Director of Client Finance

The Director of Client Finance at Charter Impact plays a crucial role in overseeing the financial and accounting services provided to our clients. This includes tasks such as financial statement preparation, managing accounts payable and receivable, expense tracking, and preparing annual budgets. The DOCF also serves as a liaison between clients and various funding agencies and is responsible for ensuring compliance with GAAP, providing insights into clients' financial health, and mentoring staff to promote professional growth.

To qualify for the Director of Client Finance position at Charter Impact, candidates should have a bachelor's degree in accounting or finance, while a master's degree is preferred. Additionally, seven years of experience in finance, particularly in roles that involve oversight and staff development, is required. Backgrounds in non-profit accounting, CPA firm experience, or charter school finance are highly desirable. Exceptional communication skills and teamwork abilities are essential attributes for success in this role.

At Charter Impact, the Director of Client Finance is supported through a collaborative team environment that emphasizes flexibility and growth. The company provides essential resources, including a company-issued laptop and accessories to facilitate productive remote work. Additionally, opportunities for professional development and engagement in team-building events ensure that the DOCF can excel in their responsibilities while fostering a strong sense of community.

Key skills for the Director of Client Finance at Charter Impact include strong organizational abilities, exceptional customer service skills, and proficiency in Microsoft Office, particularly Excel. The role also requires excellent written and verbal communication skills as well as the ability to multitask and prioritize effectively in a remote work setting. A strong commitment to maintaining collaborative relationships with clients and internal teams is essential as well.

The compensation package for the Director of Client Finance at Charter Impact ranges from $120,000 to $150,000 annually, reflecting factors such as education, qualifications, and performance. The role offers a competitive salary along with an annual discretionary bonus, medical, dental, vision, and life insurance, a 401(k) with company match, generous paid time off, and an Employee Referral Bonus Program to encourage team growth.

Certainly! When answering this question, focus on specific experiences where you’ve prepared or overseen financial statements. Highlight your understanding of GAAP compliance, your attention to detail, and any software tools you’ve used. Demonstrating how your experience has contributed to organizational success will show your qualifications for the role.

Emphasize your systematic approach to compliance, such as regular audits, staying updated on financial regulations, and conducting training for client staff. Discuss specific instances where you've successfully managed compliance to reinforce your capabilities in this area.

In your response, illustrate your familiarity with interacting with funding agencies and how you’ve ensured that reporting and compliance standards were met. Sharing examples of effective communication and relationship management can demonstrate your interpersonal skills essential for the position.

Share your mentoring style by outlining specific techniques you employ, such as regular feedback sessions, training workshops, and hands-on guidance in complex tasks. This can convey your leadership approach and commitment to fostering a collaborative environment.

Describe a thorough process involving data analysis to identify key cost areas, engaging with client leadership to understand funding nuances, and devising a realistic budget that emphasizes both expense management and potential revenue sources while remaining proactive in adapting to any changes.

Discuss your strategies for prioritization, such as using project management tools, setting clear deadlines, and maintaining open communication with your team. Emphasize your ability to balance long-term projects with urgent requests while adhering to quality standards.

Client communication is vital, and you should explain how you maintain transparency by providing timely updates and responsiveness to inquiries. Share instances where effective communication led to successful outcomes, especially during challenging situations.

Demonstrate your proactive nature by detailing a financial process you identified as needing improvement, the steps you took to enhance it, and the resulting positive impact on efficiency or accuracy. This showcases your problem-solving skills.

Highlight your familiarity with accounting software like Sage Intacct and other similar platforms, illustrating how these tools facilitate accurate reporting, budgeting, and compliance management. Emphasize the importance of leveraging technology in your finance-related duties.

Your answer should encompass your unique qualifications, experience in similar environments, and your passion for working with mission-driven organizations. Highlight your values aligning with Charter Impact's mission to give a holistic view of why you would be an excellent addition to the team.