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About the Role
As a Controller serving nonprofit organizations at CEFO Advisors, you will support multiple mission-driven clients by partnering with executive leadership teams, finance committees, and boards to strengthen financial visibility, ensure compliance, and build sustainable operational infrastructure. You will manage accounting staff, improve workflows, strengthen internal controls, and bring clarity to financial reporting. This role also involves collaborating with the CFO team to support strategic decision-making and assist nonprofit leaders in understanding their financial roadmap. The position will also support general business clients as needed.
Responsibilities
- Review financial information and data entry for accuracy and completeness
- Manage and complete the month-end close process
- Record recurring journal entries, including payroll and depreciation
- Reconcile balance sheet accounts
- Define and produce client-centric financial reports
- Develop and maintain 13-week cash flow forecasts
- Identify inefficiencies and implement accounting best practices
- Supervise and support CEFO staff and client staff
- Develop and refine workflow processes
- Support CFOs with banking relationships and loan acquisition needs
- Manage fund accounting structure, processes, and reporting, including restricted vs. unrestricted funds
- Support grant tracking, reporting, and compliance for existing grants and new applications
- Ensure compliance with filing deadlines, including annual reporting and required regulatory submissions
- Understand and manage sales tax exemption requirements, filings, and related compliance obligations
- Prepare financial reports for boards and finance committees
- Assist with audit preparation and auditor coordination
- Ensure adherence to GAAP for nonprofit accounting
- Provide support to third-party CPA firms as needed
Requirements
- 5+ years of experience in a Controller or comparable senior-level financial role
- Demonstrated experience working with nonprofit organizations required
- Strong understanding of nonprofit GAAP/fund accounting
- Working knowledge of nonprofit compliance, including filing deadlines and sales tax obligations
- Experience supporting audits, grant reporting, and preparing board financials
- Ability and acumen to coach and mentor staff
- Ability to manage multiple clients and balance priorities
- Advanced knowledge of Microsoft Excel required
- Experience working with QuickBooks, Sage products, and other ERP systems; ability to adapt quickly to various client systems
- Strong technology skills and comfort with modern cloud-based tools
- Exceptional interpersonal and client service skills
- Excellent written and verbal communication skills
- Confidentiality and promptness are of utmost importance
- Must be based within 60 miles of Albany, NY
- Willing to travel to clients throughout the Capital District
- Completion of a background check
Skills
- Fund accounting
- Grant tracking
- Grant reporting
- Grant compliance
- Sales tax exemption management
- Audit preparation
- Auditor coordination
- GAAP for nonprofit accounting
- Microsoft Excel
- QuickBooks
- Sage products
- ERP systems
- System implementation
- Cloud-based tools
- Interpersonal skills
- Client service skills
- Written communication skills
- Verbal communication skills
Location
- Albany, NY
Work Type
- Full-Time
- Hybrid
Experience Level
- Senior-level
Education Level
- CPA is a plus
Salary/Compensations
- Competitive hourly rate, commensurate with experience
Benefits
- Generous incentive program
- Annual bonuses based on company performance
- Employee referral program
- Paid time off, including your birthday
- 401(k) with company match
- Health, vision, and dental insurance
- Opportunity for professional development
- Supportive and collaborative team culture
About the Company
- CEFO Advisors is a growing advisory firm built on strong relationships, practical thinking, and a high standard of client service.
- For over 13 years, we've supported organizations across the region by providing steady, experienced financial leadership when they need it most.
- Our team is made up of professionals who value organization, follow-through and being dependable partners to both clients and each other.
- We take pride in creating an environment that is structured, supportive, and flexible.
- CEFO Advisors is proud to be named a 2025 Best Place to Work by the Albany Business Review, reflecting our commitment to a supportive and team-focused environment.
Equal Opportunity
- CEFO Advisors is an Equal Opportunity Employer.
- We are committed to providing equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.