Valid8 Financial, Inc.
SENIOR FINANCIAL CONSULTANT
Valid8 Financial, Inc., Chicago, Illinois, United States, 60290
TITLE: Senior Financial Consultant (Fractional CFO)
ORGANIZATIONAL CONTEXT:Converge Consulting is a social enterprise, owned by Forefront, delivering financial, accounting, and back-office solutions to nonprofits and foundations. Converge Consulting aims to be Illinois’ premier financial services consulting firm for organizations in the social impact sector throughout the state of Illinois, furthering the mission of Forefront.THE ROLE
The Senior Financial Consultant works directly with clients to maximize return on financial assets by establishing financial policies, procedures, controls, and reporting systems, ensuring compliance through testing and training, and working directly with top management to create budgets, forecasts, and long-term financial goals.This role requires someone with customer service skills, the ability to proactively engage decision makers, and take control when providing solutions. Solutions to be provided include but are not limited to: accounting, accounts payable, accounts receivable, audit preparation, bank account reconciliation, bookkeeping, billing, budgeting, cash management, chart of accounts, cost methodology, financial analysis, financial statement generation, investment account management, multi-year grant and funding reports, and tax preparation.The Senior Financial Consultant will be the face of Converge Consulting for the client, able to articulate the mission and value proposition of Converge.RESPONSIBILITIESWork directly with the board of directors and senior management in all financial matters.Oversee and coordinate with Client’s CPA firm for year-end taxes.Lead the financial reporting and budgeting process.Analyze operations to recommend and implement new policies, procedures, and systems.Planning, directing, and controlling the accounting function for a nonprofit organization.Identifying and addressing financial risks and opportunities.Monitoring financial performance by measuring and analyzing results.Reporting financial status by developing and maintaining forecasts.Managing multiple projects with competing priorities and deadlines.Guide financial decisions by recommending and executing the establishment, monitoring, and enforcement of policies and procedures.Oversee and manage government grants as applicable.Implement and manage revenue streams affected by ASU606.Establishing, monitoring, and enforcing internal controls.Monitor and confirm financial condition by conducting internal audits; providing information to external auditors.Comply with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; advising management on needed actions.Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.QUALIFICATIONS
Bachelor’s degree in accounting, finance, or related field.At least 5 years’ experience in nonprofit accounting.Certified Public Accountant and/or Private Foundation experience strongly preferred but not required.Exceptional communication skills with the ability to convey complex issues in easy-to-understand terms.Strong familiarity with multiple accounting software and platforms including QuickBooks.Mature, highly professional demeanor.Experience with federal, state, and city grant compliance.Demonstrated ability to navigate and understand ambiguous situations.High proficiency in client management as well as project management.Leadership skills and the ability to achieve results.Technology-driven, forward-thinking mindset.Initiative and follow-through; highly motivated, a self-learner, and able to work independently.Work is primarily remote but must be able to travel to client sites on occasion.COMPENSATION
Full-time position, eligible for benefits. Salary range: $70,000 – $90,000 base salary; additional incentives.Benefits:403(b) and up to 8% company contribution.
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ORGANIZATIONAL CONTEXT:Converge Consulting is a social enterprise, owned by Forefront, delivering financial, accounting, and back-office solutions to nonprofits and foundations. Converge Consulting aims to be Illinois’ premier financial services consulting firm for organizations in the social impact sector throughout the state of Illinois, furthering the mission of Forefront.THE ROLE
The Senior Financial Consultant works directly with clients to maximize return on financial assets by establishing financial policies, procedures, controls, and reporting systems, ensuring compliance through testing and training, and working directly with top management to create budgets, forecasts, and long-term financial goals.This role requires someone with customer service skills, the ability to proactively engage decision makers, and take control when providing solutions. Solutions to be provided include but are not limited to: accounting, accounts payable, accounts receivable, audit preparation, bank account reconciliation, bookkeeping, billing, budgeting, cash management, chart of accounts, cost methodology, financial analysis, financial statement generation, investment account management, multi-year grant and funding reports, and tax preparation.The Senior Financial Consultant will be the face of Converge Consulting for the client, able to articulate the mission and value proposition of Converge.RESPONSIBILITIESWork directly with the board of directors and senior management in all financial matters.Oversee and coordinate with Client’s CPA firm for year-end taxes.Lead the financial reporting and budgeting process.Analyze operations to recommend and implement new policies, procedures, and systems.Planning, directing, and controlling the accounting function for a nonprofit organization.Identifying and addressing financial risks and opportunities.Monitoring financial performance by measuring and analyzing results.Reporting financial status by developing and maintaining forecasts.Managing multiple projects with competing priorities and deadlines.Guide financial decisions by recommending and executing the establishment, monitoring, and enforcement of policies and procedures.Oversee and manage government grants as applicable.Implement and manage revenue streams affected by ASU606.Establishing, monitoring, and enforcing internal controls.Monitor and confirm financial condition by conducting internal audits; providing information to external auditors.Comply with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; advising management on needed actions.Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.QUALIFICATIONS
Bachelor’s degree in accounting, finance, or related field.At least 5 years’ experience in nonprofit accounting.Certified Public Accountant and/or Private Foundation experience strongly preferred but not required.Exceptional communication skills with the ability to convey complex issues in easy-to-understand terms.Strong familiarity with multiple accounting software and platforms including QuickBooks.Mature, highly professional demeanor.Experience with federal, state, and city grant compliance.Demonstrated ability to navigate and understand ambiguous situations.High proficiency in client management as well as project management.Leadership skills and the ability to achieve results.Technology-driven, forward-thinking mindset.Initiative and follow-through; highly motivated, a self-learner, and able to work independently.Work is primarily remote but must be able to travel to client sites on occasion.COMPENSATION
Full-time position, eligible for benefits. Salary range: $70,000 – $90,000 base salary; additional incentives.Benefits:403(b) and up to 8% company contribution.
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