Director of Client Finance, Non-Profits
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Job Description
Director of Client Finance overseeing service delivery and acting as outsourced CFO for non-profit clients. Responsible for financial reporting, compliance, and fostering client relationships.
Responsibilities:
- Oversee financial and accounting services and provide direction to Charter Impact Teams in the following areas: financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting – for both governmental and private grants, and ad hoc reporting as requested
- Review all financial statements as prepared by Accounting Teams to ensure compliance with GAAP
- Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition
- Oversee the annual financial and governmental audits, including work paper preparation, liaison with auditors and understanding of the governmental programs
- Oversee and ensure the accuracy and timeliness of all compliance reporting
- Serve as a fiscal liaison to applicable Agencies
- Provide training to client staff to ensure internal controls are properly implemented and followed
- Work with organizational leaders and other executives to ensure financial information is properly communicated
- Develop and maintain long-term relationships with client leadership and staff
- Maintain up to date knowledge of the industry and related funding through regular professional development in areas of responsibility
- Mentor staff to ensure continued professional growth within Charter Impact Teams
- Work collaboratively with Business Development Team to develop and implement effective sales strategies to achieve sales targets and expand our non-profit customer base
- Support the Business Development Team with subject matter expertise to find and win prospects
- Analyze non-profit market trends and discover new opportunities for growth
- Liaise with other departments to ensure brand consistency and increase sales through cross-functional efforts.
Requirements:
- Bachelor's degree in accounting or finance is required.
- Master's degree in Finance or Accounting is highly desired.
- 7 years of experience, a portion of which includes oversight and development of staff is required.
- Experience in a professional service firm, such as a CPA firm, is a plus.
- Experience in non-profit finance and operations is highly desired
- Experience charter school finance and operations is a plus.
- Certified Public Accountant is highly desired but not required.
- Ability to maintain, encourage, and participate in a close and highly collaborative team environment with clients and Charter Impact staff.
- Exceptional customer service skills.
- Strong written and verbal communication skills.
- High organizational skills with attention to detail.
- Self-starter – able to prioritize and multi-task without daily direct supervision.
- Computer skills and proficiency in Microsoft Office, particularly MS Excel.
- Knowledge of Sage Intacct or other similar Non-Profit Accounting systems.
Benefits:
- As a remote-first organization, we embrace flexibility and collaboration across teams. To support your success, we provide a company-issued laptop along with essential accessories, including a mouse, keyboard, and monitor, to help you create a productive remote workspace.
- Opportunities to connect: Engage in frequent virtual and in-person team-building events.
- Incredible colleagues: Work alongside a passionate team making a real impact.
- Competitive compensation & benefits: Enjoy medical, dental, vision, and life insurance, plus a 401(k) with company match—and much more!
- Generous paid time off: Receive 11 paid company holidays and a winter break from Christmas Day through New Year's Day.
- Employee Referral Bonus Program: Earn a bonus for successful referrals.
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