Nonprofit Financial Strategist

Job Summary :

Were seeking a strategic, detail-oriented Financial Strategist to lead the financial direction and oversee accounting operations for a portfolio of 10-12 nonprofit clients. In this client-facing role, youll pair high-level financial analysis and advising with hands-on oversight of bookkeeping - delivering clarity, actionable insights, and dependable support to every organization you serve.

In addition to client work, youll provide leadership and guidance to the Finance Managers and Bookkeepers on your shared client accounts, ensuring workflows run smoothly, deadlines are met, and client service stays exceptional.

The ideal candidate is financially savvy, adaptable, and deeply committed to supporting nonprofit missions. They bring strong follow-through, clear communication, and a service-minded approach to every client interaction, while thriving in a fast-paced, remote environment.

This is a hands-on, execution-focused role thats perfect for someone who enjoys building financial systems, guiding leaders and boards through strategic decisions, and mentoring team members to deliver their best work. Experience with nonprofit finance leadership, GAAP reporting, and managing multiple client relationships will set you up for success.

Financial Strategist Key Responsibilities:

Financial Analysis, Budgeting, Forecasting & Reporting Lead and support annual budgeting processes, including operational budgets, restricted grant budgets, and federal/state grant budgetsPrepare budget-to-actual reports and provide clear analysis for leadership and boardsDeliver monthly financial forecasts and reports, incorporating regular analysis and actionable insightsPresent findings and recommendations to clients and their boards in a clear, accessible wayProcess Improvement Review, develop, document, and update finance processes, procedures, and systemsCreate and maintain written and video SOPs to enhance efficiency and ensure consistency in financial operationsAudit Support Lead and support audit processes, including liaising with third-party audit firms.

Prepare and provide required work papers and documentation, and review draft reports.

Ensure clients are audit-ready at all times through proactive organization and compliance.990 Preparation & Filing Prepare and electronically file 990-Series Forms, ensuring accuracy and complianceOversee the internal review process and state tax return form filingsBookkeeping Support 100DC bookkeepers with the monthly close process in QuickBooks Online, including bank, credit card, and payment platform reconciliations; A/P and A/R reconciliations; fundraising database reconciliations; and journal entriesCoach and mentor bookkeepers on shared client accounts to ensure accuracy, efficiency, and consistencyProject Management Serve as lead project manager for client onboarding and various accounting projectsUse tools like Double, Slack, and email to manage organization tasks, timelines, and budgetsTeam Collaboration Partner with other Financial Strategists, Finance Managers, and Bookkeepers to share knowledge, improve processes, and celebrate wins.

Contribute to a collaborative, solution-focused team culture.

Qualities Were Looking For:

Exceptionally organized with strong attention to detail and follow-throughProactive and resourceful, anticipating needs and taking initiativeCollaborative and relationship-focused, able to partner effectively with clients, boards, and internal team membersDiscreet and trustworthy when handling sensitive financial and organizational informationAdaptable and comfortable working in a fast-paced, evolving environment with competing prioritiesPositive, client-centered, and committed to delivering strategic, actionable financial insightsExcellent communicator, able to translate complex financial data into clear, accessible information for diverse audiencesDriven, comfortable with ambiguity, and highly self-motivated in managing multiple projects and deadlinesQuick to learn and eager to take ownership of financial processes, systems, and reporting cyclesSkilled at mentoring and guiding team members to keep work flowing effectively and maintain high-quality client service

Required Skills/Abilities:

Proven experience in nonprofit financial management, including 990 preparation, nonprofit audits, FASB and GAAP requirements, and restricted funds managementAdvanced QuickBooks skills (Preferably ProAdvisor Certified)Proficiency in accounting software, financial tools, and software like QuickBooks Online, Google Sheets, Excel, SaasAnt, Google Workspace, Dropbox, Expensify, Slack, Double, Zoom, Gusto as well as experience with software integrations with QuickBooks OnlineExceptional client service skills with a proactive approach to solving problemsAbility to seamlessly manage a roster of 10-12 clients and their individual priorities and needsAll new hires onboard with a smaller roster of clients with the expectation of reaching minimum capacity within 3-4 months Full capacity typically includes managing 10-12 clients with varying complexityComfort managing a client portfolio where workload and capacity needs vary based on client complexity, onboarding and transition periods, board and reporting cycles, and seasonal peaks, particularly during budgeting, audit, and 990 seasons.

Strong professional communication skills, both written and verbal Exceptional organizational and project management skills

Bonus Skills/Abilities:

Financial modeling expertise beyond basic forecastingExperience presenting financial information to nonprofit boards Change management skills and ability to guide organizations through financial transitionsUnderstanding of fundraising analytics to help clients connect their financial data to their development effortsAdvanced Google Sheets proficiency (pivot tables, complex formulas, data visualization)Experience mentoring and developing other finance professionalsExperience in people managementExperience working with nonprofit organizations in the international development space including multi-country books consolidation, a plus but not requiredEducation and/or

Experience:

A minimum of 3 years experience leading the finance function of a 501(c)(3) nonprofit organizationDemonstrated experience providing financial support to multiple nonprofit organizations, departments, or projects simultaneously requiredPreferably experienced in working with organizations with an average annual revenue of $1 million - $5 million

Physical Requirements:

Prolonged periods of sitting at a desk and working at a computerRepeated and coordinated use of your hands, wrists, and fingers to use and type on a computer keyboard, requiring the use of fine motor skillsClose vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focusAbility to stand for extended periods during the annual team retreat

Schedule:

Remote - Full-time, exempt position8-hour shift, closely aligned with a 9am-5pm Eastern schedule.

This role requires frequent Zoom meetings, including 3-4 client meetings per week and 1-2 internal team meetings per week, to ensure effective communication and collaboration.

Benefits:

Medical, Dental, and Vision Insurance with monthly company contribution toward total health insurance premium401(k) Savings Account with up to 4% company matchAnnual Remote Work StipendUnlimited PTOUnlimited Sick Leave13 Paid Company Holidays Per YearAnnual In-Person Team RetreatContinuing Professional DevelopmentClient Referral BonusEmployee Referral BonusHalf-Day Fridays from Memorial Day to

Labor DayLogistics:

This is a full-time, exempt, W2 employee position.

We offer a flexible, remote work environment.

You must be available to respond to client communication and take meetings during regular business hours in the US, closely aligned with a 9am-5pm Eastern schedule.

You have your own computer and stable internet access.

You maintain a workspace free of unnecessary distractions where client and internal calls may be taken in a professional manner.

You are able to be on video chat for scheduled meetings.

Interview Process:

30-minute screening interview with HRBrief Financial Strategist Assessment30-minute interview with Director of OperationsReference Checks30-minute interview with Director of Client Services (direct supervisor of this role)Background check

Equal Opportunity:

100 Degrees Consulting is an equal opportunity employer and we strongly encourage and seek applications from women, people of color, immigrant, bilingual, and bicultural individuals, as well as members of the LGBTQIA+ communities.100 Degrees Consulting is firmly committed to complying with all federal, state, and local equal employment opportunity laws and strictly prohibits discrimination against any employee or applicant for employment because of race, including hair texture and protective hairstyles such as locs, braids, twists, coils, Bantu knots, afros, and extensions; religious creed, including religious head coverings and hairstyles; color, sex, religion, national origin, age, sexual orientation, height and/or weight, disability, gender identity or expression, medical condition including acquired immune deficiency syndrome or AIDS-related conditions, marital status, partnership status, genetic predisposition or carrier status, military status, arrest record, or any other characteristic protected by applicable law.

Reasonable accommodation will be made so that qualified applicants with disabilities may participate in the application process. Please advise in writing of any accommodation request at the time of application. While performing the responsibilities of the job, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.

Salary Range:

$90,000 - $105,000 per yearThe final salary will be determined based on several factors including experience, education, qualifications, as well as the need to maintain internal equity within the company. recblid l9tq32ua0jzywqbn06s0vo1r6ctrv1 Not Specified