Associate School Finance Manager

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.

• Support or lead on 4-6 clients (or fewer, more complex clients/multi‑state portfolio).
• Lead full monthly close process – pre‑close activities, review of financial statements, adjustments and updates.
• Lead development of full board presentation, with review for more complex presentations. Present at all finance committee or board meetings.
• Lead completion of all reports and compliance documents, with occasional support from BA/BM.
• Serve as primary client management contact for all audit documents and requests.
• Work with a client on a petition budget (based on availability).
• Manage all client requests, seeking support when more complex.
• Present EdTec content at external event (e.g., client training, conference).

• Previous experience in finance, accounting, or budgeting roles, preferably in an educational setting.
• Understanding of financial regulations and guidelines specific to educational institutions, including federal, state, and local funding sources and compliance requirements.
• Strong analytical skills to interpret financial data, identify trends, and make informed recommendations for budgeting and financial planning.
• Meticulous attention to detail in reviewing financial documents, preparing reports, and conducting audits to ensure accuracy and compliance with financial policies and procedures.
• Proficiency in using financial software and accounting systems, such as Excel, Quick Books, or specialized school finance software.
• Effective verbal and written communication skills to convey financial information clearly and concisely to stakeholders, including school administrators, board members, and external auditors.
• Strong interpersonal skills to collaborate with school administrators, department heads, and staff members to gather financial data, provide guidance on budgeting and expenditure management, and address financial concerns or inquiries.
• Capacity to analyze complex financial issues, identify root causes, and develop solutions to address budgetary constraints or financial challenges facing the school.
• Commitment to upholding ethical standards and integrity in all financial activities, including adherence to accounting principles, confidentiality of financial information, and compliance with regulatory requirements.
• Ability to assist in developing and managing the school budget, including revenue projections, expense forecasts, and budget allocations for various departments and programs.
• Proficiency in preparing financial statements, budget variance analyses, and other reports to communicate financial performance and outcomes to stakeholders.
• Experience in managing grants and funding programs, including grant proposal development, compliance monitoring, and reporting requirements.
• Knowledge of audit procedures and compliance standards applicable to educational finance, including GAAP (Generally Accepted Accounting Principles) and GASB (Governmental Accounting Standards Board) regulations.
• Understanding of cash flow principles and strategies to manage cash inflows and outflows effectively, ensuring sufficient funds are available to meet operational needs and obligations.
• Ability to conduct financial analysis and forecasting to support strategic planning, resource allocation, and decision‑making processes within the school.
• Capacity to work collaboratively with other members of the finance team, school administrators, and department heads to coordinate financial activities, resolve issues, and achieve financial goals.
• Effective time management skills to prioritize tasks, meet deadlines, and manage multiple projects simultaneously in a fast‑paced educational environment.
• Demonstrated leadership potential and ability to take initiative in driving…