delivery team
• Interview and assess candidates for future roles within your team
• Set the standard for work quality, client communication, and professional conduct across your team
• Develop the people on your team through regular feedback, coaching, and intentional growth conversations
• Hold team members accountable to quality, timeliness, and EOS commitments — clearly and consistently
• Escalate people issues proactively to your Managing Director — don't wait until problems compound
• Ensure capacity is managed well — your team is neither overwhelmed nor underutilized

Deliver CFO Services

• Deliver CFO services to your full book of nonprofit clients at the highest level of quality and strategic depth
• Ensure your delivery team has the direction, context, and support needed to deliver excellent work on every account
• Escalate relevant issues to your Managing Director proactively — not after the fact

Internal Responsibilities

• Complete all internal responsibilities including time tracking, capacity planning, and quarterly Rocks
• Actively participate in All In One Accounting's Brand Ambassador program, representing our mission and values
• Uphold security practices to protect client assets and firm data effectively

Requirements

• Bachelor's degree in accounting, finance, or related field (CPA preferred)
• Experience in a multi-client or Client Accounting Services (CAS) environment strongly preferred
• 12+ years of progressive financial leadership experience with nonprofits
• Proven success in executive-level financial advisory and client relationship ownership
• Deep expertise in nonprofit GAAP, fund accounting, audit management, and grant compliance
• Demonstrated track record of LMA — leading and developing accounting teams
• Excellence in board-level communication and stakeholder engagement
• Strong familiarity with EOS (Entrepreneurial Operating System) preferred

Compensation & Benefits

• Base Salary: $140,000 – $165,000
• Medical, dental, and vision insurance
• 401K with employer match
• Life insurance
• Long and short-term disability
• HSA, FSA, and dependent care options
• Tenured PTO program — paid time off increases with years of service
• Professional development opportunities
• Certification support and continuing education assistance
• Annual bonus of up to 15% of base salary tied to a CFO scorecard