School Finance Analyst

October 11

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EdTec

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charter schools • charter school business and financial services • back-office operations • board governance • charter petitions

51 - 200

Description

• EdTec LLC is a social enterprise committed to improving public education by supporting charter schools with business, operations, and performance services. • Our work supports our vision to have the greatest positive impact on the quality of public education. • We are seeking a School Finance Analyst who will share our enthusiasm to support our partner schools with high-value financial advisory services. • Empower the school leaders to focus their attention where it matters most – on providing an excellent education for their students. • EdTec Inc. is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status. • We strive to build a team that is passionate about our mission and values and reflects the diversity of the charter schools we support.

Requirements

• Ideal candidates will be organized, and will have sound communication and analytical skills, • Comfort with financial principles, • Experience in a related field (education or finance), • A willingness to learn. • Ideal candidates will also have an entrepreneurial approach, • "Self-starter," and have comfort with fast growing organizations. • We value and prioritize your professional growth and here is a timeline that outlines what you will do in your first year. • Within your first month, you will: • Meet the team through 1 on 1’s and team meetings • Complete base training on core financial and accounting principles and meet your charter school clients • Navigate and be able to explain the main reports from our accounting software (income statement, balance sheet, general ledger detail) • Be able to explain the structure of our budget model and how information flows • Navigate client folders to access key files (monthly financials, interim reports, grant reporting, payroll data, invoices, deposit backup) • Within your first three months, you will: • Support completion of the monthly close process • Prepare monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for clients • Research discrepancies/variances, review restricted budgets and compliance reports, and make resource coding updates • Respond to client requests via emails, phone, and video chat and coordinate client support • Within your first year, you will: • Create and deliver monthly presentations to clients’ boards, • Analyzing the key issues in the financial statements and offering recommendations for changes in the school operations • Complete grant reports, State interim reports, and other compliance-related reports, and other financial documentation (i.e., loan applications) for school clients • Manage the ongoing forecast for clients, and support the annual and multi-year budget development process • Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies.

Benefits

• At EdTec Inc, we carefully consider a wide range of compensation factors, including your background and experience. • These considerations can cause your compensation to vary. • The minimum salary for this position is $55,000. • Ultimately, we determine compensation based on your experience and geographic location. • We offer excellent benefits (health, dental, vision, flexplan, 401k).