School Finance Analyst

Overview

This part-time School Finance Analyst role is designed for someone who wants to apply and grow business, analytical, and finance/accounting skills in the education sector. Finance Analysts support schools with day-to-day financial operations, including payroll, accounts payable, grants management, and monthly accounting closes, with hands-on training and mentorship from experienced team members.

As performance and business needs align, the role is intended to grow into a full-time position and may provide a pathway to a School Finance Specialist role.

Reports to: Finance Team Manager

Location: Flexible

Responsibilities

• Support back-office financial/accounting needs for a portfolio of schools, including:
  • Accounts payable
  • Payroll
  • Accounts receivable
  • Bank reconciliation
  • Grants administration
  • Financial compliance
• Collaborate with School Finance Specialists to maintain accounting books/schedules and produce monthly financial statements.
• Assist with audit preparation, including annual 1099 issuance and other ad-hoc reports.
• Liaise with school staff.

What You’ll Accomplish

• By Year 1 you will:
  • Independently manage the payroll process and accounts payable for multiple schools.
  • Learn and understand key aspects of the monthly accounting close cycle, including grants administration and bank reconciliations.
  • Complete annual financial compliance requirements like 1099s.
• By Year 3 you will:
  • Independently manage key parts of the monthly accounting close cycle, including grants management, journal entries, accounts, and bank reconciliations.
  • Support fundamental aspects of the annual financial audit process for one or more schools.
  • Take on increased ownership of day-to-day accounting and finance activities for assigned schools.
  • Promotion opportunity: Senior Analyst and/or Associate School Finance Specialist.

Requirements

• Strong organization and time management skills.
• Intermediate Excel knowledge, including formulas such as vlookup and sumifs.
• Quantitative or technical background from experience or coursework.
• Strong attention to detail.
• General comfort with technology systems (e.g., Google suite, financial systems).
• Openness and proactive mindset toward leveraging new technology, especially AI tools, to innovate and enhance the quality and efficiency of your work.
• Coursework or experience in business, economics, finance, or accounting.
• Typically, post-secondary educational experience and/or relevant work experience in a finance/accounting capacity.

Preferred Qualifications

• Find satisfaction in solving tactical financial problems for schools.
• Care about education and student outcomes, and value well-designed financial processes.
• Interested in a customer service role serving school clients.
• Resourceful, with a “can-do” attitude—comfortable reaching out and finding solutions when answers aren’t immediately clear.
• Proactively communicate and understand how your work connects to others internally and externally.
• Desire and willingness to learn; ready to take on substantial learning and development.
• Ability to collaborate with colleagues at any level and maintain open communication with Specialists.
• Able to work independently and take ownership of completing assigned work.
• Commitment to diversity, equity, and inclusion, including openness to learning and growing in these areas.

Compensation & Benefits

• Purpose-driven work focused on supporting student achievement through operational excellence.
• Opportunity to work with colleagues committed to children and supportive of one another’s efforts.
• Additional perks and benefits are available (details provided by the employer).

Location

• Flexible location