Manager of Advisory Services

About This Role

Lead and manage a team to provide financial management and strategic advisory services to nonprofit organizations, helping them achieve their missions through effective reporting and operational improvements.

Responsibilities

• Review financial reporting packages and work papers for quality, completeness, and timely delivery
• Prepare and analyze benchmarking data and key performance indicators to support client insights
• Present completed reporting packages and findings to clients as directed
• Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms
• Provide technical accounting support to clients and their teams on complex issues
• Identify operational inefficiencies through client discovery sessions and recommend actionable improvements
• Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters

Requirements

• Bachelors degree in Accounting, Finance, or Business
• 4-6 years of experience in public or private accounting
• 3+ years managing associates and/or teams
• Proficiency in financial reporting and analysis
• Strong planning, prioritization, and organizational skills
• Strong project management and relationship-building skills, with a client-first mindset
• Excellent written, verbal, and presentation skills
• Proficiency in accounting software (Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite)
• Demonstrated ability to influence others and promote constructive change

Qualifications

• Bachelors degree in Accounting, Finance, Business
• 4-6 years of experience in public or private accounting; 3+ years managing associates and/or teams

Nice to Have

• Professional certification (e.g., CPA, CMA)

Skills

* Required skills

Benefits