James Surmeian
Director of Client Finance
Charter Impact
Jim is responsible for overseeing Charter Impact’s service delivery, as well as acting as an outsourced CFO on behalf of Charter Impact clients. He oversees all finance, accounting and compliance reporting for assigned clients by working collaboratively with the Charter Impact Accounting, Accounts Payable, Payroll and Retirement Services Teams and ensuring accuracy and timeliness of financial information.Jim brings over 20 years of non-profit and for-profit financial management experience to the team, and earned a Bachelor of Science in Business Administration / Accounting from California State University, Northridge.
