Charter Impact

Sales

• Own a defined multi-state territory, focused on charter schools and select nonprofits in expansion markets.
• Prospect, qualify, and close new business across a 60–90 day sales cycle with multiple stakeholders.
• Respond to RFPs, create proposals, lead demos, and present to boards for final approval.
• Drive strategic conversations with school leaders, boards, and decision-makers.
• Collaborate with internal subject matter experts throughout the deal process.
• Maintain accurate records of all outreach and opportunities in CRM (HubSpot).
• Leverage tools including ZoomInfo, LinkedIn Sales Navigator, and Microsoft 365 Suite for prospecting and communications.
• Travel up to 40% for in-person meetings, conferences, or board presentations.

Regional Sales Director

Accounts Payable

• Perform accounts payable duties with accuracy and timeliness to assure that positive business relations with vendors are maintained
• Act as the first line of internal control by ensuring invoices are approved by proper client personnel
• Verify availability of cash and perform payment selections
• Void checks, reissue payments, and reverse invoices as necessary
• Prepare rush payments
• Produce accurate data entry and general ledger coding for all invoices for multiple entities
• Generate accounts payable aging, then send to client as needed
• Generate weekly check registers, then send to client
• Maintain recurring payments schedules and leases and ensure timely payment
• Notify clients of vendor discrepancies/credit memos and ensure client follow-ups
• Follow up on stale checks/outstanding checks with clients as needed
• Allocate health benefits and other split expenses and record expense by location
• Timely resolve inquiries/discrepancies from clients and multiple entities, including correspondence via email and phone
• Generate use tax reports, then submit to the Accounts Payable Analyst
• Research and respond to internal and external inquiries related to AP and various expense reports
• Assist in special projects and year-end audit schedule preparation
• Perform all work with accuracy and under the specific instructions given by supervisor and/or client
• Meet all deadlines with minimal follow-up required by supervisor
• Focus on continued process improvement and increased efficiency for clients using the latest industry developments and technology
• Perform other duties as assigned

Accounts Payable Associate

Onboarding Specialist

• Serve as the primary contact for new school clients during the onboarding phase.
• Lead kickoff meetings to establish timelines, deliverables, and expectations.
• Gather, review, and validate client data (e.g., chart of accounts, payroll records, contracts, compliance calendars).
• Coordinate setup and configuration of financial and payroll systems (Sage Intacct, Inova, Edstruments or equivalent).
• Ensure proper mapping to state-specific requirements (e.g., Florida DOE Chart of Accounts, FEFP funding, Title I/IDEA compliance).
• Facilitate weekly check-in meetings with new clients to provide guidance, answer questions, and support a smooth transition through process refinements.
• Train school leaders and staff on new systems, processes, and workflows.
• Develop and deliver written guides, checklists, and resource materials to support successful client adoption and independence.
• Track onboarding milestones, deliverables, and deadlines, escalating risks proactively as needed.
• Collaborate with internal teams (payroll, accounts payable, accounting, compliance) to ensure seamless handoffs and coordinated execution.
• Keep clients informed through regular progress updates, status reports, and clear next steps.
• Conduct tailored demonstrations of accounting, payroll, and accounts payable platforms for prospective clients.
• Highlight features, workflows, and compliance advantages relevant to charter school operations.
• Partner with the sales team to address technical and process questions, reinforcing client confidence prior to contract execution.
• Capture and share feedback from demo sessions to inform product enhancements and onboarding resources.
• Build and maintain trusted relationships with clients by demonstrating expertise, responsiveness, and empathy for the unique challenges of charter schools.
• Identify opportunities to streamline processes, improve service delivery, and enhance the overall client experience.

Financial Planning and Analysis

• 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 A-133 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 Authorizers, Counties, State and Federal 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
• Exceed clients’ expectations both in terms of quality and accuracy of information at all times
• Develop and maintain long-term relationships with client leadership and staff
• Maintain up to date knowledge of the charter school industry and related funding through regular professional development in areas of responsibility
• Mentor staff to ensure continued professional growth within Charter Impact Teams

Director of Client Finance

Systems Engineer

• Provide student information and attendance related technical support to clients
• Train clients’ staff member on effectively leveraging their SIS in support of state reporting requirements
• Integrate 3rd party student and instructional data systems with the SIS
• Troubleshoot problems related to new and/or existing systems
• Assist in codifying procedures and system configuration settings
• Streamline current processes and systems and evaluate more efficient solutions
• Expand automation of systems to improve overall system stability, improve data collection/linkages across multiple data systems
• Data validation of attendance and state reporting information
• Support with gathering data and submitting attendance and state reporting records
• Other duties as assigned

Student Information Systems Analyst

Accountant

• The Staff Accountant is responsible for managing daily accounting tasks for multiple complex clients, primarily nonprofits in the charter school industry, and works alongside a fast-paced team of accounting professionals.
• Responsibilities include performing general ledger account and bank reconciliation with the assistance of the Accounting Associates, preparing journal entries and financial statements, completing all grant compliance reports and budget-to-actual variance reports, client interaction, resolving client, governmental agency and auditor inquires.
• This position reports to an Accounting Manager and provides ongoing career growth opportunities with experiential training and development.

Staff Accountant

Director

• Train new members to the Charter Impact team to support new markets and regularly monitor ongoing performance
• Actively monitor company performance through direct client communication and review of ongoing client feedback, ensuring clients’ expectations are always exceeded both in terms of timeliness and accuracy of information
• Hold regular team meetings to collaborate, share, update and synchronize the team’s thoughts, efforts and strategies
• Monitor team capacity, ensuring both efficient and high-quality delivery of services
• Seek out best practices to ensure a consistent client experience
• Streamline workflows to create greater efficiencies within the team through knowledge sharing, work-product development and process improvement
• Mentor staff to ensure continued professional growth within the firm
• Participate in decision making on growth plans and new markets
• Work with Charter Impact organizational leaders and supervisors to support seamless communication across departments
• Facilitate buy-in and bolster team morale in a remote work environment
• Personify Charter Impact core values at all times and motivate others to do the same
• Maintain up-to-date expertise on public school finance and disseminate such knowledge to the Charter Impact team
• Further Charter Impact’s reputation through participation in conferences and publications as a subject matter expert
• Maintain financial modeling tools to support their efficient use by the team
• In collaboration with other leadership team members, assist in reviewing software tools and platforms to continue to meet the needs of the Charter Impact team as a whole
• Support assigned team members and/or hands on support of client financial management
• Develop and maintain long-term relationships with client leadership and staff
• When necessary, participate in the business development process, showcasing the expertise Charter Impact, as a whole, can bring to client operations
• Assist team in client relations and client expectations conversations, as needed
• Evaluate client requests for changes in scope or new services to ensure client satisfaction and alignment with company mission.
• Participate in the business development/new client acquisition process
• Additional duties as assigned

Regional Director

About the Company:
Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.
Role Summary:
The Director of Client Finance (DOCF) is responsible for overseeing Charter Impact’s service delivery, as well as acting as an outsourced CFO on behalf of our clients. The DOCF oversees all finance, accounting and compliance reporting for assigned clients by working collaboratively with the Charter Impact Accounting, Accounts Payable, Payroll and Retirement Services Teams and ensuring accuracy and timeliness of financial information. This Director position is highly visible to Charter Impact clients and must deliver excellence in professional expertise and customer-service in a proactive and positive manner.
This position is remote to candidates based in AZ, CA, CO, CT, FL, GA ID, IL, MI, NV, OR, SD, TX, UT and/or WA.
*This position requires up to 25% travel

Director, Client Finance

About the Company:

Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.

Role Summary:
The Staff Accountant is responsible for managing daily accounting tasks for multiple complex clients, primarily nonprofits in the charter school industry, and works alongside a fast-paced team of accounting professionals. Responsibilities include performing general ledger account and bank reconciliation with the assistance of the Accounting Associates, preparing journal entries and financial statements, completing all grant compliance reports and budget-to-actual variance reports, client interaction, resolving client, governmental agency and auditor inquires. This position reports to an Accounting Manager and provides ongoing career growth opportunities with experiential training and development.

This position is remote to candidates based in AZ, CA, CO, CT, FL, GA, ID, IL, NV, OR, SD, TX, UT and/or WA.