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Empowering charter schools and non-profits with financial management and operational support.
The Role
The Senior Accountant oversees projects, prepares financial statements, assists with budgeting, and provides training to junior staff while ensuring high-quality client service.
Summary Generated by Built In
About the Company:
EdFin, powered by Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.
Role Summary:
The Senior Accountant uses their expertise and knowledge of our clients and accounting systems to oversee specific projects and reports, becomes more involved in the forecasting and budgeting process, and begins overseeing and training other accounting team members and inter-departmental staff as appropriate. This position is also responsible for assisting the CFO reviewing staff work, ensuring accuracy and providing meaningful feedback for staff development. The Senior Accountant is highly visible to clients, their boards and their service teams and delivers high quality and professional levels of customer service on a consistent basis, acting as a resource for junior team members.
This position is based in Minneapolis, MN and operates on a hybrid schedule, with three days in-office and two days remote.
Essential Job Functions
- Cash Maintenance
- Review and problem solve monthly bank reconciliations
- Assist with entry and review of other monthly transactions as needed
- Communicate with CFO and client team regarding cash flow issues and potential courses of action
- Month-End Closing
- Perform month-end close procedures and prepare financial statements as needed
- Enter and post journal entries
- Record appropriate monthly accruals
- Reconcile inter-company accounts and Affiliated Building Company escrow statements
- Perform analysis and provide reasoning for variances
- Other Financial Reporting
- Review grant compliance reports for assigned clients
- Review budget-to-actual variance reports for assigned clients
- Client Interaction
- Be a resource for clients when questions arise regarding banking, reporting and other accounting matters
- Assist in answering and resolving inquiries from clients, governmental agencies and auditors
- Perform new client onboarding, as needed
- Provide guidance and be an example for accounting staff on customer service best practices
- Perform other duties as assigned by the CFO Team
- Review other work performed by the Accounts Payable, Payroll and Grants teams
- Complete forward-looking cash projections based on known client needs
- Communicate with Director of Client Finance regarding cash flow issues and potential courses of action
- Assist in special projects and year-end audit schedule preparation
- Be a resource for Accounting Associate, Grant Team on industry best practices
Qualifications
- Generally, any combination of education that would provide the required knowledge and skills for successful performance would qualify. A typical method of demonstrating these requirements would be:
- Purposes, methods, and practices of financial and accounting record keeping
- Basic accrual accounting principles and procedures
- Advanced Microsoft Office (Word, Excel, Outlook) skills and able to design new spreadsheets
- Proper and effective use of English grammar and communication skills (oral and written) to perform job‑related duties
- Maintain, encourage and participate in a close and highly collaborative team environment with clients and EdFin/Charter Impact staff
- Communicate in a clear and professional manner at all times
- Adapt quickly to change
- Learn the appropriate rules, regulations and technical procedures specifically related to processing payments for non-profit organizations and charter schools
- Understand and carry out directions in an independent manner
- Demonstrate the ability to problem solve
- Perform arithmetic calculations accurately and rapidly
- Prepare a variety of accurate financial reports and summaries
- Identify and correct errors in mathematical computations and financial documents
- Knowledge of Sage Intacct or other similar Non-Profit Accounting systems.
- Knowledge of MN Specific software including Smart Finance or Skyward
- Read numbers, reports, and documents on computer terminals
- Use telephone and other communication devices
- Lift up to 20 pounds (Light)
- Prolonged standing, some bending, stooping and stretching
- Ability to give, receive, and analyze information, formulate work plans, prepare written materials and articulate goals and action plans in an environment where priorities are constantly changing.
- EdFin/Charter Impact focus as much on employee satisfaction as client satisfaction. Our belief is that if our staff is supported, challenged and inspired to do what they love, it will reflect outward to our clients. This position will be required to:
- Work indoors in a standard office environment
- Work outside of normal workdays and office hours to meet deadlines
- Directly communicate and interact with clients, parents, students and the public
- Travel may be required for professional development events and to client locations
EDUCATION: Bachelor’s degree in accounting. Master’s degree is a plus.
LICENSE: A CPA license or CPA-eligibility is a plus
EXPERIENCE: At least 3 years of experience preparing financial statements (full close), a portion of which should include client management and supporting lower-level team members
KNOWLEDGE OF:
Candidates must also have the ability to:
Experience with the following is a plus:
TYPICAL PHYSICAL DEMANDS: (with or without accommodation as needed to perform essential job functions)
TYPICAL MENTAL DEMANDS:
WORKING CONDITIONS:
What's in it for You?
- At Charter Impact, we believe great work happens when people feel supported, trusted, and connected.
- Remote‑first flexibility: Work where you do your best work, with flexible, remote, and hybrid options depending on role. We provide a company‑issued laptop and essential equipment to support a productive setup.
- Comprehensive, competitive benefits: Medical, dental, vision, and life insurance, plus multiple plan options to meet your needs.
- Financial wellness & retirement: 401(k) with company match to help you plan for the future.
- Wellbeing support: Employee Assistance Program (EAP) offering confidential mental health support, counseling, and legal and financial resources for you and your household.
- Time to recharge: Vacation accrual of up to four (4) weeks per year, plus 11 paid company holidays and a winter break from Christmas Day through New Year’s Day.
- Connection & culture: Opportunities to build relationships through virtual and in‑person team events, with colleagues who care deeply about their work and impact.
- Extra perks: Employee discounts, voluntary pet insurance, and an employee referral bonus program.
Charter Impact strives to be an employer of choice for highly motivated and mission-driven professionals. We are committed to fostering a team environment where all members work together to achieve common goals, and where staff are supported, challenged and inspired in their work.
Top Skills
MS Office
Sage Intacct
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The Company
What We Do
Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations and business management. We accomplish this through enthusiastic collaboration within our team and with our clients. We believe that what we do has a positive, measurable impact on students, families and communities. We take pride in providing our clients with timely and accurate financial and student data information that can be utilized to make the best decisions for their organizations.
