School Finance Analyst - NYC

New York
09 Jan 2019
05 Feb 2019
Job role
Finance analyst
Contract type
Full time

Currently we provide services to over 300 charter schools, many of them located in low–income, inner–city areas and/or with high English Language Learner populations. We are seeking a School Finance Analyst who will share our enthusiasm to support these schools with high–value services, so the school leaders may 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 a hardworking, fun loving, active office.

Responsibilities include:

  • Serve as a point of contact, with the support of Client Managers, for 4–6 charter schools with increasing client–facing responsibilities
  • In partnership with the accounting team, prepare monthly financials statements, including YTD income statements, cash flow statements, and variance analysis for clients
  • Create and report 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 maintain Charts of Accounts, multi–year budgets, and other financial documentation (i.e., loan applications) for school clients
  • Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies
  • Analyze, model, and solve problems for clients on a wide range of business issues
  • Manage the ongoing forecast for clients, and support the annual budget development process
  • Build relationships between EdTec and the charter community throughout Northern California
  • Maintain current knowledge of relevant financial management procedures and practices
  • Develop a functional expertise in one or more areas of school business operations
  • 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 (i.e., education or finance)
  • Strong communication and analytical skills
  • Experience in client services or similar responsibilities internal to company
  • Significant experience 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
  • Knowledge of charter schools a major plus

Competitive salary based on experience + performance bonus. Excellent benefits: health, dental, vision, flexplan, 401k.

Please send cover letter and resume to at .

Subject line: School Finance Analyst – NYC

No phone calls, please

EdTec is an Equal Opportunity Employer


Connect with EdTec on social media!