Website Arabella Advisors
From Idea to Impact
Senior Financial Engineer, Kiwi Lines of Business – Consulting Services (Remote, EST preference)
The Senior Financial Engineer partners with clients to deliver exceptional strategic advisory services and identify, develop, and lead process re-engineering and systems implementations.
Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.
Assist in reviewing accounting procedures and processes (system walkthroughs) to provide a tool for analysis.
Analyze quantitative and qualitative data from reports and identify trends and/or areas of opportunity.
Suggest changes to processes based on analysis, technology, and best practices.
Conduct system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Prepare project Management Package: project charter, communication and risk analysis plan, workplans, roadmaps.
Present project status updates and recommendations to leadership team(s).
Gather and analyze data from detailed reports and interpret results to help the team make strategic decisions.
Train and support client employees and Kiwi staff on use, functionality, system interface.
Review system walkthroughs and accounting procedures to ensure processes integrity (including month-end closing).
Review chart of accounts, Financial Dimensions structure, make recommendations and set-up in the system
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals
Configure and manage a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Set-up month end closing processes.
Assist in the research of new applications and technology.
Develop project deliverables.
Manage client expectations as defined in the engagement contract and work plan.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance and troubleshooting.
Provide deliverables to the client Senior Management on a timely basis and in compliance with Kiwi’s Quality Management System.
Oversee team of Analysts to manage client workload, encourage them to take ownership of clients and their consultant role.
Act as a liaison between all Kiwi and client parties and communicate proactively to establish strong trust and prevent potential conflicts/problems.
Internal Supervisor Responsibilities
Communicate pro-actively with Kiwi Team and client pertaining to any potential conflicts/problems.
Implement Kiwi standard working papers to be used at new clients on an on-going basis
Adhere to all of Kiwi Partners’ company policies and procedures in the Kiwi Employee Manual, and to all Quality Management Systems to build and maintain Kiwi culture and to provide consistent high-quality service.
Follow Kiwi Partners’ security policies to ensure the safety, integrity, and confidentiality of client files and information.
Contribute relevant information to Kiwi Partners’ “knowledge” database so that all staff will have access to helpful information that will enhance job knowledge and job performance.
Utilize all forms of communication – email, voicemail, CSM’s etc. – on a regular basis per the Kiwi Communications Policy.
Attend various job trainings/workshops offered by Kiwi Partners in order to further develop technical, management, and organizational skills.
Adhere to internal administrative policies including, but not limited to, timesheets, and weekly scheduling.
To be successful in this role you’ll need:
Bachelor’s Degree or 9 years of experience without a bachelor’s degree
5 – 7+ years of relevant professional experience to include:At least 6 years of progressive consulting experience.
At least 3 years of progressive accounting experience.
Expert knowledge of various systems including:Quickbooks
Experience in learning new applications.
Experiencing in documenting procedures and conducting interviews.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with implementing systems and/or training others on systems.
Experience with one or more of the following:Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
Experience with nonprofit accounting.
Our Core Competencies
The ability to provide excellent service, including being able to effectively manage resources, create and implement enhancements across the firm to efficiently achieve service standards, and to coach junior teammates on how to address complex service challenges.
The ability to oversee and advise on multiple complex projects, including encouraging workflow and work plan innovations, and ensuring deliverables are high-quality and meet clients’ needs.
The ability to coach colleagues in how to understand stakeholders’ perspectives and to handle high-level stakeholder challenges.
The ability to effectively communicate difficult messages, to represent the firm to external audiences, and to mentor colleagues in how to adapt style, tone, and content to various audiences.
The ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; understand the context in which we work and build critical cross-team connections; and share useful knowledge firm wide.
The ability to regularly integrate learnings to improve team operations, to lead learning opportunities that enhance team performance, and to be a mentor to others
The ability to empower teammates to solve problems and provide guidance only when necessary; to solve complex challenges without clear owners or solutions by identifying innovative approaches; and to facilitating coordination with others and to coach colleagues in thinking through solutions
The ability to create space for and/or facilitate conversations about DEI, bring diverse networks and relationships to the firm, and model leading through one’s own learning edges
About Kiwi Partners / Arabella Advisors
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. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Consulting Services
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, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
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.
Washington, DC: $102,000-$128,000
New York & San Francisco: $111,000-138,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance – On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off – 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
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 the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment.
We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.
We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
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. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.
While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.
We will review applications as they are received and look forward to hearing from you.
To apply for this job please visit www.arabellaadvisors.com.