EdTec - School Finance Analyst

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The fascinating numbers behind school finance

Did you know that every time a kid misses a day of school, the school loses almost $60? In California (and most other states), schools receive state funding based on attendance, so all those absences sure add up. This and dozens of other factors affect the financing of public schools, and it takes some financial wizardry to keep the books balanced. Even small miscalculations can result in layoffs or schools closing. Now imagine yourself as an education entrepreneur who wants to open a new charter school (i.e., a school that is publicly financed but privately run). You’re passionate about education, but probably less so about cash flow modeling and factoring accounts receivable. That’s where EdTec comes in. They are charter school finance gurus, who provide school leaders with expert financial planning, budgeting, payroll, and accounting services. Kelly Hoppe, Director of Client Management, is searching for someone passionate about education and nerdy about spreadsheets to join the client management team as a School Finance Analyst. In this role, you’ll interact directly with school leaders, helping them to understand their budgets and make decisions accordingly. It’s a great opportunity to have direct impact on school growth and operations, while learning a ton about both school funding and finance more generally.


About the role

Currently EdTec provides services to over 300 charter schools, many of them located in low-income, inner-city areas and/or with high English Language Learner populations. They are seeking a School Finance Analyst who will share their enthusiasm to support these schools with high-value services, so the school leaders may focus their attention where it matters most - on providing an excellent education for their students. Ideal candidates will have an entrepreneurial approach, be a self-starter, and have comfort with fast-growing organizations.

You will

  • Serve as a main point of contact, with the support of senior managers, for 4-6 charter schools
  • In partnership with the accounting team, prepare monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for clients
  • Create monthly presentations to clients’ boards, analyzing the key issues in the financial statements and offering recommendations for changes in the school operations
  • Complete grant reports, State interim reports, and other compliance-related reports and maintain Charts of Accounts, multi-year budgets, and other financial documentation (i.e., loan applications) for school clients
  • Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies
  • Analyze, model, and solve problems for clients on a wide range of business issues
  • Manage the ongoing forecast for clients, and support the annual budget development process
  • Build relationships between EdTec and the charter community throughout Northern California
  • Maintain current knowledge of relevant financial management procedures and practices
  • Develop a functional expertise in one or more areas of school business operations
  • Lead special projects including, but not limited to, drafting charter renewals, implementing budget model improvements, and updating charter school manuals

The Skill Set:

  • 1-5 years of work experience in a related field (i.e., education or finance)
  • Strong communication and analytical skills
  • Experience in client services or similar responsibilities internal to company
  • Significant experience with Microsoft Excel, financial modeling, and/or forecasting
  • Ability to travel to school sites and work non-standard hours to attend board meetings
  • Strong commitment to education
  • Knowledge of charter schools a major plus


In a Nutshell
  • Company
    EdTec
  • Job Title
    School Finance Analyst
  • Location
    Emeryville, CA
  • Company Values
    • Collaborative
    • Hardworking & Fun-Loving
    • Mission-driven
  • Hiring Manager
    Kelly Hoppe
    Kelly Hoppe
    Director of Client Mgmt
    Education-for-lifer with a raging travel bug. Been to 50 countries and every continent but one (will let you guess which)
The Team
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    Dena Koren Sr Director of Client Mgmt
  • Image
    Bryce Fleming VP Client Mgmt
  • Image
    Trever Skelton Associate Client Manager
The Company
  • Employees
    80+
  • HQ
    Emeryville, CA

About the role

Currently EdTec provides services to over 300 charter schools, many of them located in low-income, inner-city areas and/or with high English Language Learner populations. They are seeking a School Finance Analyst who will share their enthusiasm to support these schools with high-value services, so the school leaders may focus their attention where it matters most - on providing an excellent education for their students. Ideal candidates will have an entrepreneurial approach, be a self-starter, and have comfort with fast-growing organizations.

You will

  • Serve as a main point of contact, with the support of senior managers, for 4-6 charter schools
  • In partnership with the accounting team, prepare monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for clients
  • Create monthly presentations to clients’ boards, analyzing the key issues in the financial statements and offering recommendations for changes in the school operations
  • Complete grant reports, State interim reports, and other compliance-related reports and maintain Charts of Accounts, multi-year budgets, and other financial documentation (i.e., loan applications) for school clients
  • Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies
  • Analyze, model, and solve problems for clients on a wide range of business issues
  • Manage the ongoing forecast for clients, and support the annual budget development process
  • Build relationships between EdTec and the charter community throughout Northern California
  • Maintain current knowledge of relevant financial management procedures and practices
  • Develop a functional expertise in one or more areas of school business operations
  • Lead special projects including, but not limited to, drafting charter renewals, implementing budget model improvements, and updating charter school manuals

The Skill Set:

  • 1-5 years of work experience in a related field (i.e., education or finance)
  • Strong communication and analytical skills
  • Experience in client services or similar responsibilities internal to company
  • Significant experience with Microsoft Excel, financial modeling, and/or forecasting
  • Ability to travel to school sites and work non-standard hours to attend board meetings
  • Strong commitment to education
  • Knowledge of charter schools a major plus


Depending on your country, the tax implications will be determined and followed. Please check our FAQ for more details or email us at info@redballoons.co.

Depending on your country, the tax implications will be determined and followed.
Please check our FAQ for more details or email us at info@redballoons.co.