Senior School Finance Manager

Vertex Education • Hawthorne, CA

23h

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

• Extensive experience in financial management, accounting, or auditing roles, with a focus on educational finance or serving clients in the education sector.
• In-depth understanding of educational finance regulations, funding mechanisms, compliance requirements, and industry best practices applicable to charter schools at the federal, state, and local levels.
• Strong financial leadership skills to develop and implement strategic financial plans, policies, and procedures aligned with the mission, goals, and objectives of charter schools.
• Proven ability to build and maintain strong relationships with clients, including charter school administrators, board members, funding agencies, and other stakeholders.
• Demonstrated leadership experience in managing teams of finance professionals, including hiring, training, coaching, mentoring, and performance management.
• Comprehensive knowledge of regulatory compliance requirements governing educational finance, including accounting standards, tax regulations, grant compliance, and auditing standards.
• Advanced degree preferred or equivalent public/private sector business or school operations experience.
• 2-3 years’ experience as a School Finance Manager.
• Advanced financial analysis skills to interpret complex financial data, conduct variance analysis, assess financial performance, and provide strategic insights and recommendations to clients and stakeholders.
• Oversight of budget development, monitoring, and analysis processes, including reviewing budget proposals, tracking budget vs. actual performance, and providing strategic guidance for budget adjustments.
• Leadership in managing grant programs, optimizing funding sources, and maximizing grant revenue for charter schools through effective grant proposal development, budgeting, compliance monitoring, and reporting.
• Ability to make strategic financial decisions, assess risk-reward trade-offs, and prioritize investments, initiatives, and resource allocations to achieve organizational goals and objectives.
• Leadership in driving organizational change initiatives, process improvements, and technology implementations to enhance efficiency, effectiveness, and scalability of financial operations.
• Commitment to delivering exceptional client service, exceeding client expectations, and building long-term partnerships based on trust, integrity, and mutual respect.
• Upholding ethical standards, integrity, and professionalism in all financial activities, fostering a culture of accountability, transparency, and compliance within the client management group and charter school clients.
• Excellent communication, presentation, and interpersonal skills to effectively communicate complex financial concepts, strategies, and recommendations to clients, colleagues, and stakeholders.
• Commitment to ongoing learning, staying informed about changes in educational finance regulations, accounting standards, industry trends, and best practices, and pursuing continuous professional development opportunities.
• Bachelor’s degree required

Nice To Haves

• Master’s degree preferred

Responsibilities

• Lead on 6-8 clients, with support (or fewer, more complex clients/multi-state portfolio).
• Initiate strategic support for clients, proactively identifying ways to increase success of school business/operations.
• Build tools for client management team to use in supporting strategic efforts at school level.
• Manage or mentor 1-3 junior staff.
• Lead full monthly close process independently or via review of junior staff initial work (coaching for accuracy, quality, and efficiency).
• 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.
• Manage complex client requests with the support of junior staff.
• Lead completion of all reports and compliance documents or review reporting by Compliance Analyst/School Finance Analyst/Associate School Finance Analyst.
• Serve as primary client management contact for all audit documents and requests or provide oversight for CA/BA/ASFA on audit work.
• Present EdTec content at external event (e.g., client training, conference).
• Support Sales Team with new client prospects.
• Work with a client on a petition budget.
• Lead work with a prelaunch client.
• Initiate and lead local, regional, and/or national team programs.

Benefits

• Enjoy industry-leading pay, rewards, referral bonuses, with unlimited flexible paid time-off for performance.
• Be able to care for your health and your family with comprehensive medical, dental and vision benefits and invest in your future with 401(k) plans with a 6% employer match on your contributions.
• Enhance your growth and development with mentoring and money to take training classes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level