Strategic Nonprofit Onboarding Controller

About All In One Accounting

All In One Accounting is a 7-time winner of the 50 Fastest Growing Companies in the Twin Cities and one of the Best Places to Work in the Minneapolis area. Our purpose is simple: to make the lives of entrepreneurial and nonprofit leaders better. We do that by supporting profitable growth, protecting assets, and amplifying impact, bringing financial clarity and strategic leadership to the clients who need it most.

We run on EOS, which means clear goals, strong accountability, and a team that executes with intention.

Description

About All In One Accounting

All In One Accounting is a 7-time winner of the 50 Fastest Growing Companies in the Twin Cities and one of the Best Places to Work in the Minneapolis area. Our purpose is simple: to make the lives of entrepreneurial and nonprofit leaders better. We do that by supporting profitable growth, protecting assets, and amplifying impact, bringing financial clarity and strategic leadership to the clients who need it most.

We run on EOS, which means clear goals, strong accountability, and a team that executes with intention.

More About

The Role

We're seeking an experienced and strategic Nonprofit Controller to join our Client Experience team and own the most critical phase of the client journey: guiding new Nonprofit clients through onboarding and advancing them to their ongoing delivery team with a stable financial and operational foundation. This role serves social service agencies, foundations, advocacy groups, community organizations, membership associations, and other mission-driven organizations.

You will work within organizations where fund accounting, restrictions, grants, audit readiness, and board reporting are essential.

Our onboarding journey, called Tenacity, is currently designed to advance clients to their ongoing delivery team within approximately eight weeks. You will own that timeline by creating visibility into progress, maintaining clear accountability, addressing barriers early, and confirming that each client is operationally and technically ready to advance. As the Client Experience team grows, you will also help improve the pace, consistency, and quality of the Tenacity experience through process improvement, standardization, automation, and lessons learned from each engagement.

What You Will Own

• Own the client relationship during the Tenacity phase of AIOA's Accounting Clarity methodology.
• Lead kickoff and recurring client check-ins, set expectations, maintain momentum, and communicate decisions, owners, deadlines, and next steps.
• Conduct the financial assessment, identify cleanup needs, confirm scope, and establish the technical and operational foundation required for ongoing service.
• Coordinate the Tenacity Accountant, ongoing delivery team, CFO, Business Development, and Client Experience partners at the right points in the engagement.
• Monitor timeline, hours, scope, blockers, client responsiveness, and advancement readiness, escalating concerns early rather than allowing surprises.
• Teach clients AIOA's systems, workflows, internal control expectations, and accounting best practices in a clear and approachable way.
• Document client-specific processes, decisions, checklists, work papers, and task ownership in SharePoint for a clean handoff.
• Prepare and lead advancement to the ongoing team, including complete handoff documentation, ongoing cadence, open-item visibility, and a post-advancement check-in.
• Capture lessons learned and identify opportunities for stronger templates, automation, consistency, quality, and timeline reduction across Tenacity engagements.

• Assess and strengthen fund accounting structure, including net asset classifications, programs, grants, departments, restrictions, and functional expenses.
• Tie financial records to the most recent Form 990 and audited financial statements when applicable.
• Establish or refine grant setup, restricted-fund tracking, releases from restriction, reimbursement billing, and reporting calendars.
• Build controls around contributions, pledges, cash receipts, purchasing, payroll allocation, and expense classification.
• Produce baseline statements, grant or fund schedules, cash flow reporting, and audit-ready work papers that the ongoing Nonprofit team can maintain.

• Complete internal responsibilities including time tracking, capacity planning, and quarterly initiatives.
• Participate actively in Client Experience team L10 meetings and share insights, risks, and…