Senior Financial Engineer, Kiwi Partners

Senior Financial Engineer, Kiwi Partners

Posted on April 28, 2023

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 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.

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.

ABOUT THE POSITION

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.

Technical 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. Client Management 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.