Act as an outsourced CFO for a portfolio of 5-8 schools, advising these schools’ leaders and Boards on financial and operational policies.
Produce forward-looking financial forecasts, set budgets, and lead finance strategy development.
Attend finance committee or board meetings to present and explain finance strategy.
Analyze, model, and solve problems on a wide range of business issues.
Engage in client listening and proactively identify and solve clients’ financial challenges.
Provide development and informal oversight to School Finance Specialists and School Finance Analysts on school-specific processes.
Actively contribute to EdOps’s internal research, development and innovation of our finance product.

Experience excelling in a School Finance Management role (i.e., led finance function for a school, led part of a finance function in larger school organization)
Experience as part of a School Leadership Team or working very closely with a School Leadership Team.
Comfort with accounting.
Intermediate Excel knowledge, such as formulas like vlookups and sumifs.
Strong quantitative analysis, strategic thinking, and problem-solving skills.
Excellent client communication and interpersonal skills.
Comfort presenting and explaining information (both verbally and in writing) to people with varying financial literacy.
Strong organization and time management skills.
General comfort with technology systems (e.g., Google suite).
Typically, School Finance Managers have 10-15 years of work or post-secondary educational experience.
Experience leading audits.

Purpose driven work focusing on student achievement through operational excellence.
Chance to work every day with colleagues who are committed to kids and supportive of each other’s efforts.

School Finance Manager – Independent/Private School Clients

Key skills