Senior Accountant – Team Lead

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the financial onboarding and setup for designated nonprofit business partners, which includes discovery, risk evaluation, data migration, workflow design, system configuration, and handoff.

• Evaluate accounting systems, processes, controls, reporting requirements, and staffing responsibilities; suggest practical enhancements.

• Implement Missionwell standards, tools, documentation, and quality assurance measures.

• Define roles, deadlines, communication protocols, escalation paths, and evidence of completion.

• Lead or review accounts payable, accounts receivable, cash activities, general ledger management, month-end close processes, reconciliations, journal entries, and financial reporting.

• Ensure the maintenance of accurate records and effective internal controls in alignment with GAAP, nonprofit accounting guidelines, grant conditions, and contractual obligations.

• Prepare and deliver monthly, quarterly, and annual financial statements, dashboards, forecasts, cash-flow analyses, and budget-to-actual reports.

• Guide audit readiness and coordination, which includes schedules, reconciliations, supporting documentation, management responses, and resolution of findings.

• Supervise fund, grant, donor, and restriction accounting, escalating significant risks promptly.

• Act as Controller, fractional CFO, or senior financial advisor for designated business partners.

• Provide counsel to executives, leadership teams, and boards regarding budgets, forecasts, cash planning, financial strategy, risk management, governance, and decision support.

• Simplify complex financial data for nonfinancial leaders and offer practical options, risks, and recommendations.

• Manage approved special projects such as financial restructuring, system implementations, policy formation, financing support, tax coordination, and interim financial leadership.

• Direct, prioritize, review, and give feedback to assigned team members.

• Mentor and develop team members through check-ins, quality reviews, training, and development planning.

• Monitor workloads, service commitments, utilization, deadlines, and the quality of deliverables; address or escalate capacity and performance issues as necessary.

• Maintain project action items and status updates, ensure accurate timekeeping, uphold confidentiality, and participate in required meetings.

⛳️ Requirements

• Demonstrated progressive accounting and financial leadership experience sufficient to independently perform essential functions.

• Approximately 10 or more years of relevant experience, including roles as Controller, CFO, accounting leadership, or similar client-service responsibilities.

• Proficient in financial statements, month-end closings, budgeting, forecasting, cash-flow management, internal controls, audit support, and executive-level financial communication.

• Experience in leading staff, projects, or cross-functional financial initiatives, including setting expectations and reviewing deliverables.

• Strong understanding of GAAP standards.

• Capability to learn and apply nonprofit accounting, fund accounting, grant compliance, and donor-restriction requirements.

• Skill in managing multiple engagements and deadlines, exercising sound judgment, early communication of risks, and maintaining confidentiality.

• Proficient in common accounting, reporting, collaboration, and document-management technologies.

• Ability to learn Missionwell and partner systems effectively.

• A dedicated, distraction-free workspace that provides privacy for confidential discussions and payroll tasks.

• Reliable high-speed internet access and the ability to work securely in a remote setting.

• Competence in reading, writing, communicating effectively, and performing payroll-related mathematical calculations.

• Ability to sit and work at a computer for extended periods.

• Repetitive hand, arm, and finger movements when using a keyboard and mouse.

• Capability to lift and carry up to 25 pounds occasionally.

🏝️ Benefits

• Laptop and internet allowance.

• Fully remote work environment.

• Occasional travel may be required.

• Opportunity for meaningful responsibilities, visible impact, and professional growth.