School Finance Manager

Responsibilities

• This section describes the essential functions of this role but is not intended to be all-inclusive. Other duties may be assigned, as necessary. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of this job.
• 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).

Requirements

• Experience/Skills:
• 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.
• Competencies:
• Good interpersonal skills.
• Excellent communication skills.
• Build partnership and trust through collaboration, active listening and openness to new ideas.
• Education:
• Bachelor's degree required
• Master's degree preferred
• Physical Requirements:
• 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.
• Be excited to be a part of our team and grow your career with us!
• Be yourself surrounded by wonderful people who care about you, value your unique skills, and lift you up.
• Be supported in your work by caring leaders and team members who want you to succeed.
• Be empowered to make a difference and climb higher and reach farther to change lives through education.
• Be well in all aspects of your life from your physical, mental, and emotional wellbeing to your finances.
• 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.
• Thrive in a welcoming, supportive, and inclusive environment where we treat others with fairness and respect, celebrate diversity, and elevate equality and inclusion as an equal opportunity employer.
• Be the one who makes a difference!
• With an innovative mind, a hungry heart, and engaging spirit you can change lives through education. Be a part of Vertex Education and let's make a difference together. Apply Today!

Benefits

Additional Information

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.

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