What Makes Panoramic Strategy Different?
At Panoramic Strategy, we聮re passionate about making a real difference with our nonprofit and social enterprise clients – guiding them to sustainably accelerate impact in their communities. Our focus on creating partnerships in this sector sets us apart, and our culture of flexibility and collaboration creates a dynamic work environment where every team… member plays a vital role in driving meaningful change. When you join us, you’re joining a dedicated core team that helps clients maximize their impact in the communities they serve.
Success at Panoramic Strategy means building lasting and meaningful partnerships with our nonprofit clients, working side-by-side to amplify their impact. You won聮t just be assigned to a client and left on your own聴you’re part of a journey where we celebrate every win alongside our nonprofit partners! Together, we聮re making lasting, positive change, and your contributions are key to that success.
For over eight years, we聮ve specialized in delivering financial, strategic, and change management services to help growing social enterprises expand their reach. To date, we聮ve partnered with clients in more than 40 states, managing over $1 billion in revenue and $3 billion in assets.
What You Can Expect & What We聮re Looking For!
At Panoramic Strategy, we offer a mission-focused culture with genuine support, both in and out of the workplace. Our team enjoys a remote, flexible, and team-oriented work environment, with plenty of opportunities for growth through professional education and competitive compensation. Even our part-time staff members have access to professional development and many of the same benefits as full-time employees.
We are currently seeking an experienced and knowledgeable Nonprofit Accounting Director. The ideal candidate is a dedicated and personable leader, excited to guide our nonprofit clients with expert accounting services. This dynamic role involves managing a portfolio of clients, both virtually and occasionally on-site. You will work closely with internal team members, client staff, Finance Committees, and Boards of Directors, building strong relationships and providing valuable insights.
What You聮ll Do
As the Nonprofit Accounting Director, you’ll be the subject matter expert for a portfolio of 3-5 nonprofit clients (for part-time team members), supported by a dedicated Panoramic Strategy team that includes a Consultant (Bookkeeper), Finance Director, and yourself. You’ll guide clients through complex accounting processes while ensuring compliance and strategic financial growth.
Key Responsibilities
Primary Client Support:
路 Provide expert accounting and compliance advisory services, to maximize the impact of dollars coming into organizations, while also ensuring adherence to nonprofit accounting rules and GAAP standards.
路 Strengthen the organization’s financial operations and health by improving and implementing processes, controls, and ensuring sound fiscal management policies.
路 Develop and manage monthly, quarterly, and annual accounting processes using QuickBooks Online to generate and analyze financial reports for clients and Board of Directors reporting.
路 Apply critical thinking to ensure accurate revenue recognition for income sources such as contributions, grants, and both qualified and unqualified revenue.
路 Design efficient accounting and bookkeeping systems to produce accurate, decision-ready financial information.
路 Establish a chart of accounts that creates a financial infrastructure suited for future analysis.
路 Oversee annual compliance needs, serving as the liaison for external audits, 990 reporting, and grant reporting.
路 Attend clients聮 Board and Finance Committee Meetings, as needed
路 Conduct analysis as needed to support key insights and analysis for clients.
Panoramic Strategy Responsibilities:
路 Manage, mentor and develop consulting staff (Bookkeepers) supporting your client portfolio.
路 Create internal training modules on nonprofit accounting principles and concepts for Panoramic Strategy staff.
路 Build and maintain strong working relationships with internal stakeholders.
路 Network with other trusted professionals to generate leads for future client engagements and Panoramic Strategy candidates.
Qualifications
路 A strong passion for supporting nonprofit organizations and understanding their unique financial challenges.
路 Bachelor聮s degree in accounting or finance; advanced degrees or certifications are a plus. CPA certification is required.
路 5-7+ years of nonprofit accounting experience with a strong grasp of financial reporting and compliance.
路 Expertise in GAAP and nonprofit revenue recognition principles.
路 Proven ability to manage multiple clients and projects simultaneously.
路 Intermediate to advanced proficiency in Microsoft Excel and QuickBooks.
路 Exceptional analytical and problem-solving abilities.
路 Excellent interpersonal skills with the ability to convey complex accounting information clearly.
路 Proven ability to work independently and collaboratively, with strong leadership skills to train and inspire clients and staff.
路 Flexibility to adjust to changing client needs and priorities.
Panoramic Strategy Solutions Offers:
路 Competitive compensation
路 Remote work environment
路 Flexible work-life balance, with full- and part-time positions available
路 Unlimited PTO
路 Paid maternity and paternity leave
路 Medical coverage reimbursement
路 Reimbursement for professional development opportunities
路 Company-provided laptop and technology equipment
At Panoramic Strategy, we value diversity and are an equal opportunity employer. We celebrate differences and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
Job Type: Part-time
Pay: $55.00 per hour
Expected hours: 15 聳 30 per week
Benefits:
聲 Flexible schedule
聲 Paid time off
聲 Professional development assistance
聲 Referral program
聲 Work from home
Schedule:
聲 Monday to Friday
Experience:
聲 Microsoft Excel: 5 years (Preferred)
License/Certification:
聲 CPA (Preferred)
Work Location: Remote
