Nonprofit CFO Consultant

100 Degrees Consulting; Clarence Center (NY); Remote; USD 75,000 - 120,000; Full time

Job summary

An innovative consulting firm is seeking a dedicated CFO Consultant to join their dynamic team. This role is pivotal in delivering exceptional financial services to nonprofit organizations, guiding them through budgeting, financial analysis, and audit support. The ideal candidate will thrive in a fast-paced environment, managing multiple client accounts while fostering a collaborative culture. With a commitment to excellence, this position offers the chance to make a significant impact on nonprofit missions. Join a passionate team that values dependability and a proactive approach, and contribute to the financial clarity of organizations making a difference in the world.

Benefits

Medical, Dental, and Vision Insurance

401(k) Savings Account with company match

Annual Remote Work Stipend

Unlimited PTO

Unlimited Sick Leave

13 Paid Company Holidays

Annual In-Person Team Retreat

Continuing Professional Development

Client Referral Bonus

Half-Day Fridays from Memorial Day to Labor Day

Qualifications

• Minimum 3 years of nonprofit finance experience required.
• Proficiency in QuickBooks Online and financial tools essential.

Responsibilities

• Manage 10-12 client accounts, providing financial analysis and bookkeeping.
• Oversee audit processes and prepare 990-Series Forms.

Skills

Nonprofit financial management

Client service skills

Financial analysis

Budgeting

Proactive problem solving

Education

Bachelor's degree in Finance or related field

Experience with 501(c)(3) organizations

Tools

QuickBooks Online

Google Sheets

Excel

Slack

Zoom

Job description

About 100 Degrees Consulting:

100 Degrees Consulting provides CFO and bookkeeping services to visionary leaders. We help nonprofit organizations globally with all things finance; accounting, bookkeeping, audit, board reporting, financial analysis, budgeting, cash flow, 990s, and compliance. We give leaders clarity and confidence in their numbers so they can make a bigger impact on the world.

We are seeking to add a high-performing CFO Consultant to the team to deliver a high level of service to our clients because we’re growing by leaps and bounds. The CFO Consultant will lead client engagements and support nonprofits in their financial analysis needs as the organization grows.

We serve our clients with knowledge & expertise, passion for their mission, dependability, and approachability. We have high standards, high expectations, and we move quickly. We have extraordinary capacity and expect the same from everyone on the team. Most importantly, we love what we do and who we serve.

Nonprofit Chief Financial Officer Consultant Job Overview:

This is a client-facing role and would directly manage 10-12 client accounts. This person needs to be financially savvy and able to provide high-level analysis and value to our clients, but must also be able to oversee the day-to-day bookkeeping on assigned accounts. We are looking for someone who is proactive, adaptable, dependable, and understands how to provide excellent client service. The ideal candidate is passionate about supporting nonprofit missions, enjoys working with visionary leaders, and is committed to fostering a positive and collaborative company culture.

Financial Analysis, Budgeting, Forecasting & Reporting

• Creation and support with annual operational budgeting, restricted grant budgeting, federal or state grant budgeting, and subsequent budget vs. actual reporting.
• Monthly financial forecasting and reporting for clients, performing regular analyses, and presenting findings and insights to clients and their Board of Directors

Process Improvement

• Reviewing, developing, documenting, and updating finance processes, procedures, systems, and finance manuals in written and video SOPs to enhance financial operations

Audit Support

• Support with audit processes, liaising with third-party audit firms, preparing and providing necessary work papers and documentation, reviewing drafts
• Ensuring clients are audit-ready at all times

990 Preparation & Filing

• Preparing and electronically filing 990-Series Forms, including an internal review process and oversight of state tax return forms

Bookkeeping

• Support 100DC bookkeepers with client monthly close process in QuickBooks Online, including bank, credit card, and payment platform reconciliations, A/P and A/R reconciliations, fundraising database reconciliations, and journal entries
• Coach and mentor bookkeepers on shared client accounts

Project Management

• Serve as lead project manager for client onboarding and various accounting projects.
• Use tools like Keeper, Slack, and email to manage organization tasks, timelines, and budgets

Team Collaboration

• Work closely with other CFOs and team members to share knowledge, improve processes, and share wins and challenges

Job Requirements:

• Proven experience in nonprofit financial management, including 990 preparation, nonprofit audits, FASB and GAAP requirements, and restricted funds management
• Proficiency in accounting software, financial tools, and software like QuickBooks Online, Google Sheets, Excel, SaasAnt, Google Workspace, Dropbox, Expensify, Slack, Keeper, Zoom, Gusto as well as experience with software integrations with Quickbooks Online
• Exceptional client service skills with a proactive approach to solving problems
• Ability to seamlessly manage a roster of 10-12 clients and their individual priorities and needs
  • All new hires onboard with a smaller roster of clients with the expectation of reaching minimum capacity within 3-4 months
• Are a skilled, professional writer and communicator

Qualities We’re Looking For:

• Thrive in a fast-paced environment
• Organized and detail-oriented under pressure
• Hardworking, comfortable with ambiguity, highly self-motivated, and a quick learner
• Great sense of humor, high energy, and enthusiasm for working on a small and growing team

Experience:

• A minimum of 3 years experience leading the finance function of a 501(c)(3) nonprofit organization
• Demonstrated experience providing financial support to multiple nonprofit organizations, departments, or projects simultaneously required
  • Preferably experienced in working with organizations with an average annual revenue of $1 million - $5 million
• Experience working with nonprofit organizations in the international development space including multi-country books consolidation, a plus but not required

Physical Requirements:

• Prolonged periods of sitting at a desk and working at a computer
• Position calls for repeated and coordinated use of your hands, wrists, and fingers to use and type on a computer keyboard, requiring the use of fine motor skills
• Position calls for close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus

Schedule:

• Remote - Full-time, exempt position
• 8-hour shift, closely aligned with a 9am-5pm EST schedule. Flexibility available depending on location.
• This role requires frequent Zoom meetings, including 3-4 client meetings per week and 1-2 internal team meetings per week, to ensure effective communication and collaboration.

Benefits:

• Medical, Dental, and Vision Insurance with monthly company contribution toward total health insurance premium
• 401(k) Savings Account with up to 4% company match
• Annual Remote Work Stipend
• Unlimited PTO
• Unlimited Sick Leave
• 13 Paid Company Holidays Per Year
• Annual In-Person Team Retreat
• Continuing Professional Development
• Client Referral Bonus
• Half-Day Fridays from Memorial Day to Labor Day

Logistics:

• This is a full-time, exempt, W2 employee position.
• We offer a flexible, remote work environment.
• You must be available to respond to client communication and take meetings during regular business hours in the US, closely aligned with a 9am-5pm EST schedule.
• You have your own computer and internet access.
• You maintain a workspace free of unnecessary distractions where client and internal calls may be taken in a professional manner.
• You are able to be on video chat for scheduled meetings.

Interview Process:

• 30-minute screening interview with HR
• Brief CFO Assessment
• 30-minute interview with Client Services Manager (manager of this role)
• Reference Checks
• 30-minute interview with CEO
• Background check

Equal Opportunity:

100 Degrees Consulting is an equal opportunity employer and we strongly encourage and seek applications from women, people of color, immigrant, bilingual, and bicultural individuals, as well as members of the LGBTQIA+ communities. 100 Degrees is firmly committed to complying with all federal, state, and local equal employment opportunity laws and strictly prohibits discrimination against any employee or applicant for employment because of the individual’s race, creed, color, sex, religion, national origin, age, sexual orientation, height, and/or weight, disability, gender identity or expression, medical condition including acquired immune deficiency syndrome or AIDS-related conditions, marital status, partnership status, genetic predisposition or carrier status, military status, arrest record and any other characteristic protected by law.

Reasonable accommodation will be made so that qualified disabled applicants may participate in the application process. Please advise in writing of special needs at the time of application. While performing the responsibilities of the job, reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job.

Salary Range: $75,000 - $120,000 per year

The final salary will be determined based on several factors including experience, education, qualifications, as well as the need to maintain internal equity within the company.