Director of Client Finance

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 

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.

What's in it for You?

• At Charter Impact, we believe great work happens when people feel supported, trusted, and connected.
• 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.