Director of Client Finance

Remote; San Francisco (CA); Teletrabalho; USD 150 000 - 210 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Laptop provided and remote workspace

Health, dental, vision insurance

401(k) with company match

Generous paid time off

Employee referral bonus

Resumo da oferta

Charter Impact is seeking a Director of Client Finance to oversee service delivery and act as an outsourced CFO for a portfolio of clients. You will lead finance, accounting, and compliance reporting with a strong emphasis on accuracy, timeliness, and client collaboration, while mentoring staff across teams.

This remote-first role offers travel up to 25% and requires a strategic partner who can communicate financial information to leadership and external stakeholders with confidence.

Qualificações

• Bachelor's degree in accounting or finance is required.
• Master's degree in Finance or Accounting is highly desired.
• 7 years of experience, some of which includes staff oversight.
• Experience in professional service firms, 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 a close and collaborative team environment with clients and staff.
• Exceptional customer service skills.
• Strong written and verbal communication skills.
• High organizational skills with attention to detail.
• Self-starter with ability to prioritize and multi-task.
• Proficiency in Microsoft Office, especially Excel.
• Knowledge of Sage Intacct or similar non-profit accounting systems.

Responsabilidades

• Oversee financial and accounting services and provide direction to Charter Impact Teams in financial statement prep, accounts payable/receivable, grant tracking and reporting, and ad hoc reporting.
• Review all financial statements prepared by Accounting Teams for GAAP compliance.
• Prepare annual budgets and monthly forecasts with insights into clients’ financial condition.
• Oversee annual financial and governmental audits including work papers and liaising with auditors.
• Ensure accuracy and timeliness of all compliance reporting.
• Serve as a fiscal liaison to Authorizers, Counties, State and Federal Agencies.
• Provide training to client staff on internal controls.
• Collaborate with organizational leaders to communicate financial information clearly.
• Exceed client expectations with quality and accuracy of information.
• Develop and maintain long-term client leadership relationships.
• Maintain up-to-date knowledge of charter school funding and related regulations.
• Mentor staff for professional growth within Charter Impact Teams.

Conhecimentos

GAAP

Team leadership

Financial reporting

Budgeting

Grant reporting

Nonprofit accounting

CPA desired

Communication

Microsoft Excel

Sage Intacct

Formação académica

Bachelor's degree in accounting

Master's in Finance desirable

CPA certification desirable

Ferramentas

Sage Intacct

MS Excel

Descrição da oferta de emprego

About the Company:

Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.

Role Summary:

The Director of Client Finance (DOCF) is responsible for overseeing Charter Impact’s service delivery, as well as acting as an outsourced CFO on behalf of our clients. The DOCF oversees all finance, accounting and compliance reporting for assigned clients by working collaboratively with the Charter Impact Accounting, Accounts Payable, Payroll and Retirement Services Teams and ensuring accuracy and timeliness of financial information. This Director position is highly visible to Charter Impact clients and must deliver excellence in professional expertise and customer-service in a proactive and positive manner.

This position is remote to candidates based in AZ, CA, CO, CT, ID, IL, MI, NV, OR, SD, TX, UT and/or WA.

*This position requires up to 25% travel

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.