Chief Financial Officer

The Chief Financial Officer role at The Charity CFO, LLC supports day-to-day operations for a 7 to 8 person accounting team while delivering accounting and advisory services to nonprofit clients.

Key Responsibilities

• Lead team staff meetings and training.
• Run weekly one-on-one check-ins with all team members.
• Answer team questions and remove roadblocks by proactively tracking team-wide tasks, projects, and upcoming deadlines.
• Ensure effective client communication; step in to answer client questions and de-escalate concerns when necessary.
• Plan for PTO and other absences to keep client deliverables on track.
• Review KPIs, including deadlines met, responsiveness to email correspondence, and client profitability.
• When KPIs are off track, take ownership and work proactively to get back on schedule.
• Perform a monthly evaluation of team members with direct, actionable feedback to support accountability and long-term growth.
• Evaluate staff capacity and skill to determine client responsibility assignments.
• Interview candidates for open positions.
• Onboard new employees and support a successful transition.
• Facilitate training workshops for new hires.
• Support team engagement through team events and activities.
• Participate in firm leadership activities and “face of the firm” events as assigned.
• Support ongoing professional development and continued education.
• Fill in for team member absences as needed.

• Review and analyze monthly financial reports for assigned clients to assess each organization’s financial health.
• Support clients with annual budgets, cash flow forecasts, and other financial analyses.
• Present financial report presentations to client leadership and boards of directors.
• Periodically check in with clients to assess satisfaction, address issues, and strengthen long-term relationships.
• Participate in new client onboarding meetings to understand unique needs and help build customized accounting processes.
• Manage client expectations and scope of services to ensure needs are met.
• Participate in internal “desk review” debrief meetings to identify improvement areas and create a plan to clean up accounting issues.
• Ensure appropriate accounting processes are maintained for assigned clients and proactively revise processes as necessary.
• Prepare and present an annual custom assessment of each client’s financial health using the proprietary Nonprofit Blueprint model.
• Communicate annual fee increases with assigned clients.
• Serve as a CFO and strategic advisor for assigned clients by answering accounting questions and proactively communicating when accounting problems are identified.

What Success Looks Like (First 6 Months)

• Complete bookkeeping tasks, including processing bills, recording revenue and expense transactions, and posting payroll entries.
• Conduct month-end close procedures, including reconciliations, allocation entries, and preparation of monthly financial reports.
• Track spend-down of clients’ restricted grants and review new client grant agreements for proper accounting and tracking, including compliance considerations that may impact accounting processes.
• Review client financial reports prepared by other team members for accuracy and compliance with GAAP.
• Review client financial statements to ensure they are accurate and audit-ready ahead of financial statement audits.
• Act as a liaison with client auditors to ensure timely delivery of requested documentation and support audit timelines.
• Complete end-of-year reviews of client financial statements prior to preparation of annual Form 990 returns.
• Facilitate the annual 1099 filing process for assigned clients.
• Support client-related projects such as building workpapers, investigating accounting discrepancies, completing chart of account revisions, and performing cash-to-accrual basis conversions.

What Success Looks Like (After 6 Months)

• Analyze financial statements and present key takeaways to stakeholders.
• Prepare budgets and forecasts for clients.
• Manage the team to ensure client needs are met and deliverables remain consistently on time.
• Maintain accounting processes to support quality and meet clients’ unique needs.
• Problem solve with clients using strategic advisory support and solutions for complex accounting situations.
• Maintain client relationships for long-term satisfaction and retention.
• Represent The Charity CFO externally and internally as an ambassador.

Requirements

• Bachelor’s in Accounting or an Accounting-related field
• 3 to 5 years of experience in full-cycle accounting or public accounting as an auditor or outsourced accountant
• 1 to 2 years of nonprofit accounting experience (preferred)
• 2 to 4 years of successfully building and managing a team
• CPA license (preferred)
• Proficiency with Microsoft Excel
• Proficiency with accounting software
• Excellent critical thinking skills
• Advanced accounting knowledge

Technology

• Microsoft Excel

Compensation

• $90,000 to $130,000 per year

Workplace & Location

• St. Louis, MO 63103 (required)
• Hybrid remote in St. Louis, MO 63103
• Hybrid (3 days in-office required)
• Relocate before starting work: St. Louis, MO 63103 (required)
• Ability to commute: St. Louis, MO 63103 (required)

Role Details

• Full-time, exempt
• Department: Client Services

Benefits

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Vision insurance

Application Note

• At-will employment: Employment at The Charity CFO is at-will.
• This job description is not exhaustive, and functions may change or be revised at any time.
• Application question: Will you now or in the future require employer sponsorship for a work visa in order to maintain or obtain work authorization in the United States?