What are the responsibilities and job description for the CPA firm Senior Manager or Director with Nonprofit Client Experience- Mostly Remote Role position at Phyton Talent Advisors?
Management Consulting firm that provides finance and accounting services for not for profit organizations seeks a Director of Onboarding.
Candidates must have Senior Manager / Director level experience at a public accounting firm, focusing on nonprofit clients.
This is a mostly remote role, in office 3-4 days per MONTH in downtown Manhattan
Responsibilities include :
Onboarding Facilitation :
- Lead the onboarding process for new clients, ensuring all necessary steps are taken for a seamless transition into financial and operational systems.
- Understand client-specific needs by conducting discovery sessions with the client to tailor onboarding plans according to their processes, challenges, and goals.
- Align processes to enable client workflows, approaching onboarding as a merger of systems while ensuring processes take precedence where applicable, adapting to meet the client’s needs while ensuring adherence to standards.
- Ensure successful migration of client data into financial systems, overseeing the accuracy and completeness of the transition process.
Project Management and Client Relations :
Collaboration with Functional Teams :
Reporting and Analysis :
Qualified candidates should have strong client relationship management experience, working with non profits in a public accounting or management consulting setting.
Salary 150-200kk base plus bonus and benefits DOE
