While CSBM/FOREsight is headquartered in New York City this position is fulltime remote. CSBM currently recruit in CO DE FL IL MD NC NJ NY PA SC TX and VA
Why Join Us:
We believe our team members are our greatest company asset and value them as such! Our staff are all strong team players who thrive in an entrepreneurial environment.
FOREsight: Building on the success of CSBMFOREsightprovides accounting and financial services to nonprofits in the education sector. This includes independent schools afterschool programs and social service nonprofits. We are a missiondriven organization and choose to work with organizations that are advancing the education sector and empowering youth.
The Nonprofit Assistant Controller will be assigned to work with a variety of clients from both charter schools and nonprofit organizations.Therole serves as theNonprofit Assistant Controllerand external client lead and requiresstrong communication skills project management skills knowledge of accrual and cashbased accounting and the ability to partner with key stakeholders. The Nonprofit Assistant Controlleroversees all aspects of the finances for a portfolio of clients. In this consulting role the Nonprofit Assistant Controller regularly exercises independent judgment on client financial matters.
Although the scope of work is different for every client the Nonprofit Assistant Controller will be responsible for Accounting Finance Team Performance and Client Consulting activities as well as Controllerlevel tasks and other tasks and duties outlined below.
Your Duties
1 Accounting
Audit
- Act as a liaison between client and audit firm
- Oversee preparation of audit packages
- Perform quality review and finalize audit packages before release
- Implement audit findings.
2 Finance
Analysis and Reporting
- Report on the current financial status to client leadership.
- Review and finalize annual budget and recommendations
- Review and finalize financial reports.
3 Team Performance
- Ensure deliverables are executed to the scope of work.
- Manage staffing needs for client portfolio.
- Serve as the point of escalation and resolution for the client team.
- Escalate changes in organizational leadership the scope of work and financial trends to the department leadership.
4 Client Consulting
- Manage multiple clients virtually.
- Engage and consult with client leadership on financial strategies and initiatives.
- Monitor and track financial goals for trends.
- Present results of the financial analysis and make recommendations to client leadership and key stakeholders.
- Participate and present at Board meetings.
- Serve as the point of escalation and resolution for managers on services and delivery issues.
Your Education & Experience:
- Bachelors degree required.
- 8 years of accounting financial reporting and financial management experience.
- 3 years prior experience managing and prioritizing the work of direct reports or project team members.
- Prior experience working in a nonprofit organization is required.
- Prior experience working in a school or socially responsible organization is required.
- Prior management of multiple projects and clients is preferred.
- Excellent interpersonal communication and analytical skills.
You Should Know:
- Microsoft Office 365
- Proficient in Excel Anybill
- QuickBooks Intacct FundEZ or similar accounting software
- Payroll Management Software (ADP Paychex or similar)
Your Competencies / Skills:
These competencies are specific to theNonprofit Assistant Controllerrole and need to be demonstrated to achieve performance goals.
- Consulting Develop strategic relationships in support of project development/implementation helping the client to define their needs and seeking feedback on client satisfaction.
- Critical ThinkingMake decisions and solve problems using sound inclusive reasoning and judgment. Gather and analyze information from a diverse set of sources and individuals to fully understand a problem. Proactively anticipate needs and prioritize action steps. Accurately summarize interpret and effectively communicate actions and rationale.
- Decision making Take responsibility and demonstrate commitment to appropriate decisions promptly. Ensure that decisions are made based on policies best practices and organizational directives to solve emerging problems.
- Team Performance Ensure communication is ongoing client deliverables are met manage team performance and provide constructive feedback and development opportunities.
- Delegation Assign tasks responsibilities and accountability to the right team members taking their skills experience and capabilities into account. Set clear and reasonable expectations hold the team members accountable and follow up on the of work.
- Project Management Manage and align stakeholder expectations develop a project plan with roles and assignments identify and prioritize issues related to project deliverables and implement solutions to remove barriers.
- Team Management Acts as a team player and supports the learning of others showing appreciation for others contributions and proactively stepping into coworkers tasks to help when needed.Employ personal strengths knowledge and talents to complement those of others. Exercise the ability to compromise and be adaptable. Collaborate with others to achieve common goals. Build strong positive working relationships with team members.
- Confidentiality Maintain client confidence by keeping financial information confidential.
Getting In:
- Weencourage people of all backgrounds to apply.
The Perks:
- Health Dental and Vision
- Flexible spending accounts Medical and Transit
- Discretionary Annual Bonus
- 401k Match
CSBM is an equalopportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race color religion sex age disability marital status familial status sexual orientation pregnancy genetic information gender identity gender expression national origin ancestry citizenship status veteran status and any other legally protected status under federal state or local antidiscrimination laws.
We participate in EVerify. In compliance with federal law all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Required Experience:
Senior Manager