Senior CFO & Advisory Solutions Associate

SENIOR CFO & ADVISORY SOLUTIONS ASSOCIATE

(CPA or CFA Preferred)

This is a full-time, fully remote position open to candidates based in the United States. Please note: At this time, due to business and regulatory requirements, we are unable to consider applications from residents of California.

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Chazin is a woman-owned firm, established by Adele Chazin in 2005. Although accounting is our business, nonprofits are our passion. This passion, coupled with years of practical experience, has made Chazin a premier provider of virtual accounting and finance solutions for the nonprofit sector. Chazin has been nationally recognized with Best of Accounting awards for Client Satisfaction and Employee Satisfaction in 2023, 2024, and 2025. Take a look at what our clients and employees have to say: Chazin reviews - Best of Accounting Winner (clearlyrated.com)

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.

Responsibilities of the Senior CFO & Advisory Solutions Associate:

• 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

Qualifications Senior CFO & Advisory Solutions Associate:

• Bachelor's degree in Accounting or Finance
  
• CPA or CFA license preferred
• Minimum of six years accounting, financial planning & analysis experience
  
• Public accounting experience is preferred
  
• 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
  
• Nonprofit accounting experience preferred

Compensation:

The salaried pay range for this position is $90,000 - $105,000, depending on qualifications and experience. We offer an attractive benefits package and support opportunities for growth and advancement within our organization.

Benefits:

At Chazin, we provide a 100% remote work environment, *flexible work schedules, a comprehensive benefits program, competitive compensation, strong work-life balance, and a people-focused culture that supports your success and well-being.

Work-Life Balance & Flexibility

• 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

Core Health & Wellness

• 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

Financial & Retirement Support

• 401(k) with company match and 100% vesting after the first year
• Monthly technology stipend

Professional Development & Recognition

• 100% reimbursement of CPA licensing fees
• 50% reimbursement of AICPA membership
• Continued ongoing education/training
• Employee reward & recognition perks

*At Chazin we offer partial flexibility with work hours, allowing team members to adjust schedules within specified parameters. This accommodates individual needs while maintaining core business hours for collaboration and meetings, fostering a harmonious and productive work atmosphere.

We are an equal opportunity employer and value diversity at our company. We are committed to creating an inclusive work environment and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We encourage individuals from all backgrounds and experiences to apply.