Charter School Finance Consultant (Fully Remote)

Title: Charter School Finance Consultant (Fully Remote)

Date: October 2024...

Reports to: CEO

Classification: Part-Time, Contractor, Remote

JOB DESCRIPTION

Purpose Capital is a finance partner for entrepreneurial-minded Founders and Executive Directors who lead high-impact organizations. Our services include part-time CFO and other advisory support for our client base of small businesses and nonprofits across a variety of industries. We are expanding our team of financial consultants to support our growing business.

Summary/Objective

We are looking for a financial consultant that can support the CEO to ensure integrity and accuracy of key client deliverables and serve as a functional expert. The consultant will serve as a leader and partner for a growing portfolio of Charter School clients and assist the CEO with client relations and serve as a strategic thought partner.

Hours are flexible but due to the nature of the work, availability during our standard business hours (9AM – 5PM EST) is necessary to meet business needs and deadlines.

Anticipated Hours to start: approximately 15-20 per week, with dependency on work distribution and business needs.

Essential Functions and Responsibilities

• Develop multi-year operating budgets and proformas for charter schools

• Analyze data to prepare budget vs actual analysis, cash flow forecasts, and ad hoc reports.

• Assist with daily client relations and support the CEO with timely submission of client deliverables

• Partner with school leadership teams and provide financial expertise to support them in making strategic organizational decisions

• Help develop best in class processes, tools and templates to drive efficiencies

• Create value-added financial power point presentations while providing the rationale behind analysis, to relay them in simple terms to leadership teams

• Perform financial management duties including generating financial data, compiling and submitting reports and assessing the financial health of the schools.

• Assist with training and development of junior team members

• Perform a variety of ad hoc financial analysis as needed

Qualifications

• A bachelor’s degree in finance, economics, business, accounting, or a related major is required, Master’s degree is a plus.

• 5+ years of experience working in corporate or non-profit finance

• Expertise in reviewing and analyzing financial statements.

• Understanding of budget/forecast principles and performance management activities.

Required Skills, Knowledge & Abilities

• Finance experience working in the K-8 education space highly preferred

• Proficiency in Microsoft Excel and Power point required.

• Expertise in financial modeling and analysis, with relevant work experience developing operational budgets for organizations with $5MM+ revenue

• Expertise in financial planning and analysis

• Experience with federal grant budgeting and management

• Strong numerical aptitude and high attention to detail.

• Excellent analytical and communication skills

• Ability to work independently and meet deadlines

• Must be available during normal business hours to assist with urgent requests as needed

Work Environment

100% remote/work-from-home position.

Required Contingencies

? Offer contingent on successful background check

Position Type/Expected Hours of Work

This is a part-time 1099 contractor position approximately 15-20 hours per week with the potential to increase as business needs expand. Hours are flexible but due to the nature of the work, availability during our standard business hours (9AM – 5PM EST) is necessary to meet business needs and deadlines.

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EEO Statement

Purpose Capital Group is an equal-opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws

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