Senior Director of Consulting Services - Kiwi Partners

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.  


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




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.




Click here for more information or to apply. 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. 

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  • Kevin Perez
    published this page in Job Board 2023-03-03 10:56:17 -0500