Portfolio School CFO & Finance Partner

Vertex Education; Nashville (TN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Industry-leading pay

Health/dental/vision benefits

401(k) with match

Unlimited PTO

Job summary

Vertex Education is seeking an Associate School Finance Manager to act as the CFO-like partner for 4–6 schools. You will own budgets, forecasts, and financial health, presenting insights to boards, and guiding school leaders through complex financial topics with clarity.

Responsibilities include managing compliance, audits, and data integrity across systems like NetSuite and Sage Intacct. Mentoring junior staff and driving process improvements are key parts of the role.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 4+ years of progressive experience in accounting or corporate finance.
• Experience building budgets and forecasting for multiple entities.
• Experience presenting financial analysis to leadership or stakeholders.
• Proven client or internal partner relationship management.
• Experience with compliance and audits.

Responsibilities

• Collaborate with school leaders to create annual budgets and forecasts.
• Prepare budget-to-actual variance analyses with clear explanations.
• Administer client financial systems (NetSuite, Sage Intacct, Vena) with data integrity.
• Deliver financial presentations to boards and maintain advisory relationships.
• Guide non-finance leaders through complex topics with clear explanations.
• Oversee compliance reporting and coordinate annual audits.
• Mentor junior staff and lead internal initiatives.

Skills

Budgeting

Forecasting

Client advisory

Financial storytelling

Regulatory compliance

Audit support

Team mentoring

Education

Bachelor's degree in Accounting or Finance

Tools

NetSuite

Sage Intacct

Vena Solutions

Job description

Vertex Education is seeking an Associate School Finance Manager to act as the CFO-like partner for 4–6 schools. You will own budgets, forecasts, and financial health, presenting insights to boards, and guiding school leaders through complex financial topics with clarity.

Responsibilities include managing compliance, audits, and data integrity across systems like NetSuite and Sage Intacct. Mentoring junior staff and driving process improvements are key parts of the role.