Advisor (Nonprofit Financial Management)

JOB TITLE: Advisor
JOB TYPE: Full-time, salaried
REPORTS TO: Advisory Solutions Manager
POSTED: April 8, 2026
CLOSING: when filled

ABOUT ADVISORS FOR CHANGE:

Mission

Advisors for Change (AFC) is a worker-owned cooperative that implements financial management systems to allow mission-driven nonprofits greater insight into their financial health. The goal of every engagement is to engage the organization’s staff to implement a financial management system that fits their needs. Our clients are organizations that work to improve the lives of individuals and communities through direct services, advocacy, and the arts.

Core Values

Transparent, Accurate, Timely, and Useful: Successful finance systems are built on transparent, accurate, timely, and useful information.

Good, Better, Best: We are committed to life-long learning and work to better ourselves and the nonprofits we serve. We work to make our good better and our better best.

Meet People Where They Are: We are committed to joining our clients both organizationally and individually where they are, without judgment. We work as a team to support each other and allow each team member to work at their own best level. We value diversity and strive to provide a work environment that supports each team member’s individuality.

Courtesy is Contagious: We strive to do our work with a positive approach that lifts up the talents of others.

NATURE OF THE WORK: Our team is passionate about how we work with our nonprofit clients in the process of financial transformation. We are on a quest to help nonprofits expand their own financial management capacity. Our work involves developing and maintaining financial management systems for our clients and then empowering them to gradually take ownership of these systems. We also teach our clients how to use financial information in a meaningful way. Our consulting engagements require deep work with both financial management systems and the people who manage them. The joy, and sometimes the challenge, involves switching gears frequently to work with a diverse set of missions and people to maximize their potential. We work to influence our clients to improve their systems without being in full control of the internal inputs to success.

WORKER OWNED COOPERATIVE: AFC has been in business for almost 20 years and has been a worker-owned cooperative since 2025. As a cooperative, we give employees the opportunity to become owners of the business after at least one year and 1600 hours of service. Ownership means sharing in profits, participating in decision-making, and helping to guide the company's strategic direction. This model fosters a culture of accountability, collaboration, and transparency. It also ensures that the people doing the work directly benefit from the value they create.

REMOTE WORK STRUCTURE: AFC is legally headquartered in Denver, Colorado and operates 100% virtually. Team members are required to attend multi-day team retreats outside of their home office locations with expenses paid by AFC. These retreats are scheduled no more than twice per year with substantial notice to all employees of the dates and travel arrangements.

POSITION OBJECTIVE:

The Advisor’s primary objective is to provide high-quality bookkeeping services to our nonprofit clients while being part of the team at AFC that is working with the client to build their financial management capacity.

HOW YOU ACCOMPLISH THE POSITION OBJECTIVE:

The Advisor will primarily spend their time performing bookkeeping duties for a variety of clients. Advisors are assigned to work on a portfolio of clients and will work with a variety of team members on those projects. The Advisor meets individually with a manager who provides support and guidance. The Advisor will also attend working group meetings where client issues are discussed.

The Advisor will work directly with clients to provide training and feedback on bookkeeping issues.

The Advisor manages their own calendar and workload using hardware and software provided by AFC. Task assignments are developed collaboratively within each working group. The Advisor participates in weekly and monthly team meetings which provide training and professional development opportunities. The Advisor also has an allowance to pursue individualized professional development opportunities.

WHAT ARE THE DAILY ACTIONS FOR THE POSITION:

Plan workload - AFC uses Smartsheet for task assignments. The Advisor maintains their own task assignment status in Smartsheet and works with their manager to ensure that the workload is reasonable.

Monitor communications - The Advisor uses email for communicating with clients and Slack for communicating with other AFC team members. These communications may involve problem-solving or process updates as well as general work coordination.

Meet with AFC team members - All AFC team members meet in “working groups” on a weekly basis with a standing agenda to address any complex issues that arise and benefit from the discussion. The working group meetings are also an opportunity for AFC team members to share progress on professional development goals and updates on life outside of work.

Bookkeeping tasks - The Advisor is responsible for performing a set of bookkeeping tasks for clients. These tasks will include AP and AR functions, bank reconciliations, processing payroll, reconciliations for prepaids, fixed assets, credit cards, and other balance sheet accounts. The Advisor is also expected to provide feedback to the working group regarding their clients’ general conditions and/or the financial management systems. The Advisor will also meet with clients to provide training and support when the client is responsible for bookkeeping tasks.

Partner-systems engagement - The Advisor is expected to become an expert in the tech stack of apps that AFC uses to provide transparent, accurate, timely, and useful financial management systems for our clients. The current tech stack includes: QuickBooks Online, BILL, Bill Spend & Expense, Saasant, Gusto, Reach Reporting and Budgyt.com.

Internal systems engagement - The Advisor is expected to become proficient in the tools and systems AFC uses to coordinate work which include: Smartsheet, Harvest, Dropbox, LastPass, Google Workspace, Gmail and Hiver.

WHAT SKILLS ARE NEEDED TO BE SUCCESSFUL IN THE POSITION:

Competencies - The Advisor is a self-directed, detail-oriented worker that can work independently to move projects forward while collaborating with AFC team members and clients. The Advisor will benefit from having hands-on bookkeeping and/or accounting experience in a nonprofit organization.

They need to be well versed in most, if not all, of the following areas:

• Understanding the purpose and use of a general ledger system
• Basic understanding of the purpose and use of internal control systems
• Understanding the mechanics of processing accounts payable and accounts receivable
• Understanding the process for entering journal entries into a general ledger system
• Basic understanding of payroll processing
• Understanding of bank reconciliations and familiarity with balance sheet reconciliations

Technical Skills - The Advisor is expected to have a working knowledge of the fundamentals of email, Excel, QuickBooks and/or MIP. The Advisor should be willing and capable of learning new systems such as those listed in the Daily Actions section above. AFC will provide systems training as needed.

OUR OFFER:

• Earn competitive pay ($70,000‐$80,000) while engaging in mission‐driven nonprofit work
• Benefits include health insurance, PTO, 401(k), and life/disability insurance, a home office internet and cell phone reimbursement plan.
• AFC hires employees through TriNet which offers a suite of voluntary benefits.
• In addition to 11 paid holidays, AFC is currently closed for one additional day of each month (except for January)
• A workplace culture that is respectful, transparent, team-oriented and innovative to meet our organizational mission and goals
• Opportunities to lead, learn, and grow, we thrive on supporting our team members’ professional and personal goals

OUR HIRING PROCESS:

• All resumes will be screened by an HR contractor who will redact all identifying information to provide AFC screeners with identity-blind applications
• We will read your cover letter first and are interested to know why you might be a good fit for this position. We will read your resume next and are looking for skills and experiences that match the responsibilities of this position
• Qualified candidates will be contacted to interview with our Senior Office Operations Manager for a 30-minute screening interview. Interviews will be scheduled beginning after April 21, 2026
• Selected candidates will be invited to interview with a panel of AFC team members
• Final interviews will be conducted by AFC’s Chief Strategy Officer
• Finalists may be asked to provide sample work products
• We will ask for job-related references who can provide a personal account of your work
• We will conduct a background check after requesting specific permission
• We will present a job offer verbally and in writing to the successful candidate
• When we remove candidates from consideration, we will notify them via email

ADDITIONAL INSTRUCTIONS:

• Completion of Indeed's application questions is required for consideration for this position.
• Please include a cover letter with your resume when applying for the Advisor position.

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Application Question(s):

• Are you legally based in the US and legally authorized to work in the US?
• Name three words that your colleagues would use to describe you?
• Why are you interested in this position?
• Why are you interested in remote work?
• How many years of work experience do you have with nonprofit organizations?
• How many years experience do you have working in each of the following software: QuickBooks Online? MIP Fund Accounting?
• What other financial apps or software do you have experience with? (Blackbaud, Expensify, ADP, Ramp etc.)

Work Location: Remote