Summary
Description
About Tangelo Tree Consulting
What We Do
Founded in 2018, Tangelo Tree Consulting (TTC) is a strategy and planning practice that helps nonprofits pursue big ideas for social change. We work with clients to reimagine, rebuild, and redefine nonprofit success and impact. We do that through strategy development, new partnerships and mergers, business planning, and developing comprehensive financial strategy, planning, and analysis.
We partner with nonprofits to facilitate essential conversations, explore big ideas, navigate critical decision-making processes, and develop new models for transforming delivery of nonprofit missions.
Who We Work With
We work with nonprofit organizations all over the country rooted in social justice. Recent TTC clients have worked in community organizing, political advocacy, food access, affordable housing development, community and economic development, community health clinics, science and children’s museums, grantmaking, racial equity training, and more.
About Our Practice
Tangelo Tree Consulting delivers customized consulting services to meet the various needs of our clients for each project. We believe that the systemic and deeply entrenched challenges our clients are tackling require fresh ideas, creativity, and new approaches. We don't use “one size fits all” approaches or default models in our work. Instead, we build custom project teams that bring together a unique set of skills and experiences for every engagement.
Our practice has seen multiple consecutive years of steady growth. This role will be working closely with our core team of eight staff and consultant partners across many project teams on a regular basis. Members of TTC project teams are based across the country, all rooted in a set of common beliefs.
What We Believe
Building stronger, healthier, more equitable communities is central to our mission. We believe that nonprofits are vital community infrastructure, and when nonprofits have the tools and resources they need to succeed, our communities are more connected, more vibrant, and more just. We think meaningful change requires addressing the root causes of social inequities, and we see our role as supporting and strengthening the organizations that are undertaking this critical work.
How We Work
- We develop the right information for decision-making by analyzing financial data; conducting surveys and secondary research; and engaging community members, field leaders, and subject experts.
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We facilitate our clients’ strategic decision-making through a rigorous and contextual process that we build to meet each organization’s needs.
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We bring the right voices into the process, surfacing perspectives from board and staff across an organization to develop robust solutions and build confidence in the pathway ahead.
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We work with clients to develop practical tools that can be used for ongoing analysis instead of static deliverables.
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Our approach centers relationship-building. Because we work with our clients on challenging, nuanced issues, we find that bringing respect, honesty, and the right amount of humor to a project leads to both deeper impact and more enjoyable work.
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We partner with our clients, learning from one another as we work to build effective organizations.
Role and Responsibilities
The Senior Finance Associate is a full-time role that will deliver comprehensive financial analysis services to clients, focusing on strategic planning, merger or partnership considerations, business planning, and business model transitions.
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Provide direct support and contributions on client projects (70-75%)
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Analyze and document client data using standardized tools/templates
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Innovate financial analysis solutions to meet specialized client needs, including:
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Developing dynamic financial models
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Developing multi-year forecasts
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Conducting financial trend analysis
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Other financial analyses to support client needs
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Foster positive, productive, and collaborative client working relationships
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Support clients in their ongoing use of project tools
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Support new business development (5-10%)
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Contribute to proposal planning and development
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Participate in intake meetings
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Work with the team to support business operations (10-15%)
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Develop standardized tools/templates to enhance service offerings
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Participate in staff meetings and practice development and business planning
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Participate in consulting team retrospectives to document project outcomes
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Engage in team-building activities to improve overall team performance
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Engage in continuous professional development and community engagement (10%)
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Create and participate in opportunities for effective professional development and learning
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Build a knowledge base that supports client engagements and business practices and share this knowledge with the team
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About You
The Senior Finance Associate will bring strong financial analysis skills, a rigorous and detail-oriented approach to complex data, and a commitment to our shared values and beliefs at Tangelo Tree Consulting. The ideal candidate is a skilled problem solver who can synthesize complex financial information, spot trends, and translate data into clear insights and practical tools for nonprofit clients. Additionally, the ideal candidate will have professional experience in financial analysis, accounting, or nonprofit finance work, along with an interest in growing within a consulting environment. Relevant experience may come from a variety of backgrounds (nonprofit finance, accounting, financial planning and analysis, or related fields), and prior consulting experience is not required.
Core Competencies and Skills
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Strong financial modeling and analytical skills, including experience developing dynamic models and multi-year forecasts
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Financial modeling & analysis — Proven ability to build financial tools that support strategic decision making, often in the form of financial trends analysis and multi-year forecasting
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FP&A expertise — Experience with budgeting, forecasting, and driver-based planning, with solid grounding in GAAP accounting principles
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Advanced Excel Skills — Advanced Excel skills, such as pivot tables, complex formulas, visual dashboard development
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Excellent attention to detail and commitment to accuracy in financial analysis and documentation
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Ability to manage multiple concurrent client engagements and deadlines
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Strong written and verbal communication skills, with the ability to translate complex financial concepts for non-finance audiences
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Highly collaborative approach, with strong relationship management skills to support client and consulting teams
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Interest in nonprofit consulting and passion for client effectiveness and success
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Excellent organizational skills and attention to detail
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Commitment to our shared values and beliefs:
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Community: We value the collective strength of communities and teams, and we believe that everyone possesses unique expertise to contribute. We learn together with our clients as we partner to build the communities we need and deserve.
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Equity: We believe that nonprofits can play an important role in changing the systems that perpetuate social inequities. We adopt a critical lens that seeks to center those most affected by injustice, understand how history, power, and identity show up in our work, and remain accountable to our values.
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Collaboration: We believe that relationships underpin all successful endeavors and that collaboration is the catalyst for progress. Our inclusive approach engages individuals across an organization, amplifying the success of strategies we build together.
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Responsiveness: Our work is guided by attentive listening and a contextual approach that ensures that we provide solutions that truly resonate. We take a learning stance, working always to advance our methods and approach as we adapt to meet dynamic needs.
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Integrity: We act in consistent alignment with our values, and we build trust by bringing candor, thoughtfulness, and humor into all our relationships.
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Location
This is a fully remote position and can be based anywhere in the country. Tangelo Tree has a flexible work environment where employees are expected to maintain general availability during the hours of 9 am to 4:30 pm central time, except on holidays or during time off. While much of our client work occurs virtually, this role can anticipate regular travel for select in-person client sessions. Tangelo Tree Consulting has established a practice of quarterly two-day in-person staff meetings that typically take place in Minneapolis, MN.
Salary and Benefits
The salary for this position is $95,000. Tangelo Tree does not negotiate compensation in order to ensure pay equity across the team. In addition, we offer a $6,450 annual healthcare stipend, $2,400 annual technology stipend, four weeks of paid time off and 12 paid holidays annually. This role will be eligible for an employer contribution to a 401K plan upon six months of employment. Tangelo Tree Consulting is implementing a new profit-sharing plan in 2026, which this position would be eligible for in 2027.
How to Apply
Tangelo Tree Consulting values equity and encourages people of all backgrounds to apply. We are an Equal Opportunity Employer. Please email your resume with a short introductory email sharing information on your experience and what excites you about this role to info@tangelotree.org. This position is open until filled.
