Responsibilities
- Management Responsibilities
- Lead, mentor, and develop a high-performing flex accounting team, fostering a culture of excellence and continuous improvement.
- Collaborate cross-functionally with Client Finance, Accounts Payable, and Payroll teams to optimize workflow efficiency and ensure seamless financial operations.
- Stay current on charter school industry trends and funding developments through ongoing professional development and industry engagement.
- Support staff development by providing regular mentorship and guidance, promoting long-term career growth within the firm.
- Cultivate and sustain strong, long-term relationships with client leadership and internal stakeholders to ensure trust and client satisfaction.
- Transactions and Financial Reporting
- Supervise the delivery of comprehensive financial and accounting services, including financial statement preparation, accounts payable/receivable, grant expense tracking, and ad hoc reporting.
- Ensure all financial statements comply with Generally Accepted Accounting Principles (GAAP) through rigorous review and oversight.
- Assist the Director of Accounting in preparing annual budgets and monthly financial forecasts for clients.
- Oversee the full audit process, including preparation of audit work papers, coordination with external auditors, and comprehensive understanding of A-133 and other governmental audit requirements.
- Ensure timely and accurate completion of all compliance and regulatory reporting.
- Provide internal control training and guidance to client staff to support sound financial management practices.
- Partner with the Director of Accounting and Directors of Client Finance Services to deliver clear, actionable financial insights to clients.
- Consistently exceed client expectations by delivering accurate, high-quality financial information and responsive service.
Requirements
- Bachelor’s degree in Accounting required; Master’s degree in Finance or Accounting is a plus
- Certified Public Accountant (CPA) license is a plus
- Minimum of 4 years of professional accounting experience, including staff oversight and development
- Strong knowledge of accrual accounting principles and financial record-keeping methods
- Proficiency in Microsoft Office, especially Excel
- Exceptional customer service and communication skills (oral and written)
- High attention to detail and strong organizational skills
- Ability to work independently, prioritize tasks, and manage multiple deadlines without direct supervision
- Proven ability to prepare, review, and analyze accurate financial reports and summaries
- Ability to identify and correct errors in financial documents and computations
- Demonstrated adaptability and ability to thrive in a fast-changing environment
- Team-oriented mindset with the ability to collaborate effectively with internal teams and clients
- Willingness and ability to learn charter school and non-profit accounting rules, regulations, and technical procedures
- Experience in a professional services or CPA firm is a plus
- Experience with charter school finance, non-profit accounting, or both is a plus
- Familiarity with Sage Intacct or other non-profit accounting systems is a plus
What's in it for You?
- As a remote-first organization, we embrace flexibility and collaboration across teams. To support your success, we provide a company-issued laptop along with essential accessories, including a mouse, keyboard, and monitor, to help you create a productive remote workspace.
- Opportunities to connect: Engage in frequent virtual and in-person team-building events.
- Incredible colleagues: Work alongside a passionate team making a real impact.
- Competitive compensation & benefits: Enjoy medical, dental, vision, and life insurance, plus a 401(k) with company match—and much more!
- Generous paid time off: Receive 11 paid company holidays and a winter break from Christmas Day through New Year's Day.
- Employee Referral Bonus Program: Earn a bonus for successful referrals.