Director of Financial Partnerships jobs in United States
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Oakmont Education · 4 months ago

Director of Financial Partnerships

Oakmont Education is seeking a Director of Financial Partnerships to act as a strategic liaison between the Finance Department and external partners. The role involves enhancing communication, promoting financial transparency, and supporting project execution in fiscal operations and strategic growth.

EducationNon ProfitPersonal Development

Responsibilities

Serve as a primary liaison between Oakmont and external stakeholders on financial matters
Collaborate with the CFO to communicate financial information, strategies, and updates to school boards, attorneys, and other external partners
Facilitate timely preparation and delivery of board-level financial reports, including budgets, forecasts, performance analyses, and special project updates
Serve as a primary point of contact for banks, underwriters, and financing partners
Prepare and present financial models, projections, proformas, and due diligence packages related to real estate and capital projects
Evaluate property acquisitions and monitor the financial performance of leases
Support underwriting activities and prepare loan packages in collaboration with banks or other lending institutions
Assist internal stakeholders in understanding and navigating the loan and funding processes
Coordinate preparation and review of financial documents, loan agreements, and compliance reporting
Ensure alignment between Oakmont’s financial strategy and external funding or development initiatives
Manage communications and deliverables with legal, financial, and regulatory entities
Support strategic planning efforts by providing financial insights and partnership recommendations
Maintain organized records and ensure compliance with all regulatory, contractual, and reporting requirements

Qualification

Financial analysisFinancial reportingLoan processingReal estate financeCommunication skillsCFACPA

Required

Bachelor's degree in Finance, Accounting, Business Administration, or related field
Minimum 5 years of experience in a finance-related role, with demonstrated experience in any of the following: Business or commercial banking, Underwriting or credit analysis, Loan processing and documentation, Nonprofit financial operations, Real estate finance or investment evaluation
Proven ability to communicate effectively with senior stakeholders, boards, legal counsel, and financial partners
Strong understanding of financial reporting, modeling, and compliance standards

Preferred

Experience working with community banks or mission-driven lenders
Familiarity with school finance, bond financing, or public funding programs
MBA or related advanced degree or certification (e.g., CFA, CPA)

Benefits

Medical, Dental, Vision, Life, Short-term/Long-term Disability
401K with a generous company match!
Professional development
15 Days of paid time off

Company

Oakmont Education

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Oakmont Education is a non-profit organization that offers education and skills-based job training.

Funding

Current Stage
Growth Stage

Leadership Team

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John Stack
President & CEO
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Richard Rockich, MBA, MT
CFO
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Company data provided by crunchbase