Charter Impact

Director of Client Finance, Non-Profits

Charter Impact

full-time

Posted on:

Location Type: Remote

Location: Arizona • California • United States

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Salary

💰 $120,000 - $150,000 per year

Job Level

Lead

About the role

  • 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 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 applicable 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
  • Develop and maintain long-term relationships with client leadership and staff
  • Maintain up to date knowledge of the industry and related funding through regular professional development in areas of responsibility
  • Mentor staff to ensure continued professional growth within Charter Impact Teams
  • Work collaboratively with Business Development Team to develop and implement effective sales strategies to achieve sales targets and expand our non-profit customer base
  • Support the Business Development Team with subject matter expertise to find and win prospects
  • Analyze non-profit market trends and discover new opportunities for growth
  • Liaise with other departments to ensure brand consistency and increase sales through cross-functional efforts.

Requirements

  • Bachelor's degree in accounting or finance is required.
  • Master's degree in Finance or Accounting is highly desired.
  • 7 years of experience, a portion of which includes oversight and development of staff is required.
  • Experience in a professional service firm, such as a CPA firm, is a plus.
  • Experience in non-profit finance and operations is highly desired
  • Experience charter school finance and operations 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 clients and Charter Impact 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.
Benefits
  • As a remote-first organization, we embrace flexibility and collaboration across teams. To support your success, we provide a company-issued laptop along with essential accessories, including a mouse, keyboard, and monitor, to help you create a productive remote workspace.
  • Opportunities to connect: Engage in frequent virtual and in-person team-building events.
  • Incredible colleagues: Work alongside a passionate team making a real impact.
  • Competitive compensation & benefits: Enjoy medical, dental, vision, and life insurance, plus a 401(k) with company match—and much more!
  • Generous paid time off: Receive 11 paid company holidays and a winter break from Christmas Day through New Year's Day.
  • Employee Referral Bonus Program: Earn a bonus for successful referrals.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial statement preparationaccounts payableaccounts receivableexpense trackinggrant reportingbudget preparationfinancial forecastingcompliance reportingaudit preparationnon-profit finance
Soft Skills
leadershipcommunicationcustomer serviceorganizational skillsattention to detailcollaborationmentoringtrainingself-startermulti-tasking
Certifications
Bachelor's degree in accountingBachelor's degree in financeMaster's degree in FinanceMaster's degree in AccountingCertified Public Accountant