Bookkeeper

Bookkeeper / Finance Analyst Job Description Job Title

Bookkeeeper

Head of School

The School Bookkeeper is the financial backbone of our institution. In this role, you will manage day-to-day accounting operations, oversee tuition billing and collection, process payroll, and maintain accurate financial records. Because we are a small private school, this position requires a high degree of confidentiality, a customer-service mindset when interacting with parents regarding accounts, and the flexibility to support broader administrative goals.

• Prepare and maintain the school's annual operating and capital budgets.
• Monitor actual revenues and expenditures against approved budgets and identify variances.
• Develop monthly, quarterly, and annual financial reports for school leadership and the Board of Directors.
• Analyze tuition revenue, enrollment trends, and student retention data to support financial planning.
• Monitor scholarship, financial aid, and grant funding allocations and expenditures.
• Assist in preparing financial projections based on enrollment forecasts and staffing plans.
• Evaluate departmental spending and recommend cost-saving opportunities without compromising educational quality.
• Perform financial analysis for new academic programs, facility improvements, and capital projects.
• Support the preparation of annual audits by organizing financial records and assisting external auditors.
• Ensure compliance with school financial policies, grant requirements, and applicable federal and state regulations.
• Monitor cash flow and assist in forecasting short- and long-term financial needs.
• Prepare financial reports for grant applications and post-award reporting requirements.
• Analyze payroll and employee benefit costs to support staffing decisions.
• Develop financial dashboards and key performance indicators (KPIs) for school leadership.
• Collaborate with the admissions, business office, human resources, and academic departments to support financial planning and operational efficiency.

Maintain confidentiality of financial, employee, and student information.

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
• Minimum of 2–5 years of experience in financial analysis, budgeting, accounting, or nonprofit/educational finance preferred.
• Experience with school finance, nonprofit organizations, or educational institutions is preferred.
• Advanced proficiency in Microsoft Excel.
• Experience with accounting, payroll, and student information systems is preferred.
• Quick Books

Strong understanding of budgeting, financial reporting, and forecasting.

• Budget management
• Tuition revenue analysis
• Enrollment forecasting
• Grant budget management
• Scholarship and financial aid analysis
• Cash flow management
• Microsoft Excel
• Financial reporting systems
• Quick Books

• Critical thinking
• Strategic planning
• Problem-solving
• Risk assessment
• Decision support
• Attention to detail

• Strong written and verbal communication
• Presentation of financial data to school leadership and governing boards
• Ability to explain financial information to non-financial staff
• Collaboration across academic and administrative departments

• Time management
• Project coordination
• Ability to manage multiple priorities
• Accuracy and attention to deadlines
• Strong documentation practices

• Integrity and professionalism
• Confidentiality
• Initiative
• Accountability
• Adaptability
• Team-oriented mindset
• Commitment to supporting the school's educational mission

• Private school finance and operations
• Tuition billing and collections
• Grant administration and reporting
• Nonprofit…