Director of Finance, Controller, FP&A

Role Overview

• Lead the monthly, quarterly, and annual financial close processes and ensure timely, accurate financial reporting; including management of junior resources
• Oversee preparation of financial statements, including P&L, balance sheet, and cash flow statements
• Ensure compliance with GAAP and applicable regulatory requirements
• Manage all accounting operations including general ledger, accounts payable, accounts receivable, payroll, and billing
• Establish and maintain internal controls to safeguard company assets and ensure audit readiness
• Lead annual budgeting, rolling forecasts, and long-range financial planning processes
• Develop and maintain financial models to support strategic decision-making and growth initiatives
• Analyze financial performance, including revenue, margins, and cost drivers, and provide actionable insights
• Build and maintain KPI dashboards and reporting tools for executive leadership
• Partner with department leaders to drive financial accountability and performance improvements, including performance of individual states/regions and client-level variation
• Monitor and manage cash flow, working capital, and treasury functions
• Support strategic initiatives including pricing, service line profitability, and market expansion
• Assist with M&A activities including financial analysis, due diligence, and integration planning
• Oversee financial systems, reporting infrastructure, and process improvements to support scalability
• Lead, develop, and manage finance and accounting team members, including outsourced vendors/partners

Requirements

• Bachelor’s degree in Accounting, Finance, or related field required; CPA preferred; MBA preferred
• 10–15+ years of progressive experience in accounting and finance roles, including both controllership and FP&A responsibilities. Experience in professional services, multi-entity, or high-growth environments preferred. Demonstrated experience leading financial operations and strategic finance initiatives.
• Advanced accounting principles, financial reporting, and GAAP compliance
• Financial planning and analysis, including budgeting, forecasting, and modeling
• Financial systems and tools (e.g., Sage Intacct, QuickBooks, BI/reporting platforms)
• Revenue recognition, internal controls, and audit processes
• Purposes, methods, and practices of financial and accounting record keeping
• Basic accrual accounting principles and procedures
• Microsoft Office (Word, Excel, Outlook) skills
• Proper and effective use of English grammar and communication skills
• Ability to effectively listen to and empathize with customers
• Align with Charter Impact’s mission, vision, and core values
• Maintain a collaborative team environment
• Adapt quickly to change
• Translate financial data into actionable insights
• Work independently
• Perform calculations accurately
• Prepare accurate financial reports
• Identify and correct errors
• Experience with QuickBooks Online, QBAO
• Experience with Sage Intacct or similar platforms
• Experience with Power BI or Tableau
• Experience with ADP, Paychex, or Intuit payroll systems

Tech Stack

• Tableau

Benefits

• Remote‑first flexibility: Work where you do your best work, with flexible, remote, and hybrid options depending on role. We provide a company‑issued laptop and essential equipment to support a productive setup.
• Comprehensive, competitive benefits: Medical, dental, vision, and life insurance, plus multiple plan options to meet your needs.
• Financial wellness & retirement: 401(k) with company match to help you plan for the future.
• Wellbeing support: Employee Assistance Program (EAP) offering confidential mental health support, counseling, and legal and financial resources for you and your household.
• Time to recharge: Vacation accrual of up to four (4) weeks per year, plus 11 paid company holidays and a winter break from Christmas Day through New Year’s Day.
• Connection & culture: Opportunities to build relationships through virtual and in‑person team events, with colleagues who care deeply about their work and impact.
• Extra perks: Employee discounts, voluntary pet insurance, and an employee referral bonus program.