School Finance Manager

About the role

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 to benefit clients, schools, students, and communities by making a memorable and meaningful difference.

Responsibilities

• 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).

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.

Requirements

• Bachelor’s degree required; Master’s degree preferred.
• 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.

Skills

• Good interpersonal skills.
• Excellent communication skills.
• Ability to build partnership and trust through collaboration, active listening, and openness to new ideas.

Physical Requirements

• Sit and stand for prolonged periods.
• Ability to communicate information and ideas so others will understand.
• Must be able to exchange accurate information in these situations.

Benefits

• Unlimited flexible paid time-off for performance.
• Comprehensive medical, dental, and vision benefits.
• 401(k) plan with a 6% employer match on contributions.
• Industry-leading pay and rewards.
• Referral bonuses.
• Mentoring and financial support for training classes.
• Welcoming, supportive, and inclusive environment that values diversity and treats others with fairness and respect.