Missionwell

Accountant

• Lead financial onboarding and setup for assigned nonprofit business partners, including discovery, risk assessment, data transition, workflow design, system configuration, and handoff
• Assess accounting systems, processes, controls, reporting needs, and staffing responsibilities; recommend practical improvements
• Implement Missionwell standards, tools, documentation, and quality controls
• Establish roles, deadlines, communication practices, escalation paths, and completion evidence
• Lead or review accounts payable, accounts receivable, cash activity, general ledger, month-end close, reconciliations, journal entries, and financial reporting
• Maintain accurate records and effective internal controls in accordance with GAAP, nonprofit accounting guidance, grant requirements, and contractual obligations
• Prepare and present monthly, quarterly, and annual financial statements, dashboards, forecasts, cash-flow analyses, and budget-to-actual reporting
• Lead audit readiness and coordination, including schedules, reconciliations, supporting documentation, management responses, and resolution of findings
• Oversee fund, grant, donor, and restriction accounting and promptly escalate material risks
• Serve as Controller, fractional CFO, or senior financial advisor for assigned business partners
• Advise executives, leadership teams, and boards on budgets, forecasts, cash planning, financial strategy, risk, governance, and decision support
• Explain complex financial information to nonfinancial leaders and provide practical options, risks, and recommendations
• Lead approved special projects such as financial restructuring, system implementations, policy development, financing support, tax coordination, and interim financial leadership
• Direct, prioritize, review, and provide feedback to assigned team members
• Coach and develop team members through check-ins, quality review, training, and development planning
• Monitor workloads, service commitments, utilization, deadlines, and deliverable quality; address or escalate capacity and performance concerns
• Maintain project action items and status updates, accurate timekeeping, confidentiality, and participation in requested meetings

Explore Senior Accountant – Team Lead at Missionwell. Review requirements and application details.

Senior Accountant – Team Lead

Operations

• Serve as a strategic partner to the President
• Improve cross-functional efficiency and optimize technology and operating systems
• Turn operational data into actionable leadership reporting
• Establish and maintain operational data governance, reporting, and analytics
• Produce standardized monthly corporate reporting on pricing, staffing, capacity, operational performance, and efficiency goals
• Lead annual planning processes and reporting for budgets and customer service surveys
• Own and improve the end-to-end business development process from proposal development through contracting, invoicing setup, and handoff to service teams
• Manage and optimize HubSpot pipeline activity, proposal status, contracting, invoicing, setup, and SLAs
• Maintain operational contract records, renewal dates, and transitions to service teams
• Lead back-end client onboarding and offboarding, including folder access, shared mailboxes, and technology stack setup
• Streamline and facilitate monthly invoicing processes
• Create and lead annual technology work plans
• Lead cross-functional process and technology improvements targeting at least 30% team-efficiency improvement within 12 months
• Study employee interactions with HubSpot, project management SaaS, timekeeping, and Microsoft 365 systems
• Design and implement automation projects with vendors or internal teams
• Lead pilots, implementation, documentation, shared resources, and transition to ongoing owners
• Serve as first point of contact for AI tools and engines and coordinate troubleshooting and vendor maintenance
• Manage internal IT structure, systems administration, user access, onboarding/offboarding, permissions, and data security
• Manage hardware and communications systems, inventory, servicing, device lifecycle, purchasing, computer setup, and remote phone-system administration
• Manage technology vendors, including billing, contracts, implementation, and optimization
• Administer systems, user access, folder permissions, and information-management standards
• Lead recurring cleanup and governance of shared files and server environments
• Audit IT and operations against policies and controls and track corrective actions
• Maintain project action items and status updates, complete timekeeping, attend meetings, maintain confidentiality, and perform assigned accounting and finance duties

Explore Operations & IT Director at Missionwell. Review requirements and application details.

Open roles

Senior Accountant – Team Lead

Operations & IT Director