Director of Client Finance

About the Company

The company empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.

Role Summary

The Director of Client Finance (DOCF) is responsible for overseeing the company’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 the company Accounting, Accounts Payable, Payroll and Retirement Services Teams and ensuring accuracy and timeliness of financial information.  This Director position is highly visible to the company clients and must deliver excellence in professional expertise and customer-service in a proactive and positive manner.

This position is remote to candidates based in AZ, CA, CO, CT, FL, GA ID, IL, MI, NV, OR, SD, TX, UT and/or WA.

*This position requires up to 25% travel

Responsibilities

• Oversee financial and accounting services and provide direction to the company 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 the company school industry and related funding through regular professional development in areas of responsibility

• Mentor staff to ensure continued professional growth within the company 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 the company 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 the company 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 the company, 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 the company.

• Extra perks: Employee discounts, voluntary pet insurance, and an employee referral bonus program.

The company strives to be an employer of choice for highly motivated and mission-driven professionals. We are committed to fostering a team environment where all members work together to achieve common goals, and where staff are supported, challenged and inspired in their work.