Director of Client Finance

About the role

The Director of Client Finance Opportunity represents a pivotal role within Charter Impact, designed to drive financial excellence and client success. This position is central to our mission of empowering mission-driven organizations by providing them with the strategic financial oversight they need to thrive. The successful candidate will own the end-to-end financial service delivery for assigned client portfolios, effectively acting as an outsourced Chief Financial Officer. This role demands a high level of professionalism, integrity, and a deep commitment to collaborative growth with both internal teams and external partners. We operate as a remote-first organization on a national scale, focusing on delivering personalized support in the critical areas of finance, operations, and business management. Charter Impact values enthusiastic collaboration and is continuously seeking qualified candidates who thrive in environments of change, development, and meaningful impact. You will be a key architect in ensuring our clients' financial health and stability.

Key facts

What you'll do

• Execute the strategy and oversee the outcomes for complex client portfolios with a high degree of ownership and accountability.
• Translate intricate and complex financial rules, regulations, and compliance requirements into clear, actionable, and easy-to-understand plans for diverse client stakeholders.
• Design, implement, and refine standardized intake routines and procedures to accurately capture comprehensive client data and establish clear, professional expectations from the outset.
• Shape and develop sophisticated financial models, reports, dashboards, and analytical frameworks to drive informed decision making and strategic planning for each individual client.
• Exercise full oversight and responsibility for all finance, accounting, and compliance reporting functions to ensure accuracy, compliance, and timeliness.
• Collaborate seamlessly and work closely with the internal Accounting, Accounts Payable, Payroll, and Retirement Services Teams to ensure cohesive service delivery.
• Ensure the absolute accuracy, consistency, and timely delivery of all financial information and reporting outputs as required by client needs and regulatory standards.
• Orchestrate the build, maintenance, and organization of comprehensive documentation, schedules, workpapers, and procedural manuals specifically for audit readiness and compliance purposes.
• Direct and manage partner interactions to provide exceptionally timely, accurate, and insightful answers to complex financial inquiries and strategic questions.
• Champion and own the monthly close process, driving efficiency and adherence to deadlines to keep all financial reporting on a rigorous and predictable schedule.
• Forge and cultivate strong pathways and productive relationships with external advisors, such as auditors, tax professionals, and legal counsel, to streamline compliance processes, filings, and regulatory requirements.
• Guard the integrity of financial systems, data, and reconciliation processes by continuously validating data flows, performing rigorous quality checks, and identifying areas for improvement.
• Proactively identify potential risks, discrepancies, or gaps in financial processes and reporting, and develop and implement effective mitigation strategies in partnership with the client.
• Serve as the primary financial point of contact and trusted advisor, ensuring all client deliverables are met or exceeded according to the highest standards of professionalism.

Requirements

• Hold a Bachelor's degree in Accounting, Finance, Business Administration, or a closely related field, or demonstrate equivalent practical experience that demonstrates the required competencies.
• Possess a minimum of 3 years of progressive finance experience characterized by increasing scope, responsibility, and demonstrable impact in previous roles.
• Exhibit the proven ability to successfully manage multiple clients, complex deadlines, and competing priorities simultaneously while maintaining meticulous accuracy and attention to detail.
• Demonstrate clear, concise, and professional communication skills, both written and verbal, when interacting effectively with finance professionals, senior leaders, and executive stakeholders.
• Be authorized to work in the United States without the need for sponsorship by an employer for this specific role.
• Commit to travel up to 25 percent of the time as required to meet client needs, support engagements, and participate in necessary in-person meetings across different regions.

Nice to have

• Bring prior experience serving clients specifically within the realm of retirement plan administration or closely related fiduciary services.
• Possess a deep familiarity with the unique and specific operational, compliance, and strategic needs of mission-driven organizations and the sectors they serve.