Lead the monthly, quarterly, and annual financial close processes and ensure timely, accurate financial reporting; including management of junior resources
Oversee preparation of financial statements, including P&L, balance sheet, and cash flow statements
Ensure compliance with GAAP and applicable regulatory requirements
Manage all accounting operations including general ledger, accounts payable, accounts receivable, payroll, and billing
Establish and maintain internal controls to safeguard company assets and ensure audit readiness
Lead annual budgeting, rolling forecasts, and long-range financial planning processes
Develop and maintain financial models to support strategic decision-making and growth initiatives
Analyze financial performance, including revenue, margins, and cost drivers, and provide actionable insights
Build and maintain KPI dashboards and reporting tools for executive leadership
Partner with department leaders to drive financial accountability and performance improvements, including performance of individual states/regions and client-level variation
Monitor and manage cash flow, working capital, and treasury functions
Support strategic initiatives including pricing, service line profitability, and market expansion
Assist with M&A activities including financial analysis, due diligence, and integration planning
Oversee financial systems, reporting infrastructure, and process improvements to support scalability
Lead, develop, and manage finance and accounting team members, including outsourced vendors/partners

Requirements

Bachelor’s degree in Accounting, Finance, or related field required; CPA preferred; MBA preferred
10–15+ years of progressive experience in accounting and finance roles, including both controllership and FP&A responsibilities. Experience in professional services, multi-entity, or high-growth environments preferred. Demonstrated experience leading financial operations and strategic finance initiatives.
Advanced accounting principles, financial reporting, and GAAP compliance
Financial planning and analysis, including budgeting, forecasting, and modeling
Financial systems and tools (e.g., Sage Intacct, QuickBooks, BI/reporting platforms)
Revenue recognition, internal controls, and audit processes
Purposes, methods, and practices of financial and accounting record keeping
Basic accrual accounting principles and procedures
Microsoft Office (Word, Excel, Outlook) skills
Proper and effective use of English grammar and communication skills
Ability to effectively listen to and empathize with customers
Align with Charter Impact’s mission, vision, and core values
Maintain a collaborative team environment
Adapt quickly to change
Translate financial data into actionable insights
Work independently
Perform calculations accurately
Prepare accurate financial reports
Identify and correct errors
Experience with QuickBooks Online, QBAO
Experience with Sage Intacct or similar platforms
Experience with Power BI or Tableau
Experience with ADP, Paychex, or Intuit payroll systems

Benefits

Remote‑first flexibility: Work where you do your best work, with flexible, remote, and hybrid options depending on role. We provide a company‑issued laptop and essential equipment to support a productive setup.
Comprehensive, competitive benefits: Medical, dental, vision, and life insurance, plus multiple plan options to meet your needs.
Financial wellness & retirement: 401(k) with company match to help you plan for the future.
Wellbeing support: Employee Assistance Program (EAP) offering confidential mental health support, counseling, and legal and financial resources for you and your household.
Time to recharge: Vacation accrual of up to four (4) weeks per year, plus 11 paid company holidays and a winter break from Christmas Day through New Year’s Day.
Connection & culture: Opportunities to build relationships through virtual and in‑person team events, with colleagues who care deeply about their work and impact.
Extra perks: Employee discounts, voluntary pet insurance, and an employee referral bonus program.

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial reportingGAAP compliancefinancial planning and analysisbudgetingforecastingfinancial modelingrevenue recognitioninternal controlsaccrual accountingfinancial analysis

Soft Skills

leadershipcommunicationcollaborationadaptabilityanalytical thinkingproblem-solvingempathyindependenceattention to detailstrategic thinking

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceCPAMBA