School Finance Manager

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.  

Responsibilities:

This section describes the essential functions of this role but is not intended to be all-inclusive. Other duties may be assigned, as necessary. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of this job.   

• Lead on 5-7 clients, potentially with support  (or fewer, more complex clients/multi-state portfolio).

• Provide thought partnership and strategic support to clients.

• Manage or mentor 1-2 junior staff.

• Lead full monthly close process independently or via review of junior staff initial work.

• Lead development of all presentations to client or review and guide development by junior staff. Present at all meetings or coach junior staff to present.

• Lead completion of all reports and compliance documents or review reporting by BA/BM.

• Serve as primary BCM contact for all audit documents and requests or provide oversight for Compliance Analyst and/or School Finance Analyst on audit work.

• Manage all client requests, seeking support when necessary.

• Work with a client on a petition budget.

• Lead work with a prelaunch client (based on availability).

• Present EdTec content at external event (e.g., client training, conference).

• Lead local team initiatives (e.g., hiring process, training, culture).

Qualifications:

Experience/Skills:

• Advanced degree preferred or equivalent public/private sector business or school operations experience.

• 6-9 years of work experience.  

• Customer service orientation or experience in client services.

• Expertise with Microsoft Excel, financial modeling, and forecasting.

• Experience in business development and marketing initiatives.

• 2-3 years’ experience as an Associate Client Manager.

Competencies:

• Good interpersonal skills.

• Excellent communication skills.

• Build partnership and trust through collaboration, active listening and openness to new ideas.

Education:

• Bachelor’s degree required

• Master’s degree preferred

Physical Requirements:

• Sit and stand for prolonged periods.

• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

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, a smart risk taker, an innovator, 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. Apply Today!