Senior CFO & Advisory Solutions Associate

Chazin • Raleigh, NC

9d • $90,000 - $114,400 • Remote

About The Position

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.

Requirements

• Bachelor's degree in Accounting or Finance
• Minimum of six years accounting, financial planning & analysis experience
• 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

Nice To Haves

• CPA or CFA license preferred
• Public accounting experience is preferred
• Nonprofit accounting experience preferred

Responsibilities

• 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

Benefits

• 100% remote work environment
• Flexible work schedules
• Comprehensive benefits program
• Competitive compensation
• Strong work-life balance
• People-focused culture that supports your success and well-being
• Flexible remote schedules
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees