Director of Client Finance

1 month ago
Full-time
Lead
Operations
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 statement preparation, accounts payable, accounts receivable, grant expense tracking, grant reporting, and ad hoc reporting.
  • Review financial statements prepared by accounting teams to ensure GAAP compliance.
  • Prepare annual budgets and monthly forecasts and provide insight into clients’ financial condition.
  • Lead annual financial and governmental A-133 audits, including workpaper 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 proper implementation and follow-through.
  • 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 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, including oversight and development of staff, is required.
  • Experience in a professional services 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 written and verbal communication skills are required.
  • High organizational skills with attention to detail are required.
  • Proficiency in Microsoft Office, particularly Excel, is required.
  • Knowledge of Sage Intacct or similar non-profit accounting systems is required.
  • Ability to work collaboratively with clients and internal teams is required.
  • 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% is required.

Benefits

  • Remote-first flexibility with remote and hybrid options depending on the role.
  • Company-issued laptop and essential equipment.
  • Medical, dental, vision, and life insurance with multiple plan options.
  • 401(k) with company match.
  • Employee Assistance Program with confidential mental health, counseling, legal, and financial resources.
  • Up to four weeks of vacation accrual per year, plus 11 paid company holidays and a winter break.
  • Virtual and in-person team events.
  • Employee discounts, voluntary pet insurance, and an employee referral bonus program.

Interested in this position?

Apply directly on the company website

Apply Now

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