Nonprofit Financial Strategist

Nonprofit Financial Strategist Description Job Summary : We’re seeking a strategic, detail-oriented Financial Strategist to lead the financial direction and oversee accounting operations for a portfolio of 10-12 nonprofit clients. In this client-facing role, you’ll pair high-level financial analysis and advising with hands-on oversight of bookkeeping - delivering clarity, actionable insights, and dependable support to every organization you serve. In addition to client work, you’ll provide leadership and guidance to the Finance Managers and Bookkeepers on your shared client accounts, ensuring workflows run smoothly, deadlines are met, and client service stays exceptional. The ideal candidate is financially savvy, adaptable, and deeply committed to supporting nonprofit missions. They bring strong follow-through, clear communication, and a service-minded approach to every client interaction, while thriving in a fast-paced, remote environment. This is a hands-on, execution-focused role that’s perfect for someone who enjoys building financial systems, guiding leaders and boards through strategic decisions, and mentoring team members to deliver their best work. Experience with nonprofit finance leadership, GAAP reporting, and managing multiple client relationships will set you up for success. Financial Strategist Key Responsibilities: Financial Analysis, Budgeting, Forecasting & Reporting Lead and support annual budgeting processes, including operational budgets, restricted grant budgets, and federal/state grant budgets Prepare budget-to-actual reports and provide clear analysis for leadership and boards Deliver monthly financial forecasts and reports, incorporating regular analysis and actionable insights Present findings and recommendations to clients and their boards in a clear, accessible way Process Improvement Review, develop, document, and update finance processes, procedures, and systems Create and maintain written and video SOPs to enhance efficiency and ensure consistency in financial operations Audit Support Lead and support audit processes, including liaising with third-party audit firms. Prepare and provide required work papers and documentation, and review draft reports. Ensure clients are audit-ready at all times through proactive organization and compliance. 990 Preparation & Filing Prepare and electronically file 990-Series Forms, ensuring accuracy and compliance Oversee the internal review process and state tax return form filings Bookkeeping Support 100DC bookkeepers with the monthly close process in QuickBooks Online, including bank, credit card, and payment platform reconciliations; A/P and A/R reconciliations; fundraising database reconciliations; and journal entries Coach and mentor bookkeepers on shared client accounts to ensure accuracy, efficiency, and consistency Project Management Serve as lead project manager for client onboarding and various accounting projects Use tools like Double, Slack, and email to manage organization tasks, timelines, and budgets Team Collaboration Partner with other Financial Strategists, Finance Managers, and Bookkeepers to share knowledge, improve processes, and celebrate wins. Contribute to a collaborative, solution-focused team culture. Qualities We’re Looking For: Exceptionally organized with strong attention to detail and follow-through Proactive and resourceful, anticipating needs and taking initiative Collaborative and relationship-focused, able to partner effectively with clients, boards, and internal team members Discreet and trustworthy when handling sensitive financial and organizational information Adaptable and comfortable working in a fast-paced, evolving environment with competing priorities Positive, client-centered, and committed to delivering strategic, actionable financial insights Excellent communicator, able to translate complex financial data into clear, accessible information for diverse audiences Driven, comfortable with ambiguity, and highly self-motivated in managing multiple projects and deadlines Quick to learn and eager to take ownership of financial processes, systems, and reporting cycles Skilled at mentoring and guiding team members to keep work flowing effectively and maintain high-quality client service Required Skills/Abilities: Proven experience in nonprofit financial management, including 990 preparation, nonprofit audits, FASB and GAAP requirements, and restricted funds management Advanced QuickBooks skills (Preferably ProAdvisor Certified) Proficiency in accounting software, financial tools, and software like QuickBooks Online, Google Sheets, Excel, SaasAnt, Google Workspace, Dropbox, Expensify, Slack, Double, Zoom, Gusto as well as experience with software integrations with QuickBooks Online Exceptional client service skills with a proactive approach to solving problems Ability to seamlessly manage a roster of 10-12 clients and their individual priorities and needs All new hires onboard with a smaller roster of clients

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