Associate Finance Manager

Vertex Education

. Collaborate with school leaders to build annual budgets and forward-looking financial forecasts .

Posted 10/21/2026full-timeRemote • Tennessee • United StatesMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial management, including budget creation, financial forecasting, and compliance reporting, while effectively communicating complex financial concepts to non-financial stakeholders. Proven ability to build and maintain client relationships, mentor junior staff, and lead financial initiatives within educational institutions.

Highest-signal resume keywords

Budget CreationFinancial ForecastingClient Relationship ManagementFinancial ComplianceERP Systems Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisVariance ReportingFinancial ModelingBudget ManagementCompliance Reporting

Soft Skills

CommunicationMentoringRelationship BuildingProblem SolvingTime Management

Tools & Technologies

NetSuiteSage IntacctVena SolutionsMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

K-12 EducationCharter School AccountingNon-Profit FinanceGovernmental AccountingFinancial Audits

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Collaborate with school leaders to build annual budgets and forward-looking financial forecasts
Prepare and analyze budget-to-actual variance reports and explain financial performance and emerging trends
Administer client financial systems, including NetSuite, Sage Intacct, and Vena
Create and deliver financial presentations for client finance committees and governing boards
Serve as the primary financial point of contact and trusted advisor for school clients
Explain complex financial topics to non-finance school leaders
Nurture client partnerships to drive satisfaction and contract renewal
Oversee state and federal compliance reporting and manage compliance deadlines
Liaise with clients during annual financial audits and coordinate document requests
Identify potential cash flow issues, budget shortfalls, and compliance risks proactively
Maintain current knowledge of school finance regulations and grant requirements
Delegate tasks to and mentor junior finance staff
Improve VSS financial tools and reporting templates
Lead or own at least one internal initiative, such as state subject-matter expertise or a team capability project
Own the financial health of a portfolio of 4–6 schools and present in board meetings

Requirements

What you’ll need

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
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

Benefits

Comp & perks

Industry-leading pay
Rewards
Referral bonuses
Unlimited flexible paid time-off for performance
Comprehensive medical, dental and vision benefits
401(k) plans with a 6% employer match on contributions
Mentoring
Money to take training classes
Welcoming, supportive, and inclusive environment
Equal opportunity employer