Client Accounting Services Senior Nonprofit Practice

Client Accounting Services Senior Nonprofit Practice

Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more.

With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future.

We are currently seeking a Client Accounting Services Senior Nonprofit Practice to join our team in any of the following office locations: Jericho, NY; New York, NY; White Plains, NY. This role offers an exciting opportunity to be part of a dynamic and growing firm.

The Client Accounting Services Senior provides nonprofit clients with various accounting and advisory duties requiring evaluation, ingenuity, and accuracy on a timely basis. Working closely with a diverse portfolio of not-for-profit organizations, our professionals deliver outsourced accounting, fund accounting, and financial reporting in accordance with generally accepted accounting principles and FASB ASC 958. This role supports the monthly close, audit readiness, and Form 990 preparation, and offers meaningful exposure to mission-driven organizations across the sector.

Responsibilities include, but are not limited to:

• Performing core accounting functions for nonprofit clients, including maintaining the general ledger, preparing and posting journal entries, and supporting the monthly close process
• Preparing monthly balance sheet reconciliations and investigating variances, including the tracking of donor-restricted and board-designated net assets
• Supporting the preparation of monthly and quarterly nonprofit financial statements in accordance with FASB ASC 958, including workpapers and supporting schedules
• Performing bank, credit card, investment, and other account reconciliations, ensuring accuracy and completeness of financial data
• Preparing and maintaining functional expense allocations across program, management and general, and fundraising categories
• Preparing budget-to-actual reporting, variance analysis, and management reporting packages for client leadership and boards
• Assisting with audit readiness, including preparing workpapers and prepared-by-client (PBC) schedules and responding to external auditor requests
• Supporting the preparation and review of supporting data for Form 990 and related filings, coordinating with tax preparers as needed
• Monitoring grant and funder compliance requirements and ensuring timely completion of assigned deliverables and compliance-related filings
• Ensuring adherence to generally accepted accounting principles (GAAP) and nonprofit accounting standards, as well as firm and client policies and procedures
• Communicating with clients to address routine requests and provide updates on deliverables
• Reviewing the work of associates and offshore support staff, and collaborating with senior team members on special projects as needed

Qualifications include:

• Bachelor's degree in Accounting required
• Minimum of at least 3+ years of relevant accounting experience, with nonprofit or public accounting experience preferred
• Knowledge of nonprofit accounting standards (FASB ASC 958), including net asset classification and functional expense reporting; familiarity with Form 990, Uniform Guidance, or single audit requirements a plus
• CPA and/or in process of obtaining CPA preferred
• Excellent interpersonal, organizational, initiative, and leadership skills
• Strong written and verbal communication skills
• Proficiency with Microsoft Office Suite (advanced Excel) and accounting software such as QuickBooks Online, Sage Intacct, and Fund EZ desired
• Ability to manage multiple priorities in a deadline-driven environment
• Ability to work in team environment and to work additional hours as needed
• Maintains a high level of professionalism and consistently demonstrates respect for others

Why Grassi?

Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:

Flexibility: Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO.

Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.

Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program.

ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan.

CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam.

Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees.

Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep.

Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development.

Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in New York.

New York ranges are from $80,000 $100,000

Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.