School Finance Analyst for a Mission-Driven Organization

Area : Emeryville, CA

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

Published : Apr 9, 2020

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