Director of Client Finance (Future Opportunities)

Charter Impact; United States; Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Remote-first flexibility

Comprehensive benefits

401(k) with company match

Paid time off: 4 weeks vacation + 11+

Job summary

Charter Impact is a remote-first firm providing specialized finance, accounting, and compliance support to mission-driven organizations across the United States. The Director of Client Finance will oversee service delivery, act as an outsourced CFO for clients, and lead teams including accounting, payroll, and retirement services.

Travel up to 25% is required to support client engagements. The role demands expert GAAP knowledge, budgeting, and strong client relations, with a focus on accuracy,

Qualifications

• Bachelor’s degree in accounting or finance is required, with advanced credentials preferred.
• 7+ years of experience in finance/ accounting, including staff oversight.
• Experience with government and private grant reporting and audits is preferred.

Responsibilities

• Oversee financial and accounting services and direct Charter Impact teams in financial statements, accounts payable/receivable, grant tracking and ad hoc reporting.
• Review financial statements for GAAP compliance across client accounts.
• Prepare annual budgets and monthly forecasts with insights into clients’ financial health.
• Oversee annual financial and governmental audits (A-133) including work papers and liaison with auditors.
• Ensure timeliness and accuracy of all compliance reporting and communications with authorities.
• Serve as fiscal liaison to grantors, counties, and state/federal agencies.
• Provide training to client staff on internal controls and best practices.

Skills

Leadership

Budgeting

GAAP knowledge

Compliance

Client relations

Communication

Mentoring/Developing staff

MS Excel

Non-profit accounting

Travel coordination

Education

Bachelor’s degree in accounting or finance

Master’s degree in Finance or Accounting

Certified Public Accountant (CPA)

Tools

Sage Intacct

Job description

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, FL, RI, MN, ID, TX

*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 AZ, FL, RI, MN, ID, TX school and nonprofit finance
• 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?

• At Charter Impact, we believe great work happens when people feel supported, trusted, and connected.
• 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.

$120,000 - $150,000 a year

This position has a base salary of $120,000 - $150,000 annual, with the opportunity to earn an annual discretionary bonus. The amount a particular employee will earn within the salary range will be based on factors such as relevant education, qualifications, performance, business needs and business results.

Charter Impact strives to be an employer of choice for highly motivated and mission-driven professionals. We are committed to fostering a team environment where all members work together to achieve common goals, and where staff are supported, challenged and inspired in their work.