Financial Transformation Consultant-Kiwi Partners

Arabella Advisors; Washington (District of Columbia); Hybrid; USD 85,000 - 113,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off

Transportation reimbursement

Bonus opportunities

Professional development

Job summary

Arabella Advisors seeks a Financial Transformation Consultant to partner with foundations and philanthropists. The role focuses on analyzing financial processes, implementing improvements, and training client teams on systems and dashboards. The candidate will support Sage Intacct, QuickBooks Online, and Expensify implementations and work across multiple client engagements.

The position offers a hybrid work model with opportunities across several U.S. locations.

Qualifications

• 2–4 years of progressive accounting and/or consulting experience.
• Proficiency in Microsoft programs, particularly Excel, Word, PowerPoint, PowerBI, SharePoint, Teams, Planner.
• Knowledge of accounting systems, internal controls, and implementing control improvements.
• Experience in balancing needs of multiple clients and working independently or collaboratively.
• Prior experience in non-profit, startup, or unstructured environments is a plus.

Responsibilities

• Understand client expectations and quantify them in engagement discussions.
• Deliver high-quality outputs in a timely manner following the firm’s Quality Management System.
• Collaborate with Project Managers on tasks, budgets, timelines, and status memos.
• Develop dashboards and reports to monitor KPIs and financial metrics.
• Assist in system implementations (Sage Intacct, QuickBooks Online, Bill.com, Expensify).

Skills

Microsoft Excel

Power BI

Communication

Independent / Teamwork

Tools

Sage Intacct

QuickBooks Online

Bill.com

Expensify

Smartsheet

Job description

Financial Transformation Consultant-Kiwi Partners

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. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.

ABOUT THE POSITION

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

Technical

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

Client Management

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

To be successful in this role you’ll need

2 - 4 years of progressive accounting and/or consulting experience.

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 and Key Characteristics

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

Our Core Competencies

• 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
• 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
• The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
• 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.
• The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
• 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
• The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
• The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority

Total Rewards (compensation and benefits)

This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.

Chicago range $80,000-$100,000

DC range $ 85,000-$105,000

NY range $90,000-$113,000

SF range $90,000-$113,000

All full-time staff are eligible for our generous benefits package on their first day of employment:

• Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
• Paid time off - 16days' vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusivecultural andreligious holidays and your birthday), 20 hours' volunteer leave, 8 weeks' parental leave
• 401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
• Reimbursements for your personal cell phone plan and fitness
• Pre-tax withholding for transportation and parking
• Bonus incentive opportunities
• Access to professional development opportunities

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.

We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.

We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.

COMPENSATION

$75,000-$113,000

We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.

While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.

We will review applications as they are received and look forward to hearing from you.