Nonprofit CFO Client Advisor
Company: Jitasa
Job Title: Nonprofit CFO Client Advisor
Location: Remote
Employment Status: Full Time
About Us
Jitasa is the first and largest international accounting and bookkeeping services provider dedicated solely to the nonprofit sector. Our name, Jitasa (ji-tah-suh), means “The Spirit of Serving Others.” It’s who we are and why we love playing a small role in the great work of the 1000+ clients that we serve. We're accountants with two passions, numbers and helping the non-profit community.
Why Join Our Team?
We know that you have many employment opportunities, however few can match the unique and rewarding career that Jitasa offers. Join our team and we are committed to providing you the following:
- Clear Career Development & Opportunity – We love to promote from within.
- Culture, Comradery, & Community – We believe that work can and should be fun. We also share the same passion to help nonprofits do what they do best and that is what unites us.
- Mission-Driven Values, Meaningful Work – We truly believe in our core values – Conscientious, Gracious, Discipline, Serve All – and they are what guide us as a company.
- Work/Life Harmony – We are proud to offer flexible work schedules when needed.
- Global Team Experience – We work closely with our international team members who all share our same passion for helping nonprofits.
Job Description
We're now hiring a Nonprofit CFO Client Advisor to help support our growing client base. The primary purpose of this position is to build out and deliver Jitasa’s client facing CFO Practice. The responsibilities of this role include:
- Consulting to provide strategic insight into clients’ financial performance.
- Leading and coordinating the budgeting and forecasting process.
- Meeting with clients regularly to report results, analyze variances, and develop improvements.
- Developing financial strategies by forecasting capital, facilities, staff, and other requirements.
- Identifying monetary resources and developing action plans.
- Implement new technologies that streamline and automate the reporting, forecasting, and budgeting process.
- Guiding high-level decisions regarding policy and strategy.
- Above all, becoming a trusted advisor that provides a superior client experience to our nonprofit clients!
If you're hard-working, have a proven ability to work independently, and passionate about serving non-profits, Jitasa is a perfect match that offers a career with both purpose and opportunity.
Skills / Qualifications
- Skills:
- A Bachelor’s degree in accounting, finance, or equivalent is required.
- CPA or CMA is highly preferred.
- Work Experience: Minimum of 5 years’ relevant, hands-on work experience in the nonprofit industry, perhaps as a CFO. Consulting experience, extensive client management, and / or experience within a CPA or audit firm is preferred.
Candidates should have experience:
- Leading the financial reporting and budgeting process.
- Analyzing operations to recommend and implement new policies, procedures, and systems.
- Planning, directing, and controlling the strategic accounting function for a nonprofit organization.
- Identifying and addressing financial risks and opportunities.
- Monitoring financial performance by measuring and analyzing results.
- Reporting financial status by developing and maintaining forecasts.
- Managing multiple projects with competing priorities and deadlines.
- Skills:
- Candidates must possess an advanced working knowledge of nonprofit accounting.
- Candidates must possess excellent client communication skills and the ability to maintain a positive client relationship.
- Candidates must be a strong and independent problem solver.
- Candidates must demonstrate the ability to navigate and understand ambiguous situations.
- Candidates must possess excellent communication skills and demonstrate the ability to explain complex things simply.
- Candidates must have a high proficiency in client management as well as project management. They must demonstrate the ability to manage multiple clients and projects to successful completion on time.
- Candidates must demonstrate great leadership skills and the ability to achieve results.
- Candidates must demonstrate a technology driven, forward thinking mindset.
- Candidates should show initiative and follow through; and demonstrate that they are highly motivated, a self-learner, and able to work independently.
Compensation and Benefits
- Compensation
- $80,000 - $100,000 base salary DOE
- Additional variable bonus potential for accomplishment of CFO Practice performance metrics
- Benefits & Perks
- Medical, Dental, and Vision insurance
- Paid Sabbatical after 5 years of service
- Generous Paid Time Off policy based on years of tenure
- 40 hours of Paid VTO (Volunteer Time Off) per year
- 401k plan with employer contribution match
- Casual dress code and a fun and relaxed culture
Job Type: Full-time
Pay: $90,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Education:
Experience:
- Budgeting: 1 year (Required)
- CFO or other high level Finance Officer role: 3 years (Required)
License/Certification:
- CPA, CMA or MBA (Required)
Work Location: Remote
