Nonprofit Financial Strategist

Nonprofit Financial Strategist

### About 100 Degrees Consulting

At 100 Degrees Consulting, we help nonprofit organizations analyze, translate, and transform financial information and processes to more effectively utilize limited resources and make a more powerful impact on the people and communities they serve. We show up for our clients with deep expertise, genuine care for their mission, and a dependable, approachable style that builds lasting trust. Our values \- excellence, kindness, curiosity, and grit \- guide everything we do. We’re a fast\-paced, high\-performing team that thrives on collaboration and purpose\-driven work, and we’re excited to welcome team members who share our values and energy.

### Description

Job Summary :

We’re 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, you’ll 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, you’ll 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 that’s 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 budgets
• Prepare budget\-to\-actual reports and provide clear analysis for leadership and boards
• Deliver monthly financial forecasts and reports, incorporating regular analysis and actionable insights
• Present findings and recommendations to clients and their boards in a clear, accessible way

Process Improvement

• Review, develop, document, and update finance processes, procedures, and systems
• Create and maintain written and video SOPs to enhance efficiency and ensure consistency in financial operations

Audit 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 compliance
• Oversee the internal review process and state tax return form filings

Bookkeeping

• 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 entries
• Coach and mentor bookkeepers on shared client accounts to ensure accuracy, efficiency, and consistency

Project Management

• Serve as lead project manager for client onboarding and various accounting projects
• Use tools like Double, Slack, and email to manage organization tasks, timelines, and budgets

Team 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 We’re Looking For:

• Exceptionally organized with strong attention to detail and follow\-through
• Proactive and resourceful, anticipating needs and taking initiative
• Collaborative and relationship\-focused, able to partner effectively with clients, boards, and internal team members
• Discreet and trustworthy when handling sensitive financial and organizational information
• Adaptable and comfortable working in a fast\-paced, evolving environment with competing priorities
• Positive, client\-centered, and committed to delivering strategic, actionable financial insights
• Excellent communicator, able to translate complex financial data into clear, accessible information for diverse audiences
• Driven, comfortable with ambiguity, and highly self\-motivated in managing multiple projects and deadlines
• Quick to learn and eager to take ownership of financial processes, systems, and reporting cycles
• Skilled 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 management
• Advanced 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 Online
• Exceptional client service skills with a proactive approach to solving problems
• Ability to seamlessly manage a roster of 10\-12 clients and their individual priorities and needs
• All new hires onboard with a smaller roster of clients with the expectation of reaching minimum capacity within 3\-4 months
• Strong professional communication skills, both written and verbal
• Exceptional organizational and project management skills

Bonus Skills/Abilities:

• ---------------------------
• Financial modeling expertise beyond basic forecasting
• Experience presenting financial information to nonprofit boards
• Change management skills and ability to guide organizations through financial transitions
• Understanding of fundraising analytics to help clients connect their financial data to their development efforts
• Advanced Google Sheets proficiency (pivot tables, complex formulas, data visualization)
• Experience mentoring and developing other finance professionals
• Experience in people management
• Experience working with nonprofit organizations in the international development space including multi\-country books consolidation, a plus but not required

Education and/or Experience:

• A minimum of 3 years experience leading the finance function of a 501(c)(3\) nonprofit organization
• Demonstrated experience providing financial support to multiple nonprofit organizations, departments, or projects simultaneously required
• Preferably 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 computer
• Repeated and coordinated use of your hands, wrists, and fingers to use and type on a computer keyboard, requiring the use of fine motor skills
• Close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
• Ability to stand for extended periods during the annual team retreat

Schedule:

• Remote \- Full\-time, exempt position
• 8\-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 premium
• 401(k) Savings Account with up to 4% company match
• Annual Remote Work Stipend
• Unlimited PTO
• Unlimited Sick Leave
• 13 Paid Company Holidays Per Year
• Annual In\-Person Team Retreat
• Continuing Professional Development
• Client Referral Bonus
• Employee Referral Bonus
• Half\-Day Fridays from Memorial Day to Labor Day

Logistics:

• 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 HR
• Brief Financial Strategist Assessment
• 30\-minute interview with Director of Operations
• Reference Checks
• 30\-minute interview with Director of Client Services (manager 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 year

The 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.

#### Salary

$90,000 \- $105,000 per year