Director of Client Finance

Job not on LinkedIn

October 17

🥔 Idaho – Remote

Although this job is listed in Idaho, this company may be open to hiring remote in other states.

💵 $120k - $150k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Charter Impact

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Education • Non-profit • Finance

Charter Impact is a dedicated service provider that specializes in empowering schools and nonprofits with comprehensive financial management and operational support. With a focus on clarity in complex financial information, the company provides back office services, payroll and retirement solutions, as well as IT support for educational institutions and non-profit organizations. Charter Impact is committed to personalized, tech-enabled expertise that allows its clients to maximize their resources while ensuring seamless transitions and consistent ongoing support.

51 - 200 employees

Founded 2010

📚 Education

🤝 Non-profit

💸 Finance

📋 Description

• 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

🎯 Requirements

• Bachelor's degree in accounting or finance is required. • Master's degree in Finance or Accounting is highly desired. • 7 years of experience, a portion of which includes oversight and development of staff is required. • 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. • 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.

🏖️ Benefits

• As a remote-first organization, we embrace flexibility and collaboration across teams. To support your success, we provide a company-issued laptop along with essential accessories, including a mouse, keyboard, and monitor, to help you create a productive remote workspace. • Opportunities to connect: Engage in frequent virtual and in-person team-building events. • Incredible colleagues: Work alongside a passionate team making a real impact. • Competitive compensation & benefits: Enjoy medical, dental, vision, and life insurance, plus a 401(k) with company match—and much more! • Generous paid time off: Receive 11 paid company holidays and a winter break from Christmas Day through New Year's Day. • Employee Referral Bonus Program: Earn a bonus for successful referrals.