Financial Engineer-Kiwi Partners

EPIP; New York (NY); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Financial Engineer to partner with clients in enhancing their financial processes. This role requires a blend of accounting expertise and consulting skills, focusing on data analysis, client management, and system implementations. The successful candidate will thrive in a hybrid working environment, collaborating with a diverse team committed to making a significant impact in the philanthropic sector. Join a mission-driven firm that values diversity, equity, and inclusion, and help clients achieve their financial goals while contributing to meaningful social change.

Benefits

Flexible working hours

Health insurance

Professional development opportunities

Remote work options

Diversity and inclusion initiatives

Qualifications

• 2-4 years of progressive accounting and/or consulting experience required.
• Proficiency in Microsoft Excel and accounting principles essential.

Responsibilities

• Research and analyze data for reports to aid strategic decisions.
• Train clients on system functionality and assist in implementations.

Skills

Accounting

Consulting

Microsoft Excel

Microsoft PowerBI

Sage Intacct

QuickBooks Online

Client Management

Data Analysis

Project Management

Communication

Education

Bachelor's Degree in Accounting or Finance

Certification in Accounting Software

Tools

Microsoft Office Suite

Smartsheet

Bill.com

Expensify

Job description

Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.

Our Commitment to Diversity, Equity, and Inclusion (DEI)

Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values.

ABOUT THE POSITION

Financial Engineer-Kiwi Partners

The Financial Engineer partners with clients to understand their financial processes, identify opportunities for improvements, and implement solutions.

Technical Responsibilities

1. Research and analyze data for detailed reports and interpret results to help the team make strategic decisions.
2. Train client employees and Kiwi staff on use, functionality, system, workflow, reporting & dashboarding and interface.
3. Assist Lead Financial Engineers in system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
4. Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals.
5. Manage process of mapping a chart of accounts and financial dimensions from old legacy system to new, configuring accounting applications to client requirements.
6. Develop a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
7. Assist in the review of timesheet and procurement processes.
8. Support in annual cash flow forecasting models.
9. Evaluate accounting tasks and assist on recommendations for month-end closing processes.
10. Research, test, and perform proof of concepts on recommended applications.
11. Assist in the development of a workforce needs-assessment.
12. Collaborate directly with Project Managers on various tasks analysis, track budget vs. actuals, project timeline, weekly status memos, etc.

Client Management Responsibilities

1. Understanding client expectations as discussed and quantified in the client engagement meeting.
2. Providing high quality deliverables on a timely basis and in compliance with Kiwi’s Quality Management System.
3. Following Kiwi Partners Communications Policy, communicate proactively with Manager and/or client to establish strong trust and prevent potential conflicts/problems.

Qualifications

To be successful in this role you’ll need:

1. 2 - 4 years of progressive accounting and/or consulting experience.
2. Proficiency in Microsoft programs, particularly:

• Excel
• Word
• PowerPoint
• PowerBI
• SharePoint
• Teams
• Planner

Proficiency in Smartsheet.

Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.

Experience with one or more of the following:

• Working in multiple work environments.
• Balancing the needs of several clients.
• Working independently as well as collaboratively.

Other Highly Preferred Knowledge, Skills and Experience

1. Prior experience in small non-profits, startup, or unstructured environment.
2. QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
3. 1 – 2 years of Sage Intacct Implementation Specialist experience.

Core Competencies

1. The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards.
2. The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates.
3. The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers.
4. The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
5. The ability to work cooperatively and inclusively with others to achieve shared goals.
6. The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others.
7. The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others.
8. The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority.

Working with Us

This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment.