Financial Engineer

POSITION SUMMARY

Financial Engineer partners with clients to understand their financial processes, identify opportunities for improvements, and implement solutions.

• Research and analyze data for detailed reports and interpret results to help the team make strategic decisions.
• Train client employees and Kiwi staff on use, functionality, system, workflow, reporting & dashboarding and interface.
• Assist Lead Financial Engineers in system implementations, including but not limited to:
  Sage Intacct, Quick Books Online, Microsoft Business Central, Ramp, , Expensify, etc.
• Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals.
• Manage process of mapping a chart of accounts and financial dimensions from old legacy system to new, configuring accounting applications to client requirements.
• Develop a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
• Assist in the review of timesheet and procurement processes.
• Support in annual cash flow forecasting models.
• Evaluate accounting tasks and assist on recommendations for month-end closing processes.
• Research, test, and perform proof of concepts on the recommended applications utilizing AT tools:
  Copilot, ChatGPT, Claude, etc.
• Assist in the development of a workforce needs-assessment.
• Collaborate directly to Project Managers with various tasks analysis, truck budget vs. actuals, project timeline, weekly status memos, etc.

• Understanding client expectations as discussed and quantified in the client engagement meeting.
• Providing high quality deliverables on a timely basis and in compliance with Kiwi’s Quality Management System.
• Following Kiwi Partners Communications Policy, communicate proactively with Manager and/or client to establish strong trust and prevent potential conflicts/problems.

• Associate's degree, Bachelor's degree Preferred, or equivalent level of experience
• 5 years of experience without an Associate's degree
• 7 years of experience without a Bachelor's degree with 4 years of this experience
• 4+ years of relevant professional experience to include:
• At least 2 years of progressive accounting and/or consulting experience.
• Proficiency in Microsoft programs, particularly:
  Excel, Word, PowerPoint, Power
  
  BI, Power Pivot, SharePoint and Teams

• Prior experience in a small non-for-profits, startup, or unstructured environment.
• Sage Intacct, Quick Books Online, Microsoft Business Central, Ramp, , Expensify Accounting, or Implementation certification.
• 1 – 2 years of Sage Intacct Implementation Specialist experience

Vital Impact helps foundations, philanthropists, and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields.

We combine creative, strategic thinking with knowledge and networks developed through decades of hands‑on experience. The fastest-growing philanthropic advisory firm in the nation, Vital Impact is also a certified B Corporation.

Kiwi Partners is one of the nation’s leading providers of outsourced accounting, consulting, and human resource services to the nonprofit sector. Since 1998, we have served more than 1,000 nonprofit organizations representing every sector of the nonprofit community. Kiwi Partners is a division of Vital Impact, one of the nation’s most prominent philanthropic advisory firms. Vital Impact is a certified B Corporation.

This is a full‑time exempt position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits.

The annual salary range for this position is $80,000 - $135,000 and this position has an annual bonus…