Rektio Accounting · 2 months ago
Account Manager - Non-Profit
United States
Full-time
Remote
Senior Level
6+ years expRektio Accounting is dedicated to providing financial clarity and confidence to mission-driven organizations. The Account Manager will manage client relationships for a portfolio of nonprofit organizations, ensuring accurate financials and compliance while delivering actionable insights.
AccountingFinancial ServicesFunding PlatformLending
Responsibilities
Lead comprehensive onboarding for new nonprofit clients, including setup of fund and class structures within accounting systems
Map existing chart of accounts to reflect restricted, unrestricted, and temporarily restricted funds
Coordinate integration of donor management and fundraising systems (e.g., Raiser’s Edge, Financial Edge, QuickBooks, etc.)
Ensure smooth transition from prior providers, including reconciliation of historical financials and open grants
Establish a clear cadence for deliverables and reporting aligned with each organization’s fiscal calendar
Oversee monthly accounting close, including reconciliation of fund balances, grants, and program activity
Review and interpret financial statements tailored to nonprofit reporting (Statement of Activities, Statement of Financial Position, Statement of Functional Expenses, Cash Flow)
Ensure compliance with GAAP and grant requirements, including tracking of restricted contributions and releases
Collaborate with clients during annual audits, preparing schedules and supporting documentation
Identify opportunities for improved fund management, internal controls, and process efficiency
Serve as the trusted financial advisor and communication hub for all client activity
Build relationships with executive directors, finance committees, and boards
Deliver monthly financial reviews and quarterly performance insights that connect numbers to mission outcomes
Proactively identify opportunities to strengthen financial operations, from cash flow forecasting to grant utilization tracking
Support board reporting, helping clients translate complex accounting into meaningful insights for governance and strategy
Coordinate with and maintain consistent communication with the accounting staff working on your clients to ensure quality deliverables
Determine and establish clear protocols for all accounting requirements, priorities, and deadlines to team members
Provide technical accounting guidance and feedback to improve team performance
Collaborate with team leads to ensure excellence in client delivery
Qualification
Required
6+ years of accounting or client management experience; nonprofit accounting background strongly preferred
In-depth knowledge of fund accounting, GAAP for nonprofits, and grant compliance
Experience managing multiple client relationships in a professional services or outsourced accounting environment
Proficiency in QuickBooks Online, Raiser's Edge, Financial Edge, or similar platforms
Ability to communicate complex financial concepts clearly to non-financial audiences
Exceptional organization, prioritization, and time management skills
Benefits
The opportunity to work remotely with a flexible schedule
A role that is integral to the growth and success of both Rektio and our clients
A supportive and dynamic work environment with continuous learning
Opportunities for advancement as the organization continues to grow
Company
Rektio Accounting
Rektio Accounting is a financial firm that offers bookkeeping, accounting, CFO, lending, fundraising, and tax planning services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Rex Biggs, CPA
Outsourced CFO | Outsourced Controller | Accountant
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