Nonprofit Accounting & Advisory Services (NAAS) Senior Advisor

Job Description

Job Description

Description:

Location: Maple Shade, NJ

Firm Type: Mid-Sized, Privately-Owned CPA and Advisory Firm
Employment Type: Full-Time

Position Summary:

As a full-time Senior NAAS Advisor at Haefele Flanagan, you will serve as a trusted resource for complex nonprofit clients, lead key engagements, review work prepared by others, and provide technical guidance on nonprofit accounting matters. Successful candidates must be highly motivated with strong technical expertise, excellent analytical and business writing skills, and the ability to think critically, collaborate effectively and build strong client relationships. The role can be fully remote, except for at least twice annually when presence at the New Jersey office is required.

Senior NAAS Advisor Responsibilities

• Serve as in-charge accountant on selected complex engagements - includes serving as primary point of contact for client questions; requires understanding of client operations, interpersonal dynamics, and mission
• Assist clients with budget preparation, audit prep, grant reports, compliance advice, internal controls, etc. as needed
• Prepare and reviewing interim and year-end close workpapers which support conclusions both quantitatively and qualitatively
• Prepare and review tax returns (Form 990 series), reflecting thorough knowledge of the applicable compliance requirements
• Compiling financial statements, including illustrative dashboards
• Respond to questions from clients about a variety of nonprofit accounting topics, such as: Regulatory and GAAP treatment of complex transactions, Functional expense accounting, Grant reporting and compliance
• Analyze financial trends and general ledger
• Design accounting database structure (almost always using QuickBooks Online)
• Review work of in-charge accountants and bookkeepers in the firm to ensure work is complete, accurate, properly performed and documented
• Collaborate with bookkeepers and other in-charge accountants in the firm
• Manage self-administration tasks such as time entry
• Other duties as assigned

Background

• Bachelor’s degree in Accounting, Finance or related field (required)
• CPA license preferred (or actively pursuing)
• At least five years’ professional high-level accounting experience (public accounting background strongly preferred)
• Experience reviewing workpapers (required)
• Experience preparing and reviewing financial statements (required)
• Experience preparing and reviewing Form 990 (required)
• Experience working with nonprofits (required)
• Knowledge or experience of EOS® a plus

• Strong knowledge of generally accepted accounting principles for nonprofits
• Strong knowledge of Excel (5 years’ experience)
• Strong knowledge of QuickBooks (3 years’ experience)
• Ability to analyze general ledger and financial trends
• Familiarity with operating environment of small and medium-sized nonprofits

• Superior business writing skills
• Superior accuracy and attention to detail
• Excellent critical thinking and problem-solving skills
• Strong time management skills and ability to keep track of many tasks that require follow-up
• Ability to adapt to constant change
• Ability to self-motivate, work independently and as part a team
• Excellent organizational skills
• Orientation to a whole-firm and whole-client perspective rather than a task-level perspective; willing and able to contribute to the firm’s goals
• Strong interpersonal skills
• Interest in computer software; eager to explore features and master various platforms
• Willingness and ability to give and receive feedback with generosity of spirit and openness to learning
• Ability to maintain positive working relationships with people from a wide range of backgrounds
• Committed to a long-term employment relationship

Benefits:

• Competitive salary and performance-based bonuses.
• Health, dental, and vision insurance
• Employer paid life insurance (2x salary)
• Monthly cell phone stipend of $50
• 401(k) plan and 50% employer match up to 10% of salary (within IRS limits) - eligible to contribute first day of employment
• HSA, FSA, 529 plans, and Supplemental Disability plans
• Tuition, professional dues, and fees reimbursement
• Client and employee referral bonus program

Work/ Life Balance MATTERS!
Office closed on Fridays in the summer from Memorial Day to Labor Day

• Generous PTO days and paid holidays
• Casual attire and atmosphere
• Employee Assistance Program
• Assistance in CPA exam prep
• We feed you (even if you aren’t hungry)

Company Values and Culture:

• Looking for a place where open communication, streamlined processes and accountability matter? Look no further. We run on EOS®.
• We offer all our employees the opportunity for extensive training and professional development coaching, team bonding, wellness and volunteer activities throughout the year.
• We live by our values…interested in finding out what they are? Apply now!

Check out EOS®
Haefele Flanagan is an Equal Opportunity Employer.
Haefele Flanagan recognizes the value of diversity and is committed to creating an inclusive environment. Come join us and help build our community.