Nonprofit Chief Financial Officer

Overview

This role serves as a Nonprofit CFO within a fully virtual Finance Management & Accounting division. The position supports nonprofit clients with external Chief Financial Officer services and related accounting and finance functions, with an emphasis on teaching, listening, and coaching.

Clients include growing for-profit companies, mission-driven nonprofit organizations, and private foundations. Responsibilities span monthly and annual close activities, financial statement preparation, financial analysis, client education, process improvement, and coordination with auditors and tax professionals.

Responsibilities

• Oversee monthly/quarterly/annual close and creation of financial statements for clients
• Oversee year-end adjustments and maintenance of balance sheet accounts
• Communicate and coach Executive Directors, CEOs, and sometimes client staff on a monthly basis, including financial education and strategic guidance
• Review completed work to ensure accuracy, quality, and alignment with client objectives
• Complete high-level financial analyses to support client decision making
• Identify systematic weaknesses, suggest alternate systems, and implement them strategically
• Maintain clear, accurate, and well-organized client documentation
• Create and maintain written accounting procedures
• Work with management and staff to improve processes and procedures
• Manage and communicate with Auditors and Tax Accountants
• Work in tandem with Senior Accountant staff to support clients according to annual contract obligations
• Manage weekly/monthly calendar to meet deadlines
• Advise private foundation clients on financial management, grantmaking operations, board reporting, investment oversight, regulatory compliance, and best practices related to foundation administration

Requirements

• Minimum of five years of hands-on, full-charge experience with nonprofit and/or private foundation specialization
• Bachelor’s degree in accounting (or equivalent in experience)
• CPA not required, but some audit experience and/or previous experience supporting an employer’s audit is highly desired
• Knowledge of grants and grant accounting
• Strong knowledge of GAAP as applied to nonprofit accounting
• Experience supporting private foundations, including grantmaking activities, investment reporting, board governance, and regulatory compliance preferred
• Familiarity with IRS Form 990-PF requirements, charitable distribution rules, and private foundation financial reporting is highly desirable
• Strong proficiency in QuickBooks and Excel; knowledge of and comfort working with Microsoft Office
• Strong project and time management skills, including ability to work with multiple deadlines and multiple clients
• Strong desire to serve and support all sizes of not-for-profit organizations
• Excellent written and verbal English communication skills
• Collaborative and consultative work style
• Self-discipline and accountability to work successfully in a remote environment

Preferred Qualifications

• Experience supporting private foundations, including grantmaking activities, investment reporting, board governance, and regulatory compliance
• Familiarity with IRS Form 990-PF requirements, charitable distribution rules, and private foundation financial reporting
• Some audit experience and/or previous experience supporting an employer’s audit

Compensation & Benefits

• $128,750 - $150,000 a year
• Remote-first approach
• Flexible & generous time off
• 100% employer-paid options for medical, dental, and vision coverage for you, with employer contributions toward 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
• 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 performance and individual performance
• Up to $500 annually to invest in mental, emotional, and physical well-being
• Access to curated learning opportunities and team-based growth experiences

Location

• Remote environment (remote-first approach).