Associate School Finance Manager

Vertex Education; Tennessee; Hybride; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Industry-leading pay

Bonuses & rewards

Paid time-off

Medical/dental/vision

401(k) with match

Training & development

Résumé du poste

Vertex Education is seeking an Associate School Finance Manager to serve as the CFO for a portfolio of 4-6 schools, delivering monthly financials, tackling compliance, and guiding strategic decisions. You will build budgets, forecast cash needs, and present insights to boards and clients.

The role requires strong accounting/finance background, ERP experience (NetSuite, Sage Intacct), and a proactive, advisory mindset to support school leaders across multiple states.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 4+ years of progressive accounting or corporate finance experience.
• Proven ability to build budgets and forward-looking financial forecasts.
• Experience preparing and presenting financial analysis to leadership or external stakeholders.
• Track record of managing relationships with clients or internal partners.
• Experience navigating financial compliance requirements and audits.

Responsabilités

• Collaborate with school leaders to build annual budgets and forward-looking forecasts.
• Prepare budget-to-actual variance reports and explain financial performance.
• Oversee compliance reporting and coordinate annual financial audits.

Connaissances

Budgeting

Forecasting

Financial analysis

Client relations

Audits

ERP systems

Formation

Bachelor's degree in Accounting/Finance

Outils

NetSuite

Sage Intacct

Vena FP&A

Description du poste

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. We're hiring an expert financial operator to become the indispensable partner our school clients need. As the Associate School Finance Manager, you will serve as the de facto CFO for a portfolio of 4-6 schools depending on complexity, taking complete ownership of their financial health by delivering flawless monthly financials, managing complex compliance, and presenting in their board meetings.

Associate School Finance Manager

Responsibilities / Essential Functions

• Portfolio Financial Operations & Execution: Collaborate with school leaders to build comprehensive annual budgets and develop forward-looking financial forecasts that model key operational scenarios. Prepare and analyze budget-to-actual variance reports, providing clear, concise explanations for financial performance and emerging trends. Administer client financial systems (e.g., NetSuite, Sage Intacct, Vena), ensuring data integrity and the efficient processing of all financial transactions.
• Client Advisory & Financial Storytelling: Create and deliver clear, compelling financial presentations for client finance committees and governing boards, translating complex data into actionable insights. Serve as the primary financial point of contact, building a trusted advisory relationship by providing expert guidance on key operational and strategic decisions. Guide non-finance school leaders through complex topics by explaining the 'why' behind the numbers in a simple, direct, and empathetic manner. Nurture client partnerships to drive high satisfaction and contract renewal by consistently delivering exceptional value and proactive support.
• Compliance & Proactive Risk Management: Oversee the timely and accurate completion of all state and federal compliance reporting required for each assigned client, managing a proactive calendar of deadlines. Act as the primary liaison for annual financial audits, coordinating all document requests and ensuring a smooth, efficient, and low-stress process for the client. Analyze financial trends and operational data to proactively identify and flag potential cash flow issues, budget shortfalls, or compliance risks before they materialize. Maintain expert-level, up-to-date knowledge of the specific school finance regulations and grant requirements for each state in your client portfolio.
• VSS Practice & Team Development: Delegate appropriate tasks to and mentor junior finance staff, providing coaching and feedback to support their professional development on your client work. Contribute to the continuous improvement of VSS financial tools and reporting templates by providing constructive feedback from frontline client interactions. Take ownership of at least one internal initiative, such as serving as a subject matter expert for a specific state or leading a project to enhance a team capability.

Qualifications

Required Qualifications

• 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.

Preferred Qualifications

• 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.

Be excited to be a part of our team and grow your career with us! Be the one who enables us to positively impact over 258,000 students across multiple states while driving our growth forward so we can enrich even more lives. Be the one who helps us achieve excellence for over 226 schools that we support with academics, finance, technology, human resources, communications, marketing, facilities, construction, and food services. Be the one who is a diverse thinker, a team player, an innovative mind, a smart risk taker, and a difference maker by encouraging others to climb higher and reach farther to further education. 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.

Founded in 2007, Vertex Education is committed to changing lives through education by providing academic, business and development services to schools nationwide. At Vertex, three core values form the foundation of how we work with each other -- and our clients. These values are characteristics and qualities we offer to our clients, and to one another as colleagues on our quest to change lives through education. We offer to all projects and relationships the embodiment of these values: Innovative Minds Hungry Hearts Engaging Spirits