Education Finance Associate

WestEd

. Support technical assistance and consultation to states to increase client capacity to meet IDEA program and fiscal requirements and improve outcomes for students with disabilities .

Posted 10/16/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in federal fiscal accountability requirements and special education program administration, with strong skills in project management, policy analysis, and resource development. Capable of effective communication and collaboration with state agencies and educational partners to enhance outcomes for students with disabilities.

Highest-signal resume keywords

Bachelor's DegreeSpecial Education AdministrationIDEA Part C Fiscal RequirementsProject ManagementStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy AnalysisFiscal MonitoringBudget ReviewResource DevelopmentProject Coordination

Soft Skills

Attention to DetailOrganizational SkillsProblem-Solving SkillsInterpersonal SkillsActive Listening

Tools & Technologies

BoxSalesforceOutlook Calendar

Industry Keywords

IDEA ProgramEarly Intervention ProgramsFederal Education ProgramsPublicly Funded ProgramsClient Capacity Building

About the role

Key responsibilities & impact

Support technical assistance and consultation to states to increase client capacity to meet IDEA program and fiscal requirements and improve outcomes for students with disabilities
Develop and prepare materials for technical assistance and content-specific projects
Contribute to developing and disseminating resources, tools, and templates
Write project resources and reports describing and summarizing work
Review and summarize client materials, including policies, background research, and other information
Organize calendars, meeting materials, and meeting notes for events and meetings
Document, communicate expectations for, and track task completion by team members
Contribute to project staff meetings
Provide project coordination and support for specified tasks and workstreams within larger projects
Support Senior Program Associates, Program Managers, and Project Leads in providing services to state agencies, local educational agencies, and IDEA partners
Contribute to resource development, policy analysis, applied research, and state- and local-level projects
Travel up to 30% annually for on-site technical assistance and meetings; occasional overnights may be required

Requirements

What you’ll need

Bachelor’s degree in accounting, finance, business administration, public administration, education administration, special education, early childhood education, or related fields
Knowledge of federal fiscal accountability requirements and state and local finance systems, particularly as they relate to special education and early intervention programs
Experience administering or supporting special education, early intervention, federal education, or other publicly funded programs
Understanding of IDEA Part C systems and the roles of state lead agencies, participating public agencies, early intervention service providers, and families
Familiarity with IDEA Part C fiscal requirements, including payor of last resort, interagency financial responsibility, systems of payments, public and private insurance, reimbursement procedures, and fiscal monitoring
Ability to review, analyze, and summarize policies, procedures, budgets, fiscal documents, monitoring materials, and other complex information
Resourcefulness, careful attention to detail, and strong organizational skills
Demonstrated use of organizational tools such as Box, Salesforce, and Outlook Calendar
Experience in successful project management
Strong oral and written communication skills, including proofreading and providing constructive feedback
Ability to engage in active listening and summarize conversations, decisions, and action items
Strong problem-solving and decision-making skills, including prioritizing work on multiple projects
High self-motivation and ability to work independently while seeking guidance when appropriate
Strong interpersonal and collaborative skills
Visa sponsorship is not available; candidates must be authorized to work in the United States
Successful candidates must pass a criminal background check, fingerprint validation, and education verification
Preference for candidates with IDEA Part C fiscal experience

Benefits

Comp & perks

15% contribution toward retirement effective day 1 of employment and immediately 100% vested
Pre-tax Flexible Spending Accounts and Health Savings Account option
Health/welfare benefits effective the first of the month following the hire date
PTO: 19 days, increasing to 21 days beginning the third year of employment
12 paid holidays
Life Insurance: value of 3x gross salary, maximum $500,000
Opportunities for annual merit-based performance increases and annual incentives
Professional development opportunities and mentorship program
Remote work option
Work-from-home arrangement