Senior Process Specialist in Accounting at Greenstep focusing on automation and AI in financial services. Responsible for overseeing advanced accounting tasks and improving processes for future scalability.
About the role
- Senior Accounting Manager overseeing a portfolio of nonprofit clients ensuring exceptional service and satisfaction. Collaborating with team members to maintain financial reporting accuracy and compliance in a dynamic environment.
Responsibilities
- Oversee a portfolio of nonprofit clients, ensuring a high standard of client service and satisfaction
- Coordinate with team members to ensure the accurate and timely completion of weekly accounting activities, month‑end close processes, and financial reporting
- Review and approve month‑end and year‑end financial statements in accordance with applicable accounting standards and client requirements
- Provide proactive, strategic advisory support related to budgeting, forecasting, and financial planning to help clients achieve organizational objectives
- Serve as a subject matter expert for complex nonprofit accounting matters, providing guidance to both clients and internal team members
- Lead, mentor, and develop staff, promoting a culture of collaboration, accountability, and continuous learning
- Identify and implement process improvements to enhance efficiency, scalability, and consistency across client engagements
- Ensure compliance with internal controls and best practices to maintain the accuracy and integrity of client financial records
- Collaborate with internal and external stakeholders, including auditors, tax advisors, and other service providers, to support client needs
- Stay informed of emerging nonprofit trends and regulatory developments and apply relevant insights to client solutions and team operations
Requirements
- CPA or equivalent professional credential preferred
- Minimum of 7 years of experience in an outsourced accounting or professional services environment
- Strong understanding of nonprofit accounting, including grant compliance, net asset classifications and donor restrictions, and functional expense reporting
- Demonstrated success in business development and client relationship management
- Experience with QuickBooks Online, Sage Intacct, NetSuite, BILL, and Fathom preferred
- Ability to effectively collaborate with internal leadership, team members, clients, and external vendors
- Strong project management approach with the ability to manage multiple client engagements consistently
- Ability to work independently, manage competing priorities, and meet established deadlines
- Excellent written and verbal communication skills
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
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Senior Process Specialist overseeing accounting responsibilities and driving process innovation. Join Greenstep in reshaping the future of accounting with a focus on digitalization and AI.
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