Chief Financial Officer

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

📋 Description

• Supervise the monthly, quarterly, and annual closing processes and the preparation of financial statements for clients.

• Manage year-end adjustments and the upkeep of balance sheet accounts.

• Engage with and mentor Executive Directors, CEOs, and client personnel by offering financial education and strategic advice.

• Evaluate completed work to ensure accuracy, quality, and alignment with client goals.

• Conduct high-level financial analyses to aid client decision-making.

• Identify systemic weaknesses, recommend alternative systems, and strategically implement them.

• Ensure client documentation is clear, accurate, and well-organized.

• Develop and maintain written accounting procedures.

• Collaborate with management and staff to enhance processes and procedures.

• Oversee communication with auditors and tax accountants.

• Partner with Senior Accountant staff to support clients in accordance with annual contractual obligations.

• Organize and manage weekly and monthly schedules to meet deadlines.

• Provide guidance to private foundation clients regarding financial management, grantmaking operations, board reporting, investment oversight, regulatory compliance, and best practices in foundation administration.

⛳️ Requirements

• At least five years of comprehensive, full-charge experience focused on nonprofits and/or private foundations.

• Bachelor’s degree in accounting or equivalent experience.

• CPA is not mandatory, but audit experience and/or prior support during an employer’s audit is highly preferred.

• Familiarity with grants and grant accounting.

• Strong understanding of GAAP as it pertains to nonprofit accounting.

• Experience in supporting private foundations, including grantmaking activities, investment reporting, board governance, and compliance is preferred.

• Knowledge of IRS Form 990-PF requirements, charitable distribution regulations, and private foundation financial reporting is highly desirable.

• Proficient in QuickBooks and Excel, with a good command of Microsoft Office.

• Excellent project and time management abilities, with a proven track record of meeting multiple deadlines across various clients.

• A strong commitment to serving and supporting not-for-profit organizations of all sizes.

• Exceptional written and verbal communication skills in English.

• Collaborative and consultative approach to work.

• Self-discipline and accountability to thrive in a remote work environment.

🏝️ Benefits

• Remote-First Approach.

• Flexible & Generous Time Off.

• 100% employer-paid options for medical, dental, and vision coverage for you, with employer contributions towards dependent coverage.

• Employer-paid short- and long-term disability and life insurance.

• Employer contribution of up to $850 to your Health Savings Account.

• Flexible Spending Accounts (FSA, DCFSA, and Commuter).

• Initial home office stipend of $550, with $250 provided annually thereafter.

• An annual professional development stipend of $1,000.

• $110/monthly cell phone and home internet stipend.

• 13 weeks paid parental and medical leave.

• Annual discretionary bonus based on both company and individual performance.

• Up to $500 annually to invest in your mental, emotional, and physical well-being.

• Access to curated learning opportunities and team-based growth experiences to support the professional development of our team.