Associate School Finance Manager

About Vertex

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.

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.

Responsibilities

• 1.

Portfolio Financial Operations & Execution

• Collaborate with school leaders to build comprehensive annual budgets and develop forward-looking financial forecasts that model key operational scenarios.
• Prepare and analyze budget-to-actual variance reports, providing clear, concise explanations for financial performance and emerging trends.
• Administer client financial systems (e.g., NetSuite, Sage Intacct, Vena), ensuring data integrity and the efficient processing of all financial transactions.
• 2.

Client Advisory & Financial Storytelling

• Create and deliver clear, compelling financial presentations for client finance committees and governing boards, translating complex data into actionable insights.
• Serve as the primary financial point of contact, building a trusted advisory relationship by providing expert guidance on key operational and strategic decisions.
• Guide non-finance school leaders through complex topics by explaining the 'why' behind the numbers in a simple, direct, and empathetic manner.
• Nurture client partnerships to drive high satisfaction and contract renewal by consistently delivering exceptional value and proactive support.
• 3.

Compliance & Proactive Risk Management

• Oversee the timely and accurate completion of all state and federal compliance reporting required for each assigned client, managing a proactive calendar of deadlines.
• 4.
• Act as the primary liaison for annual financial audits, coordinating all document requests and ensuring a smooth, efficient, and low-stress process for the client.
• Analyze financial trends and operational data to proactively identify and flag potential cash flow issues, budget shortfalls, or compliance risks before they materialize.
• Maintain expert-level, up-to-date knowledge of the specific school finance regulations and grant requirements for each state in your client portfolio.

VSS Practice & Team Development

• Delegate appropriate tasks to and mentor junior finance staff, providing coaching and feedback to support their professional development on your client work.
• Contribute to the continuous improvement of VSS financial tools and reporting templates by providing constructive feedback from frontline client interactions.
• Take ownership of at least one internal initiative, such as serving as a subject matter expert for a specific state or leading a project to enhance a team capability.

Requirements

• Required Qualifications: Bachelor’s degree in Accounting, Finance, or a related field.
• 4+ years of progressive experience in accounting or corporate finance roles.
• Proven ability to build comprehensive budgets and forward-looking financial forecasts.
• Experience preparing and presenting financial analysis and reports to leadership or external stakeholders.
• Track record of successfully managing relationships with clients or internal business partners.
• Experience navigating financial compliance requirements and supporting annual audits.
• Ability to manage competing priorities and deadlines for multiple entities or projects simultaneously.

Preferred

• Experience in K-12 school district, charter school, non-profit, or governmental accounting.
• Hands-on experience with modern ERP systems (e.g., NetSuite, Sage Intacct) and FP&A tools (e.g., Vena Solutions).
• Experience delegating tasks to and mentoring junior staff.
• Strong proficiency in Microsoft Excel and PowerPoint for financial modeling and presentation development.

Pay

Enjoy industry-leading pay, rewards, referral bonuses, with unlimited flexible paid time-off for performance.

Benefits

• 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.

Apply today

• Be the one who makes a difference!
• Apply Today!