School Finance Manager

Vertex Education•Chandler, AZ

11d

About The Position

Be the one who makes a difference! At Vertex Education we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities. Be the one who makes a difference—with us.

Requirements

Advanced degree preferred or equivalent public/private sector business or school operations experience.
6-9 years of work experience.
Customer service orientation or experience in client services.
Expertise with Microsoft Excel, financial modeling, and forecasting.
Experience in business development and marketing initiatives.
2-3 years’ experience as an Associate Client Manager.
Good interpersonal skills.
Excellent communication skills.
Build partnership and trust through collaboration, active listening and openness to new ideas.
Bachelor’s degree required
Sit and stand for prolonged periods.
The ability to communicate information and ideas so others will understand.
Must be able to exchange accurate information in these situations.

Nice To Haves

Master’s degree preferred

Responsibilities

Lead on 5-7 clients, potentially with support (or fewer, more complex clients/multi-state portfolio).
Provide thought partnership and strategic support to clients.
Manage or mentor 1-2 junior staff.
Lead full monthly close process independently or via review of junior staff initial work.
Lead development of all presentations to client or review and guide development by junior staff.
Present at all meetings or coach junior staff to present.
Lead completion of all reports and compliance documents or review reporting by BA/BM.
Serve as primary BCM contact for all audit documents and requests or provide oversight for Compliance Analyst and/or School Finance Analyst on audit work.
Manage all client requests, seeking support when necessary.
Work with a client on a petition budget.
Lead work with a prelaunch client (based on availability).
Present EdTec content at external event (e.g., client training, conference).
Lead local team initiatives (e.g., hiring process, training, culture).