Director of Client Finance (Future Opportunities)

Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We are a remote-first company growing on a national scale, continuously seeking qualified candidates to join our collaborative team.

About the role

The Director of Client Finance (DOCF) oversees Charter Impact’s service delivery and acts as an outsourced CFO for our clients. This role manages all finance, accounting, and compliance reporting for assigned clients, collaborating with internal teams to ensure accuracy and timeliness. The position is highly visible to clients and requires excellence in professional expertise and customer service. Remote candidates must be based in AZ, FL, RI, MN, ID, or TX, with up to 25% travel required.

Responsibilities

• Oversee financial and accounting services, including financial statement preparation, accounts payable/receivable, expense tracking by grant, grant reporting (governmental and private), and ad hoc reporting.
• Review financial statements prepared by Accounting Teams to ensure GAAP compliance.
• Prepare annual budgets and monthly forecasts, providing financial insights to clients.
• Oversee annual financial and governmental A-133 audits, including work paper preparation and auditor liaison.
• Ensure accuracy and timeliness of all compliance reporting.
• Serve as a fiscal liaison to authorizers, counties, state, and federal agencies.
• Train client staff on internal controls and proper implementation.
• Collaborate with organizational leaders to ensure proper communication of financial information.
• Exceed client expectations in quality and accuracy of financial information.
• 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 professional development.
• Mentor staff to support their professional growth within Charter Impact.

Requirements

• Bachelor’s degree in accounting or finance (required). Master’s degree in Finance or Accounting (highly desired).
• 7+ years of experience, including staff oversight and development.
• Experience in AZ, FL, RI, MN, ID, or TX school and nonprofit finance.
• Experience in a professional service firm (e.g., CPA firm) or charter school finance (a plus).
• Non-profit accounting experience (a plus).
• Certified Public Accountant (CPA) (highly desired but not required).
• Ability to thrive in a collaborative team environment with clients and staff.
• Exceptional customer service and communication skills (written and verbal).
• Strong organizational skills with attention to detail.
• Self-starter able to prioritize and multitask without daily supervision.
• Proficiency in Microsoft Office, particularly Excel.
• Knowledge of Sage Intacct or similar non-profit accounting systems.

Benefits

• Remote-first flexibility with company-issued laptop and essential equipment.
• Comprehensive benefits: medical, dental, vision, and life insurance with multiple plan options.
• 401(k) with company match for retirement planning.
• Employee Assistance Program (EAP) for mental health, counseling, and legal/financial resources.
• Up to four weeks of vacation per year, plus 11 paid company holidays and a winter break (Christmas Day through New Year’s Day).
• Virtual and in-person team events to build connections and culture.
• Additional perks: employee discounts, voluntary pet insurance, and referral bonuses.

Pay

Base salary of $120,000–$150,000 annually, with potential for an annual discretionary bonus. Compensation within this range depends on factors such as education, qualifications, performance, and business needs.