Senior Client Advisory Analyst (CPA Preferred)

A company is looking for a Senior Client Advisory Analyst to provide strategic financial guidance to nonprofit clients. Key Responsibilities Serve as a strategic financial advisor to nonprofit clients, supporting executive teams and boards Develop and maintain multi-year financial forecasts, cash flow projections, and scenario analyses Lead the preparation and presentation of board reporting packages and management dashboards Qualifications Bachelor's degree in Accounting or Finance CPA or CFA license preferred Minimum of six years accounting, financial planning & analysis experience Public accounting experience is preferred Extensive knowledge of generally accepted accounting principles (GAAP)

Jun 4, 2025 - 00:20
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Senior Client Advisory Analyst (CPA Preferred)
A company is looking for a Senior Client Advisory Analyst to provide strategic financial guidance to nonprofit clients. Key Responsibilities Serve as a strategic financial advisor to nonprofit clients, supporting executive teams and boards Develop and maintain multi-year financial forecasts, cash flow projections, and scenario analyses Lead the preparation and presentation of board reporting packages and management dashboards Qualifications Bachelor's degree in Accounting or Finance CPA or CFA license preferred Minimum of six years accounting, financial planning & analysis experience Public accounting experience is preferred Extensive knowledge of generally accepted accounting principles (GAAP)