Director, Outsource Accounting and Finance
The Bonadio Group · Albany, NY · 3 wk ago
Finance$105k–$135k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description before responsibilities. We can treat that as "About the role" or maybe not needed? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include sections only when posting has real content. We have responsibilities, qualifications (required and preferred), salary range (Pay), hours of operation (Schedule). Also maybe "Benefits" not mentioned. So we should not include Benefits. Also "Skills" maybe not explicit separate; but we could embed within qualifications. Better to have sections: About the role (intro paragraph), Responsibilities, Qualifications (maybe combine required and preferred), Pay, Schedule. Ensure we don't repeat job title. No metadata like Job ID. Remove boilerplate like EEO etc. Also remove application instructions (Apply online...). Also remove contact info? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove the paragraphs about EOE/AA, contact info, apply online, etc. Also remove diversity statements? Those might be considered EEO/equal-opportunity boilerplate; likely remove. Keep substantive content: description of role, responsibilities, qualifications, salary, hours.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the bullet points? The responsibilities are a paragraph with sentences separated by periods. We should convert to
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include sections only when posting has real content. We have responsibilities, qualifications (required and preferred), salary range (Pay), hours of operation (Schedule). Also maybe "Benefits" not mentioned. So we should not include Benefits. Also "Skills" maybe not explicit separate; but we could embed within qualifications. Better to have sections: About the role (intro paragraph), Responsibilities, Qualifications (maybe combine required and preferred), Pay, Schedule. Ensure we don't repeat job title. No metadata like Job ID. Remove boilerplate like EEO etc. Also remove application instructions (Apply online...). Also remove contact info? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove the paragraphs about EOE/AA, contact info, apply online, etc. Also remove diversity statements? Those might be considered EEO/equal-opportunity boilerplate; likely remove. Keep substantive content: description of role, responsibilities, qualifications, salary, hours.
We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the bullet points? The responsibilities are a paragraph with sentences separated by periods. We should convert to - for any list of duties/requirements/benefits. The responsibilities are a list of duties; we can split each sentence into list items. Similarly qualifications required and preferred can be list items.
We need to keep the exact wording? Preserve ALL substantive information; do not invent or summarize away detail. So we should keep the sentences as they are, maybe split into list items but keep the text unchanged. Ensure we don't lose any detail.
Let's extract responsibilities sentences:
"Serve as a key financial advisor and relationship leader for a portfolio of Not-for-Profit clients, providing high-quality outsourced accounting and financial management services."
"Oversee the preparation and review of monthly and annual financial statements, management reports, dashboards, Key Performance Indicators (KPIs), and other financial reporting."
"Provide guidance to clients on accounting processes, financial reporting, internal controls, and finance-related operational matters."
"Apply knowledge of Not-for-Profit accounting and reporting practices to a variety of client situations and organizational structures."
"Oversee and review general accounting activities, including account reconciliations, workpaper preparation, accounts payable, month-end close, and other accounting functions as needed."
"Assist clients in establishing, improving, and maintaining standardized accounting procedures, processes, and internal controls."
"Lead and oversee the onboarding of new clients, including assessing current accounting processes, identifying opportunities for improvement, and coordinating implementation."
"Build strong relationships with client leadership and serve as a trusted resource for financial and operational matters."
"Manage multiple client engagements, priorities, deadlines, and deliverables while maintaining a high level of client service."
"Lead, mentor, and develop team members, providing coaching, technical guidance, and oversight of client work."
"Effectively delegate work across engagement teams and monitor quality, timeliness, and client satisfaction."
"Provide training to clients and staff on shared accounting and technology applications."
"Utilize accounting technology and financial systems to improve efficiency, reporting, and client service."
"Manage unexpected or time-sensitive client and firm matters as they arise."
"Consistently achieve a high level of client satisfaction and contribute to the continued growth and success of the Outsource Accounting & Finance practice."
Now qualifications required list:
"Bachelor’s degree in Accounting, Finance, or a related discipline."
"Minimum of 6 years of progressive accounting or financial management experience, with experience appropriate for a leadership-level role."
"Demonstrated experience working with Not-for-Profit organizations, including knowledge of NFP accounting, financial reporting, and financial operations."
"Experience managing multiple priorities, clients, projects, or financial functions simultaneously."
"Strong leadership experience, including the ability to mentor, develop, and oversee professional staff."
"Strong client service, relationship-management, communication, and presentation skills."
"Strong organizational, analytical, problem-solving, and project-management capabilities."
"Ability to work effectively within tight deadlines and manage changing or urgent client priorities."
Preferred experience list:
"Experience in public accounting, outsourced accounting, client accounting/advisory services, or a similar professional services environment."
"Experience serving in or supporting a Controller, Director of Finance, or similar financial leadership capacity for Not-for-Profit organizations."
"Experience with a range of accounting and financial technology platforms, including QuickBooks, Sage Intacct, Bill.com, and similar applications."
"Experience identifying opportunities to improve accounting processes, reporting, systems, and internal controls."
"CPA or other relevant professional certification."
Pay: "The salary range for the role is : $105,000-$135,000". Note there is extra space before colon. We'll keep as is.
Schedule: "Hours of Operation Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through FridayOur summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, with Flex Friday scheduling available in accordance with firm policy and business needsWe pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times". There's missing spaces between sentences; we need to preserve as is? The original text had no spaces after periods? Actually it's: "Hours of Operation Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through FridayOur summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, with Flex Friday scheduling available in accordance with firm policy and business needsWe pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times". It seems missing spaces. We should keep exactly as given? Probably we should keep the content but we can add spaces for readability? The instruction: preserve ALL substantive information; do not invent or summarize away detail. Adding spaces could be considered inventing? It's just formatting; but we might keep as is, but it's hard to read. However HTML will collapse whitespace anyway. We can keep as is; it's fine.
We also have an introductory paragraph before responsibilities: "The Bonadio Group is seeking a Director to join our Outsource Accounting & Finance team with a focus on serving Not-for-Profit (NFP) organizations. This position provides leadership and oversight of outsourced accounting and financial management services for multiple clients, serving as a trusted advisor and helping organizations strengthen their financial operations, reporting, and processes. The ideal candidate brings strong accounting and financial leadership experience along with a solid understanding of the unique accounting, reporting, and operational needs of Not-for-Profit organizations. If you are currently working in public accounting, outsourced accounting, or in a financial leadership role within the Not-for-Profit sector and are looking for the opportunity to work with a diverse portfolio of clients and projects, this may be the right opportunity for you."
We can put that under
About the role
as a .
Now we need to output only HTML fragment, no markdown fences.
Structure:
About the role
...intro...
Responsibilities
- ...
...
Qualifications
Maybe split into Required and Preferred? Could have two subheadings? But only allowed headings list includes Qualifications. Could we have nested? Probably just one Qualifications section with both required and preferred listed. But we need to preserve distinction? The instruction: preserve ALL substantive information; we can keep both required and preferred as list items, maybe with a note? Could add Required: etc inside list items? That would be adding markup not present originally but not adding information. Might be okay. Safer: keep as two subsections? Not in allowed headings but we could still use for Required and Preferred? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use for section headings (e.g. those). It might be okay to use other headings but better to stick to allowed. We could just have Qualifications and inside we can have
Required:
... then Preferred:
. That preserves info.
Similarly for Pay and Schedule.
Let's craft.
We must ensure we don't include boilerplate like EEO etc. So we stop before "At The Bonadio Group, we believe..." etc. Actually that paragraph after qualifications includes diversity statements etc. That is likely boilerplate/EEO. We should remove it. Also remove "Apply online..." etc.
Thus final HTML:
About the role
The Bonadio Group is seeking a Director to join our Outsource Accounting & Finance team with a focus on serving Not-for-Profit (NFP) organizations. This position provides leadership and oversight of outsourced accounting and financial management services for multiple clients, serving as a trusted advisor and helping organizations strengthen their financial operations, reporting, and processes. The ideal candidate brings strong accounting and financial leadership experience along with a solid understanding of the unique accounting, reporting, and operational needs of Not-for-Profit organizations. If you are currently working in public accounting, outsourced accounting, or in a financial leadership role within the Not-for-Profit sector and are looking for the opportunity to work with a diverse portfolio of clients and projects, this may be the right opportunity for you.
Responsibilities
- Serve as a key financial advisor and relationship leader for a portfolio of Not-for-Profit clients, providing high-quality outsourced accounting and financial management services.
- Oversee the preparation and review of monthly and annual financial statements, management reports, dashboards, Key Performance Indicators (KPIs), and other financial reporting.
- Provide guidance to clients on accounting processes, financial reporting, internal controls, and finance-related operational matters.
- Apply knowledge of Not-for-Profit accounting and reporting practices to a variety of client situations and organizational structures.
- Oversee and review general accounting activities, including account reconciliations, workpaper preparation, accounts payable, month-end close, and other accounting functions as needed.
- Assist clients in establishing, improving, and maintaining standardized accounting procedures, processes, and internal controls.
- Lead and oversee the onboarding of new clients, including assessing current accounting processes, identifying opportunities for improvement, and coordinating implementation.
- Build strong relationships with client leadership and serve as a trusted resource for financial and operational matters.
- Manage multiple client engagements, priorities, deadlines, and deliverables while maintaining a high level of client service.
- Lead, mentor, and develop team members, providing coaching, technical guidance, and oversight of client work.
- Effectively delegate work across engagement teams and monitor quality, timeliness, and client satisfaction.
- Provide training to clients and staff on shared accounting and technology applications.
- Utilize accounting technology and financial systems to improve efficiency, reporting, and client service.
- Manage unexpected or time-sensitive client and firm matters as they arise.
- Consistently achieve a high level of client satisfaction and contribute to the continued growth and success of the Outsource Accounting & Finance practice.
Qualifications
Required:
- Bachelor’s degree in Accounting, Finance, or a related discipline.
- Minimum of 6 years of progressive accounting or financial management experience, with experience appropriate for a leadership-level role.
- Demonstrated experience working with Not-for-Profit
About the role
as a. Now we need to output only HTML fragment, no markdown fences. Structure:
About the role
...intro...
Responsibilities
- ... ...
Qualifications
Maybe split into Required and Preferred? Could have two subheadings? But only allowed headings list includes Qualifications. Could we have nested? Probably just one Qualifications section with both required and preferred listed. But we need to preserve distinction? The instruction: preserve ALL substantive information; we can keep both required and preferred as list items, maybe with a note? Could add Required: etc inside list items? That would be adding markup not present originally but not adding information. Might be okay. Safer: keep as two subsections? Not in allowed headings but we could still use for Required and Preferred? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use for section headings (e.g. those). It might be okay to use other headings but better to stick to allowed. We could just have Qualifications and inside we can have
for section headings (e.g. those). It might be okay to use other headings but better to stick to allowed. We could just have Qualifications and inside we can have
Required:
- ... then
- Serve as a key financial advisor and relationship leader for a portfolio of Not-for-Profit clients, providing high-quality outsourced accounting and financial management services.
- Oversee the preparation and review of monthly and annual financial statements, management reports, dashboards, Key Performance Indicators (KPIs), and other financial reporting.
- Provide guidance to clients on accounting processes, financial reporting, internal controls, and finance-related operational matters.
- Apply knowledge of Not-for-Profit accounting and reporting practices to a variety of client situations and organizational structures.
- Oversee and review general accounting activities, including account reconciliations, workpaper preparation, accounts payable, month-end close, and other accounting functions as needed.
- Assist clients in establishing, improving, and maintaining standardized accounting procedures, processes, and internal controls.
- Lead and oversee the onboarding of new clients, including assessing current accounting processes, identifying opportunities for improvement, and coordinating implementation.
- Build strong relationships with client leadership and serve as a trusted resource for financial and operational matters.
- Manage multiple client engagements, priorities, deadlines, and deliverables while maintaining a high level of client service.
- Lead, mentor, and develop team members, providing coaching, technical guidance, and oversight of client work.
- Effectively delegate work across engagement teams and monitor quality, timeliness, and client satisfaction.
- Provide training to clients and staff on shared accounting and technology applications.
- Utilize accounting technology and financial systems to improve efficiency, reporting, and client service.
- Manage unexpected or time-sensitive client and firm matters as they arise.
- Consistently achieve a high level of client satisfaction and contribute to the continued growth and success of the Outsource Accounting & Finance practice.
- Bachelor’s degree in Accounting, Finance, or a related discipline.
- Minimum of 6 years of progressive accounting or financial management experience, with experience appropriate for a leadership-level role.
- Demonstrated experience working with Not-for-Profit
Preferred:
- . That preserves info.
Similarly for Pay and Schedule.
Let's craft.
We must ensure we don't include boilerplate like EEO etc. So we stop before "At The Bonadio Group, we believe..." etc. Actually that paragraph after qualifications includes diversity statements etc. That is likely boilerplate/EEO. We should remove it. Also remove "Apply online..." etc.
Thus final HTML:
About the role
The Bonadio Group is seeking a Director to join our Outsource Accounting & Finance team with a focus on serving Not-for-Profit (NFP) organizations. This position provides leadership and oversight of outsourced accounting and financial management services for multiple clients, serving as a trusted advisor and helping organizations strengthen their financial operations, reporting, and processes. The ideal candidate brings strong accounting and financial leadership experience along with a solid understanding of the unique accounting, reporting, and operational needs of Not-for-Profit organizations. If you are currently working in public accounting, outsourced accounting, or in a financial leadership role within the Not-for-Profit sector and are looking for the opportunity to work with a diverse portfolio of clients and projects, this may be the right opportunity for you.
Responsibilities
Qualifications
Required: