Job Description
Note: This posting is for a part-time position (20 to 30 hrs / wk). There is also a full-time position posted for this role as well. If you feel like a full-time opportunity (40 hrs / wk) is a better fit, please apply to that role. What Makes Panoramic Strategy Different?At Panoramic Strategy, were passionate about making a real difference with our nonprofit and social enterprise clients - guiding them to sustainably accelerate impact in their communities. Our focus on creating partnerships in this sector sets us apart, and our culture of flexibility and collaboration creates a dynamic work environment where every team member plays a vital role in driving meaningful change. When you join us, you're joining a dedicated core team that helps clients maximize their impact in the communities they serve.Success at Panoramic Strategy means building lasting and meaningful partnerships with our nonprofit clients, working side-by-side to amplify their impact. You wont just be assigned to a client and left on your ownyou're part of a journey where we celebrate every win alongside our nonprofit partners! Together, were making lasting, positive change, and your contributions are key to that success.For over eight years, weve specialized in delivering financial, strategic, and change management services to help growing social enterprises expand their reach. To date, weve partnered with clients in more than 40 states, managing over $1 billion in revenue and $3 billion in assets.What You Can Expect & What Were Looking For!At Panoramic Strategy, we offer a mission-focused culture with genuine support, both in and out of the workplace. Our team enjoys a remote, flexible, and team-oriented work environment, with plenty of opportunities for growth through professional education and competitive compensation. Even our part-time staff members have access to professional development and many of the same benefits as full-time employees.We are currently seeking an experienced and knowledgeable Nonprofit Accounting Director. The ideal candidate is a dedicated and personable leader, excited to guide our nonprofit clients with expert accounting services. This dynamic role involves managing a portfolio of clients, both virtually and occasionally on-site. You will work closely with internal team members, client staff, Finance Committees, and Boards of Directors, building strong relationships and providing valuable insights.What Youll DoAs the Nonprofit Accounting Director, you'll be the subject matter expert for a portfolio of 3-5 nonprofit clients (for part-time team members), supported by a dedicated Panoramic Strategy team that includes a Consultant (Bookkeeper), Sr Accounting Director, and yourself. You'll guide clients through complex accounting processes while ensuring compliance and strategic financial growth. Key ResponsibilitiesPrimary Client Support:Provide expert accounting and compliance advisory services, to maximize the impact of dollars coming into organizations, while also ensuring adherence to nonprofit accounting rules and GAAP standards.Own the budgeting and forecast process for your clients and implement reporting solutions to help with month reporting packages and narratives.Strengthen the organization's financial operations and health by improving and implementing processes, controls, and ensuring sound fiscal management policies.Develop and manage monthly, quarterly and annual accounting processes using QuickBooks Online to generate and analyze financial reports for clients and Board of Directors reporting.Apply critical thinking to ensure accurate revenue recognition for income sources such as contributions, grants, and both qualified and unqualified revenue.Design efficient accounting and bookkeeping systems to produce accurate, decision-ready financial information.Establish a chart of accounts that creates a financial infrastructure suited for future analysis.Oversee annual compliance needs, serving as the liaison for external audits, 990 reporting, and grant reporting.Attend clients Board and Finance Committee Meetings, as neededConduct analysis as needed to support key insights and analysis for clients. Panoramic Strategy Responsibilities:Manage, mentor and develop consulting staff (Bookkeepers) supporting your client portfolio.Create internal training modules on nonprofit accounting principles and concepts for Panoramic Strategy staff.Build and maintain strong working relationships with internal stakeholders.Network with other trusted professionals to generate leads for future client engagements and Panoramic Strategy candidates.QualificationsA strong passion for supporting nonprofit organizations and an understanding of their unique financial challenges.5-7+ years of consulting, audit, our public accounting experience with a strong grasp of financial reporting and compliance is required.Bachelors degree in accounting or finance; advanced degrees or certifications are a plus. CPA certification is preferred.Expertise in GAAP and nonprofit revenue recognition principles.Proven ability to manage multiple clients and projects simultaneously.Intermediate to advanced proficiency in Microsoft Excel and QuickBooks.Experience with implementing reporting software (Vena is our reporting tool) and ability to drive successful adoption of new technologies is preferred. Exceptional analytical and problem-solving abilities.Excellent interpersonal skills with the ability to convey complex accounting information clearly.Proven ability to work independently and collaboratively, with strong leadership skills to train and inspire clients and staff.Flexibility to adjust to changing client needs and priorities. Panoramic Strategy Solutions Offers:Competitive compensation; $55 / hrRemote work environmentFlexible work-life balance, with full- and part-time positions availableUnlimited PTOPaid parental leave Medical coverage reimbursement401K with company matchReferral bonuses for new talent and clientsReimbursement for professional development opportunities and bonuses for obtaining additional certifications. Company-provided laptop and technology equipmentAt Panoramic Strategy, we value diversity and are an equal opportunity employer. We celebrate differences and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
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Panoramic Strategy
Job Tags
Full time, Remote work, Flexible hours,