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Senior CFO & Advisory Solutions Associate

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Chazin

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Location:
United States

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Category:
Finance

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Contract Type:
Not provided

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Salary:

90000.00 - 114400.00 USD / Year
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Job Description:

As Senior CFO & Advisory Solutions Associate, you will lead and deliver strategic financial guidance to a portfolio of nonprofit clients. In this client-facing role, you’ll support CFO-level services including advanced forecasting, financial modeling, and board reporting. You will be a key advisor, helping clients interpret financial data, manage performance, and plan for long-term sustainability. This position is ideal for an experienced financial professional who combines strong technical skills with excellent communication and a passion for mission-driven work.

Job Responsibility:

  • Serve as a strategic financial advisor to nonprofit clients, supporting executive teams and boards
  • Develop and maintain multi-year financial forecasts, cash flow projections, and scenario analyses
  • Lead the preparation and presentation of board reporting packages and management dashboards
  • Perform high-level financial analysis, identifying trends, opportunities, and risks
  • Guide clients through budgeting processes, including annual budgets and mid-year reforecasts
  • Support clients during audits, compliance reviews, and strategic planning sessions
  • Drive improvements in financial reporting tools and advisory service delivery

Requirements:

  • Bachelor's degree in Accounting or Finance
  • CPA or CFA license preferred
  • Minimum of six years accounting, financial planning & analysis experience
  • Public accounting experience is preferred
  • Extensive knowledge of generally accepted accounting principles (GAAP)
  • Proven ability to synthesize complex financial information for diverse audiences
  • Advanced Excel skills and proficiency with financial reporting tools, experience with QuickBooks Online, Sage Intacct, or similar service orientation
  • Experience working independently in a remote environment is preferred
  • Nonprofit accounting experience preferred

Nice to have:

  • Public accounting experience
  • Experience working independently in a remote environment
  • Nonprofit accounting experience
What we offer:
  • 100% remote work environment
  • Flexible work schedules
  • Comprehensive benefits program
  • Competitive compensation
  • Strong work-life balance
  • People-focused culture
  • 15 days of paid time off (PTO), increasing with tenure
  • 10 paid holidays annually, including 1 Floating Holiday
  • Annual all-employee paid retreat
  • Medical, dental, and vision insurance
  • Health Savings Account (HSA) / Flexible Spending Account (FSA)
  • Life, short-term and long-term disability (STD & LTD)
  • Supplemental insurance options
  • 401(k) with company match and 100% vesting after the first year
  • Monthly technology stipend
  • 100% reimbursement of CPA licensing fees
  • 50% reimbursement of AICPA membership
  • Continued ongoing education/training
  • Employee reward & recognition perks

Additional Information:

Job Posted:
December 07, 2025

Employment Type:
Fulltime
Work Type:
Remote work
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