Finance Manager
Finance Manager
Classification
Exempt, 12-Month Employee
Reports to
Sr. Director of Finance
Overview
The Finance Manager role at Dr. Richard Izquierdo Health and Science Charter School is integral to our financial management and strategic planning. You will leverage your analytical prowess to excel in a dynamic environment, balancing autonomy with collaboration across various stakeholders. Working closely with our internal team and external partners and vendors, you will streamline and coordinate diverse financial functions, ensuring alignment with our goals and objectives as outlined in our Financial Policies.
Responsibilities
Financial Planning and Budgeting
Support the development of the annual budget in collaboration with the Sr. Director of Finance and school leadership
Monitor budget performance and provide regular reports to Sr. Director of Finance to inform changes to the running forecast
Analyze financial data and identify trends, variances and areas of improvement
Financial Reporting and Compliance
Ensure monthly close is completed in a timely manner and financial statements are in accordance to our financial policies
Manage accurate day-to-day bookkeeping in Quickbooks for the school, including accounts receivable and payable
Monitor all banking activities including credit cards and bill.com and reconcile bank statements
Collaborate with Operations and internal teams on school reporting including Quarterly Report, ACR, Authorizer Reports, etc.
Support with grant maintenance and reporting including federal grants
Support Sr. Director of Finance and CSBM with annual audits
Procurement and Vendor Management
Manage procurement process and systems
Maintain relationships with key vendors and review contracts and rates on a periodic basis
Ensure compliance with procurement policies and procedures
Maintain documentation of all contracts and bids
Accounts Payable & Accounts Receivable
Review and approve invoices, order requests to ensure accurate entries
Set up vendors with electronic payments and ensure all bills are paid in a timely manner in Bill.com
Maintain all contracts and detailed systems for financial back documentation
Review and submit sales tax refund packet
Maintain W9’s and manage the 1099 preparation process annually
Use Accrual Accounting for entries including correct dates and descriptions
Update Bill.com with approvers and GL codes when needed.
Qualifications
A Bachelor’s degree, preferably in Finance, Economics, Business, or Accounting
At least 2 years of experience, preferably in not for profit organization
Strong excel and computer skills
A hunger for feedback and self-improvement
Strong ownership over work product and projects
Self-awareness, demonstrating an accurate idea of one's own strengths and weaknesses a
Strong collaboration, interpersonal, and communication skills, including an ability to work effectively with people from diverse backgrounds and with diverse perspectives
Strong organizational, self-management, and problem-solving skills, with the ability to handle many responsibilities simultaneously
Supervisory Responsibilities
None
Position Type and Expected Hours of Work
This is a full-time 12-month position. The regular hours and workdays are Monday through Friday, 7:55 am to 3:55 pm in addition to any special events to which all staff are expected to attend.
Salary Range
$65,000-$75,000 annually (Based on Experience)
Travel
Minimum to no travel required
EEO Statement
Dr. Richard Izquierdo Health and Science Charter School provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation and training.