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The Aprio Nonprofit Consulting Group (NPCG) Senior Advisor works closely with Aprio NPCG Partners, our Professional Practice Team, and other Aprio NPCG staff as well as our clients to lead interim Chief Financial Officer (CFO) client engagements. As part of a high-level consulting team, this position requires strong critical thinking, problem solving, communication, and project management skills as well as the ability to adapt to different client environments.
The Aprio NPCG Senior Advisor’s responsibilities would include successful planning, leading, and management of engagements within our 5th business pillar of service.
6 Pillars of Services:
1. Finance Department Assessment and Process Improvement
2. Audit Facilitation and Accounting Research
3. Chart of Account Redesign and System Implementation
4. Financial Analysis, Policy Evaluation and Management Collaboration
5. Interim Controller and Chief Financial Officer Services
6. Single Audit Facilitation, Uniform Guidance Support, and Grants Management
Senior Advisors are presented possible NPCG interim CFO client engagements based on client requested skill sets, geographic location and level of hours needed. The Senior Advisor can choose to accept the engagement and, if accepted by the Senior Advisor and client, the Senior Advisor is paid at their noted hourly rate based on the hours worked which are typically between 24 – 32 hours a week but not to exceed 40 hours.
Financial Reporting and Analysis – Perform high-level financial reporting and analysis to equip the organization’s senior leadership with actional insights. Ensure that data is presented clearly, enabling informed and timely decision making.
Cash Flow Management – Perform comprehensive cash flow analyses and projections to ensure the organization maintains sufficient liquidity for its operational and working capital needs, while also identifying potential future cash flow challenges.
Assessment of Staffing Needs – If needed, evaluate the organization’s staffing levels to ensure alignment with current funding and operational requirements. Provide recommendations on optimizing staffing levels to enhance financial sustainability and efficiency.
Budget Monitoring and Variance Analyses – In collaboration with the Finance team, monitor actual expenditures against the approved budget, conducting variance analyses to identify areas of concern and recommend adjustments where needed.
Review Board Reporting – Review and provide feedback on the reports prepared by the Finance team to ensure the information is accurate, concise, and strategically aligned with the Board’s governance and decision-making needs.
Investment Policy Statement – If needed, collaborate with the CEO to develop and adopt a new Investment Policy Statement, ensuring it is pragmatic, actionable, and can be implemented effectively with the organization’s current resources and capabilities.
Audit Support – Serve as a resource to the Finance team as they prepare for and manage the annual financial statement.
Mentoring and Oversight of Finance Director – Provide strategic guidance and mentorship to the Finance team, ensuring she effectively leads and manages the accounting team.
Ongoing Communication and Priority Alignment – Establish a recurring check-in meeting with the CEO to review priorities, assess evolving needs, and ensure that the CEO’s needs are being met.
Other Work as Assigned
20+ years of accounting experience, including demonstrated experience operating as a nonprofit chief financial officer.
Bachelor's degree in accounting or equivalent. CPA preferred.
Ability to autonomously lead the nonprofit organization’s finance and accounting team as well as present to leadership and governance.
Aptitude to effectively prioritize and manage client and Aprio NPCG staff on a daily basis.
Exceptional verbal and written communication skills with the ability to build trust and confidence with professionals at all levels, both within the client organization and Aprio NPCG.
Ability and willingness to work on-site at various client locations and travel to client locations and meetings as requested.
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