Dir of Client Finance

The Director of Client Finance (DOCF) is responsible for overseeing Charter Impact’s service delivery, as well as acting as an outsourced CFO on behalf of our clients.  The DOCF oversees all finance, accounting and compliance reporting for assigned clients by working collaboratively with the Charter Impact Accounting, Accounts Payable, Payroll and Retirement Services Teams and ensuring accuracy and timeliness of financial information.  This Director position is highly visible to Charter Impact clients and must deliver excellence in professional expertise and customer-service in a proactive and positive manner. 

ESSENTIAL JOB FUNCTIONS:

• 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 

Generally, any combination of education that would provide the required knowledge and skills for successful performance would qualify. A typical method of demonstrating these requirements would be:

EDUCATION:

• Bachelors degree in accounting or finance is required.
• Masters degree in Finance or Accounting is highly desired.

EXPERIENCE:

• 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.

CERTIFICATION: Certified Public Accountant is highly desired, but not required.

SKILLS:

• 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. 

TYPICAL PHYSICAL DEMANDS: (with or without accommodation as needed to perform essential job functions)

• Read numbers, reports, and documents on computer terminals
• Use telephone and other communication devices
• Lift up to 20 pounds (Light)
• Prolonged standing, some bending, stooping and stretching

TYPICAL MENTAL DEMANDS:

Ability to give, receive, and analyze information, formulate work plans, prepare written materials and articulate goals and action plans.

WORKING CONDITIONS:

• Work indoors in a standard office environment
• Work outside of normal workdays and office hours to meet deadlines
• Come in direct contact with client staff, students, parents and the public
• Travel regularly to client locations