Remote Advisory Services Lead

Overview

This position is for a Manager, Advisory Services in a remote capacity, playing a crucial role in helping nonprofit organizations excel through financial management and strategic advisory services.

In Short

• Review financial reporting packages and work papers for quality and completeness.
• Prepare and analyze benchmarking data and key performance indicators.
• Present completed reporting packages and findings to clients.
• Assist in preparing budgets, forecasts, and cash flow models.
• Provide technical accounting support on complex issues.
• Identify operational inefficiencies and recommend improvements.
• Lead and coach staff and senior accountants.

Requirements

• Bachelor’s degree in Accounting, Finance, or Business.
• 4–6 years of experience in public or private accounting.
• 3+ years managing associates and/or teams.
• Professional certification (e.g., CPA, CMA) preferred.
• Proficiency in financial reporting and analysis.
• Strong planning, prioritization, and organizational skills.
• Strong project management and relationship-building skills.
• Excellent written, verbal, and presentation skills.
• Proficiency in accounting software.
• Ability to travel up to 10%.

Benefits

• 8 health plan options, dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• 401(k) savings plan & profit share with Firm matching.
• Flexible time off, family care leave, parental leave.
• Education & certification assistance.
• Cell phone reimbursement and travel rewards.
• Voluntary benefit offerings.