School Finance Analyst - Remote (Must Reside In Pst/Mst Time Zone)

EdTec Inc. (edtec.com) is a social enterprise committed to improving public education by supporting charter schools with business, operations, and performance services. Our work supports our vision to have the greatest positive impact on the quality of public education.

EdTec is growing on a national scale. Currently, we provide services to over 300 charter schools across seven states, many of them located in low-income, high-needs communities. We are seeking a School Finance Analyst who will share our enthusiasm to support our partner schools with high-value services, to empower the school leaders to focus their attention where it matters most – on providing an excellent education for their students. Ideal candidates will have an entrepreneurial approach, be a self-starter, and have comfort with fast-growing organizations.

We are business experts, educators, policy makers, and parents who are passionate about education. EdTec is committed to creating and maintaining a diverse, equitable, and inclusive work environment where all employees are respected for the unique talents, skills, and experiences they bring to the table and have access to what they need to thrive. We strive to build a team that is passionate about our mission and values and reflects the diversity of the charter schools we support in order to provide the best possible service delivery and advance the charter school movement. Job will begin in July 2024

EdTec Inc. is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Ideal candidates will be organized, and will have sound communication and analytical skills, comfort with financial principles, experience in a related field (education or finance), and a willingness to learn. Ideal candidates will also have an entrepreneurial approach, "self-starter," and have comfort with fast growing organizations. We value and prioritize your professional growth and here is a timeline that outlines what you will do in your first year.

Requirements

Within your first month, you will:

• 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)

Within your first three months, you will:

• Support completion of the monthly close process
• Prepare monthly financial 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

Within your first year, you will:

• 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

At EdTec Inc, we carefully consider a wide range of compensation factors, including your background and experience. These considerations can cause your compensation to vary. The minimum salary for this position is $55,000. Ultimately, we determine compensation based on your experience and geographic location.

We offer excellent benefits (health, dental, vision, flexplan, 401k).