Overview
A leading organization in educational financial solutions is seeking a K-12 School District Consultant - Finance to serve as a senior financial solution architect. This role partners directly with large K–12 school district finance leaders, such as CFOs and Finance Directors, to assess financial operations, payment processes, and system integrations. The consultant helps districts understand cost, risk, and operational complexity across their schools, providing clear, data-backed insights to support decision-making and board-level discussions.
Responsibilities
- Lead structured, on-site financial and operational assessments with large school districts (typically 1–2 days)
- Collaborate with district CFOs and finance teams to analyze payment processes, fund flows, and system integrations
- Identify cost drivers, inefficiencies, compliance risks, and governance challenges across district financial operations
- Quantify financial, operational, and risk impacts in clear, executive-ready formats
- Develop concise findings summaries aligned with district priorities and board-level decision making
- Work closely with internal customer success and account teams to translate insights into actionable next steps
- Participate in executive-level discussions as a financial and systems expert
- Contribute field insights to internal training, best practices, and solution design
- Conduct remote advisory engagements when travel is not required
Core Competencies
- Strategic Financial Advisory: Trusted thought partner to K–12 CFOs and finance leaders, providing objective, data-backed insights supporting district strategy and fiscal stewardship
- K–12 Financial & Governance Expertise: Deep understanding of district fund accounting, financial controls, governance structures, and compliance requirements
- Analytics & Operational Assessment: Skilled at diagnosing payment processes, system integrations, and fund flows to identify inefficiencies, cost drivers, and hidden risks
- Executive Communication & Influence: Ability to translate complex financial and technical information into clear narratives for senior leaders and diverse stakeholders
Qualifications
- Prior experience in a senior K–12 district finance role (e.g., CFO, Finance Director, Controller) or closely related experience serving districts in a financial leadership capacity
- Strong knowledge of K–12 fund accounting, district governance, and board reporting
- Proven ability to assess complex financial operations and communicate findings to senior executives
- Experience with Student Information Systems (SIS), Enterprise Resource Planning (ERP), or district financial systems
- Familiarity with Skyward required; PowerSchool experience strongly preferred
- Executive presence and confidence working directly with district leadership
- Comfortable working independently in a travel-intensive role
Travel Expectations
- Approximately 2–3 weeks per month of travel to district sites
- Remaining time spent on remote advisory work and internal collaboration
Compensation & Benefits
- Annual starting base pay typically ranges from $100,000 to $160,000, depending on knowledge, skills, experience, and internal equity
- Total compensation includes a bonus
- Comprehensive benefits package including an option for 100% employer-paid health insurance (Employee HSA Plan) with additional tiers and plan types
- Additional benefits: Dental, Vision, Life Insurance, AD&D Insurance, Short and Long Term Disability, Accident, Critical Illness, Voluntary Life, Voluntary AD&D
- 9 paid holidays, 2 floating holidays, and 4 weeks PTO
- 8 weeks paid parental leave (after 6 months of employment)
- Paid days off to volunteer
- 401(k) plan with employer match
- Competitive pay and ongoing professional development opportunities
Location
- This is a remote, work-from-home role available in approved states
The organization is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other protected characteristic under applicable law.