School Finance Analyst

Contact Name:
Kate Pletcher | [email protected]

Description: Our client is a well known social enterprise that is committed to improving and aiding charter schools using a wide variety of operational and financial services. They are looking for a School Finance Analyst to help public schools with daily financial tasks.
- Serve as a point of contact for 4-6 charter schools with increasing client-facing responsibilities
- Prepare with the Accounting team monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for clients
- Create 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
- Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies
- Build relationships between the client and the charter community throughout Northern California
- Lead special projects including, but not limited to, drafting charter renewals, implementing budget model improvements, and updating charter school manuals
- 1-5 years of work experience in a related field
- Strong communication and analytical skills
- Experience in client services, a plus
- Expertise with Microsoft Excel, financial modeling, and/or forecasting
- Ability to travel to school sites and work non-standard hours to attend board meetings
- Strong commitment to education, required
- Knowledge of charter schools, a plus
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