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School Finance Manager

πŸ•’ 6 days ago

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Logo of Vertex Education

Vertex Education

201 - 500 employees

Founded 2007

πŸ“š Education

🀝 B2B

πŸ’Ό Consulting

Education β€’ B2B β€’ 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 β€” supporting 400+ schools across 14 states with a team of 400+ professionals and impacting over 250,000 students.

πŸ“‹ Description

β€’ Lead on 5-7 clients, potentially with support (or fewer, more complex clients/multi-state portfolio) β€’ Provide thought partnership and strategic support to clients β€’ Manage or mentor 1-2 junior staff β€’ Lead full monthly close process independently or via review of junior staff initial work β€’ Lead development of all presentations to client or review and guide development by junior staff β€’ Present at all meetings or coach junior staff to present β€’ Lead completion of all reports and compliance documents or review reporting by BA/BM β€’ 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 β€’ Manage all client requests, seeking support when necessary β€’ Work with a client on a petition budget β€’ Lead work with a prelaunch client (based on availability) β€’ Present EdTec content at external event (e.g., client training, conference) β€’ Lead local team initiatives (e.g., hiring process, training, culture)

🎯 Requirements

β€’ Advanced degree preferred or equivalent public/private sector business or school operations experience β€’ 6-9 years of work experience β€’ Customer service orientation or experience in client services β€’ Expertise with Microsoft Excel, financial modeling, and forecasting β€’ Experience in business development and marketing initiatives β€’ 2-3 years’ experience as an Associate Client Manager

πŸ–οΈ Benefits

β€’ Enjoy industry-leading pay β€’ Comprehensive medical, dental and vision benefits β€’ 401(k) plans with a 6% employer match β€’ Unlimited flexible paid time-off for performance β€’ Enhancements with mentoring and training classes

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