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 its clients extraordinary service that is both seamless and confidential.


Junior Client Managers is a CFO IN TRAINING for a number of nonprofit agencies and is 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, Junior Client Managers are supported by a team of accountants, contract managers, accounts payable and billing processors within BTQ.


Specific responsibilities include:

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.



Junior Client Manager’s 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.