Job Description

Job Title: Account Manager - Non-Profit
Location: Remote

About Rektio:

At Rektio, we believe every organization—including those dedicated to a mission greater than profit—deserves financial clarity and confidence. Our Non-Profit Accounting practice exists to help mission-driven leaders focus on impact while we manage the numbers. Through technology-forward processes and deep sector knowledge, we serve as trusted partners to nonprofits navigating complex funding, compliance, and reporting landscapes.

About the Role:

As an Account Manager in the Non-Profit Services Division, you will own the client relationship for a portfolio of nonprofit organizations. You'll serve as the central point of coordination between the client and Rektio's accounting team, ensuring timely, accurate financials, compliance with donor and grant requirements, and actionable insights for leadership and boards. This role blends accounting expertise with a genuine passion for helping mission-driven organizations thrive.

Responsibilities & Expectations

Onboarding Excellence:

• 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.

Accounting Leadership & Consulting:

• 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.

Client Relationship Management:

• 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.

Team Collaboration:

• 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

Requirements:

• 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.

What We Offer:

• 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

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