Director of Finance, Controller, FP&A

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🕒 March 24

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Logo of Charter Impact

Charter Impact

51 - 200 employees

Founded 2010

📚 Education

🤝 Non-profit

💸 Finance

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.

📋 Description

• Lead the monthly, quarterly, and annual financial close processes and ensure timely, accurate financial reporting; including management of junior resources • Oversee preparation of financial statements, including P&L, balance sheet, and cash flow statements • Ensure compliance with GAAP and applicable regulatory requirements • Manage all accounting operations including general ledger, accounts payable, accounts receivable, payroll, and billing • Establish and maintain internal controls to safeguard company assets and ensure audit readiness • Lead annual budgeting, rolling forecasts, and long-range financial planning processes • Develop and maintain financial models to support strategic decision-making and growth initiatives • Analyze financial performance, including revenue, margins, and cost drivers, and provide actionable insights • Build and maintain KPI dashboards and reporting tools for executive leadership • Partner with department leaders to drive financial accountability and performance improvements, including performance of individual states/regions and client-level variation • Monitor and manage cash flow, working capital, and treasury functions • Support strategic initiatives including pricing, service line profitability, and market expansion • Assist with M&A activities including financial analysis, due diligence, and integration planning • Oversee financial systems, reporting infrastructure, and process improvements to support scalability • Lead, develop, and manage finance and accounting team members, including outsourced vendors/partners

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or related field required; CPA preferred; MBA preferred • 10–15+ years of progressive experience in accounting and finance roles, including both controllership and FP&A responsibilities. Experience in professional services, multi-entity, or high-growth environments preferred. Demonstrated experience leading financial operations and strategic finance initiatives. • Advanced accounting principles, financial reporting, and GAAP compliance • Financial planning and analysis, including budgeting, forecasting, and modeling • Financial systems and tools (e.g., Sage Intacct, QuickBooks, BI/reporting platforms) • Revenue recognition, internal controls, and audit processes • Purposes, methods, and practices of financial and accounting record keeping • Basic accrual accounting principles and procedures • Microsoft Office (Word, Excel, Outlook) skills • Proper and effective use of English grammar and communication skills • Ability to effectively listen to and empathize with customers • Align with Charter Impact’s mission, vision, and core values • Maintain a collaborative team environment • Adapt quickly to change • Translate financial data into actionable insights • Work independently • Perform calculations accurately • Prepare accurate financial reports • Identify and correct errors • Experience with QuickBooks Online, QBAO • Experience with Sage Intacct or similar platforms • Experience with Power BI or Tableau • Experience with ADP, Paychex, or Intuit payroll systems

🏖️ Benefits

• Remote‑first flexibility: Work where you do your best work, with flexible, remote, and hybrid options depending on role. We provide a company‑issued laptop and essential equipment to support a productive setup. • Comprehensive, competitive benefits: Medical, dental, vision, and life insurance, plus multiple plan options to meet your needs. • Financial wellness & retirement: 401(k) with company match to help you plan for the future. • Wellbeing support: Employee Assistance Program (EAP) offering confidential mental health support, counseling, and legal and financial resources for you and your household. • Time to recharge: Vacation accrual of up to four (4) weeks per year, plus 11 paid company holidays and a winter break from Christmas Day through New Year’s Day. • Connection & culture: Opportunities to build relationships through virtual and in‑person team events, with colleagues who care deeply about their work and impact. • Extra perks: Employee discounts, voluntary pet insurance, and an employee referral bonus program.

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