CFO – Nonprofit

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the client relationship, ensuring realization, utilization, NPS, retention, and growth for a comprehensive portfolio of nonprofit clients.

• Act as the main strategic advisor and relationship manager for Executive Directors, boards, and nonprofit leadership teams.

• Identify and proactively mitigate account risks.

• Provide accurate and timely financial reporting within budget constraints.

• Develop and execute strategic financial plans that align with client missions and goals.

• Lead presentations for boards and finance committees, along with financial reporting.

• Create financial models to evaluate program sustainability, growth decisions, and funding scenarios.

• Develop long-range cash forecasts, capital planning strategies, and reserve approaches.

• Oversee grant strategies, funding diversification planning, and support for major funder relationships.

• Assist in restructuring, mergers, and strategic partnership initiatives.

• Maintain connections with auditors, attorneys, bankers, and other external partners.

• Identify opportunities for expansion within the existing client portfolio.

• Lead, manage, and ensure accountability among delivery team members for relationships, metrics, quality, timeliness, capacity, and EOS commitments.

• Conduct interviews and evaluate candidates.

• Foster the development of team members through feedback, coaching, and growth discussions.

• Deliver high-quality CFO services with strategic depth.

• Ensure the delivery team is provided with direction, context, and support.

• Proactively escalate relevant issues and personnel matters to the Managing Director.

• Complete time tracking, capacity planning, and quarterly Rocks.

• Engage in the Brand Ambassador program.

• Adhere to security practices that protect client assets and firm data.

⛳️ Requirements

• Bachelor’s degree in accounting, finance, or a related field.

• CPA designation preferred.

• Over 12 years of progressive financial leadership experience within nonprofits.

• Experience in a multi-client or Client Accounting Services (CAS) setting is strongly preferred.

• Proven track record in executive-level financial advisory and client relationship management.

• Extensive knowledge of nonprofit GAAP, fund accounting, audit management, and grant compliance.

• Demonstrated ability to lead and develop accounting teams through LMA.

• Exceptional communication skills for board-level interactions and stakeholder engagement.

• Familiarity with EOS (Entrepreneurial Operating System) is preferred.

• Capability to manage client relationships, outcomes, and accountabilities effectively.

• Proficiency in managing team capacity and proactively escalating issues.

• Commitment to upholding security practices that protect client assets and firm data.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401K with employer matching contributions.

• Life insurance coverage.

• Long-term and short-term disability benefits.

• HSA, FSA, and dependent care options available.

• Tenured PTO program with increasing paid time off based on years of service.

• Opportunities for professional development.

• Support for certification and continuing education.

• Annual bonus potential of up to 15% of base salary linked to a CFO scorecard.

• Flexible, trust-based work environment.

• Opportunity to achieve business ownership without equity risk.

• Participation in the success you help create.