Jitasa · 1 day ago
Nonprofit CFO Client Advisor
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $110K/yr
5+ years expJitasa is the first and largest international accounting and bookkeeping services provider dedicated solely to the nonprofit sector. They are seeking a Nonprofit CFO Client Advisor to support their growing client base by delivering strategic financial insight and building out their client-facing CFO Practice.
AccountingBookkeeping and PayrollFinancial Services
Hiring Manager
Micah Brocker
Responsibilities
Consulting to provide strategic insight into clients’ financial performance
Leading and coordinating the budgeting and forecasting process
Meeting with clients regularly to report results, analyze variances, and develop improvements
Developing financial strategies by forecasting capital, facilities, staff, and other requirements
Identifying monetary resources and developing action plans
Implement new technologies that streamline and automate the reporting, forecasting, and budgeting process
Guiding high-level decisions regarding policy and strategy
Above all, becoming a trusted advisor that provides a superior client experience to our nonprofit clients!
Qualification
Required
A Bachelor's degree in accounting, finance, or equivalent is required
Minimum of 5 years' relevant, hands-on work experience in the nonprofit industry, perhaps as a CFO
Candidates must possess an advanced working knowledge of nonprofit accounting
Candidates must possess excellent client communication skills and the ability to maintain a positive client relationship
Candidates must be a strong and independent problem solver
Candidates must demonstrate the ability to navigate and understand ambiguous situations
Candidates must possess excellent communication skills and demonstrate the ability to explain complex things simply
Candidates must have a high proficiency in client management as well as project management
Candidates must demonstrate the ability to manage multiple clients and projects to successful completion on time
Candidates must demonstrate great leadership skills and the ability to achieve results
Candidates must demonstrate a technology driven, forward thinking mindset
Candidates should show initiative and follow through; and demonstrate that they are highly motivated, a self-learner, and able to work independently
Preferred
CPA or CMA is highly preferred
Consulting experience, extensive client management, and / or experience within a CPA or audit firm is preferred
Benefits
Medical, Dental, and Vision insurance
Paid Sabbatical after 5 years of service
Generous Paid Time Off policy based on years of tenure
40 hours of Paid VTO (Volunteer Time Off) per year
401k plan with employer contribution match
Casual dress code and a fun and relaxed culture
Company
Jitasa
The largest national accounting and bookkeeping services provider dedicated solely to the nonprofit sector.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeff Russell
CEO
Jon Osterburg
Co-CEO
Recent News
2025-10-03
Company data provided by crunchbase