Director of Client Finance

3 months, 4 weeks ago
Full-time
Lead
Finance and Accounting
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

Description

  • Oversee financial and accounting services for assigned clients, including financial statements, accounts payable, accounts receivable, expense tracking by grant, and ad hoc reporting.
  • Review financial statements prepared by accounting teams to ensure compliance with GAAP.
  • Prepare annual budgets and monthly forecasts while providing insight into clients’ financial condition.
  • Lead annual financial and governmental A-133 audits, including work paper preparation and coordination 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 on internal controls and ensure procedures are properly implemented and followed.
  • Work with organizational leaders and executives to communicate financial information clearly and 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 experience overseeing and developing 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 customer service skills and the ability to work closely with clients and internal teams in a highly collaborative environment.
  • Strong written and verbal communication skills, with high organizational skills and attention to detail.
  • Self-starter with the ability to prioritize and multitask without daily direct supervision.
  • Proficiency with Microsoft Office, especially Excel.
  • Knowledge of Sage Intacct or similar nonprofit accounting systems.
  • Ability to work remotely from AZ, CA, CO, CT, FL, GA, ID, IL, MI, NV, OR, SD, TX, UT, or WA.
  • Ability to travel up to 25%.

Benefits

  • Base salary of $120,000 to $150,000 per year.
  • Opportunity to earn an annual discretionary bonus.
  • Medical, dental, vision, and life insurance.
  • 401(k) with company match.
  • Company-issued laptop and remote-work accessories, including a mouse, keyboard, and monitor.
  • 11 paid company holidays plus a winter break from Christmas Day through New Year’s Day.
  • Employee referral bonus program.
  • Remote-first work environment with flexibility and collaboration.

Interested in this position?

Apply directly on the company website

Apply Now

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