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Use your specialized nonprofit accounting knowledge and skills to optimize accounting processes for new clients.

Job Type: Full-time, exempt
Location: 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!

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. Learn more about all of these benefits and more here. 

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.

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. Learn more about all of these benefits and more here. 

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 on our 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.

Expand your accounting knowledge and skills alongside our experienced leadership team, while managing and fostering client relationships. 

Job Type: Full-time, exempt

Workplace Type: Hybrid (Office in St. Louis)
Department: Client Services
Reporting To: CFO

As the Senior Accountant for our rapidly growing company, you will maintain open and responsible communication with clients. You will assist with management responsibilities of Accounting Associates, ensuring accurate delivery of full-suite accounting and bookkeeping services. We are looking for an intrinsically motivated problem-solver who values teamwork 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.

What you would be helping us with: 

• Lead board and finance committee presentations for assigned clients.
• Develop and mentor your team.
• Provide budget and forecasting services for assigned clients.
• Review audits, 990’s, and monthly reports for accuracy.
• Enter transactions for assigned clients using various software platforms.
• Respond to requests from assigned clients on general accounting needs.
• Prepare reconciliations and general ledger accounts.
• Preparing monthly financial reports for assigned clients.
• Managing long and short term deadlines.
• Establishing, documenting, and evaluating internal processes for the best client experience.

Qualifications:

• Bachelor’s degree in accounting or related field
• 1 year 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
• Experienced mentoring or training new team members, preferred
• Experienced with nonprofit accounting, 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:

• Deliver accurate and timely financial statements to clients.
• Ensure accounting files are maintained and accurate for clients and internal use.
• Ensure we maintain open and responsible communication with clients.
• Assist in managing deliverables to ensure deadlines are met.
• 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. Learn more about all of these benefits and more here. 

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.

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. Learn more about all of these benefits and more here. 

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.