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The Charity CFO, LLC

Senior AccountantExpand your accounting knowledge and skills alongside our experienced leadership team, while managing and fostering client relationships.Job Title: Senior AccountantClassification: Full-time, exemptWorkplace Type: Hybrid (2 days in-office required)Department: Client ServicesReporting To: CFOAs 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&rsquo;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&rsquo;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 &amp; ValuesAt 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&rsquo;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&rsquo;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&rsquo;ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.Our BenefitsFrom 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. Learn more about all of these benefits and more .What you would be helping us with: <ul><li>Support the team by providing training and answering technical questions.</li><li>Regularly perform bookkeeping tasks (processing bills, recording revenue and expense transactions, posting payroll entries, etc).</li><li>Maintain timely email correspondence with clients; answer client questions, follow-up on outstanding requests, and coordinate regarding upcoming projects.</li><li>Conduct month-end close procedures for all assigned clients.</li><li>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).</li><li>Prepare monthly financial reports with an executive summary narrative for all assigned clients.</li><li>Track spend-down of clients&rsquo; 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.</li><li>Conduct a full annual review of client financial statements to ensure that they are accurate and &lsquo;audit-ready&rsquo; prior to the commencement of financial statement audits.</li><li>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.</li><li>Prepare annual 1099 filings for all assigned clients.</li><li>Participate in new client onboarding meetings to understand their unique needs and to build customized accounting processes.</li><li>Participate in periodic client &lsquo;desk reviews&rsquo; to identify areas for improvement and to develop a game plan for cleaning-up any accounting issues.</li><li>Maintain and rigorously document accounting processes for all assigned clients. Proactively revise accounting processes as necessary.</li><li>Prepare budgets and forecasts.</li><li>On an annual basis, prepare a custom assessment of each client&rsquo;s financial health, leveraging our proprietary Nonprofit Blueprint model.</li><li>Tackle client-related projects, such as building workpapers, investigating accounting discrepancies, completing chart of account revisions, performing cash- to accrual-basis conversions, etc.</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree in accounting or related field, or equivalent experience</li><li>At least 3 years of experience in full cycle accounting or external auditing</li><li>Energized by working with non-profit organizations</li><li>Have experience with Quickbooks Online or another accounting system</li><li>Ability to work independently</li><li>Experience with mentoring or training new team members, preferred</li><li>Experience with nonprofit accounting, preferred</li><li>Experience managing multiple clients, preferred</li></ul>What Success Looks Like in the First 60 Days:Like we mentioned above, we&rsquo;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:<ul><li>Complete the monthly close process and prepare monthly reports for assigned clients.</li><li>Conduct a self-review to ensure that financial statements are accurate.</li><li>Communicate independently with clients.</li><li>Be an ambassador for The Charity CFO, externally and internally.</li></ul>How to ApplyWe want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture &amp; 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 .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 .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 NoticesEmployment 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.Job Type: Full-timePay: $70,000.00 - $85,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li><li>Work from home</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Non-profit accounting: 1 year (Preferred)</li><li>Accounting software: 1 year (Required)</li><li>full cycle accounting : 3 years (Required)</li></ul>Ability to Commute:<ul><li>St. Louis, MO 63103 (Required)</li></ul>Work Location: Hybrid remote in St. Louis, MO 63103

Senior Accountant

Associate AccountantExpand your accounting knowledge and skills alongside our experienced leadership team, while managing and fostering client relationships.Job Title: Associate AccountantClassification: Full-time, exemptWorkplace Type: Hybrid (2 days in-office required)Department: Client ServicesReporting To: CFOAs 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&rsquo;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&rsquo;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 &amp; ValuesAt 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&rsquo;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&rsquo;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&rsquo;ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.Our BenefitsFrom 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. Learn more about all of these benefits and more .What you would be helping us with: <ul><li>Regularly perform bookkeeping tasks (processing bills, recording revenue and expense transactions, posting payroll entries, etc).</li><li>Maintain timely email correspondence with clients; answer client questions, follow-up on outstanding requests, and coordinate regarding upcoming projects.</li><li>Conduct month-end close procedures for all assigned clients.</li><li>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).</li><li>Prepare monthly financial reports with an executive summary narrative for all assigned clients.</li><li>Track spend-down of clients&rsquo; 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.</li><li>Conduct a full annual review of client financial statements to ensure that they are accurate and &lsquo;audit-ready&rsquo; prior to the commencement of financial statement audits.</li><li>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.</li><li>Prepare annual 1099 filings for all assigned clients.</li><li>Participate in new client onboarding meetings to understand their unique needs and to build customized accounting processes.</li><li>Participate in periodic client &lsquo;desk reviews&rsquo; to identify areas for improvement and to develop a game plan for cleaning-up any accounting issues.</li><li>Maintain and rigorously document accounting processes for all assigned clients. Proactively revise accounting processes as necessary.</li><li>On an annual basis, prepare a custom assessment of each client&rsquo;s financial health, leveraging our proprietary Nonprofit Blueprint model.</li></ul>Qualifications:<ul><li>Pursuing a Bachelor&rsquo;s Degree in Accounting or similar field such as finance or business administration, or have at least 3 months of accounting/bookkeeping experience</li><li>Energized by working with nonprofit organizations</li><li>Willing to learn new software and skills</li><li>Able to communicate in a conscientious and inclusive way, both verbally and in writing</li><li>Detail-oriented</li><li>Able to draw on both critical thinking skills and intuition to solve problems</li><li>Intrinsically motivated to succeed</li><li>Humble and willing to ask for help</li><li>Have experience with Quickbooks Online or another accounting system, preferred</li></ul>What Success Looks Like in the First 60 Days:Like we mentioned above, we&rsquo;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:<ul><li>Complete the monthly close process and prepare monthly reports for assigned clients.</li><li>Conduct a self-review to ensure that financial statements are accurate.</li><li>Communicate independently with clients.</li><li>Be an ambassador for The Charity CFO, externally and internally.</li></ul>How to ApplyWe want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture &amp; 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 .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 .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 NoticesEmployment 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.Job Type: Full-timePay: $55,000.00 - $70,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Employee assistance program</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Vision insurance</li><li>Work from home</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Accounting software: 1 year (Preferred)</li></ul>Ability to Commute:<ul><li>St. Louis, MO 63103 (Required)</li></ul>Work Location: Hybrid remote in St. Louis, MO 63103

Associate Accountant

Accounting ManagerCoordinate 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 ManagerClassification: Full-time, exemptWorkplace Type: Hybrid (3 days in-office required)Department: Client ServicesReporting To: CFOAs 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&rsquo; 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&rsquo;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 &amp; ValuesAt 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&rsquo;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&rsquo;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&rsquo;ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.Our BenefitsFrom 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. Learn more about all of these benefits .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:<ul><li>Lead staff meetings and training.</li><li>Answer team member questions.</li><li>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.</li><li>Leverage Accounting Assistants and Interns to facilitate the delegation of team tasks whenever possible such that every member of the team is fully utilized.</li><li>Plan for team member PTO or other absences to ensure that client deliverables are still met.</li><li>Assist in the onboarding of new employees to ensure their successful transition to the company.</li><li>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.</li><li>Facilitate training workshops for new hires.</li><li>Seek out opportunities for professional development and ongoing education.</li><li>Fill-in for team member absences, as necessary.</li></ul>Client Responsibilities:<ul><li>Review client financial reports, as prepared by Accounting Associates and Senior Accounting Associates, on a monthly basis to ensure accuracy and compliance with GAAP.</li><li>Ensure that the team is proactive in tracking spend-down of clients&rsquo; 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.</li><li>Review client financial statements to ensure that they are accurate and &lsquo;audit-ready&rsquo; prior to the commencement of financial statement audits.</li><li>Monitor ongoing client audits to ensure that the timeline remains on track.</li><li>Review client audit drafts at the conclusion of audit fieldwork to ensure accuracy.</li><li>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.</li><li>Review all other client deliverables prepared by the team to ensure accuracy.</li><li>Facilitate the annual 1099 filing process for all assigned clients.</li><li>Participate in new client onboarding meetings to understand their unique needs and to build customized accounting processes.</li><li>Conduct an internal &lsquo;desk review&rsquo; of 3-4 clients per month to identify areas for improvement and to develop a game plan for cleaning-up any accounting issues.</li><li>Ensure that your team maintains appropriate accounting processes for all assigned clients. Proactively revise accounting processes as necessary.</li><li>Tackle client-related projects, such as building workpapers, investigating accounting discrepancies, completing chart of account revisions, performing cash- to accrual-basis conversions, etc.</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s in Accounting or Accounting-related field</li><li>3-5 years of experience in full-cycle accounting or public accounting as an auditor or outsourced accountant</li><li>1-2 years of nonprofit accounting experience, preferred</li><li>1-2 years of management experience, preferred</li><li>CPA license, preferred</li><li>Proficiency with Microsoft Excel</li><li>Proficiency with accounting software</li><li>Excellent critical thinking skills</li><li>Advanced accounting knowledge</li></ul>What Success Looks Like in the First 90 Days:Like we mentioned above, we&rsquo;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:<ul><li>Review financial statements to identify errors and provide feedback to team members.</li><li>Ensure that accounting systems are properly maintained and that processes and workpapers adhere to the firm&rsquo;s standards.</li><li>Manage your team to ensure client needs are met and deliverables are consistently on time.</li><li>Maintain accounting processes to ensure quality and to meet our clients&rsquo; unique needs</li><li>Facilitate our clients&rsquo; audit process to minimize the chance of audit adjustments or findings.</li><li>Be an ambassador for The Charity CFO, externally and internally.</li></ul>How to ApplyWe want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture &amp; 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 .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 .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 NoticesEmployment 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.Pay: $90,000.00 - $105,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Disability insurance</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>On-the-job training</li><li>Paid time off</li><li>Parental leave</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Accounting: 3 years (Required)</li><li>Non-profit accounting: 1 year (Preferred)</li><li>Management: 1 year (Preferred)</li></ul>License/Certification:<ul><li>CPA (Preferred)</li></ul>Location:<ul><li>St. Louis, MO 63103 (Preferred)</li></ul>Ability to Commute:<ul><li>St. Louis, MO 63103 (Required)</li></ul>Work Location: Hybrid remote in St. Louis, MO 63103

Accounting Manager

Join The Charity CFO, LLC and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

The Charity CFO, LLC

About Company

Senior Accountant

Associate Accountant

Accounting Manager