Remote School Finance Analyst

Summary

Join EdTec LLC as a School Finance Analyst to support charter schools with high-value financial advisory services. As a business expert, educator, policy maker, and parent passionate about education, you will empower school leaders to focus on providing an excellent education for their students.

Requirements

• Ideal candidates will be organized
• Have sound communication and analytical skills
• Comfort with financial principals
• Experience in a related field (education or finance)
• Willingness to learn

Responsibilities

• 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)
• Support completion of the monthly close process
• Prepare monthly financials 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
• 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

• Health insurance
• Dental insurance
• Vision insurance
• Flexplan
• 401k