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EdTec · 4 days ago

Associate School Finance Manager

Chandler, AZ

Full-time

Onsite

Mid Level

EdTec is a purpose-led education services provider dedicated to changing lives through education. The Associate School Finance Manager will support multiple clients, lead financial processes, and ensure compliance with financial regulations specific to educational institutions.

EducationKnowledge ManagementTraining

Hiring Manager

John Shreve

Responsibilities

Support or lead on 4-6 clients (or fewer, more complex clients/multi-state portfolio)

Lead full monthly close process – pre-close activities, review of financial statements, adjustments and updates

Lead development of full board presentation, with review for more complex presentations. Present at all finance committee or board meetings

Lead completion of all reports and compliance documents, with occasional support from BA/BM

Serve as primary client management contact for all audit documents and requests

Work with a client on a petition budget (based on availability)

Manage all client requests, seeking support when more complex

Present EdTec content at external event (e.g., client training, conference)

Qualification

Financial regulations knowledgeFinancial software proficiencyAnalytical skillsBudget managementAudit procedures knowledgeCommunication skillsInterpersonal skillsLeadership potentialAttention to detailTime management

Required

Previous experience in finance, accounting, or budgeting roles, preferably in an educational setting

Understanding of financial regulations and guidelines specific to educational institutions, including federal, state, and local funding sources and compliance requirements

Strong analytical skills to interpret financial data, identify trends, and make informed recommendations for budgeting and financial planning

Meticulous attention to detail in reviewing financial documents, preparing reports, and conducting audits to ensure accuracy and compliance with financial policies and procedures

Proficiency in using financial software and accounting systems, such as Excel, QuickBooks, or specialized school finance software

Effective verbal and written communication skills to convey financial information clearly and concisely to stakeholders, including school administrators, board members, and external auditors

Strong interpersonal skills to collaborate with school administrators, department heads, and staff members to gather financial data, provide guidance on budgeting and expenditure management, and address financial concerns or inquiries

Capacity to analyze complex financial issues, identify root causes, and develop solutions to address budgetary constraints or financial challenges facing the school

Commitment to upholding ethical standards and integrity in all financial activities, including adherence to accounting principles, confidentiality of financial information, and compliance with regulatory requirements

Ability to assist in developing and managing the school budget, including revenue projections, expense forecasts, and budget allocations for various departments and programs

Proficiency in preparing financial statements, budget variance analyses, and other reports to communicate financial performance and outcomes to stakeholders

Experience in managing grants and funding programs, including grant proposal development, compliance monitoring, and reporting requirements

Knowledge of audit procedures and compliance standards applicable to educational finance, including GAAP (Generally Accepted Accounting Principles) and GASB (Governmental Accounting Standards Board) regulations

Understanding of cash flow principles and strategies to manage cash inflows and outflows effectively, ensuring sufficient funds are available to meet operational needs and obligations

Ability to conduct financial analysis and forecasting to support strategic planning, resource allocation, and decision-making processes within the school

Capacity to work collaboratively with other members of the finance team, school administrators, and department heads to coordinate financial activities, resolve issues, and achieve financial goals

Effective time management skills to prioritize tasks, meet deadlines, and manage multiple projects simultaneously in a fast-paced educational environment

Demonstrated leadership potential and ability to take initiative in driving financial initiatives, implementing process improvements, and supporting the overall mission and goals of the school

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

Adherence to ethical standards and professional integrity in all compliance activities, including maintaining confidentiality of sensitive information, avoiding conflicts of interest, and upholding regulatory compliance obligations