- Train and coach finance staff, support their career development, and conduct annual reviews and mid-year deep dives.
- Address underperformance, develop performance improvement plans, and recommend staff promotion timing.
- Manage team operations and resolve staff issues while fostering an inclusive and fair work culture.
- Ensure client work meets quality standards through project management, accounting reviews, and team-specific quality-control processes.
- Problem-solve complex accounting and finance work as needed.
- Serve as an outsourced controller for at least one school, overseeing day-to-day full-cycle accounting and compliance.
- Close the books monthly, quarterly, and annually, and support preparation of monthly financial statements.
- Oversee federal, state, and local grants administration; support annual budgeting; and serve as a primary contact during financial audits and Form 990 preparation.
- Recommend improvements to finance services, processes, tools, and people operations, and participate in staff recruitment.
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