Leads outsourced accounting and strategic financial advisory services for nonprofit clients. Oversees accounting close, GAAP financial reporting, grant accounting and compliance, budgeting, forecasting, cash flow planning, financial modeling, dashboards, and accounting-system implementations. Advises executives and boards, manages client engagements, supervises accounting teams, develops staff, supports business development, and drives nonprofit practice improvements.

Provides outsourced accounting and advisory services for equine clients, including month-end close, reconciliations, journal entries, financial statement preparation, budgeting, cash flow analysis, tax schedules, and client reporting. Reviews associate work, supports onboarding and software implementations, maintains accurate records across complex entities and horse-related activities, and communicates with clients and internal teams. Requires accounting experience and familiarity with equine operations is preferred.

Leads the Software, Data & AI sales function while maintaining an individual sales portfolio. Responsibilities include developing sales strategies, managing quotas and forecasts, leading client discovery and proposals, coaching Account Executives, monitoring performance, recruiting sales talent, and partnering with consulting, marketing, and delivery teams to drive revenue and cross-selling.