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.

• 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.

• 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 work papers, investigating accounting discrepancies, completing chart of account revisions, and performing…