Note: The job is a remote job and is open to candidates in USA. Vertex Education is a purpose-led education services provider supporting schools, students, and communities through education services. The Associate School Finance Manager serves as the primary financial advisor for a portfolio of 4-6 schools, overseeing financial operations, budgeting, forecasting, compliance, audits, and board presentations while mentoring junior finance staff.
Responsibilities
- Collaborate with school leaders to build comprehensive annual budgets and develop forward-looking financial forecasts that model key operational scenarios
- Prepare and analyze budget-to-actual variance reports, providing clear, concise explanations for financial performance and emerging trends
- Administer client financial systems (e.g., NetSuite, Sage Intacct, Vena), ensuring data integrity and the efficient processing of all financial transactions
- Create and deliver clear, compelling financial presentations for client finance committees and governing boards, translating complex data into actionable insights
- Serve as the primary financial point of contact, building a trusted advisory relationship by providing expert guidance on key operational and strategic decisions
- Guide non-finance school leaders through complex topics by explaining the 'why' behind the numbers in a simple, direct, and empathetic manner
- Nurture client partnerships to drive high satisfaction and contract renewal by consistently delivering exceptional value and proactive support
- Oversee the timely and accurate completion of all state and federal compliance reporting required for each assigned client, managing a proactive calendar of deadlines
- Act as the primary liaison for annual financial audits, coordinating all document requests and ensuring a smooth, efficient, and low-stress process for the client
- Analyze financial trends and operational data to proactively identify and flag potential cash flow issues, budget shortfalls, or compliance risks before they materialize
- Maintain expert-level, up-to-date knowledge of the specific school finance regulations and grant requirements for each state in your client portfolio
- Delegate appropriate tasks to and mentor junior finance staff, providing coaching and feedback to support their professional development on your client work
- Contribute to the continuous improvement of VSS financial tools and reporting templates by providing constructive feedback from frontline client interactions
- Take ownership of at least one internal initiative, such as serving as a subject matter expert for a specific state or leading a project to enhance a team capability
Skills
- Bachelor's degree in Accounting, Finance, or a related field
- 4+ years of progressive experience in accounting or corporate finance roles
- Proven ability to build comprehensive budgets and forward-looking financial forecasts
- Experience preparing and presenting financial analysis and reports to leadership or external stakeholders
- Track record of successfully managing relationships with clients or internal business partners
- Experience navigating financial compliance requirements and supporting annual audits
- Ability to manage competing priorities and deadlines for multiple entities or projects simultaneously
- Experience in K-12 school district, charter school, non-profit, or governmental accounting
- Hands-on experience with modern ERP systems (e.g., NetSuite, Sage Intacct) and FP&A tools (e.g., Vena Solutions)
- Experience delegating tasks to and mentoring junior staff
- Strong proficiency in Microsoft Excel and PowerPoint for financial modeling and presentation development
Benefits
- Rewards and referral bonuses
- Unlimited flexible paid time-off for performance
- Comprehensive medical, dental, and vision benefits
- 401(k) plans with a 6% employer match on contributions
- Mentoring and money to take training classes
- A welcoming, supportive, and inclusive environment where others are treated with fairness and respect
Company Overview
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