Fractional Non-Profit CFO

Fractional Non-Profit Chief Financial Officer

Job Summary

Brand K Partners, located in North Haledon , NJ is a passionate team of highly skilled individuals devoted to improving the operational efficiencies of small to mid-sized organizations, specializing in the nonprofit sector. We work with our clients to create customized, affordable solutions to serve their bookkeeping and financial management needs while offering our employees a work-life balance.

Reporting to the Brand K Partners Chief Executive Officer, the Fractional Chief Financial Officer (CFO) is a senior-level executive who is responsible for overseeing the financial health, sustainability, and compliance for our Brand K clients. The role is ideal for a small nonprofit that needs executive-level financial stewardship without a full-time CFO. The Fractional CFO will provide strategic decision-making and transparent communication with key stakeholders using financial planning, budgeting, accounting, risk management, and reporting. The Fractional CFO will also work closely with the Brand K accounting teams to deliver accurate reporting and help drive Brand K revenue growth. This job is a part-time hourly position based predominantly in our North Haledon, NJ Office with some travel within the New York/New Jersey region.

ESSENTIAL JOB FUNCTIONS

CLIENT ADVISORY

• Financial Strategy & Leadership: Develop and execute financial strategies to support long-term organizational sustainability.
• Serve as a strategic advisor to the Executive Director and Board on financial planning, forecasting, and risk.
• Collaborate with the client’s and or Brand K Finance and Accounting Team, fostering a culture of accountability, accuracy, and collaboration.
• Participate in organization-wide strategic planning initiatives.
• Budgeting & Forecasting: Provide input to client’s long-range planning committees to establish and execute long-term organizational goals.
• Collaborate with senior client leadership to prepare and set compensation levels, capital budgets, and establish other financial priorities.
• Develop multi-year financial projections to support organizational growth and strategic goals.
• Collaborate with the client’s and or Brand K Finance and Accounting Team in the annual budgeting process and provide ongoing analysis of budget-to-actual performance.
• Monitor budget vs actuals and make strategic suggestions to address large variances.
• Accounting & Financial Operations: Oversee day-to-day accounting functions, including accounts payable/receivable, payroll, and general ledger management.
• Ensure timely month-end and year-end close processes.
• Establish and maintain strong internal controls, financial policies, and operational procedures.
• Assist client leadership with risk management and proper insurance coverage on all assets and operations.
• Oversee key vendor relationships including accounting, payroll providers, employee benefits, etc.
• Financial Reporting: Prepare and present accurate, timely financial reports for the CEO, Board of Directors, and funders.
• Provide clear interpretation of financial results and trends to support informed decision-making.
• Coordinate grant and contract financial reporting, ensuring compliance with funder requirements.
• Compliance, Audit, & Risk Management: Ensure compliance with GAAP, IRS regulations (e.g., Form 990), and non-profit accounting standards.
• Manage the annual audit process, liaising with external auditors, audit committees, client finance staff, and the Brand K team.
• Maintain organizational insurance policies and oversee risk management strategies.
• Monitor federal, state, and local regulations that impact the organization.
• Grants & Fund Development Support: Partner with development staff to create budgets for grant proposals and provide financial documentation to funders.
• In collaboration with the Brand K Partners team, oversee the tracking of restricted vs. unrestricted funding and ensure proper revenue allocation.
• Ensure compliance with grant requirements and stewardship of donor funds.
• Work with Development, client Leadership and Auditors to quantify impact of campaigns and donations on Public Support test.
• Evaluate CRM and Accounting systems for sufficient information for future planning and forecasting.
• Cash Flow & Investment Management: Monitor cash flow and develop strategies to ensure financial stability.
• Assist client leadership in establishing appropriate reserve rates, investment guidelines, endowments, board designated reserves, etc. to achieve strategic, long-term initiatives.
• Oversee banking relationships, reserve funds, lines of credit, and investment activities as appropriate.

CLIENT / SYSTEM IMPLEMENTATIONS:

• Work with Brand K team in client implementations, system, and data setups, where needed to support advisory services.
• Take the lead in streamlining processes where appropriate to deliver agreed-upon advisory services.
• Keep abreast of system enhancements and upgrades that can create efficiencies for Brand K Team and Brand K clients.
• Suggest and oversee system upgrades or conversions to meet client future needs.

REVENUE GROWTH:

• Actively monitor opportunities for client upsell to meet future client needs.
• Attend prospective client sales meetings to review client reporting and systems.
• Assist in defining client proposal/contract scope and pricing.
• Attend industry networking conferences and meetings to strengthen client/vendor/competitor relationships.
• Maintain relationships with key providers/competitors to understand Brand K positioning in the marketplace.

EDUCATION | SKILL REQUIREMENTS

• Bachelor’s degree in Accounting or Finance; CPA and/or Master’s Degree in Business Administration or related area required.
• Minimum of 8+ years of CFO level management experience within an Accounting or Finance department, preferably in the non-profit sector.
• Knowledge of nonprofit accounting required.
• Strong financial analysis, forecasting, and budgeting skills.
• Experience overseeing audits, managing federal and state grants, managing compliance activities.
• Strong understanding of Generally Accepted Accounting Principles (GAAP).
• Computer literacy in Microsoft Excel, QuickBooks, Sage Intacct, Blackbaud Financial Edge, and/or Fund-EZ.

COMPETENCIES | PERSONAL QUALITIES

• Strategic, Independent and highly analytical self-starter with the ability to plan and prioritize work schedules.
• Ability to multi-task and work with multiple clients/staff members.
• Ability to build sustainable client relationships and trust with client accounts.
• Superior oral and written communication and presentation skills, ability to communicate financial information to non-financial audiences.
• Commitment to the mission, vision, and values of Brand K.
• A strong team collaborator.
• Demonstrated ability to lead and supervise the work of others.
• Ability and willingness to travel to client sites as required.
• Ability to attend early morning, evening or weekend meetings for Board meetings and client deadlines.

Brand K Partners Is an Equal Opportunity Employer