Portfolio School Finance Manager & CFO Partner

Vertex Education; Tennessee; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Industry-leading pay

Bonuses & rewards

Paid time-off

Medical/dental/vision

401(k) with match

Training & development

Job summary

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.

Responsibilities

• 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.

Skills

Budgeting

Forecasting

Financial analysis

Client relations

Audits

ERP systems

Education

Bachelor's degree in Accounting/Finance

Tools

NetSuite

Sage Intacct

Vena FP&A

Job description

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.