[Remote] Director of Client Finance
Note: The job is a remote job and is open to candidates in USA. Charter 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, ensuring accuracy and timeliness of financial information while collaborating with various teams.
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
Skills
- 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
- 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
- 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.
Company Overview
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