Nonprofit CFO (remote)

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Do you have a passion for nonprofits? Do you want to invest your time each day in making a difference instead of simply focusing on the bottom line? Would you like to have the opportunity to work in a tech consulting firm working exclusively with nonprofit organizations?

The Virtual CFO The Virtual CFO serves as the key Trusted Advisor for accounting and advisory clients. This position relies heavily on the financial reporting efforts of all reporting staff positions and is at the same time responsible for the managing the overall client project. The Virtual CFO is responsible for managing budgets within the CAS division and for leading a profitable functional area of the practice - leading the team, building the business and ensuring the team delivers exceptional client service.

This role also supports the business development and growth initiatives of JMT’s CAS practice and is responsible for retaining our talented people through strong leadership and coaching/mentoring relationships.

To be successful as a candidate you should possess an in-depth knowledge of our company's technical products and services, and you should be able to relate this knowledge in a way that is understandable to non-technical customers. You need to deliver excellent leadership and accounting services side-by-side with customer service.

Position Summary: The Virtual CFO is responsible for their assigned client account and the efficient delivery of accounting and financial services to assigned clients. They are accountable for maintaining client relationships, ensuring compliance with accounting standards and regulations, and driving operational excellence within the client accounting services function.

Client Relationship Management:
Primary direct relationship with assigned clients; meets with each client quarterly at a minimum, monthly in many cases
Primary client ally in relationships with client’s professional team (attorney, insurance and financial experts, banks, etc.)
Integrated resource and performance planning, solutions implementation, and management with other business areas (marketing & sales, HR, technology)
Individual client budgeting & forecasting, cash flow, resource management, and other strategic planning with the client
System Architect for assigned new client implementations (SIAP) and management of new client implementations and ongoing support to Controller and assigned CAS team
Process Improvement:
Work with assigned client’s Controller and internal team members for project review, task assignments, and resource planning/management.
Continuously evaluate and improve accounting processes and workflows to enhance efficiency and accuracy.
Implement best practices and technologies to streamline operations.

Bachelor’s degree in accounting, finance, or a related field; Active CPA license. Masters preferred.
10+ years of experience in accounting and financial services, with a proven track record in leadership roles.
5+ years managing staff in a pay-for-performance environment preferred

Strong organizational skills and attention to detail.
Expert knowledge of financial management software.
Ability to balance multiple priorities and complete assignments within time constraints and deadlines.
Client-focused mindset and the ability to build and maintain relationships.
Problem-solving and decision-making skills.
Strong verbal and written communication skills.
Ability to quickly adapt to changing client and business dynamics.

Revenue & profitability
Meets assignment objectives (timeframes, budgets, outcomes)
Client satisfaction
Business development results including selling and cross-selling
Team satisfaction and retention of talented senior people
Participation in firm wide initiatives (recruitment, business development, retention initiatives)

A humble, winner mentality based on mutual respect.
Values meaningful work and strives to make everyone around them better.
Willing to be an individual contributor to Firm's success in addition to providing oversight to a client accounting services team.
Aspires to have a positive impact on fellow employees and the company.
Embraces a culture of discipline and excellence.
Seeks personal and professional growth as part of their work life balance.
Is ready to advance their career to the next level through learning, hard work, and cooperation.

What we offer:

We offer a very competitive compensation package, including medical, dental, vision, short term/long-term disability, paid life insurance, 401K match plan, and vacation/holiday benefits. Salary commensurate with experience. This is a fully remote role, open to individuals eligible to work in the United States.

We recognize that our ability to grow depends on retaining and hiring team members who have a strong commitment to the business and strong character. As CAAS is a strategic initiative , this role will involve significant interaction with company leadership and be at the center of these efforts. We promote an environment where opinions are welcomed, dissent is heard, respected, and discussed openly.

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