Charter Impact · 2 days ago
Director of Client Finance
Northridge, CA
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $150K/yr
7+ years expCharter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. The Director of Client Finance is responsible for overseeing service delivery and acting as an outsourced CFO for clients, ensuring accuracy and timeliness of financial information while maintaining strong client relationships.
FinanceHuman ResourcesNon Profit
Responsibilities
Oversee financial and accounting services and provide direction to Charter Impact Teams in the following areas: financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting – for both governmental and private grants, and ad hoc reporting as requested
Review all financial statements as prepared by Accounting Teams to ensure compliance with GAAP
Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition
Oversee the annual financial and governmental A-133 audits including: work paper preparation, liaison with auditors and understanding of the governmental programs
Oversee and ensure the accuracy and timeliness of all compliance reporting
Serve as a fiscal liaison to Authorizers, Counties, State and Federal Agencies
Provide training to client staff to ensure internal controls are properly implemented and followed
Work with organizational leaders and other executives to ensure financial information is properly communicated
Exceed clients’ expectations both in terms of quality and accuracy of information at all times
Develop and maintain long-term relationships with client leadership and staff
Maintain up to date knowledge of the charter school industry and related funding through regular professional development in areas of responsibility
Mentor staff to ensure continued professional growth within Charter Impact Teams
Qualification
Required
Bachelor's degree in accounting or finance is required
7 years of experience, a portion of which includes oversight and development of staff is required
Ability to maintain, encourage, and participate in a close and highly collaborative team environment with clients and Charter Impact staff
Exceptional customer service skills
Strong written and verbal communication skills
High organizational skills with attention to detail
Self-starter – able to prioritize and multi-task without daily direct supervision
Computer skills and proficiency in Microsoft Office, particularly MS Excel
Knowledge of Sage Intacct or other similar Non-Profit Accounting systems
Preferred
Master's degree in Finance or Accounting is highly desired
Experience in a professional service firm, such as a CPA firm, is a plus
Experience in charter school finance and operations is a plus
Non-profit accounting experience is a plus
Certified Public Accountant is highly desired but not required
Benefits
Medical, dental, vision, and life insurance
401(k) with company match
11 paid company holidays
Winter break from Christmas Day through New Year's Day
Employee Referral Bonus Program
Company
Charter Impact
Charter Impact is a mission-driven business partner dedicated to empowering charter schools and non-profit organizations.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Red Iron Group
2024-11-04Private Equity
2022-07-06Series Unknown
Leadership Team
Adam Kaeli
Co-CEO
Recent News
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