Full-Time

Director of Client Finance

Posted on 2/7/2026

Charter Impact

Charter Impact

51-200 employees

Back-office financial management for charter schools

Compensation Overview

$120k - $150k/yr

Orlando, FL, USA

Remote

Remote-first; up to 25% travel.

Category
Accounting (1)
Required Skills
Forecasting
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree in accounting or finance is required
  • Master's degree in Finance or Accounting is highly desired
  • 7 years of experience, a portion of which includes oversight and development of staff is required
  • Experience in a professional service firm, such as a CPA firm, is a plus
  • Experience in charter school finance and operations is a plus
  • Non-profit accounting experience is a plus
  • Certified Public Accountant is highly desired but not required
  • Ability to maintain, encourage, and participate in a close and highly collaborative team environment with clients and Charter Impact staff
  • Exceptional customer service skills
  • Strong written and verbal communication skills
  • High organizational skills with attention to detail
  • Self-starter – able to prioritize and multi-task without daily direct supervision
  • Computer skills and proficiency in Microsoft Office, particularly MS Excel
  • Knowledge of Sage Intacct or other similar Non-Profit Accounting systems
Responsibilities
  • Oversee financial and accounting services and provide direction to Charter Impact Teams in the following areas: financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting – for both governmental and private grants, and ad hoc reporting as requested
  • Review all financial statements as prepared by Accounting Teams to ensure compliance with GAAP
  • Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition
  • Oversee the annual financial and governmental A-133 audits including: work paper preparation, liaison with auditors and understanding of the governmental programs
  • Oversee and ensure the accuracy and timeliness of all compliance reporting
  • Serve as a fiscal liaison to Authorizers, Counties, State and Federal Agencies
  • Provide training to client staff to ensure internal controls are properly implemented and followed
  • Work with organizational leaders and other executives to ensure financial information is properly communicated
  • Exceed clients’ expectations both in terms of quality and accuracy of information at all times
  • Develop and maintain long-term relationships with client leadership and staff
  • Maintain up to date knowledge of the charter school industry and related funding through regular professional development in areas of responsibility
  • Mentor staff to ensure continued professional growth within Charter Impact Teams
Desired Qualifications
  • Master's degree in Finance or Accounting is highly desired
  • Certified Public Accountant is highly desired
  • Experience in a professional service firm, such as a CPA firm, is a plus
  • Experience in charter school finance and operations is a plus
  • Non-profit accounting experience is a plus
  • Knowledge of Sage Intacct or other similar Non-Profit Accounting systems

Charter Impact provides back-office services for charter schools and nonprofits. It handles financial management and operational support, including payroll processing, retirement reporting, student data support, and business management consulting. The services are personalized and delivered through tailored solutions with service fees, helping clients manage finances and operations efficiently. The company differentiates itself by specializing in charter schools and nonprofits, offering integrated, mission-aligned support and fostering collaborative relationships to maximize resources and advance community development. Its goal is to help clients achieve their mission-driven outcomes by prudent fiscal management and creative problem-solving.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

2010

Simplify Jobs

Simplify's Take

What believers are saying

  • Minnesota charter enrollment grew 12% from 2023–2025, expanding addressable market post-acquisition.
  • Procurify integration standardizes multi-site purchasing and AP workflows, improving compliance and audit readiness.
  • Strategic advisory services unlock facilities financing partnerships with CDFIs and national banks, supporting client growth.

What critics are saying

  • EdFinMN integration risks service disruption and client attrition if Sage Intacct migration delays occur.
  • Inova Payroll contract termination or pricing escalation eliminates HR differentiation and forces costly rebuild.
  • Charter school funding cuts or regulatory changes eliminate 10–20% of client base without sector diversification.

What makes Charter Impact unique

  • Acquired EdFinMN in January 2026, establishing dominant position in fastest-growing Minnesota charter market.
  • Integrated Sage Intacct with Inova's HCM suite, automating payroll and HR for 3,500+ employees.
  • Red Iron Group partnership (2024) funds AI-enabled financial management and technology infrastructure enhancements.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Hybrid Work Options

Remote Work Options

Wellness Program

Mental Health Support

Phone/Internet Stipend

Home Office Stipend

Employee Referral Bonus Program

Company News

Cision
Jan 13th, 2026
Charter Impact Acquires EdFinMN, Expanding Support for Minnesota Charter Schools

/PRNewswire-PRWeb/ -- Charter Impact, a national provider of financial and operational middle and back-office services for charter schools and mission-driven organizations, has acquired EdFinMN, a Minnesota-based back-office firm serving charter schools, districts, and education support organizations across the state. LOS ANGELES and MINNEAPOLIS Jan. 13, 2026 The acquisition brings together two organizations with deeply aligned missions: helping schools build strong, sustainable operations so educators can focus on students and student outcomes. EdFinMN will maintain its local team and client relationships while gaining access to Charter Impact's broader infrastructure, go-to-market capabilities, technology platform, and national expertise. Founded in 2022 and headquartered in Minneapolis, EdFinMN supports more than 30 organizations with business management services including CFO support, accounting, accounts payable, and payroll. The firm has built a strong reputation for integrity, responsiveness, and deep knowledge of Minnesota's charter school landscape. "This partnership is about strengthening what already works," said Adam Kaeli, Co-CEO of Charter Impact. "EdFinMN has earned enormous trust in the Minnesota charter community. By bringing our teams together, we're expanding capacity, investing in people and systems, and positioning ourselves to serve more schools with greater depth, without disrupting day-to-day support." EdFinMN's leadership and staff will remain in place, continuing to serve clients with the same teams and approach to excellence in service delivery. Over time, schools will have access to additional services that Charter Impact has implemented in other states, including expanded data and compliance support. This acquisition represents an important step in Charter Impact's national expansion strategy and its initiatives to supplement organic growth with strategic acquisitions. In 2024, Charter Impact partnered with Red Iron Group, an investment firm focused on investing into growth-oriented mission-essential services businesses to drive such growth initiatives, as well as enhance its focus on service delivery excellence through technology and AI enablement. Minnesota is one of the fastest-growing charter school markets in the country, and the acquisition represents a strategic investment in long-term capacity for schools in the region. Charter Impact, founded in 2010, now supports nearly 150 organizations nationally, providing integrated finance, payroll, data, and operational support services. "This gives our clients the best of both worlds," said Scott Brown, President of EdFinMN. "They keep the people they trust, while we gain the resources and scale to invest more deeply in service quality and new capabilities." More information about Charter Impact is available at www.charterimpact.com More information about EdFinMN is available at www.edfinmn.org Media Contact Samantha Berman, Charter Impact, 1 3234845070, [email protected] http://www.charterimpact.com SOURCE Charter Impact

Cision
Mar 5th, 2025
Powering Growth: Charter Impact And Inova Payroll Strengthen Partnership To Support Schools And Nonprofits

Inova Payroll, a leading provider of payroll, human resources, and benefits solutions serving thousands of clients nationwide, and Charter Impact, a financial management firm supporting charter schools and other nonprofits, are celebrating a successful two-year partnership that has expanded Charter Impact's service offerings to include HRIS and outsourced HR services. This collaboration enhances Charter Impact's ability to support its growing client base while leveraging Inova's deep payroll, HR, and technology expertise to deliver seamless, integrated solutions.NASHVILLE, Tenn. and LOS ANGELES, March 5, 2025 /PRNewswire-PRWeb/ -- Inova Payroll, a leading provider of payroll, human resources, and benefits solutions serving thousands of clients nationwide, and Charter Impact, a financial management firm supporting charter schools and other nonprofits, are celebrating a successful two-year partnership that has expanded Charter Impact's service offerings to include HRIS and outsourced HR services. This collaboration enhances Charter Impact's ability to support its growing client base while leveraging Inova's deep payroll, HR, and technology expertise to deliver seamless, integrated solutions.Through this partnership, Charter Impact and Inova collaboratively support more than 60 organizations and over 3,500 employees, integrating Inova's human capital management (HCM) suite with Charter Impact's financial management platform, Sage Intacct. This strategic alignment streamlines payroll and HR operations, reducing administrative burdens and ensuring compliance for mission-driven organizations.Charter Impact co-CEO Adam Kaeli explains, "At Charter Impact, we are dedicated to providing schools and nonprofits with the financial and operational support they need to thrive. Our expanded partnership with Inova strengthens that commitment, equipping our clients with best-in-class payroll and HR solutions

PR Newswire
Nov 4th, 2024
Red Iron Group Announces Strategic Investment in Charter Impact to Drive Accelerated Growth and Enhancements to Service Offerings

Red Iron Group announces strategic investment in Charter Impact to drive accelerated growth and enhancements to service offerings.

LinkedIn
Jul 6th, 2022
Partner Ventures Invests in Charter Impact

Partner Ventures is pleased to announce that it has made a significant equity investment in Charter Impact. About Charter Impact Charter Impact services equip school administrators, board members and site-level staff with the tools necessary to make the best business decisions possible for their org

INACTIVE