Essential Responsibilities - Financial Stewardship

• Work closely with the Chief Executive Officer, Chief of Operations, Chief Schools Officer, other senior leaders, and external partners to oversee the budget, cash flows, and overall finances
• Partner with the Chief of Operations to set and implement strategic financial goals that optimize the use of and ensure the equitable distribution of funds to achieve Equitas’ mission
• Manage the Accounts Clerk and support them to meet individual, team, and professional learning goals
• Oversee internal financial operations, including accounts payable, payroll, LCAP, and School Nutrition reporting and reconciliation
• Lead internal audits to ensure program operations are within budget and in accordance with appropriate fiscal practices
• Maintain a variety of manual and electronic fiscal information, files and records (e.g., accounts payable, accounts receivable, contracts, ADA, etc.) to provide accurate documentation of transactions and minimize adverse audit findings
• Interpret and adhere to local, state, and federal laws, codes, regulations, policies, and procedures that govern the financial operations of Equitas

Essential Responsibilities - Budgeting & Analysis

• Analyze financial information (e.g., budgets, projects, cash flows, compensation, etc.) and create user-friendly financial models, dashboards, and reports to promote strategic decision-making
• Ensure funding allocations and disbursements are accurate and within budget by monitoring expenditures, fund balances, and related financial activities
• Lead compilation and analysis of data from a wide variety of sources (e.g., staff, public agencies, school districts, etc.) to ensure compliance with the organization’s policies and procedures, and/or monitoring program components

Essential Responsibilities - Communication & Progress Monitoring

• Prepare and maintain financial information and reporting for senior network leaders, department heads, school leaders, the Board of Directors, and external partners (e.g., auditors, funding representatives, public agencies, etc.)
• Support staff and the general financial processes by reporting findings and facilitating collaborative meetings with colleagues to share information, identify challenges and opportunities, and support short- and long-term financial planning
• Provide training and professional development for key stakeholders to build capacity and support the delivery of exemplary financial services

Knowledge, Skills and Abilities

• Committed to Equitas’ mission of providing a structured, achievement-based community that prepares students to graduate from four-year colleges and universities
• 7+ years of experience in financial management, budgeting, accounting, or other relevant financial services
• 3+ years of experience managing a direct report towards successful outcomes
• Bachelor’s degree required; Master’s degree in Business Administration, Finance or Accounting or other relevant degree preferred
• Strong fundamental understanding of general accounting practices and financial management in K-12 settings, charter management organizations, and/or non-profit settings
• Excellent analytical skills, including the ability to synthesize and present large bodies of information
• Demonstrated success in leading high-impact, complex projects
• Skilled at developing meaningful connections and relationships with team members outside their immediate scope of work
• Collaborative decision-making style, with a proven track record of working effectively with diverse stakeholders to meet goals and drive results
• Effective at demonstrating empathy, listening for understanding, and facilitating uplifting and difficult conversations
• Excellent communication and presentation skills (written and oral)
• Experienced with and proficient in Microsoft Excel
• Must be able to pass a TB test and background check at the time of offer

Application and Hiring Process

• We are excited to review your resume! To apply, please submit a resume and detailed cover letter describing your interest in and qualifications for the position to resumes@leveledtalent.com. Applications will be considered on a rolling basis, so it is in candidates’ best interest to apply as soon as possible.
• Please note: Only applicants who submit their resumes through our search partner Leveled Talent will be considered.