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Director of Client Finance

4 months, 2 weeks ago
United States
Full-time
Lead
Accounting Manager
Finance and Accounting
Apply Now
Charter Impact

Charter Impact

Charter Impact is a mission-driven business partner dedicated to empowering charter schools and non-profit organizations with professional, personalized financial management & back office operational support. They provide services such as payroll proce...

Diversified Financial Services
51-250
Founded 2010
View All Jobs 5

Description

  • Oversee financial and accounting services for assigned clients, including financial statements, accounts payable, accounts receivable, expense tracking, grant reporting, and ad hoc reporting.
  • Review financial statements prepared by Accounting Teams to ensure compliance with GAAP.
  • Prepare annual budgets and monthly forecasts and provide insight into clients’ financial condition.
  • Lead annual financial and governmental A-133 audits, including work paper preparation and liaison with auditors.
  • Oversee the accuracy and timeliness of all compliance reporting.
  • Serve as a fiscal liaison to authorizers, counties, and state and federal agencies.
  • Train client staff to ensure internal controls are properly implemented and followed.
  • Work with organizational leaders and executives to communicate financial information effectively.
  • Develop and maintain long-term relationships with client leadership and staff.
  • Mentor staff and support their continued professional growth within Charter Impact teams.

Requirements

  • Bachelor’s degree in accounting or finance is required.
  • Master’s degree in Finance or Accounting is highly desired.
  • 7 years of experience is required, including some oversight and development of staff.
  • Experience in a professional service firm, such as a CPA firm, is a plus.
  • Experience in charter school finance and operations is a plus.
  • Non-profit accounting experience is a plus.
  • Certified Public Accountant (CPA) is highly desired but not required.
  • Strong ability to work in a close, highly collaborative team environment with clients and Charter Impact staff.
  • Exceptional customer service skills and strong written and verbal communication skills.
  • High organizational skills, attention to detail, self-starter mindset, and proficiency with Microsoft Office, especially Excel.
  • Knowledge of Sage Intacct or similar non-profit accounting systems.
  • Must be based in AZ, CA, CO, CT, FL, GA, ID, IL, MI, NV, OR, SD, TX, UT, or WA.
  • Ability to travel up to 25%.

Benefits

  • Remote-first work environment with flexibility and collaboration across teams.
  • Company-issued laptop plus mouse, keyboard, and monitor for a productive home office.
  • Frequent virtual and in-person team-building events.
  • Medical, dental, vision, and life insurance.
  • 401(k) with company match.
  • 11 paid company holidays plus a winter break from Christmas Day through New Year's Day.
  • Employee referral bonus program.
  • Annual base salary of $120,000 to $150,000 plus the opportunity for an annual discretionary bonus.

Interested in this position?

Apply directly on the company website

Apply Now

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