Compliance Manager

The Manager of Accounting Quality & Compliance supports the organization’s accounting operations by helping ensure adherence to GAAP, maintaining quality standards, and assisting with internal controls and compliance activities. This role focuses on implementing established policies, performing quality reviews, supporting audits, and providing technical guidance under the direction of senior leadership. The manager collaborates with the client teams, helps maintain accurate financial reporting practices, and supports process improvements across CSBM.

Responsibilities:

Quality Assurance

• Support Quality Standards: Assist in implementing quality assurance procedures and ensure team members follow established accounting policies and workflows.

• Monitor Quality: Identify potential issues and recommend improvements to enhance accuracy and consistency.

• Participate in Internal Reviews: Conduct mid-year quality checks, maintaining a high level of professional skepticism, document findings, and suggest corrective actions.

• Support Training: Assist in developing training materials and help coach staff on best practices, processes, and quality expectations.

• Help Standardize Procedures: Assist in developing and/or updating standardized templates and procedures.

• Analyze Financial Data: Perform routine data analysis to identify potential discrepancies in financial information and ensure accuracy and compliance.

Technical Knowledge and Compliance

• Maintain Compliance Awareness: Stay informed about GAAP updates and help ensure that accounting practices remain compliant.

• Provide Technical Accounting Support: Research accounting questions and provide guidance to team members, attain the level of subject matter expert as assigned, and elevate complex issues when necessary.

• Evaluate Internal Compliance: Ensure documentation is complete, accurate, and up to date. Reporting

• Support Maintaining Dashboards: Contribute to developing and maintaining dashboards (Monday) and performance indicators.

Skills:

BS in Accounting required

• CPA preferred

• 4–6+ years of GAAP accounting experience

• Must have 2+ years in audit as a reviewer(Manager from a regional audit firm or Senior from a Big4 Firm.)

• Experience with ASC 842 (leases), ASC 606 (revenue), and ASC 958-605(contributions)

• Experience performing accounting research and data analysis

• Experience supporting non-profits, charter schools, or mission-driven organizations is a plus

• Technical Skills : Microsoft Office 365, Excel, collaboration tools (Teams), project management tools (Monday), and accounting software such as QuickBooks, Intacct, FundEZ, Crunchafi, etc. Competencies:

• Quality Focus:

Demonstrates attention to detail, accuracy, and consistency across accounting tasks.

• Decision Making: Makes sound, timely decisions within established guidelines and escalates issues appropriately.

• Problem-Solving: Identifies issues in processes or data and recommends practical solutions.

• Collaboration: Works effectively with team members and other departments to support organizational goals.

• Adaptability & Openness to Change: Supports new processes, embraces innovations, and helps staff adjust to updated workflows.

• Communication: Clearly communicates accounting guidance and expectations to staff and stakeholders.

• Developing Others: Provides informal coaching and feedback to team members and supports knowledge-sharing within the department.

• Time & Task Management: Organizes work efficiently, manages competing priorities, and meets deadlines.