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EdTec · 3 weeks ago

Associate School Finance Manager - CA Charter School Experience

United States

Full-time

Remote

Mid Level

Vertex Education is a purpose-led education services provider dedicated to changing lives through education. The Associate School Finance Manager will support financial service delivery for a portfolio of K–12 schools, leading monthly close activities and overseeing compliance reporting while building client relationships.

EducationKnowledge ManagementTraining

Hiring Manager

John Shreve

Responsibilities

Support or lead service for 4–6 school clients (or fewer, more complex portfolios)

Lead the full monthly close process, including pre-close activities, financial statement review, and adjustments

Prepare board presentation materials; present recurring financial updates at finance committee or school board meetings

Complete compliance reports and filings accurately and on time, with occasional support from analysts

Serve as the primary contact for audits, coordinating collection and submission of documentation

Support clients with petition budgets or multi-year forecasts when assigned

Manage routine client requests independently, seeking guidance from managers for more complex issues

Build professional, trust-based relationships with school leaders through consistent communication

Represent Vertex at client trainings or community events, sharing financial tools and insights as appropriate

Collaborate with Analysts, Finance Managers, and Finance Operations team members to deliver timely, high-quality service

Review analyst contributions to deliverables and provide feedback where appropriate

Contribute to team initiatives such as process improvements, knowledge sharing, and culture-building

Qualification

Financial analysisEducational finance regulationsAccounting software proficiencyBudget developmentGrant managementCustomer service orientationEffective communicationAttention to detailOrganizational skills

Required

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field

Previous experience in financial analysis, accounting, or auditing roles, within the education sector or working with charter schools in California

Understanding of educational finance regulations, funding sources, and compliance requirements applicable to charter schools at the federal, California, and local levels

Strong analytical skills to interpret financial data, conduct variance analysis, and identify trends, patterns, and anomalies in financial statements and reports

Proficiency in using accounting software, ERP systems, and financial management tools commonly used in educational finance, such as QuickBooks, Sage Intacct, or specialized school finance software

Effective verbal and written communication skills to communicate financial information, analysis, and recommendations to clients, colleagues, and stakeholders

Meticulous attention to detail to ensure accuracy in financial data analysis, reporting, and documentation, as well as compliance with regulatory requirements and accounting standards

Strong organizational skills to manage multiple tasks, prioritize responsibilities, and meet deadlines in a fast-paced client service environment

Ability to perform financial analysis, including budget variance analysis, trend analysis, cash flow analysis, and financial ratio analysis, to assess financial performance and identify areas for improvement

Proficiency in preparing accurate and timely financial reports, statements, and analyses for clients, including income statements, balance sheets, cash flow statements, and budget reports

Assistance in budget development, monitoring, and analysis, including reviewing budget proposals, tracking budget vs. actual performance, and providing insights and recommendations to clients for budget adjustments

Support for grant management activities, including grant proposal development, budgeting, compliance monitoring, and reporting requirements, to ensure proper utilization of grant funds and compliance with grant terms

Strong customer service orientation with a focus on meeting client needs, addressing inquiries, and providing timely and accurate financial information, analysis, and support

Capacity to analyze complex financial issues, identify root causes, and develop practical solutions or recommendations to address client challenges or concerns

Collaboration with other members of the client management group, accounting team, and firm leadership to coordinate financial activities, share best practices, and support the achievement of client service goals and objectives

Commitment to ongoing professional development and staying informed about changes in educational finance regulations, accounting standards, industry trends, and best practices