Salary
💰 $135,000 - $150,000 per year
About the role
- 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
Requirements
- Bachelor's degree in accounting or finance is required.
- Master's degree in Finance or Accounting is highly desired.
- 10 years of finance/accounting experience, a portion of which includes oversight and development of staff.
- 5 years of experience in charter school finance and operations.
- Non-profit finance and accounting experience.
- Experience in a professional service firm, such as a CPA firm, 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 both Charter Impact clients and internal 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.