Senior Financial Engineer-Kiwi Partners

EPIP; New York (NY); Remote; USD 92,000 - 138,000; Full time

Job summary

Join a leading philanthropic advisory firm as a Senior Financial Engineer, where you'll partner with clients to enhance their financial processes. This role offers the opportunity to leverage your expertise in consulting and accounting systems to deliver strategic advisory services. You'll conduct thorough analyses, implement systems like QuickBooks and Sage Intacct, and lead process re-engineering efforts. With a focus on collaboration and innovation, this position is perfect for those who thrive in dynamic environments and seek to make a meaningful impact. Embrace a culture that values inclusivity and professional growth while working remotely or from one of our vibrant office locations.

Benefits

Health insurance

Paid time off

401(k) retirement plan

Reimbursements for personal cell phone

Pre-tax withholding for transportation

Bonus incentive opportunities

Access to professional development opportunities

Qualifications

• 5-7+ years of relevant professional experience in consulting and accounting.
• Expert knowledge of financial management software systems required.

Responsibilities

• Conduct interviews and analyze financial processes for clients.
• Manage client expectations and oversee a team of Analysts.

Skills

Financial Analysis

Consulting

Accounting Systems

QuickBooks

Sage Intacct

Data Analysis

Project Management

Training

Client Management

Documentation

Education

Bachelor’s Degree

9 years of experience without a bachelor’s degree

Tools

Office 365

PowerBi

SharePoint

Teams

Planner

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.

ABOUT THE POSITION

Senior Financial Engineer, Kiwi Lines of Business – Consulting Services (Remote, EST preference)

The Senior Financial Engineer partners with clients to deliver exceptional strategic advisory services and identify, develop, and lead process re-engineering and systems implementations.

Technical Responsibilities

1. Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.
2. Assist in reviewing accounting procedures and processes (system walkthroughs) to provide a tool for analysis.
3. Analyze quantitative and qualitative data from reports and identify trends and/or areas of opportunity.
4. Suggest changes to processes based on analysis, technology, and best practices.
5. Conduct system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
6. Prepare project Management Package: project charter, communication and risk analysis plan, workplans, roadmaps.
7. Present project status updates and recommendations to leadership team(s).
8. Gather and analyze data from detailed reports and interpret results to help the team make strategic decisions.
9. Train and support client employees and Kiwi staff on use, functionality, system interface.
10. Review system walkthroughs and accounting procedures to ensure processes integrity (including month-end closing).
11. Review chart of accounts, Financial Dimensions structure, make recommendations and set-up in the system.
12. Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals.
13. Configure and manage a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
14. Set-up month end closing processes.
15. Assist in the research of new applications and technology.

Client Management Responsibilities

1. Manage client expectations as defined in the engagement contract and work plan.
2. Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance, and troubleshooting.
3. Provide deliverables to the client Senior Management on a timely basis and in compliance with Kiwi’s Quality Management System.
4. Oversee team of Analysts to manage client workload, encouraging them to take ownership of clients and their consultant role.
5. Act as a liaison between all Kiwi and client parties and communicate proactively to establish strong trust and prevent potential conflicts/problems.

Internal Supervisor Responsibilities

1. Communicate proactively with Kiwi Team and client pertaining to any potential conflicts/problems.
2. Implement Kiwi standard working papers to be used at new clients on an ongoing basis.
3. Adhere to all of Kiwi Partners’ company policies and procedures in the Kiwi Employee Manual and to all Quality Management Systems to build and maintain Kiwi culture and to provide consistent high-quality service.
4. Follow Kiwi Partners’ security policies to ensure the safety, integrity, and confidentiality of client files and information.
5. Contribute relevant information to Kiwi Partners’ “knowledge” database so that all staff will have access to helpful information that will enhance job knowledge and job performance.
6. Utilize all forms of communication – email, voicemail, CSM’s etc. - on a regular basis per the Kiwi Communications Policy.
7. Attend various job trainings/workshops offered by Kiwi Partners in order to further develop technical, management, and organizational skills.
8. Adhere to internal administrative policies including, but not limited to, timesheets and weekly scheduling.

Qualifications

To be successful in this role you’ll need:

1. Bachelor’s Degree or 9 years of experience without a bachelor’s degree.
2. 5 – 7+ years of relevant professional experience to include:
3. At least 6 years of progressive consulting experience.
4. At least 3 years of progressive accounting experience.
5. Expert knowledge of various systems including:
1. QuickBooks
2. Sage Intacct
3. Office 365
4. PowerBi
5. SharePoint
6. Teams
7. Planner
6. Experience in learning new applications.
7. Experience in documenting procedures and conducting interviews.
8. Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
9. Experience with implementing systems and/or training others on systems.
10. Experience with one or more of the following:
1. Working in multiple work environments.
2. Balancing the needs of several clients.
3. 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. Experience with nonprofit accounting.

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.

Chicago: $96,000-$120,000

Washington, DC: $102,000-$128,000

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 - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious 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.

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

$92,000-$138,000

HOW TO APPLY

Click here for more information or to apply. Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job.

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.

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