Education Finance Analyst: Drive School Financial Health

Vertex Education; Headquarters (AZ); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Unlimited PTO

Health benefits

401(k) match

Job summary

Vertex Education is hiring a School Finance Analyst to support financial health for partner schools, oversee monthly closes, prepare board materials, and coordinate audits. You will analyze statements, identify trends, and ensure compliance with education finance regulations.

The role emphasizes collaboration with client managers, delivering timely financial insights, and contributing to team growth within a mission-driven education services provider.

Qualifications

• Experience in financial analysis, accounting, or auditing within education or charter schools.
• Understanding of educational finance regulations, funding sources, and compliance requirements at multiple levels.
• Strong analytical skills to interpret financial data and identify trends and anomalies.
• Effective verbal and written communication to present financial information and recommendations.

Responsibilities

• Support 4-5 clients with monthly close and financial statement reviews.
• Lead development and editing of board presentations and reports.
• Coordinate audit documents and inquiries with leadership oversight.
• Manage day-to-day client requests and maintain documentation and compliance.
• Collaborate with team to support growth and client success.

Skills

Financial analysis

Accounting experience

Auditing experience

Communication skills

Education

Associate degree

Bachelor's degree

Tools

QuickBooks

Sage Intacct

School finance software

Job description

Vertex Education is hiring a School Finance Analyst to support financial health for partner schools, oversee monthly closes, prepare board materials, and coordinate audits. You will analyze statements, identify trends, and ensure compliance with education finance regulations.

The role emphasizes collaboration with client managers, delivering timely financial insights, and contributing to team growth within a mission-driven education services provider.