Senior CFO & Advisory Solutions Associate Job at Chazin

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

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Senior CFO & Advisory Solutions Associate

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