The Deputy Client Manager is a CFO IN TRAINING for a number of nonprofit organizations and is considered a member of the clients’ executive management team, responsible for the fiscal management of the organization and for providing financial analysis and fiscal advice. This requires delivering high quality, accurate and timely financial reporting and advisory services. In their role developing and maintaining client relationships, Deputy Client Managers are supported by a team of accountants, contract managers, accounts payable and billing processors within BTQ.
Deputy Client Managers are invited to also play an internal strategic role, assisting senior BTQ management in envisioning new strategic directions; reaching long and short term company goals; identifying growth potential through new ventures and partnerships; and strengthening internal capacity while promoting a positive team environment
Specific responsibilities include:
- Communicate with client’s executive director and senior management on a consistent basis to review the financial position and health of the agency, identify and resolve issues, and address priority needs.
- Assure the production of accurate and timely financial reports, including financial statements, contract summaries, and cash flow reports.
- Provide research and analyses of financial results, fiscal trends and potential issues, including written reports to agency’s board of directors.
- Develop and implement financial operations improvements, including using enhanced technology and communication tools with clients and internal teams.
- Work with the functional BTQ department teams to ensure compliance with government contracts, preparation and timeliness of audits, and efficiencies within workflow processes.
- Create the annual agency budget, including primary department breakdowns.
The ideal candidate will have the following knowledge, skills and abilities:
- Superior communication and interpersonal skills, including the ability to speak clearly and persuasively in positive and adverse situations; focused listening skills and the ability to drill down to gain greater understanding. Effectively communicate to financial and non-financial professionals. Write clearly and concisely and able to present numerical data effectively.
- Knowledge of general finance principles, including forecasting, variance analysis and financial statement analysis. Demonstrated ability to understand financial statements and operations, to collaborate with financial staff, and to translate financial information for managerial action.
- A passion for issues surrounding public service, social welfare, social justice and/or social entrepreneurship strongly preferred.
- Demonstrated commitment to accuracy and thoroughness; seeks to promote and improve the quality of work products and customer service; comfortable and facile with spreadsheets and using technology to improve productivity and effectiveness.
- Capable of identifying and resolving problems in a timely, proactive manner; gathers and analyzes information skillfully; works well in group problem solving situations.
- Able to skillfully manage and control many issues simultaneously, track multiple schedules and manage staff while remaining effective and efficient.
- Adept at prioritizing issues for self and staff.
Experience: Five (5) plus years of experience and growing responsibility in financial accounting, consulting, management, or budgeting. Supervisory experience with a demonstrated ability to motivate staff, work effectively with colleagues and report upstream effectively.
Education: MBA, MPA, or comparable advanced degree.