School Finance Director

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Application Deadline

12/15/2024 11:55 PM Pacific

Date Posted

10/15/2024

Contact

Joanne Fountain

916-649-6461 143

Number of Openings

1

Salary

Add’l Salary Info

Market-competitive salaried full-time position – salary to be determined commensurate with education and experience.

Length of Work Year

12 Months

Employment Type

Full Time

About the Employer Delta Managed Solutions, Inc. (DMS) is a growing, successful 40+ employee company founded in 2003 to provide business and administrative back-office services to public charter schools throughout California. While DMS is a private company, we strive to improve education for California’s children through dedicated support of public charter schools and are seeking talented individuals to join our team who share this vision. Job Summary Job Summary Market-competitive salaried full-time position – salary to be determined commensurate with education and experience. Significant opportunity for advancement in small fast-growing company in dynamic, growing public charter school industry. Health benefit plan and 401(k) plan with employer match. Thirty (30) or more paid days off annually. Employee Stock Ownership Plan (ESOP) participation provides partial company ownership / profit-sharing as additional no-cost benefit. Works with clients as primary liaison, resolving escalated issues, preparing financial reports, and attending client meetings to present and discuss financial information. Responsible for development of client budgets and regular financial update reports. Provides monthly financial reports to clients. Monitors client reporting compliance and assists in filing completion when necessary. Understands and provides guidance to other staff regarding accounting and financial recordkeeping principles and procedures. Member of the Finance team and reports to the Director of School Finance.

Job Description / Essential Elements:

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ESSENTIAL DUTIES AND RESPONSIBILITIES

• Primary client management liaison with client school management and governing board.
• Primary responsibility for developing and updating school budgets for 6-8 client schools.
• Reviewing budgets and actuals for all schools on an ongoing basis for accuracy and proper coding, entering adjusting journal entries as needed.
• Working collaboratively and interactively with DMS staff, including existing Finance Team members.
• Support and oversee AP and Payroll Staff with timely processing of AP and Payroll tasks required for overall budget management.
• Preparing monthly financial reports using Excel template for each school, including statement of activities (P&L/income statement), balance sheet, and monthly cash flow statement.
• Analyzing budget trends and patterns and advising client schools of developing variances between budgets and actuals.
• Creating new budget codes as needed at request of client schools. Work closely with Finance Team to ensure proper budget controls are in place.
• Reviewing and approving outgoing payment batches and incoming cash receipts prepared by AP/Payroll staff.
• Completing and filing various compliance reports, including state budget reports, grant expenditure reports, and other state and federal reporting requirements.
• Representing firm and client schools professionally in telephone, e-mail, and in-person contacts in an office setting; primary client contact will be by video conferencing, telephone and e-mail.
• Performing other related duties as assigned.

QUALIFICATIONS TO BE SUCCESSFUL IN THIS ROLE

• General understanding of accounting and finance, school experience a plus.
• Experience with computerized accounting software.
• Experience and/or training in client contact and support.
• Experience in General Ledger and Chart of Accounts management including experience with journal entries, especially school or non-profit systems.
• Extensive experience with Excel.
• General computer proficiency — Microsoft Office (Word, PowerPoint, Outlook), Adobe Acrobat, Foxit, Internet research, etc.
• Experience working with schools a plus, especially charter schools.

Credential Requirements (including Certification or Education Requirements):

EDUCATION

• 2-year or 4-year college degree preferred.
• Additional courses in bookkeeping, accounting, office management, business, and related subjects helpful.

REQUIRED SKILLS

• Applicants must be able to physically interact in a remote or in office setting.
• Must be able to work independently.
• Must exercise initiative and good judgment.
• Must be capable of working to meet deadlines.
• Must possess exemplary written and oral communication skills, professional office skills, and enjoy working in a self-starting environment.
• Must be able to maintain a positive, professional, solution-oriented persona.

Requirements / Qualifications Requirements / Qualifications

3-5 References

How to Apply:

Email: joanne.fountain@charteradmin.com

3-5 References

How to Apply:

Email: joanne.fountain@charteradmin.com

Comments and Other Information COMPANY OVERVIEW DMS is a growing 100% employee-owned participative ESOP (Employee Stock Ownership Plan) company. Our Core Business is providing business “back-office” services to California and Nevada public charter schools – improving education for children through this dedicated business support. While DMS provides “back-office” services to our client schools, we are not their internal back-office – we are a consultancy. As a consultancy – first and foremost is our relationship with our clients, and specifically for you, your relationship with your client schools. We are a recognized leader in our industry due to this relationship-based focus. Comments and Other Information COMPANY OVERVIEW DMS is a growing 100% employee-owned participative ESOP (Employee Stock Ownership Plan) company. Our Core Business is providing business “back-office” services to California and Nevada public charter schools – improving education for children through this dedicated business support. While DMS provides “back-office” services to our client schools, we are not their internal back-office – we are a consultancy. As a consultancy – first and foremost is our relationship with our clients, and specifically for you, your relationship with your client schools. We are a recognized leader in our industry due to this relationship-based focus.

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