Job Description
Be the one who makes a difference!
At Vertex Education we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities. Be the one who makes a difference—with us.
The Director of School Finance at Vertex plays a critical leadership role in supporting K–12 schools with the financial strategy, guidance, and infrastructure they need to thrive. As the senior leader of a regional portfolio, this person is accountable for both service quality and strategic growth—ensuring current school partners receive exceptional support while building the capacity to serve new schools with excellence.
This individual leads a team of school finance professionals who act as fractional CFOs, supporting schools with budgeting, forecasting, board engagement, audit preparation, and strategic advising. While this role is not expected to carry a client caseload, the Director will, in limited cases, directly support a small number of strategic or high-profile school partners.
They serve as the escalation point for client issues, lead internal initiatives to strengthen service delivery, and help shape the systems, talent, and tools that make Vertex a trusted financial partner to schools. This role is central to Vertex’s mission of changing lives through education by enabling schools to make informed, sustainable, student-centered decisions.
Essential Functions:
1. Leading School Finance Delivery:
Manage and coach a team of school finance professionals, including senior managers and managers, with full responsibility for hiring, development, performance, and retention.
Develop team members’ ability to serve as fractional CFOs for K–12 schools—supporting their growth in multi-year planning, forecasting, board reporting, audit preparation, and budget variance analysis.
Guide team members in supporting school leaders through complex or time-sensitive decisions with clear financial insights and risk context.
Create a culture of accountability, growth, and continuous improvement by embedding systems for feedback, learning, and quality assurance.
Set expectations for clear, service-oriented, and values-driven financial advising across the team.
Serve as the primary escalation path for client issues that require senior judgment, cross-team alignment, or crisis navigation.
2. Sub-Regional Oversight, Growth & Retention:
Serve as the senior finance services lead for a defined geographic region, ensuring consistent, high-quality delivery across all supported schools.
Own long-term relationships with schools in the region, leading renewal efforts and supporting leadership transitions to maintain continuity of service.
Grow Vertex’s Finance & Accounting service line within the sub-region by identifying new school partnerships and expanding the team’s delivery capacity.
Partner with internal teams to expand support where other Vertex services can advance a school’s educational or operational goals, strengthening both school impact and the region’s overall service portfolio.
Support onboarding of new and pre-launch schools, ensuring smooth transitions into Vertex's service ecosystem.
In select cases, directly manage a small caseload of high-profile or strategic school partners, where senior-level engagement is critical.
3. Service Model Design & Cross-Functional Collaboration:
Help evolve Vertex’s school finance service model by supporting design, testing, and development of core offerings, internal routines, and teamwide practices.
Lead or contribute to initiatives that improve efficiency, equity, and clarity across how finance services are delivered.
Partner with leaders across other service lines (e.g., HR, Enrollment Marketing, etc.) to ensure that financial services are coordinated with other school supports.
Serve as a thought partner to peers across the organization, helping connect school needs to internal strategy and capacity-building efforts.
4. Infrastructure, Systems & Quality Assurance:
Advise on and co-develop templates, tools, documentation practices, and workflows that enable scale and consistency across the school finance team.
Uphold and support enhancement of internal standards for deliverables—budgets, board decks, monthly financials—and build systems to ensure adherence.
Collaborate with systems, analytics, and data teams to improve use of platforms like NetSuite, Sage Intacct, and Vena and ensure reports are timely, accurate, and actionable.
Monitor quality metrics and internal review processes, resolving service or process breakdowns proactively.
Knowledge, Skills & Abilities:
Required Qualifications:
Education:
Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related quantitative field.
Experience:
10+ years of progressive experience in financial leadership roles, with demonstrated success in managing budgets, audits, and financial planning for K–12 schools or mission-driven organizations.
5+ years of experience managing and coaching professionals, including responsibility for hiring, development, and performance management.
Prior experience directly supporting school leaders and boards, including ownership of board-ready financial materials and participation in annual audits.
Credentials:
Deep knowledge of public funding models, compliance requirements, and financial operations in the K–12 or charter school space in California.
Proven ability to serve as a strategic thought partner to senior education leaders navigating complex financial and operational environments.
Preferred Qualifications:
Master’s degree in Finance, Accounting, Business Administration, or a related field.
Experience overseeing a regional or multi-client finance service portfolio, preferably within an education or charter school support organization.
Familiarity with enterprise financial systems such as NetSuite, Sage Intacct, Workday, or Vena.
Experience designing and implementing service models, internal infrastructure, or standard team-wide practices.
Location:
Candidates should live in California or in the Phoenix, AZ area. In exceptional cases, individuals with demonstrated, deep expertise in California charter school finance who reside elsewhere may be considered.
Be excited to be a part of our team and grow your career with us!
Be the one who enables us to positively impact over 258,000 students across multiple states while driving our growth forward so we can enrich even more lives. Be the one who helps us achieve excellence for over 226 schools that we support with academics, finance, technology, human resources, communications, marketing, facilities, construction, and food services. Be the one who is a diverse thinker, a team player, a smart risk taker, an innovator, and a difference maker by encouraging others to climb higher and reach farther to further education.
Be yourself surrounded by wonderful people who care about you, value your unique skills, and lift you up.
Be supported in your work by caring leaders and team members who want you to succeed.
Be empowered to make a difference and climb higher and reach farther to change lives through education.
Be well in all aspects of your life from your physical, mental, and emotional wellbeing to your finances.
Enjoy industry-leading pay, rewards, referral bonuses, with unlimited flexible paid time-off for performance.
Be able to care for your health and your family with comprehensive medical, dental and vision benefits and invest in your future with 401(k) plans with a 6% employer match on your contributions.
Enhance your growth and development with mentoring and money to take training classes.
Thrive in a welcoming, supportive, and inclusive environment where we treat others with fairness and respect, celebrate diversity, and elevate equality and inclusion as an equal opportunity employer.
Be the one who makes a difference!
With an innovative mind, a hungry heart, and engaging spirit you can change lives through education. Be a part of Vertex Education and let’s make a difference together. Apply Today!