Controller - Onboarding

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, workpapers, 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.

Nonprofit Tenacity Focus

• •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 workpapers that the ongoing Nonprofit team can maintain.

Internal Responsibilities

• •Complete internal responsibilities including time tracking, capacity planning, and quarterly initiatives.
• •Participate actively in Client Experience team L10 meetings and share insights, risks, and process improvements.
• •Actively participate in AIOA's Brand Ambassador program, representing our mission and values.
• •Maintain high standards of service quality, client satisfaction, data security, and protection of client assets.

The Successful Candidate Will Have

• •7+ years of progressive accounting experience, preferably in public accounting, Client Accounting Services, or another multi-client environment.
• •Proven success with client onboarding, implementation projects, financial cleanup, or accounting process transformation.
• •Strong technical accounting skills and the ability to assess unfamiliar financial environments quickly.
• •Excellent client communication and the ability to explain complex accounting concepts to non-financial audiences.
• •Teaching and mentoring ability, with a genuine interest in helping clients build confidence and adopt better practices.
• •Project management skill, including coordinating multiple engagements with different scopes, stakeholders, deadlines, and risks.
• •A process improvement mindset and the ability to improve an established process as the team grows.
• •Technical proficiency with QuickBooks and the ability to learn additional accounting and industry platforms quickly.
• •Bachelor's degree in accounting, finance, business administration, or equivalent business experience.
• •Meaningful nonprofit accounting experience with fund accounting, net asset restrictions, grant management, audit preparation, and GAAP reporting.
• •Experience partnering with nonprofit executives, boards, program leaders, funders, or auditors.
• •Familiarity with nonprofit accounting platforms and grant or donor systems is strongly preferred.

What Success Looks Like

• •Client Launch – Client Understands the plan, trusts the team, and know what they own
• •Accounting Foundation – Core construction accounting and workflow are in place and stable, documented, and usable
• •Advancement – The ongoing team receives a complete handoff with clear scope, cadence, open items, and ownership.

Salary and Benefits

• •Salary: $90,000 - $125,000
• •Annual Bonus: Up to 10% of salary
• •Comprehensive benefits package including:
• •Medical, dental, and vision insurance
• •401K
• •Life insurance
• •Long and short-term disability
• •HSA, FSA, and dependent care options
• •Professional development opportunities

All In One Accounting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.