DER seeks an experienced professional to join our team as an Ecological Restoration Planner within the Technical Services Branch. The Technical Service Branch provides restoration planning, engineering assistance, knowledge management, and other services in support of DER’s restoration programs, operations, and communications.
The Ecological Restoration Planner develops and employs restoration planning and GIS capabilities to support the work of DER’s programs and partners. They will develop and oversee restoration planning, lead and support planning projects, and cultivate the Division's expertise, resources, and collaborations in these areas. The position will support the planning needs for a diverse range of restoration activities, including wetland restoration, river and stream continuity, dam removal, retired cranberry bog restoration, and regional restoration partnerships. The outcomes of this work will build DER and partner capacity to identify and pursue high-value restoration opportunities at the landscape level and increase the pace, scale, and impact of restoration throughout Massachusetts.
The Ecological Restoration Planner will be based in DER’s Boston office; the position will follow a hybrid schedule, consisting of in-office and telework. In-state travel to meetings and site visits is required.
DETAILED STATEMENT OF DUTIES AND RESPONSIBILITIES
These duties will be carried out in collaboration with DER’s Restoration and Operations sections, Department IT staff, and other Division staff.
Lead and Support Ecological Restoration Planning (50%)
Identify and prioritize Restoration Planning (RP) and GIS needs.
Lead and support team-based RP and GIS projects that advance the priorities of DER programs and external partners.
Develop a geospatial data management system for the Division and provide staff guidance and training for its use.
Develop GIS datasets and user interfaces that allow staff to easily access, query, and generate analyses, reports, and other outputs for DER’s restoration projects and other activities; ensure datasets are kept up-to-date and integrated with DER’s restoration project tracking system.
Provide and support GIS analysis tools and outputs to assist the evaluation and selection of proposals submitted in response to DER restoration project procurements.
Assist DER programs and external partners in the selection, development, and implementation of landscape-level RP, modeling, GIS analysis, and structured decision making (SDM) methods and tools to evaluate restoration needs; establish restoration goals; identify, assess, and prioritize restoration opportunities; develop implementation plans; and track and communicate restoration progress.
Develop methods, guidance, and training on watershed-scale restoration planning and SDM for use by DER staff, Restoration Partnerships and other watershed and regional organizations.
Collaborate with DER staff and partners to lead and support the development of ecological restoration plans based on GIS analyses, stakeholder and community input, data analysis, and DER's extensive experience in restoring aquatic ecosystems.
Provide project-specific planning and GIS support to DER programs and project managers.
Produce and facilitate access to DER GIS data for use by agencies, partners, and the public.
Develop and Oversee Ecological Restoration Planning (20%)
Develop and refine DER’s RP and GIS goals and objectives.
Evaluate and document existing RP- and GIS-related functions, tools, and assets.
Assess and document RP and GIS functional needs and develop a comprehensive RP Strategy to meet those needs.
Research, evaluate, and develop RP, GIS, and SDM frameworks, methods, and tools.
Plan, budget, and manage RP and GIS resources.
Develop and document DER RP and GIS policies, procedures, and standards.
Maintain and update RP and GIS functions to optimize performance and utility and continuously adapt to evolving needs.
Build and Maintain RP and GIS Expertise, Resources, and Collaborations (20%)
Maintain up to date knowledge and expertise in RP, GIS, and SDM methods, practices, and technologies and adopt beneficial innovations to continually advance DER’s RP goals and objectives.
Establish guidance, systems, practices, and training for generating, capturing, managing, and maintaining geospatial data relevant to DER’s work and sharing it throughout the organization.
Foster and monitor staff awareness and use of RP, GIS, and SDM tools, products, and services.
Promote a culture of staff engagement in restoration planning and GIS by demonstrating and highlighting their value for advancing restoration goals and improving outcomes.
Monitor and measure the impact of RP and GIS products and services on the Division’s work to gauge their effectiveness and continually optimize their utility.
C ollaborate and coordinate with interagency technical groups and initiatives, including drafting guidance documents, developing funding proposals, and generating restoration plans, products, and services.
Collaborate and coordinate with DFG IT staff and the planning and GIS staff from other agencies and partner organizations.
Perform duties in support of DER operations (10%)
Contribute to DER’s strategic and annual work planning processes.
Collaborate with the TSB Manager and staff to build the capacity of the Branch and support TSB programmatic development and budget planning.
Jan 31, 2024
Full time
DER seeks an experienced professional to join our team as an Ecological Restoration Planner within the Technical Services Branch. The Technical Service Branch provides restoration planning, engineering assistance, knowledge management, and other services in support of DER’s restoration programs, operations, and communications.
The Ecological Restoration Planner develops and employs restoration planning and GIS capabilities to support the work of DER’s programs and partners. They will develop and oversee restoration planning, lead and support planning projects, and cultivate the Division's expertise, resources, and collaborations in these areas. The position will support the planning needs for a diverse range of restoration activities, including wetland restoration, river and stream continuity, dam removal, retired cranberry bog restoration, and regional restoration partnerships. The outcomes of this work will build DER and partner capacity to identify and pursue high-value restoration opportunities at the landscape level and increase the pace, scale, and impact of restoration throughout Massachusetts.
The Ecological Restoration Planner will be based in DER’s Boston office; the position will follow a hybrid schedule, consisting of in-office and telework. In-state travel to meetings and site visits is required.
DETAILED STATEMENT OF DUTIES AND RESPONSIBILITIES
These duties will be carried out in collaboration with DER’s Restoration and Operations sections, Department IT staff, and other Division staff.
Lead and Support Ecological Restoration Planning (50%)
Identify and prioritize Restoration Planning (RP) and GIS needs.
Lead and support team-based RP and GIS projects that advance the priorities of DER programs and external partners.
Develop a geospatial data management system for the Division and provide staff guidance and training for its use.
Develop GIS datasets and user interfaces that allow staff to easily access, query, and generate analyses, reports, and other outputs for DER’s restoration projects and other activities; ensure datasets are kept up-to-date and integrated with DER’s restoration project tracking system.
Provide and support GIS analysis tools and outputs to assist the evaluation and selection of proposals submitted in response to DER restoration project procurements.
Assist DER programs and external partners in the selection, development, and implementation of landscape-level RP, modeling, GIS analysis, and structured decision making (SDM) methods and tools to evaluate restoration needs; establish restoration goals; identify, assess, and prioritize restoration opportunities; develop implementation plans; and track and communicate restoration progress.
Develop methods, guidance, and training on watershed-scale restoration planning and SDM for use by DER staff, Restoration Partnerships and other watershed and regional organizations.
Collaborate with DER staff and partners to lead and support the development of ecological restoration plans based on GIS analyses, stakeholder and community input, data analysis, and DER's extensive experience in restoring aquatic ecosystems.
Provide project-specific planning and GIS support to DER programs and project managers.
Produce and facilitate access to DER GIS data for use by agencies, partners, and the public.
Develop and Oversee Ecological Restoration Planning (20%)
Develop and refine DER’s RP and GIS goals and objectives.
Evaluate and document existing RP- and GIS-related functions, tools, and assets.
Assess and document RP and GIS functional needs and develop a comprehensive RP Strategy to meet those needs.
Research, evaluate, and develop RP, GIS, and SDM frameworks, methods, and tools.
Plan, budget, and manage RP and GIS resources.
Develop and document DER RP and GIS policies, procedures, and standards.
Maintain and update RP and GIS functions to optimize performance and utility and continuously adapt to evolving needs.
Build and Maintain RP and GIS Expertise, Resources, and Collaborations (20%)
Maintain up to date knowledge and expertise in RP, GIS, and SDM methods, practices, and technologies and adopt beneficial innovations to continually advance DER’s RP goals and objectives.
Establish guidance, systems, practices, and training for generating, capturing, managing, and maintaining geospatial data relevant to DER’s work and sharing it throughout the organization.
Foster and monitor staff awareness and use of RP, GIS, and SDM tools, products, and services.
Promote a culture of staff engagement in restoration planning and GIS by demonstrating and highlighting their value for advancing restoration goals and improving outcomes.
Monitor and measure the impact of RP and GIS products and services on the Division’s work to gauge their effectiveness and continually optimize their utility.
C ollaborate and coordinate with interagency technical groups and initiatives, including drafting guidance documents, developing funding proposals, and generating restoration plans, products, and services.
Collaborate and coordinate with DFG IT staff and the planning and GIS staff from other agencies and partner organizations.
Perform duties in support of DER operations (10%)
Contribute to DER’s strategic and annual work planning processes.
Collaborate with the TSB Manager and staff to build the capacity of the Branch and support TSB programmatic development and budget planning.
The Division's Regional Restoration Partnership Program assists in this state-wide effort through the establishment of DER Partnerships with watershed groups and other regional organizations. These partnerships increase regional and local capacity to advance locally identified ecological restoration and climate resiliency priorities which are shared by DER and its selected Regional Partners. With funding and support from DER, Regional Partners provide technical and financial assistance to help municipalities, NGOs, and others develop and implement high-value restoration and protection actions that target DER's priority ecological stressors, including habitat degradation, streamflow stress, impaired water quality, and climate change impacts.
Building our team
Do you aspire to support efforts to restore and protect our natural landscapes and communities? We're looking for someone passionate, solution-driven, and inspired to build lasting relationships through collaboration and inclusion. Join us as DER's Regional Restoration Partnership Coordinator (Regional Planner II) to work with Regional Partners and our dedicated DER staff to restore our rivers and wetlands and help communities adapt to climate change.
Position Highlights
The Partnership Coordinator will support the Regional Partnership Program through coordination, capacity building, and outreach. This role relies on the ability to actively listen and facilitate meaningful actions to expand regional collaboration and planning efforts and advance partner-prioritized ecological restoration activities.
Program Coordination: Support Regional Partners in the advancement of locally-driven ecological restoration and climate resiliency priorities through planning and implementation efforts. Assist the Partnership Program with grant review, budget development, and program evaluation.
Capacity Building: Engage with Regional Partners and other watershed-based organizations to evaluate the needs and obstacles for regional and local ecological restoration capacity building; contribute to the development of tools, approaches, trainings, and best practices that address capacity building needs; and work with Partnerships to share and help implement capacity building solutions.
Program Outreach: Develop working relationships with regional NGOs, agencies, and other stakeholders to share ideas, collaborate on approaches, and identify synergies for building restoration capacity throughout the Commonwealth.
This position will be based in DER's Boston office. Once established in the role, a hybrid schedule consisting of in-office work and telework will be provided. In-state travel to conduct site visits and meetings is also required. Salary commensurate with experience.
Preferred Qualifications
Bachelor's degree in urban or regional planning, environmental planning, urban studies, architecture, landscape architecture, civil, environmental, or transportation engineering, environmental sciences, or a closely related field with at least three years of relevant professional work experience.
Knowledge of social, political, economic, legal, technical, and ecological factors, trends, and challenges associated with planning and implementing ecological restoration and nature-based climate adaptation activities.
Understanding of the unique climate impacts and resilience challenges facing aquatic ecosystems and surrounding communities, such as sea level rise, extreme weather events, and changing patterns of precipitation and temperature.
Familiarity with strategies for effective, collaborative projects with public agencies, non-profit organizations, and municipalities.
Familiarity with building trusting relationships between organizations, stakeholders with disparate interests, and marginalized or underrepresented communities.
Aptitude for inclusive facilitation to overcome barriers and find meaningful collaborative solutions.
Ability to work collaboratively with a wide variety of internal staff, demonstrating personal initiative as well as the ability to work well in a team, both virtually and in person.
Demonstrated proactive, action-oriented, and flexible approach to advancing program goals and tasks with available resources.
Familiarity with managing budgets, reporting, and tracking deliverables.
Ability to relay technical information accurately and engagingly.
Commitment to a growth mindset and continuous learning.
Excellent organizational and documentation skills.
Excellent writing, interpersonal, and overall communication skills including strong editing skills.
Excellent all-around computer skills, including MS Office Suite and ArcGIS Online (AGOL) or Arc GIS Pro.
This is a hybrid position based out of our Boston office. First consideration will be given to those that apply by 12/18/2023.
Dec 06, 2023
Full time
The Division's Regional Restoration Partnership Program assists in this state-wide effort through the establishment of DER Partnerships with watershed groups and other regional organizations. These partnerships increase regional and local capacity to advance locally identified ecological restoration and climate resiliency priorities which are shared by DER and its selected Regional Partners. With funding and support from DER, Regional Partners provide technical and financial assistance to help municipalities, NGOs, and others develop and implement high-value restoration and protection actions that target DER's priority ecological stressors, including habitat degradation, streamflow stress, impaired water quality, and climate change impacts.
Building our team
Do you aspire to support efforts to restore and protect our natural landscapes and communities? We're looking for someone passionate, solution-driven, and inspired to build lasting relationships through collaboration and inclusion. Join us as DER's Regional Restoration Partnership Coordinator (Regional Planner II) to work with Regional Partners and our dedicated DER staff to restore our rivers and wetlands and help communities adapt to climate change.
Position Highlights
The Partnership Coordinator will support the Regional Partnership Program through coordination, capacity building, and outreach. This role relies on the ability to actively listen and facilitate meaningful actions to expand regional collaboration and planning efforts and advance partner-prioritized ecological restoration activities.
Program Coordination: Support Regional Partners in the advancement of locally-driven ecological restoration and climate resiliency priorities through planning and implementation efforts. Assist the Partnership Program with grant review, budget development, and program evaluation.
Capacity Building: Engage with Regional Partners and other watershed-based organizations to evaluate the needs and obstacles for regional and local ecological restoration capacity building; contribute to the development of tools, approaches, trainings, and best practices that address capacity building needs; and work with Partnerships to share and help implement capacity building solutions.
Program Outreach: Develop working relationships with regional NGOs, agencies, and other stakeholders to share ideas, collaborate on approaches, and identify synergies for building restoration capacity throughout the Commonwealth.
This position will be based in DER's Boston office. Once established in the role, a hybrid schedule consisting of in-office work and telework will be provided. In-state travel to conduct site visits and meetings is also required. Salary commensurate with experience.
Preferred Qualifications
Bachelor's degree in urban or regional planning, environmental planning, urban studies, architecture, landscape architecture, civil, environmental, or transportation engineering, environmental sciences, or a closely related field with at least three years of relevant professional work experience.
Knowledge of social, political, economic, legal, technical, and ecological factors, trends, and challenges associated with planning and implementing ecological restoration and nature-based climate adaptation activities.
Understanding of the unique climate impacts and resilience challenges facing aquatic ecosystems and surrounding communities, such as sea level rise, extreme weather events, and changing patterns of precipitation and temperature.
Familiarity with strategies for effective, collaborative projects with public agencies, non-profit organizations, and municipalities.
Familiarity with building trusting relationships between organizations, stakeholders with disparate interests, and marginalized or underrepresented communities.
Aptitude for inclusive facilitation to overcome barriers and find meaningful collaborative solutions.
Ability to work collaboratively with a wide variety of internal staff, demonstrating personal initiative as well as the ability to work well in a team, both virtually and in person.
Demonstrated proactive, action-oriented, and flexible approach to advancing program goals and tasks with available resources.
Familiarity with managing budgets, reporting, and tracking deliverables.
Ability to relay technical information accurately and engagingly.
Commitment to a growth mindset and continuous learning.
Excellent organizational and documentation skills.
Excellent writing, interpersonal, and overall communication skills including strong editing skills.
Excellent all-around computer skills, including MS Office Suite and ArcGIS Online (AGOL) or Arc GIS Pro.
This is a hybrid position based out of our Boston office. First consideration will be given to those that apply by 12/18/2023.
Financial Engineer-Kiwi Partners
The Financial Engineer partners with clients to understand their financial processes, identify opportunities for improvements, and implement solutions.
Essential Responsibilities
Technical
Research and analyze data for detailed reports and interpret results to help the team make strategic decisions.
Train client employees and Kiwi staff on use, functionality, system, workflow, reporting & dashboarding and interface.
Assist Lead Financial Engineers in system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals.
Manage process of mapping a chart of accounts and financial dimensions from old legacy system to new, configuring accounting applications to client requirements.
Develop a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Assist in the review of timesheet and procurement processes.
Support in annual cash flow forecasting models.
Evaluate accounting tasks and assist on recommendations for month-end closing processes.
Research, test, and perform proof of concepts on recommended applications.
Assist in the development of a workforce needs-assessment.
Collaborate directly to Project Managers with various tasks analysis, track budget vs. actuals, project timeline, weekly status memos, etc.
Client Management
Understanding client expectations as discussed and quantified in the client engagement meeting.
Providing high quality deliverables on a timely basis and in compliance with Kiwi’s Quality Management System.
Following Kiwi Partners Communications Policy, communicate proactively with Manager and/or client to establish strong trust and prevent potential conflicts/problems.
To be successful in this role you’ll need
2 - 4 years of progressive accounting and/or consulting experience.
Proficiency in Microsoft programs, particularly:
Excel
Word
PowerPoint
PowerBI
Power Pivot
SharePoint
Teams
Planner
Proficiency in Smartsheet.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
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.
1 – 2 years of Sage Intacct Implementation Specialist experience
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
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.
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.
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 and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$93,000
Chicago range $80,000-$100,000
DC range $ 85,000-$105,000
NY range $90,000-$113,000
SF range $90,000-$113,000
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
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.
Apr 04, 2023
Full time
Financial Engineer-Kiwi Partners
The Financial Engineer partners with clients to understand their financial processes, identify opportunities for improvements, and implement solutions.
Essential Responsibilities
Technical
Research and analyze data for detailed reports and interpret results to help the team make strategic decisions.
Train client employees and Kiwi staff on use, functionality, system, workflow, reporting & dashboarding and interface.
Assist Lead Financial Engineers in system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals.
Manage process of mapping a chart of accounts and financial dimensions from old legacy system to new, configuring accounting applications to client requirements.
Develop a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Assist in the review of timesheet and procurement processes.
Support in annual cash flow forecasting models.
Evaluate accounting tasks and assist on recommendations for month-end closing processes.
Research, test, and perform proof of concepts on recommended applications.
Assist in the development of a workforce needs-assessment.
Collaborate directly to Project Managers with various tasks analysis, track budget vs. actuals, project timeline, weekly status memos, etc.
Client Management
Understanding client expectations as discussed and quantified in the client engagement meeting.
Providing high quality deliverables on a timely basis and in compliance with Kiwi’s Quality Management System.
Following Kiwi Partners Communications Policy, communicate proactively with Manager and/or client to establish strong trust and prevent potential conflicts/problems.
To be successful in this role you’ll need
2 - 4 years of progressive accounting and/or consulting experience.
Proficiency in Microsoft programs, particularly:
Excel
Word
PowerPoint
PowerBI
Power Pivot
SharePoint
Teams
Planner
Proficiency in Smartsheet.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
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.
1 – 2 years of Sage Intacct Implementation Specialist experience
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
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.
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.
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 and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$93,000
Chicago range $80,000-$100,000
DC range $ 85,000-$105,000
NY range $90,000-$113,000
SF range $90,000-$113,000
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
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.
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.
Essential Responsibilities
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.
Develop project deliverables.
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.
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
Sage Intacct
Office 365
PowerBi
Power Pivot
SharePoint
Teams
Planner
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
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.
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.
Durham: $92,000-$115,000
Chicago: $96,000-$120,00
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
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.
Apr 04, 2023
Full time
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.
Essential Responsibilities
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.
Develop project deliverables.
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.
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
Sage Intacct
Office 365
PowerBi
Power Pivot
SharePoint
Teams
Planner
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
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.
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.
Durham: $92,000-$115,000
Chicago: $96,000-$120,00
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
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.
Senior Director of Consulting Services - Process, Kiwi Line of Business – Consulting Services (Remote)
The Senior Director of Consulting Services leads a team of Financial Engineers in developing and implementing process re-engineering and systems implementations.
Essential Responsibilities:
Service Delivery
Lead best practice review projects.
Ensure high and consistent quality services across all clients and services.
Manage the value-added reseller (VAR) relationship with related application vendors.
Lead consulting projects and ongoing client engagements within budget and time.
Project manage best practice review (BPR) and other process re-engineering projects.
Develop and implement technology initiatives at clients.
Conduct interviews with the client staff, assist in reviewing accounting procedures and processes (system walkthroughs), and suggest changes to processes based on analysis, technology, and best practices.
Manage client expectations as defined in the engagement contract and workplan.
Advise clients on rolling out people, process, and technology changes.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance, and troubleshooting.
Identify opportunities to support the client as an advisor.
Set, measure, and communicate expectations with the client team and Kiwi Partners Managers/Directors.
Understand, manage, and monitor workflow and scope as prescribed in the client Engagement Letter.
Effectively project manage by reviewing project scope, time, risks, communication and managing project deliverables and meetings.
Oversee client engagements, including managing staff resources and budget goals.
Serve as the client’s main point of contact and lead the engagement.
Professional Development
Research technology tools and applications; stay abreast of industry developments.
Stay up-to-date with internal control compliance and ensure all team members and clients are informed especially as it relates to new accounting pronouncements and regulations.
Stay up-to-date on accounting and technical pronouncements, developments, and trends.
Talent Management
Recruit, supervise, and develop team members.
Coach and mentor staff and team members and provide input on staff evaluations.
Business Development
Assist Kiwi management with developing and implementing strategic goals for the organization.
Identify opportunities for potential revenue increases and product lines of business.
Assist in developing standardized tools – people, processes, and systems for implementation at clients.
Serve as a change agent as it relates to identifying and recommending the introduction of company policies and internal business pivots and opportunities.
Assist in setting revenue goals.
Participate in pitches, proposals, and client engagement processes when applicable.
To be successful in this role you’ll need:
Bachelor’s degree, Graduate degree preferred
Minimum 8 – 10+ years of relevant professional experience to include:
6 – 8 years of progressive consulting experience.
4 – 6 years of progressive accounting experience.
4 – 6 years of leadership within a professional services position.
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.
Knowledge and familiarity of accounting principles and practices including:
Accounting systems, internal controls, and implementing control improvements.
Various accounting software programs, such as Quickbooks and Sage Intacct, plus experience with chart of accounts and converting data from different applications.
Knowledge and experience with:
Documenting and conducting client intake interviews.
Assessing, improving, and implementing internal controls.
Client relationship management.
Proficient knowledge of various systems including:
Office 365
Power BI
Power Pivot
SharePoint
Teams
Planner
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
Sage Intacct Implementation Specialist.
Experience with nonprofit accounting.
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.
Durham: $110,000-$137,000
Chicago: $115,000-$143,000
Washington, DC: $122,000-$152,000
New York & San Francisco: $132,000-165,000
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.
Mar 02, 2023
Full time
Senior Director of Consulting Services - Process, Kiwi Line of Business – Consulting Services (Remote)
The Senior Director of Consulting Services leads a team of Financial Engineers in developing and implementing process re-engineering and systems implementations.
Essential Responsibilities:
Service Delivery
Lead best practice review projects.
Ensure high and consistent quality services across all clients and services.
Manage the value-added reseller (VAR) relationship with related application vendors.
Lead consulting projects and ongoing client engagements within budget and time.
Project manage best practice review (BPR) and other process re-engineering projects.
Develop and implement technology initiatives at clients.
Conduct interviews with the client staff, assist in reviewing accounting procedures and processes (system walkthroughs), and suggest changes to processes based on analysis, technology, and best practices.
Manage client expectations as defined in the engagement contract and workplan.
Advise clients on rolling out people, process, and technology changes.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance, and troubleshooting.
Identify opportunities to support the client as an advisor.
Set, measure, and communicate expectations with the client team and Kiwi Partners Managers/Directors.
Understand, manage, and monitor workflow and scope as prescribed in the client Engagement Letter.
Effectively project manage by reviewing project scope, time, risks, communication and managing project deliverables and meetings.
Oversee client engagements, including managing staff resources and budget goals.
Serve as the client’s main point of contact and lead the engagement.
Professional Development
Research technology tools and applications; stay abreast of industry developments.
Stay up-to-date with internal control compliance and ensure all team members and clients are informed especially as it relates to new accounting pronouncements and regulations.
Stay up-to-date on accounting and technical pronouncements, developments, and trends.
Talent Management
Recruit, supervise, and develop team members.
Coach and mentor staff and team members and provide input on staff evaluations.
Business Development
Assist Kiwi management with developing and implementing strategic goals for the organization.
Identify opportunities for potential revenue increases and product lines of business.
Assist in developing standardized tools – people, processes, and systems for implementation at clients.
Serve as a change agent as it relates to identifying and recommending the introduction of company policies and internal business pivots and opportunities.
Assist in setting revenue goals.
Participate in pitches, proposals, and client engagement processes when applicable.
To be successful in this role you’ll need:
Bachelor’s degree, Graduate degree preferred
Minimum 8 – 10+ years of relevant professional experience to include:
6 – 8 years of progressive consulting experience.
4 – 6 years of progressive accounting experience.
4 – 6 years of leadership within a professional services position.
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.
Knowledge and familiarity of accounting principles and practices including:
Accounting systems, internal controls, and implementing control improvements.
Various accounting software programs, such as Quickbooks and Sage Intacct, plus experience with chart of accounts and converting data from different applications.
Knowledge and experience with:
Documenting and conducting client intake interviews.
Assessing, improving, and implementing internal controls.
Client relationship management.
Proficient knowledge of various systems including:
Office 365
Power BI
Power Pivot
SharePoint
Teams
Planner
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
Sage Intacct Implementation Specialist.
Experience with nonprofit accounting.
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.
Durham: $110,000-$137,000
Chicago: $115,000-$143,000
Washington, DC: $122,000-$152,000
New York & San Francisco: $132,000-165,000
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.