School Finance Manager
Vertex Education
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 pre‑launch client (based on availability). Present EdTec content at external events (e.g., client training, conference). Lead local team initiatives (e.g., hiring process, training, culture). Qualifications 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. Benefits Industry‑leading pay, rewards, referral bonuses. Unlimited flexible paid time‑off for performance. Comprehensive medical, dental and vision benefits. 401(k) plans with a 6% employer match on contributions. Opportunities for mentoring and training. Inclusive, supportive environment that values fairness, respect and diversity. Equal Opportunity Employer We treat others with fairness and respect, celebrate diversity, and elevate equality and inclusion as an equal opportunity employer. #J-18808-Ljbffr Vertex Education
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