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Senior Client Advisory Analyst (CPA Preferred)

6/4/2025

Remote

Job Summary

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)

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