EdOps · 1 month ago
School Finance Manager (CFO/Director of Finance)
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expEdOps is a B-Corp that partners with schools to provide expert support in finance, accounting, and student data management. The School Finance Manager will act as an outsourced CFO for a portfolio of schools, advising on financial and operational policies while building strong relationships with school leaders and boards.
Charter SchoolsFinanceFinancial Services
Responsibilities
Act as an outsourced CFO for a portfolio of 5-8 schools, advising these schools’ leaders and Boards on matters pertaining to financial and operational policies, strategic decisions, and long-term financial planning
Manage and maintain the school relationship by establishing strong and trusting connections through sound and proactive support aimed to drive client satisfaction and retain our school clients and meet our mission
Work with the school and internal EdOps team and gather inputs to produce forward looking financial forecasts. This may involve generating reports from accounting software, translating accounting schedules and continued partnership with the client
Act as a liaison between the school and accounting team for the completion of compliance reporting for authorizers, SEAs and other agencies
Develop annual operating and grant budgets and lead finance strategy development in a way that aligns with school goals
Attend or prepare school leader to present at finance committee or board meetings such that finance strategy is explained, building board level relationships and trust
Identify and inform the school if there are internal control issues and propose improvements as needed to share best practices
Engage in client listening and endeavor to proactively identify and solve their clients’ financial challenges - either directly, or through engaging other teams at EdOps
Regularly collaborate and work with School Finance Specialists staffed on their schools to provide high quality customer service
Foster a positive and productive working relationship with internal teammates through regular check-ins, open communication and teamwork approach
Be the conduit between the school and the rest of the team as necessary, whether by sharing relevant school information with the team or by communicating with school what the team needs to complete their deliverables
Provide timely and appropriate feedback to the Finance Team Managers (managers of the School Finance Specialists) on the performance of specialists
Foster and maintain positive relationships with the Finance Team Managers in support of client work
Collaborate with the Finance Team Managers to problem solve internal issues and client concerns
Conduct check-ins via regular and ad hoc meetings, consistent and timely slack usage, as appropriate email
Contribute to EdOps’s internal research, development and innovation of our finance product
Manage their school work with EdOps standards and policies in mind
Ensure client deliverables meet EdOps’s definition of quality
Manage client requests for out-of-scope and customized work with an eye toward contract profitability and efficiency
Consult with Senior SFM or Directors as necessary for complex situations, policy clarification or other expert level advice
Qualification
Required
Experience excelling in a School Finance Management role (i.e., led finance function for a school, led part of a finance function in larger school organization)
Experience as part of a School Leadership Team or working very closely with a School Leadership Team
Comfort with accounting. A CPA or extensive expertise is not required, but experience navigating accounting software and reading and analyzing financial reports is a must
Intermediate Excel knowledge, such as formulas like vlookups and sumifs, because Excel will be your best friend at times
Strong quantitative analysis, strategic thinking, and problem-solving skills, as every school is different, and approaches and solutions often have to be customized
Excellent client communication and interpersonal skills. Comfort presenting and explaining information (both verbally and in writing) to people with varying financial literacy
Comfort interacting with, advising, and challenging C-Level leaders in schools
Strong organization and time management skills. There is a lot going on here
General comfort with technology systems (e.g., Google suite) because we are not big fans of paper around here at EdOps
An openness and proactive mindset toward leveraging new technology, especially AI tools, to innovate and enhance the quality and efficiency of your work
Typically, School Finance Managers have 10-15 years of work or post-secondary educational experience
Experience leading audits
Benefits
Purpose driven work focusing on student achievement through operational excellence.
Chance to work every day with colleagues who are committed to kids and supportive of each other’s efforts.
Company
EdOps
EdOps is a provider of business management services to charter schools specializing in finance, student data, and operations work.
51-200 employees
H1B Sponsorship
EdOps has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (1)
2023 (1)
2022 (6)
2021 (7)
2020 (6)
Funding
Current Stage
Growth StageLeadership Team
Dan Theisen
CEO & Co-Founder
Brad Olander
CFO and Co-Founder
Company data provided by crunchbase