Build a life you love.
Find work with a purpose at a firm that treats you like a person, not a product. Advance your professional journey and uncover your true calling.
We’re not like other accounting firms. And that’s on purpose.
At The Charity CFO, we put our people before revenue or clients. And that’s allowed us to create a unique workplace that values you first as a human being and then as an employee. We’ll provide you with all the support and training you need to crush your goals inside the workplace. And the flexibility, benefits, and downtime to build a life you love outside the office.
Inside our doors, you’ll find a respectful, collaborative environment with team members with all levels of professional experience from beautifully diverse backgrounds. Everyone is welcome here. And you’ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.
Company Culture Matters
It’s not just what we do, it’s how we work.
DRIVEN
Everyone has an opinion, and you’ll be expected to share yours, regardless of your role. We ask team members at all levels to contribute, and we listen when they speak.
INCLUSIVE
Everyone has an opinion and you’ll be expected to share yours. We ask team members at all levels to contribute, and we listen when they speak.
PROGRESSIVE
We’re forward-thinking, not only in our work but in how we operate. We pride ourselves on being courageous in our approach to both business and life.
GROWTH-MINDED
We strive to be better everyday, understanding that there is no ceiling on our potential for personal or professional growth.
IMPACTFUL
Every individual has the ability to impact the success of a project. And we strive to make a positive impact on our clients’ businesses every day.
COLLABORATIVE
You’ll never be left to drown on your own! We measure success by the team’s success, not the individual. So every team member is rooting for your success.
SUPPORTIVE
We create a safe place for open and honest communication. So you’ll always know where you stand. Plus, we’ll give you the tools you need to improve.
Benefits for a Better Life
From career advancement to free parking to 14 paid holidays, our comprehensive benefits package makes it easier to be there for your family, plan for the future and truly enjoy your downtime.
Work/Life Balance
- 14 Paid Holidays (New Year’s Day, Martin Luther King Jr. Day, President’s Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Columbus Day, Veteran’s Day, Thanksgiving Day, Friday after Thanksgiving, Christmas Eve, Christmas Day, New Year’s Eve)
- 4 Weeks Paid Time Off
- 12 weeks of paid new parent leave (for either parent)
- Scheduled downtime between Christmas and New Year
- Flexible schedule options for work start & end times
- Hybrid work location options
- $250 Home Office Reimbursement
Professional Development
- In-depth 2-week training program
- Professional mentorship
- Career growth opportunities
- Reimbursement for CPA Exam-Related Expenses
- Monthly continuing education (training committee)
Compensation & Retirement
- Competitive base salary
- Performance-based bonuses
- 401k Matching
- Employee Referral Bonus
- Client Referral Bonus
Health & Wellness
- Health insurance
- No cost mental health services
- Dental insurance
- Vision insurance
- Short- and Long-Term Disability
- Employee Assistance Program
- Flexible spending account
- Accidental Coverage
- Critical Illness
- Lactation Accommodation
- Life insurance
Bonus Perks
- Free parking in downtown St. Louis!
- Identity theft protection
- Relocation assistance
- Pet insurance
- Dress for your day
- Employee-led social and engagement committee
What’s it like to work at The Charity CFO?
Tim Hudson
Theresa Guest
Brian Edwards
AVAILABLE POSITIONS
Let’s find your perfect opportunity
I’m just getting started
New to nonprofit finance or looking to get your foot in the door? Our entry-level roles are a great fit for detail-oriented professionals who want to build a career that blends purpose with growth. These positions offer hands-on experience, team support, and a chance to learn what meaningful financial work really looks like. Whether you’re coming from school, another industry, or just ready for something more impactful—we’re excited to meet you.
Contact our recruiter, Lauren Lindwedel, for more information at [email protected]
Associate Accountant
Expand your accounting knowledge and skills alongside our experienced leadership team, while managing and fostering client relationships.
Job Title: Associate Accountant
Classification: Full-time, exempt
Workplace Type: Hybrid (2 days in-office required)
Department: Client Services
Reporting To: CFO
As an Associate Accountant for our rapidly growing company, you are responsible for providing accounting services for the nonprofit clients that are assigned to you. You will prepare monthly financial reports, support the annual audit process, and provide other accounting services. You will also serve as the primary point of contact to answer your client’s questions. We are looking for an intrinsically motivated problem-solver who values teamwork and impact. At The Charity CFO, you will leverage your passion for accounting and the nonprofit sector to make a lasting impact for your clients.
Who Is The Charity CFO, LLC?
We provide premier accounting, advisory, and fractional CFO solutions for nonprofits. Our mission is to help nonprofit leaders by creating clarity and understanding of their organization’s financial position, modernizing financial operations, and bringing the focus back to what really matters – the people and communities they serve. Our vision is to be the largest nonprofit accounting service firm in the United States.
Our Culture & Values
At The Charity CFO, we put our people before revenue or clients which has allowed us to create a unique workplace that values you first as a human being and then as an employee. We’ll provide you with all the support and training you need to crush your goals inside the workplace along with the flexibility, benefits, and downtime to build a life you love outside the office.
Inside our doors, you’ll find a respectful, collaborative environment with team members with all levels of professional experience from beautifully diverse backgrounds. Everyone is welcome here and you’ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.
Our Benefits
From career advancement to free parking to 14 paid holidays, 4 weeks of PTO, and paid new parental leave, our comprehensive benefits package makes it easier to be there for your family, plan for the future and truly enjoy your downtime.
What You Would Be Helping Us With:
- Regularly perform bookkeeping tasks (processing bills, recording revenue and expense transactions, posting payroll entries, etc).
- Maintain timely email correspondence with clients; answer client questions, follow-up on outstanding requests, and coordinate regarding upcoming projects.
- Conduct month-end close procedures for all assigned clients.
- Prepare monthly balance sheet account reconciliations (bank accounts, investments, fixed assets, prepaid expenses, lease-related accounts, payroll accrual, deferred revenue, debt, and restricted net assets).
- Prepare monthly financial reports with an executive summary narrative for all assigned clients.
- Track spend-down of clients’ restricted grants. Review all new client grant agreements to ensure that grants are accounted for and tracked properly and to identify any compliance expectations that may impact our accounting processes.
- Conduct a full annual review of client financial statements to ensure that they are accurate and ‘audit-ready’ prior to the commencement of financial statement audits.
- Serve as the primary liaison with client auditors, ensuring that all requested documentation is provided in a timely manner, so that the audit timeline can remain on track.
- Prepare annual 1099 filings for all assigned clients.
- Participate in new client onboarding meetings to understand their unique needs and to build customized accounting processes.
- Participate in periodic client ‘desk reviews’ to identify areas for improvement and to develop a game plan for cleaning-up any accounting issues.
- Maintain and rigorously document accounting processes for all assigned clients. Proactively revise accounting processes as necessary.
- On an annual basis, prepare a custom assessment of each client’s financial health, leveraging our proprietary Nonprofit Blueprint model.
Qualifications:
- Pursuing a Bachelor’s Degree in Accounting or similar field such as finance or business administration, or have at least 3 months of accounting/bookkeeping experience
- Energized by working with nonprofit organizations
- Willing to learn new software and skills
- Able to communicate in a conscientious and inclusive way, both verbally and in writing
- Detail-oriented
- Able to draw on both critical thinking skills and intuition to solve problems
- Intrinsically motivated to succeed
- Humble and willing to ask for help
- Have experience with QuickBooks Online or another accounting system, preferred
What Success Looks Like in the First 60 Days:
Like we mentioned above, we’ll provide you with all the support and training you need to crush your goals inside the workplace. For this role, this means that within 60 days, we will prepare you to:
- Complete the monthly close process and prepare monthly reports for assigned clients.
- Conduct a self-review to ensure that financial statements are accurate.
- Communicate independently with clients.
- Be an ambassador for The Charity CFO, externally and internally.
How to Apply
We want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture & values resonate with you, we want to hear from you! If you are someone who is committed to connecting the dots, supporting clients and colleagues, and want to work in a position that allows you to develop your accounting experience on work that really matters, please apply here.
If you require special accommodations during the recruitment process, please email our recruiting team whose contact information can be found at the bottom of our Careers page.
The Charity CFO, LLC is an equal-opportunity employer and we value diversity at our company. We do not discriminate based on race, religion, color, national origin, dietary preferences, gender, sexual orientation, age, fashion sense, marital status, veteran status, disability status, political leanings, or any other category protected by applicable federal, state or local laws.
Additional Notices
Employment at The Charity CFO is at-will. This job description is not an exhaustive list of all functions that may be required, and The Charity CFO reserves the right to require additional functions as well as to revise this job description at any time.
Accounting Assistant
Get your foot in the door, build accounting knowledge, and hone your skills by supporting our experienced team of nonprofit accounting experts.
Job Title: Accounting Assistant
Classification: Full-time, non-exempt
Workplace Type: Hybrid (4 days in-office required)
Department: Client Services
Reporting To: CFO
As an Accounting Assistant for our rapidly growing company, you are responsible for assisting your CFO team with bookkeeping and accounting tasks to ultimately meet our clients’ unique needs. You may be assigned a wide range of tasks, from processing bills to reconciling account balances. We are looking for an intrinsically motivated problem-solver who values teamwork and impact. At The Charity CFO, you will leverage your willingness to learn and passion for the nonprofit sector to make a lasting impact for your clients.
Who Is The Charity CFO, LLC?
We provide premier accounting, advisory, and fractional CFO solutions for nonprofits. Our mission is to help nonprofit leaders by creating clarity and understanding of their organization’s financial position, modernizing financial operations, and bringing the focus back to what really matters – the people and communities they serve. Our vision is to be the largest nonprofit accounting service firm in the United States.
Our Culture & Values
At The Charity CFO, we put our people before revenue or clients, which has allowed us to create a unique workplace that values you first as a human being and then as an employee. We’ll provide you with all the support and training you need to crush your goals inside the workplace, along with the flexibility, benefits, and downtime to build a life you love outside the office.
Inside our doors, you’ll find a respectful, collaborative environment with team members with all levels of professional experience from beautifully diverse backgrounds. Everyone is welcome here, and you’ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.
Our Benefits
From career advancement to free parking to 14 paid holidays, 4 weeks of PTO, and paid new parental leave, our comprehensive benefits package makes it easier to be there for your family, plan for the future and truly enjoy your downtime.
What You Would Be Helping Us With:
- Collaborate with team members to assist them with bookkeeping, reconciliations, and preparation of financial statements.
- Regularly perform bookkeeping tasks (processing bills, recording revenue and expense transactions, posting payroll entries, etc).
- Prepare monthly balance sheet account reconciliations (bank accounts, investments, fixed assets, prepaid expenses, lease-related accounts, payroll accrual, deferred revenue, debt, and restricted net assets).
- Prepare annual 1099 filings.
- Assist with team member projects, as assigned.
- Fill-in for team member absences, as necessary.
Desired Qualifications:
- Desire to be a full-cycle accountant
- Energized by working with non-profit organizations
- Experience with QuickBooks Online or another accounting system, preferred
- Comfortable using software; willing to learn new software
- Excellent verbal and written communicator
- Excellent critical thinking skills
- Willingness to learn new skills and not afraid of a challenge
- Intrinsically motivated to succeed
- Problem Solver with the ability to ask for help
What Success Looks Like in the First 60 Days:
Like we mentioned above, we’ll provide you with all the support and training you need to crush your goals inside the workplace. For this role, this means that within 60 days, we will prepare you to:
- Leverage our preferred systems to complete bookkeeping tasks.
- Communicate effectively with fellow team members to understand expectations and deadlines.
- Be an ambassador for The Charity CFO, externally and internally.
How to Apply
We want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture & values resonate with you, we want to hear from you! If you are someone who is committed to connecting the dots, supporting clients and colleagues, and want to work in a position that allows you to develop your accounting experience on work that really matters, please apply here.
If you require special accommodations during the recruitment process, please email our recruiting team whose contact information can be found at the bottom of our Careers page.
The Charity CFO, LLC is an equal-opportunity employer and we value diversity at our company. We do not discriminate based on race, religion, color, national origin, dietary preferences, gender, sexual orientation, age, fashion sense, marital status, veteran status, disability status, political leanings, or any other category protected by applicable federal, state or local laws.
Additional Notices
Employment at The Charity CFO is at-will. This job description is not an exhaustive list of all functions that may be required, and The Charity CFO reserves the right to require additional functions as well as to revise this job description at any time.
Accounting Intern
Get your foot in the door, build accounting knowledge, and hone your skills by supporting our experienced team of nonprofit accounting experts.
Job Title: Accounting Intern
Classification: Seasonal, non-exempt
Workplace Type: Hybrid (4 days in-office required)
Department: Client Services
Reporting To: CFO
As an Accounting Intern for our rapidly growing company, you are responsible for assisting your CFO team with bookkeeping and accounting tasks to ultimately meet our clients’ unique needs. You may be assigned a wide range of tasks, from processing bills to reconciling account balances. By the end of your internship, you will have been given wide exposure to our business operations, and you will have gained a wealth of nonprofit accounting experience. We are looking for an intrinsically motivated problem-solver who values teamwork and impact. At The Charity CFO, you will leverage your willingness to learn and passion for the nonprofit sector to make a lasting impact for your clients.
Who Is The Charity CFO, LLC?
We provide premier accounting, advisory, and fractional CFO solutions for nonprofits. Our mission is to help nonprofit leaders by creating clarity and understanding of their organization’s financial position, modernizing financial operations, and bringing the focus back to what really matters – the people and communities they serve. Our vision is to be the largest nonprofit accounting service firm in the United States.
Our Culture & Values
At The Charity CFO, we put our people before revenue or clients, which has allowed us to create a unique workplace that values you first as a human being and then as an employee. We’ll provide you with all the support and training you need to crush your goals inside the workplace, along with the flexibility, benefits, and downtime to build a life you love outside the office.
Inside our doors, you’ll find a respectful, collaborative environment with team members with all levels of professional experience from beautifully diverse backgrounds. Everyone is welcome here, and you’ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.
Our Benefits
From career advancement to free parking to 14 paid holidays, 4 weeks of PTO, and paid new parental leave, our comprehensive benefits package makes it easier to be there for your family, plan for the future and truly enjoy your downtime.
What You Would Be Helping Us With:
- Collaborate with team members to assist them with bookkeeping, reconciliations, and preparation of financial statements.
- Regularly perform bookkeeping tasks (processing bills, recording revenue and expense transactions, posting payroll entries, etc).
- Prepare monthly balance sheet account reconciliations (bank accounts, investments, fixed assets, prepaid expenses, lease-related accounts, payroll accrual, deferred revenue, debt, and restricted net assets).
- Prepare annual 1099 filings.
- Assist with team member projects, as assigned.
- Fill-in for team member absences, as necessary.
Desired Qualifications:
- Currently attending a four-year university for a degree in Accounting or a related field
- Desire to be a full-cycle accountant
- Energized by working with non-profit organizations
- Comfortable using software; willing to learn new software
- Strong communicator, written and verbal
- Excellent critical thinking and problem solving skills
- Willingness to learn new skills and not be afraid of a challenge
How to Apply
We want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture & values resonate with you, we want to hear from you! If you are someone who is committed to connecting the dots, supporting clients and colleagues, and want to work in a position that allows you to develop your accounting experience on work that really matters, please apply here.
If you require special accommodations during the recruitment process, please email our recruiting team whose contact information can be found at the bottom of our Careers page.
The Charity CFO, LLC is an equal-opportunity employer and we value diversity at our company. We do not discriminate based on race, religion, color, national origin, dietary preferences, gender, sexual orientation, age, fashion sense, marital status, veteran status, disability status, political leanings, or any other category protected by applicable federal, state or local laws.
Additional Notices
Employment at The Charity CFO is at-will. This job description is not an exhaustive list of all functions that may be required, and The Charity CFO reserves the right to require additional functions as well as to revise this job description at any time.
I’m seasoned and ready for a change
If you have a background in accounting, finance, or nonprofit operations and are looking for a more fulfilling next step, we’d love to connect. Our experienced team members often lead client relationships, support CFO-level strategy, and mentor others on the team. These roles are ideal for professionals who are looking for flexibility, leadership opportunities, and the chance to work with mission-driven organizations across the country.
Chief Financial Officer (CFO)
Lead and mentor a small team alongside an experienced leadership team, composed of former nonprofit executives, public accounting auditors, and senior finance directors.
Job Type: Full-time, exempt
Workplace Type: Hybrid (Office in St. Louis)
Department: Client Services
Reporting To: COO
As a Chief Financial Officer for our rapidly growing company, you will oversee the day to day operations of a team of five accountants, ensuring accurate delivery of full-suite accounting and bookkeeping services to a wide range of clients. We are looking for an intrinsically motivated problem-solver who values transparency, inclusion, collaboration, and impact. You will use your passion for accounting and the nonprofit sector to make a lasting impact on our business and the way we deliver financial solutions.
In this role, you will have the autonomy to manage your team and clients as your own book of business. We take an entrepreneurial approach to leadership and team development, and we want our CFO’s to build their teams as if they are an entrepreneur. It is expected that you will work hard and invest the time into building out your team and developing client relationships.
What You Would Be Helping Us With:
The CFO holds many responsibilities. They oversee and handle the day-to-day operations of a team of 5 accountants, which requires advanced accounting knowledge, comfortability with technology, and significant management experience. We measure the success of the person in this role by the success of the team they are coaching and managing. These coaching and managing activities include:
- Track team-wide tasks and upcoming deadlines and coordinate with staff to ensure that your team has the tools they need to complete each task correctly and on time.
- Provide technical and social support to the team while developing each staff member to their full potential and efficiency.
- Professional development of the team, including providing in-service training on technical advances in nonprofit accounting.
- Regularly evaluate each employee and provide timely, honest feedback. Hold team members accountable to deadlines, quality, and client service standards.
- Analyze and manage client profitability. Report feedback to company leadership.
- Periodically check-in with clients to assess client satisfaction and address issues.
- Review client financial statements, as prepared by accountants, on a monthly basis to ensure accuracy and compliance with GAAP.
- Serve as a CFO and ‘thought leader’ for clients. Provide clients with answers to their accounting questions and communicate proactively when accounting problems are identified.
- Provide support to clients in preparing annual budgets, cash flow forecasts, and other financial analysis.
- Ensure that client financial statements are accurate and ‘audit-ready’ prior to the commencement of financial statement audits. Serve as a liaison between the clients and their auditors.
- Review 990 drafts, as prepared by accountants, to ensure accuracy and compliance with IRS rules.
- Present periodic financial information to clients and boards of directors.
- Research and continue education in all areas of accounting and technology used internally and by clients.
- Onboard new employees and ensure their successful transition to the company.
- Interview candidates for open positions.
- Lead staff meetings and training.
Qualifications:
- Bachelor’s in Accounting or Accounting-related field
- 3-5 years of experience in full cycle accounting or public accounting as an auditor or outsourced accountant
- Proficiency with Microsoft Excel
- Proficiency with accounting software
- Excellent critical thinking skills
- Advanced accounting knowledge
- CPA license, preferred
- 1-2 years of nonprofit accounting experience, preferred
- 2-4 years of successfully building and managing a team
What Success Looks Like in the First 60 Days:
Like we mentioned above, we’ll provide you with all the support and training you need to crush your goals inside the workplace. For this role, this means that within 60 days, we will prepare you to:
- Manage deliverables to ensure deadlines are met.
- Ensure accounting files are maintained and accurate for clients and internal use.
- Ensure we maintain open and responsible communication with clients.
- Ensure clients are satisfied with the quality of work we do.
- Maintain client relationships for long-term retention.
- Be an ambassador for The Charity CFO, externally and internally.
Who Is The Charity CFO, LLC?
We provide premier accounting solutions for nonprofits, along with creating financial thought partnerships with our nonprofit clients, so organizations can make more informed decisions that increase their mission impact on their communities. Our vision is to be the largest nonprofit accounting service firm in the United States.
Our Culture & Values
At The Charity CFO, we put our people before revenue or clients, which has allowed us to create a unique workplace that values you first as a human being and then as an employee. We’ll provide you with all the support and training you need to crush your goals inside the workplace, along with the flexibility, benefits, and downtime to build a life you love outside the office.
Inside our doors, you’ll find a respectful, collaborative environment with team members with all levels of professional experience from beautifully diverse backgrounds. Everyone is welcome here, and you’ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.
Our Benefits
From career advancement to free parking to 14 paid holidays, 4 weeks of PTO, and 2 weeks of paid new parental leave, our comprehensive benefits package makes it easier to be there for your family, plan for the future, and truly enjoy your downtime.
How to Apply
We want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture & values resonate with you, we want to hear from you! If you are someone who is committed to connecting the dots, supporting clients and colleagues, and want to work in a position that allows you to develop your accounting experience on work that really matters, please apply here.
If you require special accommodations during the recruitment process, please email our recruiting team whose contact information can be found at the bottom of our Careers page.
The Charity CFO, LLC is an equal-opportunity employer and we value diversity at our company. We do not discriminate based on race, religion, color, national origin, dietary preferences, gender, sexual orientation, age, fashion sense, marital status, veteran status, disability status, political leanings, or any other category protected by applicable federal, state or local laws.
Accounting Manager
Coordinate a team of accountants to provide timely and accurate financial reports, ultimately delivering world-class accounting and advisory solutions for nonprofit organizations.
Job Title: Accounting Manager
Classification: Full-time, exempt
Workplace Type: Hybrid (3 days in-office required)
Department: Client Services
Reporting To: CFO
As an Accounting Manager for our rapidly growing company, you will assist in the day-to-day management of a team of 7-8 professionals, consisting of 4-5 Accounting Associates and Senior Accounting Associates, 1 Accounting Assistant, and up to 1 Accounting Intern. You will report to the CFO, who serves as the leader of your entire team. Our CFO teams are responsible for ensuring the accurate and timely delivery of a full suite of accounting and bookkeeping services to a wide range of nonprofit clients. We are looking for an intrinsically motivated problem-solver who values transparency, inclusion, collaboration, and impact. At The Charity CFO, you will leverage your passion for accounting and the nonprofit sector to make a lasting impact for your clients.
In this role, you are expected to work closely with your team to ensure that all client deliverables are accurate and on time. You will rarely be expected to meet directly with clients; you will work primarily behind the scenes to understand your clients’ unique needs and accounting processes, and you will be responsible for ensuring that your team follows those processes to fidelity.
Who Is The Charity CFO, LLC?
We provide premier accounting, advisory, and fractional CFO solutions for nonprofits. Our mission is to help nonprofit leaders by creating clarity and understanding of their organization’s financial position, modernizing financial operations, and bringing the focus back to what really matters – the people and communities they serve. Our vision is to be the largest nonprofit accounting service firm in the United States.
Our Culture & Values
At The Charity CFO, we put our people before revenue or clients, which has allowed us to create a unique workplace that values you first as a human being and then as an employee. We’ll provide you with all the support and training you need to crush your goals inside the workplace, along with the flexibility, benefits, and downtime to build a life you love outside the office.
Inside our doors, you’ll find a respectful, collaborative environment with team members with all levels of professional experience from beautifully diverse backgrounds. Everyone is welcome here, and you’ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.
Our Benefits
From career advancement to free parking to 14 paid holidays, 4 weeks of PTO, and paid new parental leave, our comprehensive benefits package makes it easier to be there for your family, plan for the future and truly enjoy your downtime.
What You Would Be Helping Us With:
The Accounting Manager has many responsibilities. They assist their CFO in the day-to-day operations of a team of 7-8 professionals, and they are responsible for serving 30-40 clients. This requires that they have advanced accounting knowledge, comfortability with technology, and some management experience. Accounting Manager responsibilities can be divided into two major categories: management responsibilities and client responsibilities.
Management Responsibilities:
- Lead staff meetings and training.
- Answer team member questions.
- Proactively track team-wide tasks, projects, and upcoming deadlines to remove roadblocks and ensure that your team has the tools they need to complete each task correctly and on time.
- Leverage Accounting Assistants and Interns to facilitate the delegation of team tasks whenever possible such that every member of the team is fully utilized.
- Plan for team member PTO or other absences to ensure that client deliverables are still met.
- Assist in the onboarding of new employees to ensure their successful transition to the company.
- Work closely with the Quality Assurance Team to ensure that client accounting systems are accurate, audits are properly managed, and all compliance deadlines are met.
- Facilitate training workshops for new hires.
- Seek out opportunities for professional development and ongoing education.
- Fill-in for team member absences, as necessary.
Client Responsibilities:
- Review client financial reports, as prepared by Accounting Associates and Senior Accounting Associates, on a monthly basis to ensure accuracy and compliance with GAAP.
- Ensure that the team is proactive in tracking spend-down of clients’ restricted grants. Review all new client grant agreements monthly to ensure that grants are accounted for and tracked properly and to identify any compliance expectations that may impact our accounting processes.
- Review client financial statements to ensure that they are accurate and ‘audit-ready’ prior to the commencement of financial statement audits.
- Monitor ongoing client audits to ensure that the timeline remains on track.
- Review client audit drafts at the conclusion of audit fieldwork to ensure accuracy.
- Conduct an end-of-year review of client financial statements prior to the preparation of the annual Form 990 return. The actual preparation and review of the
- Form 990 will not fall under the responsibility of the Accounting Manager.
- Review all other client deliverables prepared by the team to ensure accuracy.
- Facilitate the annual 1099 filing process for all assigned clients.
- Participate in new client onboarding meetings to understand their unique needs and to build customized accounting processes.
- Conduct an internal ‘desk review’ of 3-4 clients per month to identify areas for improvement and to develop a game plan for cleaning-up any accounting issues.
- Ensure that your team maintains appropriate accounting processes for all assigned clients. Proactively revise accounting processes as necessary.
- Tackle client-related projects, such as building workpapers, investigating accounting discrepancies, completing chart of account revisions, performing cash- to accrual-basis conversions, etc.
Qualifications:
- Bachelor’s in Accounting or Accounting-related field
- 3-5 years of experience in full-cycle accounting or public accounting as an auditor or outsourced accountant
- 1-2 years of nonprofit accounting experience, preferred
- 1-2 years of management experience, preferred
- CPA license, preferred
- Proficiency with Microsoft Excel
- Proficiency with accounting software
- Excellent critical thinking skills
- Advanced accounting knowledge
What Success Looks Like in the First 90 Days:
Like we mentioned above, we’ll provide you with all the support and training you need to crush your goals inside the workplace. For this role, this means that within 90 days, we will prepare you to:
- Review financial statements to identify errors and provide feedback to team members.
- Ensure that accounting systems are properly maintained and that processes and workpapers adhere to the firm’s standards.
- Manage your team to ensure client needs are met and deliverables are consistently on time.
- Maintain accounting processes to ensure quality and to meet our clients’ unique needs
- Facilitate our clients’ audit process to minimize the chance of audit adjustments or findings.
- Be an ambassador for The Charity CFO, externally and internally.
How to Apply
We want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture & values resonate with you, we want to hear from you! If you are someone who is committed to connecting the dots, supporting clients and colleagues, and want to work in a position that allows you to develop your accounting experience on work that really matters, please apply here.
If you require special accommodations during the recruitment process, please email our recruiting team whose contact information can be found at the bottom of our Careers page.
The Charity CFO, LLC is an equal-opportunity employer and we value diversity at our company. We do not discriminate based on race, religion, color, national origin, dietary preferences, gender, sexual orientation, age, fashion sense, marital status, veteran status, disability status, political leanings, or any other category protected by applicable federal, state or local laws.
Additional Notices
Employment at The Charity CFO is at-will. This job description is not an exhaustive list of all functions that may be required, and The Charity CFO reserves the right to require additional functions as well as to revise this job description at any time.
Onboarding Accountant
Use your specialized nonprofit accounting knowledge and skills to optimize accounting processes for new clients.
Classification: Full-time, exempt
Workplace Type: Hybrid (Office in St. Louis)
Department: Onboarding Team
Reporting To: Director of Onboarding
As an Onboarding Accountant for our rapidly growing company, you will focus on client service and ensure we make the best first impression with new clients. Our onboarding team members work exclusively with new clients to ensure a smooth transition from onboarding to ongoing client services.
Our new clients have differing accounting situations. In some cases, we are replacing another outsourced accounting firm. In other cases, we are replacing an in-house finance director or CFO. Some of our new clients do not have an established accounting system or require an accounting system migration. In nearly every case, our new clients require some level of accounting clean-up and process improvement. This is not your typical repetitive accounting role!
Who Is The Charity CFO, LLC?
We provide premier accounting solutions for nonprofits, along with creating financial thought partnerships with our nonprofit clients, so organizations can make more informed decisions that increase their mission impact on their communities. Our vision is to be the largest nonprofit accounting service firm in the United States.
Our Culture & Values
At The Charity CFO, we put our people before revenue or clients which has allowed us to create a unique workplace that values you first as a human being and then as an employee. We’ll provide you with all the support and training you need to crush your goals inside the workplace along with the flexibility, benefits, and downtime to build a life you love outside the office.
Inside our doors, you’ll find a respectful, collaborative environment with team members with all levels of professional experience from beautifully diverse backgrounds. Everyone is welcome here and you’ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.
Our Benefits
From career advancement to free parking to 14 paid holidays, 4 weeks of PTO, and paid new parental leave, our comprehensive benefits package makes it easier to be there for your family, plan for the future and truly enjoy your downtime.
What You Would Be Helping Us With:
- Facilitate meetings and discussions with new clients.
- Facilitate the onboarding process for multiple clients.
- Complete a comprehensive assessment of financial accounting records of new clients.
- Assess a new client’s accounting system and requirements, cleaning-up account balances and accounting system set-up and migration, as required.
- Provide answers to clients on technical accounting questions.
- Reconcile account balances and record corrective entries, where necessary, so that all new clients are considered audit-ready when onboarding is completed.
- Perform bookkeeping services, as needed, for new clients.
- Provide training and support to clients with respect to newly implemented accounting processes.
- Develop standard accounting processes for new clients that leverage technology to optimize for efficiency and internal control best practices.
- Train our Accounting Associates and CFOs on new client processes to ensure a smooth transition from onboarding to ongoing client services.
- Provide the best possible client service.
Qualifications:
- Bachelor’s Degree in Accounting or an Accounting-related field
- 2-4 years of full cycle accounting experience
- 1+ years of nonprofit accounting experience
- Proven track record of successfully managing multiple projects at once
- Significant experience in direct client service
- Experience with cloud-based accounting systems and tools (such as QuickBooks Online, Sage Intacct, Xero, Dext, Expensify, and/or Bill.com)
- Significant experience with Microsoft Excel
- Tech-savviness and comfort with software is a non-negotiable
- Able to work well under pressure
- A task-master with strong project management skills
- Strong interpersonal skills
- Able to communicate in a conscientious and inclusive way, both verbally and in writing
- Able to draw on both critical thinking skills and intuition to solve problems
- Intrinsically motivated to succeed
- Humble and willing to ask for help
- Advanced accounting knowledge
What Success Looks Like in the First 60 Days:
Like we mentioned above, we’ll provide you with all the support and training you need to crush your goals inside the workplace. For this role, this means that within 60 days, we will prepare you to:
- Timely completion of client onboarding
- Ensure accounting systems are streamlined, systematized, and accurate at the conclusion of every onboarding.
- Ensure we maintain open and responsible communication with clients.
- Ensure clients are satisfied with the quality of the work we do.
- Be an ambassador for The Charity CFO, externally and internally.
How to Apply
We want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture & values resonate with you, we want to hear from you! If you are someone who is committed to connecting the dots, supporting clients and colleagues, and want to work in a position that allows you to develop your accounting experience on work that really matters, please apply here.
If you require special accommodations during the recruitment process, please email our recruiting team whose contact information can be found at the bottom of our Careers page.
The Charity CFO, LLC is an equal-opportunity employer and we value diversity at our company. We do not discriminate based on race, religion, color, national origin, dietary preferences, gender, sexual orientation, age, fashion sense, marital status, veteran status, disability status, political leanings, or any other category protected by applicable federal, state or local laws.
Senior Accountant
Senior Accountant
Expand your accounting knowledge and skills alongside our experienced leadership team, while managing and fostering client relationships.
Job Title: Senior Accountant
Classification: Full-time, exempt
Workplace Type: Hybrid (2 days in-office required)
Department: Client Services
Reporting To: CFO
As a Senior Accountant for our rapidly growing company, you are responsible for providing accounting services for the nonprofit clients that are assigned to you. You will prepare monthly financial reports, support the annual audit process, and provide other accounting services. You will also serve as the primary point of contact to answer your client’s questions. We are looking for an intrinsically motivated problem-solver who values teamwork and impact. At The Charity CFO, you will leverage your passion for accounting and the nonprofit sector to make a lasting impact for your clients.
Who Is The Charity CFO, LLC?
We provide premier accounting, advisory, and fractional CFO solutions for nonprofits. Our mission is to help nonprofit leaders by creating clarity and understanding of their organization’s financial position, modernizing financial operations, and bringing the focus back to what really matters – the people and communities they serve. Our vision is to be the largest nonprofit accounting service firm in the United States.
Our Culture & Values
At The Charity CFO, we put our people before revenue or clients, which has allowed us to create a unique workplace that values you first as a human being and then as an employee. We’ll provide you with all the support and training you need to crush your goals inside the workplace, along with the flexibility, benefits, and downtime to build a life you love outside the office.
Inside our doors, you’ll find a respectful, collaborative environment with team members with all levels of professional experience from beautifully diverse backgrounds. Everyone is welcome here, and you’ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.
Our Benefits
From career advancement to free parking to 14 paid holidays, 4 weeks of PTO, and paid new parental leave, our comprehensive benefits package makes it easier to be there for your family, plan for the future and truly enjoy your downtime.
What You Would Be Helping Us With:
- Support the team by providing training and answering technical questions.
- Regularly perform bookkeeping tasks (processing bills, recording revenue and expense transactions, posting payroll entries, etc).
- Maintain timely email correspondence with clients; answer client questions, follow-up on outstanding requests, and coordinate regarding upcoming projects.
- Conduct month-end close procedures for all assigned clients.
- Prepare monthly balance sheet account reconciliations (bank accounts, investments, fixed assets, prepaid expenses, lease-related accounts, payroll accrual, deferred revenue, debt, and restricted net assets).
- Prepare monthly financial reports with an executive summary narrative for all assigned clients.
- Track spend-down of clients’ restricted grants. Review all new client grant agreements to ensure that grants are accounted for and tracked properly and to identify any compliance expectations that may impact our accounting processes.
- Conduct a full annual review of client financial statements to ensure that they are accurate and ‘audit-ready’ prior to the commencement of financial statement audits.
- Serve as the primary liaison with client auditors, ensuring that all requested documentation is provided in a timely manner, so that the audit timeline can remain on track.
- Prepare annual 1099 filings for all assigned clients.
- Participate in new client onboarding meetings to understand their unique needs and to build customized accounting processes.
- Participate in periodic client ‘desk reviews’ to identify areas for improvement and to develop a game plan for cleaning-up any accounting issues.
- Maintain and rigorously document accounting processes for all assigned clients. Proactively revise accounting processes as necessary.
- Prepare budgets and forecasts.
- On an annual basis, prepare a custom assessment of each client’s financial health, leveraging our proprietary Nonprofit Blueprint model.
- Tackle client-related projects, such as building workpapers, investigating accounting discrepancies, completing chart of account revisions, performing cash- to accrual-basis conversions, etc.
Qualifications:
- Bachelor’s degree in accounting or related field
- At least 3 years of experience in full cycle accounting or auditing
- Energized by working with non-profit organizations
- Have experience with QuickBooks Online or another accounting system
- Ability to work independently
- Experience with mentoring or training new team members, preferred
- Experience with nonprofit accounting, preferred
- Experience managing multiple clients, preferred
What Success Looks Like in the First 60 Days:
Like we mentioned above, we’ll provide you with all the support and training you need to crush your goals inside the workplace. For this role, this means that within 60 days, we will prepare you to:
- Complete the monthly close process and prepare monthly reports for assigned clients.
- Conduct a self-review to ensure that financial statements are accurate.
- Communicate independently with clients.
- Be an ambassador for The Charity CFO, externally and internally.
How to Apply
We want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture & values resonate with you, we want to hear from you! If you are someone who is committed to connecting the dots, supporting clients and colleagues, and want to work in a position that allows you to develop your accounting experience on work that really matters, please apply here.
If you require special accommodations during the recruitment process, please email our recruiting team whose contact information can be found at the bottom of our Careers page.
The Charity CFO, LLC is an equal-opportunity employer. We do not discriminate based on race, religion, color, national origin, dietary preferences, gender, age, fashion sense, marital status, veteran status, disability status, political leanings, or any other category protected by applicable federal, state or local laws.
Additional Notices
Employment at The Charity CFO is at-will. This job description is not an exhaustive list of all functions that may be required, and The Charity CFO reserves the right to require additional functions as well as to revise this job description at any time.
We help our employees shine brightly!
We encourage our employees to spread their wings and share their expertise with the world. Here are just a few examples of our team members leading the conversation in our industry:
Are you ready to join our all-star team?
If you’d like to take the next step in your career and life while helping nonprofits fulfill their missions, check out our available positions today.
