Accounting & Financial Outsourcing Senior Manager
Description
About Dean Dorton
Dean Dorton is a leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners in redefining success through innovation and data-driven strategies. Our experts provide an integrated suite of audit, tax, business management, consulting and technology solutions to companies both domestic and international. We help our clients strategize, adapt, and change in every stage of business, from startup and growth to succession planning and everything in between.
About the Team
Dean Dorton's outsourced accounting team serves as a critical component to the financial success of our clients. Our team partners with organizations to serve as their CFO, controller, and/or accounting team – allowing clients to focus on other key business processes integral to their success.
By offering cloud-based and real-time financial data to our clients, we translate complex financial information into meaningful advice including visualizations of the precise metrics that matter to investors, lenders, executives, and department leaders. This provides our clients with the data they need to make quicker strategic business decisions with greater control over their cash flow.
About the Role
The Accounting & Financial Outsourcing (AFO) Senior Manager – Nonprofit Services provides strategic financial advisory and engagement leadership to a portfolio of nonprofit clients while overseeing the delivery of outsourced accounting services.
Operating within a CPA firm environment, this role serves as a senior client advisor and engagement leader, partnering with executive leadership and boards of 501(c)(3) organizations to strengthen financial operations, improve decision-making, and support long-term sustainability.
The Senior Manager is responsible for leading engagement teams, ensuring high-quality service delivery, and managing client relationships, while also contributing to practice growth and operational excellence.
This role requires deep experience supporting mission-driven organizations with complex funding structures, including grants, contracts, and donor-restricted funding, as well as demonstrated experience with grant budgeting, grant compliance, and financial reporting to funders.
This role may not be for you: If you prefer a more technical, behind-the-scenes position with limited client interaction. If managing complex client relationships, overseeing teams, and ensuring service delivery across multiple areas feels overwhelming, this role may be too demanding. Additionally, if you are not comfortable leading strategic initiatives, recommending improvements to internal processes, or contributing to business development efforts, this role may not align with your strengths. This position also requires a passion for mentoring and fostering team development—if you prefer a more independent, non-collaborative role, it may not match your preferred working style. | This role may be for you: If you enjoy managing client relationships and overseeing the full scope of accounting services. If you excel at financial analysis, budgeting, and providing strategic guidance, this role offers the opportunity to help clients achieve financial success while supporting their business goals. You should thrive in an environment where you are continuously learning and sharing insights, staying current with industry trends, and helping lead technology initiatives. If you enjoy mentoring others, building a positive team culture, and driving process improvements, this role offers significant opportunities for leadership and growth. |
Essential Duties & Responsibilities
The essential duties & responsibilities of the Accounting & Financial Outsourcing Senior Manager role are outlined below in correlation with Dean Dorton’s performance management impact areas.
Technical
Definition: your specialized knowledge & expertise associated with the work you perform for/with clients (note: clients may be internal to Dean Dorton).
- Serve as the primary strategic financial advisor to a portfolio of nonprofit clients, including Executive Directors, CEOs, Finance Committees, and Boards.
- Provide guidance on financial strategy, sustainability planning, and operational decision-making.
- Lead the development, monitoring, and analysis of organizational and program budgets.
- Deliver cash flow forecasting, liquidity planning, and financial modeling to support client decision-making.
- Oversee the full accounting lifecycle for nonprofit clients, including month-end and year-end close processes.
- Ensure financial statements are prepared in accordance with GAAP for nonprofit organizations, including proper classification of net assets and donor restrictions.
- Oversee and manage grant accounting, compliance, and reporting across complex funding sources, including federal, state, and private grants.
- Support clients in the development of grant budgets, financial narratives, and funding strategies.
- Guide clients on allowable costs, cost allocation methodologies, and indirect cost recovery strategies.
- Monitor grant performance, including burn rates, match requirements, and reporting deadlines.
- Support clients through Uniform Guidance audits and other compliance reviews.
- Develop and deliver financial dashboards, KPIs, and management reports for leadership and boards.
- Design and oversee implementation of accounting systems, chart of accounts, and financial processes aligned to nonprofit operations and grant tracking.
- Lead onboarding and implementation of new nonprofit clients, including cloud-based accounting platforms (e.g., Sage Intacct, Bill.com).
- Review and supervise work performed by engagement teams to ensure accuracy, quality, and timeliness of deliverables.
- Maintain expertise in nonprofit accounting standards, regulatory requirements, and industry best practices.
Behavioral
Definition: the behaviors associated with performing your job (interpersonal skills).
- Build and maintain strong, trusted advisor relationships with nonprofit clients by understanding their mission, funding model, and strategic priorities.
- Communicate complex financial information clearly and effectively to non-financial stakeholders, including boards and executive leadership.
- Lead engagement teams by setting clear expectations, providing coaching, and ensuring accountability for high-quality service delivery.
- Demonstrate strong client relationship management skills, including responsiveness, professionalism, and proactive communication.
- Collaborate effectively with internal service lines, including technology, tax, and wealth management teams, to deliver integrated client solutions.
- Anticipate client needs and proactively recommend financial strategies, operational improvements, and additional services.
- Manage multiple client engagements simultaneously while maintaining service quality, timelines, and profitability.
- Provide ongoing feedback, mentorship, and performance coaching to team members.
- Communicate expectations, deadlines, and deliverables clearly with both clients and internal teams.
- Demonstrate adaptability, accountability, and collaboration in a fast-paced, client-focused environment.
- Maintain productivity expectations and meet internal and client deadlines.
Non-Charge
Definition: the contribution you make to Dean Dorton outside of client work.
- Mentor, develop, and retain team members within the AFO practice, fostering a collaborative and high-performing team environment.
- Serve as a Career Advisor, providing coaching, feedback, and professional development support to team members.
- Contribute to the growth and development of the firm’s Nonprofit Services practice.
- Participate in business development efforts, including networking within the nonprofit sector and supporting new client opportunities.
- Assist in the development of proposals, presentations, and client pursuits.
- Represent the firm at nonprofit industry events, conferences, and community initiatives.
- Develop and share thought leadership related to nonprofit accounting, grant management, and financial best practices.
- Evaluate AFO processes, procedures, and policies and recommend improvements to enhance efficiency, scalability, and service quality.
- Partner with leadership to implement operational improvements and standardization across engagements.
- Champion adoption of technology solutions and process improvements, including cloud-based accounting tools.
- Participate in recruiting activities, including interviewing candidates and supporting hiring decisions.
- Develop and deliver internal training programs related to nonprofit accounting, grant compliance, and AFO best practices.
- Contribute to internal committees, firm initiatives, and practice development efforts.
- Stay informed on nonprofit sector trends and regulatory changes and share insights with team members and clients.
Experience & Qualifications
- Bachelor’s degree in Accounting, Finance, or related field
- CPA designation required
- 8–12+ years of progressive accounting experience, including significant experience serving nonprofit organizations
- Demonstrated expertise in:
- Nonprofit accounting and financial reporting
- Grant accounting and compliance
- Donor-restricted fund management
- Budgeting, forecasting, and financial modeling
- Experience managing client relationships and multiple engagements
- Experience leading and developing accounting teams
- Strong ability to communicate financial concepts to non-financial stakeholders, including boards
The Fun Stuff
Work isn’t all work! We want to make your experience at Dean Dorton a great one. From your health and happiness to your long-term satisfaction, we focus on YOU! A few highlights are listed below:
- Flexible work schedules and environment
- Unlimited Paid Time Off (PTO)
- Paid family leave, medical leave, and maternity/paternity leave programs
- Retirement benefits, including a best-in-class employer match and automatic profit sharing.
- Telemedicine, mental health resources and wellness program reimbursement
Dean Dorton is an Equal Opportunity Employer. We’re committed to growing and empowering an inclusive community within Dean Dorton and our industry which is why we hire and cultivate diverse teams of the best and brightest from all backgrounds, experiences, and perspectives across our organization. We encourage you to apply for our available positions, even if you don't necessarily check every box on the description.