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Financial Planning and Accounting Manager

Nelson Connects
San Mateo, CA Full Time
POSTED ON 4/25/2026
AVAILABLE BEFORE 5/24/2026

Financial Planning & Accounting Manager

Education / Nonprofit Sector | On-site with flexibility for hybrid after a few months

$100K–$130K (flexible for the right candidate)


I’m excited to partner with a mission-driven, highly respected organization to find a Financial Planning & Accounting Manager who will play a key role in supporting a collaborative and close-knit finance team.


This is a unique opportunity to join an organization deeply focused on their mission, innovation, and community, where finance is truly a strategic partner across the organization. You’ll work closely with an established leadership team, including the Controller, while also interfacing cross-functionally with multiple departments.


What You’ll Be Doing:

• Own core accounting functions including reconciliations, debits/credits, and financial accuracy

• Support budgeting, forecasting, and financial analysis

• Partner cross-functionally with departments

• Audit processes and reporting

• Contribute to systems improvements / upcoming implementation

• Help manage and track multi-source funding / financial activity

• Serve as a trusted, communicative partner across the organization

• Partner closely with program leaders and faculty, translating financial insights into clear, practical guidance for initiatives like student programs, trips, and new offerings

• Act as a go-to resource across departments supporting colleagues with budgeting, purchasing, and financial questions in a collaborative, service-oriented way

• Work alongside Development to ensure gifts and endowment funds are accurately tracked and aligned with donor intent, supporting transparency and stewardship

• Contribute to a highly interactive environment

• Play a visible, trusted role in a close-knit community


What You’ll Bring:

• Bachelor’s degree in Accounting, Finance, or related field

• 8–10 years of experience (ideally within nonprofit and/or education)

• Strong foundation in accounting

• Experience with fund accounting or multi-entity environments preferred

• Exposure to audits and financial systems

• Detail-oriented with the ability to see the big picture

• Collaborative, approachable, and strong communicator

• Someone who enjoys being a team player and cross-functional partner


This role reports to the Controller and has no direct reports but offers high visibility and impact across the organization.


At Nelson Connects, we’re dedicated to helping great organizations and talented professionals find the right match. With decades of success placing leaders across finance and accounting, we’re proud to partner with mission-driven clients to bring meaningful career opportunities to life.

If you’d like to learn more, please reach out—I’d love to connect with you!

Salary : $100,000 - $130,000

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