• Oversee financial and accounting services and provide direction to Charter Impact Teams in the following areas: financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting – for both governmental and private grants, and ad hoc reporting as requested • Review all financial statements as prepared by Accounting Teams to ensure compliance with GAAP • Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition • Oversee the annual financial and governmental A-133 audits including: work paper preparation, liaison with auditors and understanding of the governmental programs • Oversee and ensure the accuracy and timeliness of all compliance reporting • Serve as a fiscal liaison to Authorizers, Counties, State and Federal Agencies • Provide training to client staff to ensure internal controls are properly implemented and followed • Work with organizational leaders and other executives to ensure financial information is properly communicated • Exceed clients’ expectations both in terms of quality and accuracy of information at all times • Develop and maintain long-term relationships with client leadership and staff • Maintain up to date knowledge of the charter school industry and related funding through regular professional development in areas of responsibility • Mentor staff to ensure continued professional growth within Charter Impact Teams

• Oversee financial and accounting services and provide direction to Charter Impact Teams in the following areas: financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting – for both governmental and private grants, and ad hoc reporting as requested • Review all financial statements as prepared by Accounting Teams to ensure compliance with GAAP • Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition • Oversee the annual financial and governmental audits, including work paper preparation, liaison with auditors and understanding of the governmental programs • Oversee and ensure the accuracy and timeliness of all compliance reporting • Serve as a fiscal liaison to applicable Agencies • Provide training to client staff to ensure internal controls are properly implemented and followed • Work with organizational leaders and other executives to ensure financial information is properly communicated • Develop and maintain long-term relationships with client leadership and staff • Maintain up to date knowledge of the industry and related funding through regular professional development in areas of responsibility • Mentor staff to ensure continued professional growth within Charter Impact Teams • Work collaboratively with Business Development Team to develop and implement effective sales strategies to achieve sales targets and expand our non-profit customer base • Support the Business Development Team with subject matter expertise to find and win prospects • Analyze non-profit market trends and discover new opportunities for growth • Liaise with other departments to ensure brand consistency and increase sales through cross-functional efforts.

• Execute research and financial analysis • Develop analysis on budgets, forecasts and sales margins • Conduct small-scale projects, and ad hoc analysis and reporting • Generate forecasts and analyzes trends for financial and strategic planning purposes • Create financial models of “what if” scenarios to help future business planning decisions • Provide support for pricing and sales • Provide interpretation of financial data in spreadsheets, charts, and reports • Identify and resolve discrepancies in data • Assist in development and delivery of various reporting packages • Prepare financial deliverables, correspondence and filings • Ensure assignments meet the firms’ quality standards • Review, analyze and consolidate data from multiple sources • Work closely with CFO and Controller teams • Communicate engagement matters to managers and partners • Provide five-star client service

• Execute research and financial analysis • Develop analysis on budgets, forecasts and sales margins • Conduct small-scale projects, and ad hoc analysis and reporting • Generate forecasts and analyzes trends for financial and strategic planning purposes • Create financial models of “what if” scenarios to help future business planning decisions • Provide support for pricing and sales • Provide interpretation of financial data in spreadsheets, charts, and reports • Identify and resolve discrepancies in data • Assist in development and delivery of various reporting packages • Prepare financial deliverables, correspondence and filings • Ensure assignments meet the firms’ quality standards • Review, analyze and consolidate data from multiple sources • Work closely with CFO and Controller teams • Communicate engagement matters to managers and partners • Provide five-star client service