Financial Transformation Consultant-Kiwi Partners

EPIP; Buxton (ND); Remote; USD 75,000 - 113,000; Full time

Job summary

Join a forward-thinking firm dedicated to making a significant impact through financial transformation. As a Financial Transformation Consultant, you will partner with diverse clients to enhance their financial processes and implement innovative solutions. This role involves training, analysis, and collaboration, ensuring that clients achieve their strategic goals effectively. With a competitive salary and comprehensive benefits starting from day one, this is an exciting opportunity to contribute to meaningful projects in a supportive environment that values diversity and inclusion.

Benefits

Health Insurance

Paid Time Off

401(k) with Employer Match

Professional Development Opportunities

Qualifications

• 2-4 years of progressive accounting or consulting experience.
• Proficiency in Microsoft Office, especially Excel, Word, and PowerPoint.
• Knowledge of accounting systems and process improvements.

Responsibilities

• Research and analyze data for detailed reports to support decision-making.
• Train client employees on system use and functionality.
• Assist in system implementations and manage accounting procedures.

Skills

Accounting

Consulting

Microsoft Excel

Project Management

Communication Skills

Education

Bachelor's Degree in Accounting or Finance

Tools

Sage Intacct

QuickBooks Online

Bill.com

Expensify

Microsoft PowerBI

Smartsheet

Job description

Financial Transformation Consultant - Kiwi Partners

Posted on March 28, 2023

Our firm helps foundations, philanthropists, and investors who are serious about impact achieve the greatest good with their resources. We work on issues such as the social and economic advancement of women and girls, climate and environmental conservation, and reducing poverty and inequity globally. Our staff members are mission-driven and action-oriented, with experience across philanthropy, business, nonprofits, government, finance, law, and other fields.

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 efforts, we strive for a highly diverse staff and a workplace where everyone feels valued and a sense of belonging.

ABOUT THE POSITION

The Financial Transformation Consultant 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 support strategic decision-making.
2. Train client employees and Kiwi staff on system use, functionality, workflow, reporting, dashboards, and interfaces.
3. Assist Lead Financial Engineers in system implementations, including Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
4. Support process walkthroughs, document accounting procedures, and streamline processes.
5. Manage mapping of chart of accounts and financial dimensions from legacy to new systems.
6. Develop metrics dashboards to monitor strategic measures, metrics, and KPIs.
7. Review timesheet and procurement processes for efficiency.
8. Support annual cash flow forecasting models.
9. Evaluate accounting tasks and recommend improvements for month-end closing processes.
10. Research, test, and perform proof of concepts on recommended applications.
11. Assist in workforce needs assessments.
12. Collaborate with Project Managers on task analysis, budget tracking, project timelines, and status reports.

Client Management Responsibilities

1. Understand client expectations as discussed in engagement meetings.
2. Deliver high-quality work on time, in accordance with Kiwi’s Quality Management System.
3. Proactively communicate with managers and clients to build trust and address issues early.

Qualifications

To be successful in this role, you will need:

1. 2-4 years of progressive accounting or consulting experience.
2. Proficiency in Microsoft Office programs, especially Excel, Word, PowerPoint, PowerBI, SharePoint, Teams, Planner.
3. Proficiency in Smartsheet.
4. Knowledge of accounting systems, internal controls, and process improvements.
5. Experience managing multiple clients simultaneously.
6. Ability to work independently and collaboratively.

Highly Preferred Knowledge, Skills, and Experience

1. Experience in small non-profits, startups, or unstructured environments.
2. Certifications in QBO, Sage Intacct, Bill.com, or Expensify.
3. 1-2 years of Sage Intacct Implementation experience.

Core Competencies

1. Excellent service skills, including handling complex issues.
2. Project management skills across large and cross-firm projects.
3. Facilitation, negotiation, and stakeholder management skills.
4. Effective communication of complex messages.
5. Teamwork, inclusivity, and problem-solving with innovative solutions.
6. Advocacy for marginalized voices within teams.

Total Rewards (Compensation and Benefits)

This is a full-time position with a competitive total rewards package, including salary, bonus, and benefits. Compensation varies by location:

• Chicago: $80,000 - $100,000
• DC: $85,000 - $105,000
• NY: $90,000 - $113,000
• SF: $90,000 - $113,000

Benefits include health insurance, paid time off, 401(k) with employer match, reimbursements, pre-tax benefits, bonuses, and professional development opportunities. Full benefits start from day one.

Working with Us

Candidates can be based in New York, Washington DC, Chicago, Durham, San Francisco, or remotely within various states.

Compensation Range

$75,000 - $113,000

How to Apply

Submit a resume and a one-page cover letter explaining your interest and qualifications.

We are an Equal Opportunity Employer committed to racial equity.