<p><br></p><p> Our client, a mission-driven and growing organization within the financial services and nonprofit sector, is seeking a <strong>Director of Accounting & Financial Operations</strong>. This newly created role was designed to support growth and provide direct partnership to the CFO. The position offers exposure to a wide range of accounting, tax, treasury, and investment-related responsibilities, making it an excellent opportunity for someone who enjoys working in a dynamic, “wear many hats” environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead preparation and review of monthly, quarterly, and annual financial statements.</li><li>Oversee general ledger activity, audits, and tax filings (including 990s).</li><li>Manage donor-advised fund accounting, including contributions, investments, and distributions.</li><li>Oversee treasury operations and cash flow management.</li><li>Provide reporting and analysis to leadership and the Board.</li><li>Drive process improvements and help implement technology solutions to improve efficiency.</li><li>Work closely with the CFO and senior leadership team on strategic initiatives.</li></ul>

<p> <strong>Qualifications:</strong></p><ul><li>Bachelor’s degree in Accounting, Finance, or Business (CPA strongly preferred).</li><li>7+ years of progressive experience in accounting/finance, including a public accounting foundation (ideally 3 years).</li><li>Background in <strong>financial services/investments</strong> OR <strong>nonprofit accounting</strong>.</li><li>Strong knowledge of GAAP; treasury experience is a plus.</li><li>Proven ability to balance strategic oversight with hands-on execution.</li><li>Strong communication, analytical, and problem-solving skills.</li></ul><p><strong>Why Join:</strong></p><ul><li>Opportunity to partner directly with an experienced CFO.</li><li>Newly created role with room to grow and the potential to build out a team.</li><li>Mission-driven environment combining finance, investments, and philanthropy.</li><li>Competitive compensation and benefits, including medical/dental, 401K match, life/disability insurance, commuter benefits, and more.</li></ul><p>If you’re seeking a role where you can combine your <strong>accounting expertise, financial services or nonprofit background, and desire to make an impact in a mission-driven organization</strong>, we’d love to hear from you.</p><p><br></p><p><br></p><p><strong>Location:</strong> Boston, MA (Hybrid – 3 days onsite, Tues–Thurs)</p><p> <strong>Industry:</strong> Financial Services / Nonprofit</p><p> <strong>Compensation:</strong> Up to $150K + strong benefits package</p>

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