Note: The job is a remote job and is open to candidates in USA. Vertex Education is a purpose-led education services provider focused on supporting schools, students, clients, and communities. The School Financial Analyst supports the financial health of partner schools through monthly close activities, financial reporting, board materials, audit coordination, compliance, and client support, while developing into a strategic financial partner to school leaders.
Responsibilities
- Support on 4-5 clients (or fewer, more complex clients/multi-state portfolio)
- Lead initial work on monthly close – pre-close activities, initial review and analysis of all financial statements, suggested adjustments
- Lead development and editing of board presentation in consultation with ACM/CM+; present routine financials at committee or board meeting
- Lead completion of all reports and compliance documents, with oversight by ACM/CM+
- Serve as primary BCM contact for all audit documents and requests, seeking support when needed
- Manage basic day-to-day client requests
- Actively contribute to local team (e.g., hiring process, training, culture)
Skills
- Previous experience in financial analysis, accounting, or auditing roles, preferably within the education sector or working with charter schools
- Understanding of educational finance regulations, funding sources, and compliance requirements applicable to charter schools at the federal, state, 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
- Extended periods of sitting: The School Finance Analyst typically spends much of their workday seated at a desk, working on a computer or reviewing documents
- Screen time: The role involves extensive use of computers and other electronic devices, which may require good eyesight and the ability to focus for extended periods
- Keyboard and mouse use: Proficiency in typing and using a computer mouse is essential for entering data, generating reports, and navigating payroll and benefits systems
- Manual dexterity: The ability to handle paperwork, files, and office equipment such as printers, scanners, and copiers may be necessary
- Communication: While not strictly a physical requirement, clear verbal and written communication skills are important for interacting with colleagues, employees, and external contacts
- Occasional standing and walking: Although most tasks are performed while seated, there may be occasions when the School Finance Analyst needs to attend meetings, walk to other departments, or participate in training sessions
- Associate degree preferred
- Bachelor's degree preferred
Benefits
- 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
- Money to take training classes
- Welcoming, supportive, and inclusive work environment
Company Overview
Company H1B Sponsorship