Director of Finance (Controller and FP&A)
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:
EDUCATION
Bachelor’s degree in Accounting, Finance, or related field required; CPA preferred; MBA preferred
EXPERIENCE
10–15+ years of progressive experience in accounting and finance roles, including both controllership and FP&A responsibilities. Experience in professional services, multi-entity, or high-growth environments preferred. Demonstrated experience leading financial operations and strategic finance initiatives.
KNOWLEDGE OF
- Advanced accounting principles, financial reporting, and GAAP compliance
- Financial planning and analysis, including budgeting, forecasting, and modeling
- Financial systems and tools (e.g., Sage Intacct, QuickBooks, BI/reporting platforms)
- Revenue recognition, internal controls, and audit processes
- Purposes, methods, and practices of financial and accounting record keeping
- Basic accrual accounting principles and procedures
- Microsoft Office (Word, Excel, Outlook) skills
- Proper and effective use of English grammar and communication skills
- Ability to effectively listen to and empathize with customers
- Align with Charter Impact’s mission, vision, and core values
- Maintain a collaborative team environment
- Adapt quickly to change
- Translate financial data into actionable insights
- Work independently
- Perform calculations accurately
- Prepare accurate financial reports
- Identify and correct errors
- QuickBooks Online, QBAO
- Sage Intacct or similar platforms
- Power BI or Tableau
- ADP, Paychex, or Intuit payroll systems
Candidates must also have the ability to:
Experience with the following is a plus: