Finance Manager

Dr. Richard Izquierdo Health & Science Charter School; New York (NY); On-site; USD 65,000 - 75,000; Full time

Job summary

Dr. Richard Izquierdo Health & Science Charter School is seeking a Finance Manager to oversee budgeting, financial reporting, and procurement with a focus on accuracy and compliance.

You will partner with the Sr. Director of Finance and school leadership to develop the annual budget, monitor performance, and provide timely analyses that drive improvements across the organization.

Qualifications

• A Bachelor’s degree in Finance, Economics, Business, or Accounting.
• At least 2 years of experience, preferably in not-for-profit organizations.
• Strong Excel and computer skills.
• A hunger for feedback and self-improvement.
• Strong ownership over work products and projects.
• Strong collaboration, interpersonal, and communication skills.
• Ability to work with people from diverse backgrounds and perspectives.
• Strong organizational, self-management, and problem-solving skills.

Responsibilities

• Support the development of the annual budget in collaboration with the Sr. Director of Finance and school leadership.
• Monitor budget performance and provide regular reports to inform changes to the forecast.
• Analyze financial data and identify trends, variances and areas of improvement.
• Ensure monthly close is completed in a timely manner and financial statements align with policies.
• Manage day-to-day bookkeeping in QuickBooks for the school, including AR/AP.
• Monitor banking activities and reconcile bank statements (credit cards, Bill.com).
• Collaborate on school reporting including Quarterly Report, ACR, and Authorizer Reports.
• Support grant maintenance and reporting including federal grants; assist with annual audits.

Skills

Excel

Communication

Financial analysis

Budgeting

Ownership

Education

Bachelor's degree in Finance, Economics, Business, or Accounting

Tools

QuickBooks

Bill.com

Job description

The Finance Manager role at Dr. Richard Izquierdo Health and Science Charter School is integral to our financial management and strategic planning. You will leverage your analytical prowess to excel in a dynamic environment, balancing autonomy with collaboration across various stakeholders. Working closely with our internal team and external partners and vendors, you will streamline and coordinate diverse financial functions, ensuring alignment with our goals and objectives as outlined in our Financial Policies.

Responsibilities

Financial Planning and Budgeting

• Support the development of the annual budget in collaboration with the Sr. Director of Finance and school leadership
• Monitor budget performance and provide regular reports to Sr. Director of Finance to inform changes to the running forecast
• Analyze financial data and identify trends, variances and areas of improvement

Financial Reporting and Compliance

• Ensure monthly close is completed in a timely manner and financial statements are in accordance to our financial policies
• Manage accurate day-to-day bookkeeping in Quickbooks for the school, including accounts receivable and payable
• Monitor all banking activities including credit cards and bill.com and reconcile bank statements
• Collaborate with Operations and internal teams on school reporting including Quarterly Report, ACR, Authorizer Reports, etc.
• Support with grant maintenance and reporting including federal grants
• Support Sr. Director of Finance and CSBM with annual audits

Procurement and Vendor Management

• Manage procurement process and systems
• Maintain relationships with key vendors and review contracts and rates on a periodic basis
• Ensure compliance with procurement policies and procedures
• Maintain documentation of all contracts and bids

Accounts Payable & Accounts Receivable

• Review and approve invoices, order requests to ensure accurate entries
• Set up vendors with electronic payments and ensure all bills are paid in a timely manner in Bill.com
• Maintain all contracts and detailed systems for financial back documentation
• Review and submit sales tax refund packet
• Maintain W9’s and manage the 1099 preparation process annually
• Use Accrual Accounting for entries including correct dates and descriptions
• Update Bill.com with approvers and GL codes when needed.

Qualifications

• A Bachelor’s degree, preferably in Finance, Economics, Business, or Accounting
• At least 2 years of experience, preferably in not for profit organization
• Strong excel and computer skills
• A hunger for feedback and self-improvement
• Strong ownership over work product and projects
• Self-awareness, demonstrating an accurate idea of one's own strengths and weaknesses a
• Strong collaboration, interpersonal, and communication skills, including an ability to work effectively with people from diverse backgrounds and with diverse perspectives
• Strong organizational, self-management, and problem-solving skills, with the ability to handle many responsibilities simultaneously

Supervisory Responsibilities

None

Position Type and Expected Hours of Work

This is a full-time 12-month position. The regular hours and workdays are Monday through Friday, 7:55 am to 3:55 pm in addition to any special events to which all staff are expected to attend.

Salary Range

$65,000-$75,000 annually (Based on Experience)

Travel

Minimum to no travel required

EEO Statement

Dr. Richard Izquierdo Health and Science Charter School provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation and training.