Job Description
Job Description
Our client, a mission-driven and growing organization within the financial services and nonprofit sector, is seeking a Director of Accounting & Financial Operations . This newly created role was designed to support growth and provide direct partnership to the CFO. The position offers exposure to a wide range of accounting, tax, treasury, and investment-related responsibilities, making it an excellent opportunity for someone who enjoys working in a dynamic, “wear many hats” environment.
Key Responsibilities :
- Lead preparation and review of monthly, quarterly, and annual financial statements.
- Oversee general ledger activity, audits, and tax filings (including 990s).
- Manage donor-advised fund accounting, including contributions, investments, and distributions.
- Oversee treasury operations and cash flow management.
- Provide reporting and analysis to leadership and the Board.
- Drive process improvements and help implement technology solutions to improve efficiency.
- Work closely with the CFO and senior leadership team on strategic initiatives.
Qualifications :
Bachelor’s degree in Accounting, Finance, or Business (CPA strongly preferred).7+ years of progressive experience in accounting / finance, including a public accounting foundation (ideally 3 years).Background in financial services / investments OR nonprofit accounting .Strong knowledge of GAAP; treasury experience is a plus.Proven ability to balance strategic oversight with hands-on execution.Strong communication, analytical, and problem-solving skills.Why Join :
Opportunity to partner directly with an experienced CFO.Newly created role with room to grow and the potential to build out a team.Mission-driven environment combining finance, investments, and philanthropy.Competitive compensation and benefits, including medical / dental, 401K match, life / disability insurance, commuter benefits, and more.If you’re seeking a role where you can combine your accounting expertise, financial services or nonprofit background, and desire to make an impact in a mission-driven organization , we’d love to hear from you.
Location : Boston, MA (Hybrid – 3 days onsite, Tues–Thurs)
Industry : Financial Services / Nonprofit
Compensation : Up to $150K + strong benefits package