About the role
Fractional Non-Profit Chief Financial Officer
Job Summary
Brand K Partners, located in North Haledon , NJ is a passionate team of highly skilled individuals devoted to improving the operational efficiencies of small to mid-sized organizations, specializing in the nonprofit sector. We work with our clients to create customized, affordable solutions to serve their bookkeeping and financial management needs while offering our employees a work-life balance.
Reporting to the Brand K Partners Chief Executive Officer, the Fractional Chief Financial Officer (CFO) is a senior-level executive who is responsible for overseeing the financial health, sustainability, and compliance for our Brand K clients. The role is ideal for a small nonprofit that needs executive-level financial stewardship without a full-time CFO. The Fractional CFO will provide strategic decision-making and transparent communication with key stakeholders using financial planning, budgeting, accounting, risk management, and reporting. The Fractional CFO will also work closely with the Brand K accounting teams to deliver accurate reporting and help drive Brand K revenue growth. This job is a part-time hourly position based predominantly in our North Haledon, NJ Office with some travel within the New York/New Jersey region.
ESSENTIAL JOB FUNCTIONS
CLIENT ADVISORY • Financial Strategy & Leadership: Develop and execute financial strategies to support long-term organizational sustainability. • Serve as a strategic advisor to the Executive Director and Board on financial planning, forecasting, and risk. • Collaborate with the client's and or Brand K Finance and Accounting Team, fostering a culture of accountability, accuracy, and collaboration. • Participate in organization-wide strategic planning initiatives. • Budgeting & Forecasting: Provide input to client's long-range planning committees to establish and execute long-term organizational goals. • Collaborate with senior client leadership to prepare and set compensation levels, capital budgets, and establish other financial priorities. • Develop multi-year financial projections to support organizational growth and strategic goals. • Collaborate with the client's and or Brand K Finance and Accounting Team in the annual budgeting process and provide ongoing analysis of budget-to-actual performance. • Monitor budget vs actuals and make strategic suggestions to address large variances. • Accounting & Financial Operations: Oversee day-to-day accounting functions, including accounts payable/receivable, payroll, and general ledger management. • Ensure timely month-end and year-end close processes. • Establish and maintain strong internal controls, financial policies, and operational procedures. • Assist client leadership with risk management and proper insurance coverage on all assets and operations. • Oversee key vendor relationships including accounting, payroll providers, employee benefits, etc. • Financial Reporting: Prepare and present accurate, timely financial reports for the CEO, Board of Directors, and funders. • Provide clear interpretation of financial results and trends to support informed decision-making. • Coordinate grant and contract financial reporting, ensuring compliance with funder requirements. • Compliance, Audit, & Risk Management: Ensure compliance with GAAP, IRS regulations (e.g., Form 990), and non-profit accounting standards. • Manage the annual audit process, liaising with external auditors, audit committees, client finance staff, and the Brand K team. • Maintain organizational insurance policies and oversee risk management strategies. • Monitor federal, state, and local regulations that impact the organization. • Grants & Fund Development Support: Partner with development staff to create budgets for grant proposals and provide financial documentation to funders. • In collaboration with the Brand K Partners team, oversee the tracking of restricted vs. unrestricted funding and ensure proper revenue allocation. • Ensure compliance with grant requirements and stewardship of donor funds. • Work with Development, client Leadership and Auditors to quantify impact of campaigns and donations on Public Support test. • Evaluate CRM and Accounting systems for sufficient information for future planning and forecasting. • Cash Flow & Investment Management: Monitor cash flow and develop strategies to ensure financial stability. • Assist client leadership in establishing appropriate reserve rates, investment guidelines, endowments, board designated reserves, etc. to achieve strategic, long-term initiatives. • Oversee banking relationships, reserve funds, lines of credit, and investment activities as appropriate.
CLIENT / SYSTEM IMPLEMENTATIONS: • Work with Brand K team in client implementations, system, and data setups, where needed to support advisory services. • Take the lead in streamlining processes where appropriate to deliver agreed-upon advisory services. • Keep abreast of system enhancements and upgrades that can create efficiencies for Brand K Team and Brand K clients. • Suggest and oversee system upgrades or conversions to meet client future needs.
REVENUE GROWTH: • Actively monitor opportunities for client upsell to meet future client needs. • Attend prospective client sales meetings to review client reporting and systems. • Assist in defining client proposal/contract scope and pricing. • Attend industry networking conferences and meetings to strengthen client/vendor/competitor relationships. • Maintain relationships with key providers/competitors to understand Brand K positioning in the marketplace.
EDUCATION | SKILL REQUIREMENTS • Bachelor's degree in Accounting or Finance; CPA and/or Master's Degree in Business Administration or related area required. • Minimum of 8+ years of CFO level management experience within an Accounting or Finance department, preferably in the non-profit sector. • Knowledge of nonprofit accounting required. • Strong financial analysis, forecasting, and budgeting skills. • Experience overseeing audits, managing federal and state grants, managing compliance activities. • Strong understanding of Generally Accepted Accounting Principles (GAAP). • Computer literacy in Microsoft Excel, QuickBooks, Sage Intacct, Blackbaud Financial Edge, and/or Fund-EZ.
COMPETENCIES | PERSONAL QUALITIES • Strategic, Independent and highly analytical self-starter with the ability to plan and prioritize work schedules. • Ability to multi-task and work with multiple clients/staff members. • Ability to build sustainable client relationships and trust with client accounts. • Superior oral and written communication and presentation skills, ability to communicate financial information to non-financial audiences. • Commitment to the mission, vision, and values of Brand K. • A strong team collaborator. • Demonstrated ability to lead and supervise the work of others. • Ability and willingness to travel to client sites as required. • Ability to attend early morning, evening or weekend meetings for Board meetings and client deadlines.
Brand K Partners Is an Equal Opportunity Employer #J-18808-Ljbffr