Director, Outsource Accounting, Finance

Keilty Bonadio

. Serve as a key financial advisor and relationship leader for a portfolio of Not-for-Profit clients .

Posted 9/29/2026full-timeRochester • New York • United StatesLead💰 $105,000 - $135,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Not-for-Profit accounting and financial management, with a strong focus on client relationship building, financial reporting, and operational efficiency. Proven ability to lead teams, mentor staff, and implement standardized accounting processes to enhance client satisfaction and practice growth.

Highest-signal resume keywords

Not-For-Profit AccountingFinancial ReportingClient Relationship ManagementLeadership and Team DevelopmentAccounting Technology Applications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ManagementAccount ReconciliationKPI DevelopmentInternal ControlsMonth-End CloseFinancial Statement PreparationProject ManagementAnalytical Problem-SolvingProcess ImprovementOutsourced Accounting

Soft Skills

Client ServiceCommunication SkillsOrganizational SkillsPresentation SkillsMentoring

Tools & Technologies

QuickBooksSage IntacctBill.comFinancial SystemsAccounting Technology

Certifications & Qualifications

CPA

Industry Keywords

Not-for-Profit OrganizationsFinancial OperationsPublic AccountingClient Accounting/Advisory ServicesAccounting Procedures

About the role

Key responsibilities & impact

Serve as a key financial advisor and relationship leader for a portfolio of Not-for-Profit clients
Provide outsourced accounting and financial management services
Oversee preparation and review of monthly and annual financial statements, management reports, dashboards, KPIs, and other financial reporting
Advise clients on accounting processes, financial reporting, internal controls, and finance-related operational matters
Apply Not-for-Profit accounting and reporting practices to varied client situations and organizational structures
Oversee general accounting activities, including account reconciliations, workpaper preparation, accounts payable, and month-end close
Establish, improve, and maintain standardized accounting procedures, processes, and internal controls
Lead onboarding of new clients, assess current processes, identify improvements, and coordinate implementation
Build relationships with client leadership and serve as a trusted resource
Manage multiple client engagements, priorities, deadlines, and deliverables
Lead, mentor, and develop team members through coaching and technical guidance
Delegate work across engagement teams and monitor quality, timeliness, and client satisfaction
Train clients and staff on accounting and technology applications
Use accounting technology and financial systems to improve efficiency, reporting, and client service
Manage unexpected or time-sensitive client and firm matters
Achieve high client satisfaction and contribute to growth of the Outsource Accounting & Finance practice

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related discipline
Minimum of 6 years of progressive accounting or financial management experience
Demonstrated experience working with Not-for-Profit organizations, including knowledge of NFP accounting, financial reporting, and financial operations
Experience managing multiple priorities, clients, projects, or financial functions simultaneously
Strong leadership experience, including the ability to mentor, develop, and oversee professional staff
Strong client service, relationship-management, communication, and presentation skills
Strong organizational, analytical, problem-solving, and project-management capabilities
Ability to work effectively within tight deadlines and manage changing or urgent client priorities
Preferred: Experience in public accounting, outsourced accounting, client accounting/advisory services, or a similar professional services environment
Preferred: Experience serving in or supporting a Controller, Director of Finance, or similar financial leadership capacity for Not-for-Profit organizations
Preferred: Experience with QuickBooks, Sage Intacct, Bill.com, and similar applications
Preferred: Experience improving accounting processes, reporting, systems, and internal controls
Preferred: CPA or other relevant professional certification
Ability to work additional hours at peak times

Benefits

Comp & perks

Flexible Friday scheduling available in accordance with firm policy and business needs
Mentoring and training programs
Diversity of work and opportunities to tackle more interesting issues
Path to Partnership
Inclusive work environment
Equal treatment and opportunity for all people