Financial Transformation Consultant-Kiwi Partners - EPIP

Financial Transformation Consultant-Kiwi Partners

Posted on March 28, 2023

Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields.

Our Commitment to Diversity, Equity, and Inclusion (DEI)

Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging.

ABOUT THE POSITION

The Financial Transformation Consultant partners with clients to understand their financial processes, identify opportunities for improvements, and implement solutions.

Technical Responsibilities

1. Research and analyze data for detailed reports and interpret results to help the team make strategic decisions.
2. Train client employees and Kiwi staff on use, functionality, system, workflow, reporting & dashboarding and interface.
3. Assist Lead Financial Engineers in system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
4. Support in process walkthroughs, documenting accounting procedures and processes.
5. Manage process of mapping a chart of accounts and financial dimensions from old legacy system to new.
6. Develop a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
7. Assist in the review of timesheet and procurement processes.
8. Support in annual cash flow forecasting models.
9. Evaluate accounting tasks and assist on recommendations for month-end closing processes.
10. Research, test, and perform proof of concepts on recommended applications.
11. Assist in the development of a workforce needs-assessment.
12. Collaborate directly with Project Managers on various tasks analysis, track budget vs. actuals, project timeline, weekly status memos, etc.

Client Management Responsibilities

1. Understand client expectations as discussed in the client engagement meeting.
2. Provide high quality deliverables on a timely basis in compliance with Kiwi’s Quality Management System.
3. Communicate proactively with Manager and/or client to establish strong trust and prevent potential conflicts/problems.

Qualifications

To be successful in this role you’ll need:

1. 2 - 4 years of progressive accounting and/or consulting experience.
2. Proficiency in Microsoft programs, particularly Excel, Word, PowerPoint, PowerBI, SharePoint, Teams, Planner.
3. Proficiency in Smartsheet.
4. Knowledge of principles and practices of accounting systems, internal controls, and implementing control improvements.
5. Experience balancing the needs of several clients.
6. Ability to work independently as well as collaboratively.

Highly Preferred Knowledge, Skills and Experience

1. Prior experience in small non-profits, startup, or unstructured environment.
2. QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
3. 1 – 2 years of Sage Intacct Implementation Specialist experience.

Core Competencies

1. Excellent service skills, including addressing complex service matters.
2. Ability to manage large-scale and cross-firm projects.
3. Facilitation and negotiation skills among stakeholders.
4. Ability to communicate difficult messages effectively.
5. Cooperative and inclusive teamwork skills.
6. Problem-solving skills with innovative solutions.
7. Ability to elevate the voices of marginalized colleagues.

Total Rewards (compensation and benefits)

This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates.

Chicago range $80,000-$100,000

DC range $85,000-$105,000

NY range $90,000-$113,000

SF range $90,000-$113,000

All full-time staff are eligible for our generous benefits package on their first day of employment:

1. Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium.
2. Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays, 20 hours’ volunteer leave, 8 weeks’ parental leave.
3. 401(k) retirement plan - We offer a 4% employer match on a dollar-per-dollar basis.
4. Reimbursements for your personal cell phone plan and fitness.
5. Pre-tax withholding for transportation and parking.
6. Bonus incentive opportunities.
7. Access to professional development opportunities.

Working with Us

This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in various states.

COMPENSATION

$75,000-$113,000

HOW TO APPLY

Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job.

We are an Equal Opportunity Employer committed to racial equity.