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BTQ Financial

Deputy Client Manager

BTQ Financial

Do you like working with numbers? Do you enjoy using numbers to solve mysteries and improve performance? Do you care about the world in which we live and feel passionately about mission-driven organizations spreading care, opportunity and even entertainment to those in need?

POSITION DESCRIPTION BTQ Financial is a fast-growing, dynamic and entrepreneurial company providing a full range of financial management services to not-for-profit agencies in New York City. By allowing clients to outsource their fiscal operations, BTQ improves the effectiveness and capacity of its mission- driven clients. Client organizations cover the full spectrum of the not-for profit world, with an emphasis on social and human services providers. BTQ prides itself on delivering to clients' extraordinary service that is both seamless and confidential. The Deputy Client Managers is a CFO IN TRAINING for a number of nonprofit organizations and are considered a member of the clients' executive management team, responsible for the fiscal management of the organization and for providing financial analysis and fiscal advice. This requires delivering high quality, accurate and timely financial reporting and advisory services. In their role developing and maintaining client relationships, Deputy Client Managers are supported by a team of accountants, contract managers, accounts payable and billing processors within BTQ.

Specific responsibilities include:
• Create weekly cash reports, record bank transactions, perform analysis and submit adjusting entries to the accountant for approval.
• Field client questions and changes to the Profit and Loss Statement and perform initial review of financial statements
• Assist in preparation of supporting schedules, as required.
• Perform special projects.
• Communicate with client's executive director and senior management on a consistent basis to review the financial position and health of the agency, identify and resolve issues, and address priority needs
• Assure the production of accurate and timely financial reports including financial statements, contract summaries, and cash flow reports
• Provide research and analyses of financial results, fiscal trends and potential issues, including written reports to agency's board of directors
• Develop and implement financial operations improvements, including using enhanced technology and communication tools with clients and internal teams
• Work with the functional department heads to ensure compliance with government contracts, preparation and timeliness of audits and efficiencies within workflow processes.
• Create the annual agency budget, including primary department breakdowns.

The Deputy Client Managers are invited to also play an internal strategic role, assisting senior BTQ management in envisioning new strategic directions; reaching long and short term company goals; identifying growth potential through new ventures and partnerships; and strengthening internal capacity while promoting a positive team environment. THE SUCCESSFUL CANDIDATE WILL POSSESS: ? Experience: Three plus years of experience and growing responsibility in financial accounting, consulting, management, or budgeting. A passion for issues surrounding public service, social welfare, social justice and/or social entrepreneurship strongly preferred ? Communication: Excellent communication and interpersonal skills, including the ability to speak clearly and persuasively in positive and adverse situations; focused listening skills and the ability to drill down to gain greater understanding. Effectively communicate to financial and non-financial professionals. Write clearly and concisely; present numerical data effectively. ? Finance: Knowledge of general finance principles, including forecasting, variance analysis and financial statement analysis. Demonstrated ability to understand financial statements and operations, to partner with financial staff, and to translate financial information for managerial action; able to evaluate client’s often complex financial structures ? Supervisory Background: Supervisory experience with a demonstrated ability to motivate staff, work effectively with colleagues and report upstream effectively ? Quality: Demonstrates a commitment to accuracy and thoroughness; seeks to promote and improve the quality of work products and customer service. Comfortable and facile with spreadsheets and using technology to improve productivity and effectiveness ? Problem Solving: Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; works well in group problem solving situations. ? Organization: The ability to manage and control many issues simultaneously, track multiple schedules and manage staff while remaining effective and efficient. Prioritize issues for self and staff ? Education: MBA, MPA or comparable advanced degree

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