The A Team Consulting provides fractional CFO support and outsourced accounting for businesses and not-for-profits. Its services include bookkeeping, controller functions, financial consulting, and coaching, with solutions tailored to each client’s needs. The firm’s W-2 employee team uses accounting technology to support efficient financial operations and provide ongoing financial oversight.
Senior Accountant, Legal and Nonprofit Accounting
Oversee full-cycle accounting, trust compliance, and nonprofit fund reporting across a portfolio of legal and nonprofit clients. Support client teams and leadership with financial reporting and analysis.
Opis
- Oversee full-cycle accounting and month-, quarter-, and year-end close for multiple clients.
- Perform daily and monthly bank, accrual, credit card, and balance sheet reconciliations across multiple accounts.
- Prepare monthly financial statements, cash flow statements, and budget-to-actual reports.
- Translate financial data into useful insights for client teams and leadership.
- Reconcile three-way IOLTA and trust ledgers in line with state bar rules and ethics guidelines.
- Monitor client billable hours, trust retainers, cost disbursements, and partner distributions.
- Connect legal billing tools such as Clio, MyCase, and Practice Partner with general ledger software.
- Track restricted and unrestricted funds, grants, contributions, and pledged revenue under ASC 958.
- Monitor spending against grant budgets and help prepare Form 990 filings.
- Assist with annual audit materials, including Single Audits under Uniform Guidance.
- Allocate expenses across program, management and general, and fundraising functions.
Zahteve
- At least six years of progressively responsible, full-cycle GAAP accounting experience.
- Required experience in multi-client, outsourced, or public accounting.
- Hands-on experience with either legal-sector IOLTA or trust accounting, or nonprofit fund and grant accounting.
- Advanced proficiency in QuickBooks Online.
- Advanced Excel skills, including PivotTables, VLOOKUP or XLOOKUP, and data manipulation.
- Proficiency with billing tools such as Bill.com and Expensify.
- Experience with sector-specific platforms such as Clio, MyCase, and Aplos.
- Bachelor’s degree in accounting or finance required.
- Strong analytical judgment, deliberate time management, technical aptitude, and integrity when handling sensitive financial data.
- Clear, direct, professional communication and a positive, confident manner.