Associate School Finance Manager

🕒 6 days ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

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Logo of Vertex Education

Vertex Education

201 - 500 employees

Founded 2007

📚 Education

🤝 B2B

💼 Consulting

Education • B2B • Consulting

Vertex Education is a provider of integrated finance and operations services for K–12 schools and school networks, handling back-office and operational functions so educators can focus on student outcomes. The company offers strategic finance, enrollment marketing, food services (NSLP), talent acquisition, human resources, IT support and related operational services. Vertex emphasizes a combination of technology and experienced staff — supporting 400+ schools across 14 states with a team of 400+ professionals and impacting over 250,000 students.

📋 Description

• Collaborate with school leaders to build comprehensive annual budgets and develop forward-looking financial forecasts • Prepare and analyze budget-to-actual variance reports, explaining financial performance and emerging trends • Administer client financial systems, including NetSuite, Sage Intacct, and Vena, ensuring data integrity and efficient transaction processing • Create and deliver financial presentations for client finance committees and governing boards • Serve as the primary financial point of contact and trusted advisor for school clients • Explain complex financial topics to non-finance school leaders in a simple, direct, and empathetic manner • Nurture client partnerships to drive satisfaction and contract renewal • Oversee timely and accurate state and federal compliance reporting • Act as primary liaison for annual financial audits and coordinate document requests • Identify potential cash flow issues, budget shortfalls, and compliance risks proactively • Maintain up-to-date knowledge of school finance regulations and grant requirements for assigned states • Delegate tasks to and mentor junior finance staff • Contribute feedback to improve VSS financial tools and reporting templates • Own at least one internal initiative, such as state subject-matter expertise or a team capability enhancement project • Serve as the de facto CFO for a portfolio of 4–6 schools, taking ownership of their financial health and presenting in board meetings

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or a related field • 4+ years of progressive experience in accounting or corporate finance roles • Proven ability to build comprehensive budgets and forward-looking financial forecasts • Experience preparing and presenting financial analysis and reports to leadership or external stakeholders • Track record of successfully managing relationships with clients or internal business partners • Experience navigating financial compliance requirements and supporting annual audits • Ability to manage competing priorities and deadlines for multiple entities or projects simultaneously • Experience in K-12 school district, charter school, non-profit, or governmental accounting • Hands-on experience with modern ERP systems (e.g., NetSuite, Sage Intacct) and FP&A tools (e.g., Vena Solutions) • Experience delegating tasks to and mentoring junior staff • Strong proficiency in Microsoft Excel and PowerPoint for financial modeling and presentation development

🏖️ Benefits

• Industry-leading pay • Rewards • Referral bonuses • Unlimited flexible paid time-off for performance • Comprehensive medical, dental and vision benefits • 401(k) plans with a 6% employer match on contributions • Mentoring • Money to take training classes • Welcoming, supportive, and inclusive environment • Equal opportunity employer

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