Chief Financial Officer

The Charity CFO, LLC; St. Louis (MO); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Parental leave

Referral program

Vision insurance

Job summary

The Charity CFO, LLC is seeking a Chief Financial Officer to lead a 7–8 person accounting team and advise nonprofit clients. This role emphasizes strategic financial management, client relations, and team development.

Responsibilities include overseeing monthly closes, budgeting, KPI review, and providing CFO-level guidance to client leadership, while ensuring GAAP compliance and service quality in a hybrid St. Louis environment.

Qualifications

• Bachelor’s degree in Accounting or related field; CPA preferred.
• 3–5 years of experience in full-cycle accounting or public accounting as an auditor or outsourced accountant.
• 2–4 years of experience building and managing a team.
• Nonprofit accounting experience preferred.

Responsibilities

• Lead team staff meetings and training.
• Run weekly 1:1 check-ins with team members and remove roadblocks.
• Maintain effective client communication and de-escalate concerns as needed.
• Oversee monthly financial reports and budgeting analyses for nonprofit clients.
• Act as CFO and strategic advisor to assigned clients with proactive accounting guidance.

Skills

Leadership

Critical thinking

Advanced accounting knowledge

Education

Bachelor’s in Accounting or related field

CPA license (preferred)

Tools

Microsoft Excel

Accounting software

Job description

The Chief Financial Officer role at The Charity CFO, LLC supports day-to-day operations for a 7 to 8 person accounting team while delivering accounting and advisory services to nonprofit clients.

Key Responsibilities

• Lead team staff meetings and training.
• Run weekly one-on-one check-ins with all team members.
• Answer team questions and remove roadblocks by proactively tracking team-wide tasks, projects, and upcoming deadlines.
• Ensure effective client communication; step in to answer client questions and de-escalate concerns when necessary.
• Plan for PTO and other absences to keep client deliverables on track.
• Review KPIs, including deadlines met, responsiveness to email correspondence, and client profitability.
• When KPIs are off track, take ownership and work proactively to get back on schedule.
• Perform a monthly evaluation of team members with direct, actionable feedback to support accountability and long-term growth.
• Evaluate staff capacity and skill to determine client responsibility assignments.
• Interview candidates for open positions.
• Onboard new employees and support a successful transition.
• Facilitate training workshops for new hires.
• Support team engagement through team events and activities.
• Participate in firm leadership activities and “face of the firm” events as assigned.
• Support ongoing professional development and continued education.
• Fill in for team member absences as needed.

• Review and analyze monthly financial reports for assigned clients to assess each organization’s financial health.
• Support clients with annual budgets, cash flow forecasts, and other financial analyses.
• Present financial report presentations to client leadership and boards of directors.
• Periodically check in with clients to assess satisfaction, address issues, and strengthen long-term relationships.
• Participate in new client onboarding meetings to understand unique needs and help build customized accounting processes.
• Manage client expectations and scope of services to ensure needs are met.
• Participate in internal “desk review” debrief meetings to identify improvement areas and create a plan to clean up accounting issues.
• Ensure appropriate accounting processes are maintained for assigned clients and proactively revise processes as necessary.
• Prepare and present an annual custom assessment of each client’s financial health using the proprietary Nonprofit Blueprint model.
• Communicate annual fee increases with assigned clients.
• Serve as a CFO and strategic advisor for assigned clients by answering accounting questions and proactively communicating when accounting problems are identified.

What Success Looks Like (First 6 Months)

• Complete bookkeeping tasks, including processing bills, recording revenue and expense transactions, and posting payroll entries.
• Conduct month-end close procedures, including reconciliations, allocation entries, and preparation of monthly financial reports.
• Track spend-down of clients’ restricted grants and review new client grant agreements for proper accounting and tracking, including compliance considerations that may impact accounting processes.
• Review client financial reports prepared by other team members for accuracy and compliance with GAAP.
• Review client financial statements to ensure they are accurate and audit-ready ahead of financial statement audits.
• Act as a liaison with client auditors to ensure timely delivery of requested documentation and support audit timelines.
• Complete end-of-year reviews of client financial statements prior to preparation of annual Form 990 returns.
• Facilitate the annual 1099 filing process for assigned clients.
• Support client-related projects such as building workpapers, investigating accounting discrepancies, completing chart of account revisions, and performing cash-to-accrual basis conversions.

What Success Looks Like (After 6 Months)

• Analyze financial statements and present key takeaways to stakeholders.
• Prepare budgets and forecasts for clients.
• Manage the team to ensure client needs are met and deliverables remain consistently on time.
• Maintain accounting processes to support quality and meet clients’ unique needs.
• Problem solve with clients using strategic advisory support and solutions for complex accounting situations.
• Maintain client relationships for long-term satisfaction and retention.
• Represent The Charity CFO externally and internally as an ambassador.

Requirements

• Bachelor’s in Accounting or an Accounting-related field
• 3 to 5 years of experience in full-cycle accounting or public accounting as an auditor or outsourced accountant
• 1 to 2 years of nonprofit accounting experience (preferred)
• 2 to 4 years of successfully building and managing a team
• CPA license (preferred)
• Proficiency with Microsoft Excel
• Proficiency with accounting software
• Excellent critical thinking skills
• Advanced accounting knowledge

Technology

• Microsoft Excel

Compensation

• $90,000 to $130,000 per year

Workplace & Location

• St. Louis, MO 63103 (required)
• Hybrid remote in St. Louis, MO 63103
• Hybrid (3 days in-office required)
• Relocate before starting work: St. Louis, MO 63103 (required)
• Ability to commute: St. Louis, MO 63103 (required)

Role Details

• Full-time, exempt
• Department: Client Services

Benefits

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Vision insurance

Application Note

• At-will employment: Employment at The Charity CFO is at-will.
• This job description is not exhaustive, and functions may change or be revised at any time.
• Application question: Will you now or in the future require employer sponsorship for a work visa in order to maintain or obtain work authorization in the United States?