Director of Client Finance

Responsibilities

• 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 

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 charter school finance and operations is a plus.
• Non-profit accounting experience 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.

What's in it for You?

• 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.