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Processes multi-state payroll for clients, including pay data entry, payroll tax and retirement reporting, deductions, garnishments, PTO tracking, reconciliations, audits, and payroll-related reporting. Trains and communicates with clients, maintains payroll calendars and procedures, supports year-end audits, and ensures accurate, compliant payroll processing using third-party payroll systems and Microsoft Office.

The Director of Client Finance oversees financial services for clients, ensuring compliance and accuracy in reporting. Responsibilities include audit management, budget preparation, and training staff, while fostering client relationships and collaboration. Travel up to 25% is required.

Serve as outsourced CFO for assigned clients, oversee financial statement preparation, budgets, forecasts, grant and compliance reporting, audits (A-133), staff mentoring, and client-facing financial leadership to ensure GAAP compliance and timely, accurate reporting.

Full-cycle, quota-carrying Account Executive focused on charter schools and select nonprofits. Prospect, qualify, respond to RFPs, design proposals, lead demos, and close deals across a 60–90 day sales cycle. Collaborate with internal experts, present to boards, maintain CRM records (HubSpot), and travel up to 40% for in-person meetings and conferences.

Manage end-to-end payroll for multiple clients, including data entry, training, multi-state payroll processing, payroll tax and retirement reporting, reconciliations, audit support, and creating process improvements and SOPs.