What are the responsibilities and job description for the Senior Director of Client Financial Services position at Sunflower Services PBC?
Job Title: Senior Director of Client Financial Services
Department: Partner Solutions Finance
Location: Hybrid, based in Washington, DC, or Durham, NC; or Remote in Illinois, Maryland, New Jersey, New York, North Carolina, or Virginia
Who We Are
Today’s societal challenges are more complex, interconnected, and urgent than ever. Sunflower Services is comprised of over 240 professionals with deep expertise in the philanthropic sector. We provide support services to fiscal sponsors and intermediaries—and their hundreds of mission-driven projects—that are creating meaningful change. We welcome jobseekers who are motivated by results and driven by impact. For a list of current job openings at Sunflower, please visit our LinkedIn page.
Sunflower Services is an independent, nonprofit-owned Public Benefit Corporation dedicated to providing operational excellence to nonprofit and social impact organizations. Sunflower delivers integrated solutions in finance, HR, grants management, compliance, and other administrative areas, helping mission-driven organizations and changemakers focus on what matters most: their impact.
Position Overview
The Senior Director of Client Financial Services role oversees the client financial services team, which is a team of financial analysts that works in partnership with internal and external stakeholders to advise on financial management best practices and ensure high quality financial reporting for a variety of nonprofit clients.
What You’ll Do
Client Service
- Provide financial client service expertise to internal colleagues and a portfolio of external clients with complex financial activities by reviewing and analyzing programmatic financial statements, preparing forecasts and other financial customizations, and problem solving as other financial issues or questions arise, including addressing escalated client service concerns
- Review and sign the financial components of complex proposals and grant reports to private foundation funders
- Communicate complex financial information in a way that is understandable and accessible to non-financial stakeholders, including key client staff and board members
- Provide senior oversight for the preparation and presentation of trainings designed for internal staff and external clients on processes and best practices in nonprofit financial management
- Provide senior oversight for the maintenance of shared financial templates and other key resources of the client financial services team
- Oversee collaborative initiatives with non-financial colleagues across multiple departments to improve systems, processes, and the accuracy of financial reporting for clients
- Coach other client financial services team members on addressing complex and escalated financial situations and providing excellent service to clients
- Review the work of other client financial services team members and provide constructive feedback, with a focus on team member development
- Coordinate the development and completion of strategic objectives and priorities for the client financial services team
- Identify and recruit internal or external candidates to meet hiring needs for the client financial services team, based on skill, experience, or other relevant factors
Team Management
- People manage the client financial services team and directly people manage 3-5 team members, including performance management and a focus on developing, motivating, and mentoring team members
- Oversee and manage performance accountabilities for the client financial services team, including setting individualized goals and managing to role expectations
- Convey, support, and as appropriate, translate firm messages from leadership to client financial services team members
- Proactively identify and coordinate learning opportunities for the client financial services team
- Manage culture and employee experiences for the client financial services team
- Oversee resourcing for the client financial services team, including budgeting and capacity management
What You’ll Bring
Required
- Minimum of 8 years of relevant professional experience with financial and grant reporting in a nonprofit or client service setting
- Expertise with nonprofit finance and accounting best practices and concepts
- Experience managing private foundation grants
- Experience overseeing teams, including team strategy and resourcing
Preferred
- Financial management experience with fiscal sponsors
- Experience managing charitable investments
- Experience with training facilitation and coordination
- Experience presenting financial reporting and analysis to boards of directors
- Certified Public Accountancy (CPA), or equivalent
- Understanding of the rules governing 501(c)(3)’s and 501(c)(4)’s
- Advanced proficiency with Excel for data analysis and developing templates for client use
- Advanced ability to simplify and explain complex financial concepts to non-financial stakeholders, including key clients
- Strong interpersonal communication skills, both verbal and written, including an ability to deliver clear, concise, and contextualized messaging to key clients
- Strong organizational skills with the ability to effectively manage multiple projects and competing deadlines, including independently developing and managing workplans
- Ability to work independently and collaboratively in a fast-paced, client service environment, including project managing collaborative initiatives
- Excellence with problem solving, analytical skills, and attention to detail
Compensation and Benefits
The annual salary range for this position is $150,000 - $170,000. Our salary ranges are based on national compensation benchmarks of similar sized companies in professional services. This position is eligible for an annual bonus at 15% of the annual salary.
We offer a comprehensive benefits package that includes medical, dental, and vision insurance, plus a flexible spending account and health savings account, in addition to a 401k with a company match, and commuter benefits.
We give generous paid time off, with 18 days of vacation time, 10 days of personal time, 20 hours of volunteer time, 11 company holidays, and 4 optional holidays.
We support work-life balance with parental leave, UrbanSitter membership, Employee Resource Groups, and fitness and telecommunications reimbursements.
We value growth and development with options for education reimbursement and professional development.
We also offer disability, life insurance, additional voluntary insurances, and access to Teladoc and Health Advocate.
Work at Sunflower Services
Submit a resume and cover letter. The application deadline for this position is August 13, 2026. The deadline to apply may be shortened or extended depending on business needs.
Location Requirements
This is a full-time position. The position can operate on a hybrid schedule, based in our Washington, DC, or Durham, NC offices, or it can be fully remote from the following locations: Illinois, Maryland, New Jersey, New York, North Carolina, or Virginia.
If a new hire is within proximity of our Washington, DC or Durham, NC offices, the expectation during onboarding (~90 days) is that you come into the office a minimum of 3 days per week. After this onboarding period, employees can then come into the office on a more flexible schedule with the remaining days worked at home/remotely.
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer
We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.
Sunflower Services is an Equal Opportunity Employer without regard to race, gender, disability status, veteran status, or any other category protected by federal, state, or local law.
Visit our web page to learn more about Sunflower Services and watch this video.
Salary : $150,000 - $170,000