Assistant Director of Finance and Operations/Business Manager

The Collegiate Charter School of Lowell is a college preparatory institution dedicated to serving 1,200 students from Kindergarten through Twelfth grade. We foster a respectful and inclusive environment where students learn to take responsibility for their actions and academic pursuits. We empower our students to overcome challenges and strive for excellence in all aspects of their education

Position Responsibilities:

• Assisting with the development of the annual operating, grant, and revolving budgets; assists with budget development schedule; prepares budget analyses, documents, and reports.
• Generating and distributing budget reports for general fund, revolving, state and federal grants, private grants, and student activity accounts to school leaders and support staff.
• Communicating with school and department leaders in managing their current year budget and developing future budgets, including the status of accounts.
• Collaborating with HR and Payroll staff to track position control, and monitor changes to the personnel budget.
• Overseeing state and federal grant financial activity for: budget vs. actual expenditures throughout the year; reconciliation of DESE grant budgets by line-item and expenditure category to GEM$; propose journal entries and other measures to adjust expenses as needed to reconcile with grant approvals.
• Serving as a back-up for functions performed by, and meetings led and/or attended by the Director of Finance and Operations.
• Assisting with quarterly and other intra-year budget reporting.
• Preparation and completion of the Department of Elementary and Secondary Education (DESE) annual End of Year Financial Report.
• Assisting in the implementation of policies, procedures, and operational improvements.
• Assisting the Director of Finance and Operations in the development of bid/proposal documents and the analysis of bids and proposals.
• Determining account coding segment values for new accounts and create accounts in QuickBooks
• Performing journal entries and budget adjustments as needed.
• Participating in training and assistance to school staff who work with student activity accounts.
• Supporting the Director of Finance with confidential matters such as salary and budget documents.
• Knowledge of State and Federal bond disclosure requirements
• Other duties and special projects, as assigned by the Director of Finance and Operations.
• This position supervises Business Office staff, in the absence of, and/or as directed by, the Director of Finance and Operations
• Assume such other duties as may be assigned by the Director of Finance or Director.

Position Skills:

• Ability to work independently and direct his/her own work, as well as work cooperatively with others to analyze complex issues and help develop solutions.
• Ability to develop effective working relationships with staff, the school community and municipal employees.
• Ability to prepare complex correspondence, spreadsheets, and reports.
• Ability to prioritize multiple tasks and work in an environment with interruptions.
• Ability to be highly organized, perform detailed work accurately and efficiently within strict deadlines.
• Demonstrated understanding of financial and accounting principles, including but not limited to audit trails, internal controls, purchasing cycles, etc.
• General knowledge of payroll and retirement systems, operations and procedures of local government; ability to research legal and procedural issues related to school administration and town government.
• Experience with or knowledge of public procurement regulations and processes is a plus.

Position Qualifications:

• Bachelor's degree from an accredited university in Accounting, Finance or Business Administration or equivalent field required.
• Minimum of 3 years' experience in school, municipal, or government finance, accounting, or related field, or equivalent combination of education and experience.
• Knowledge of accounting principles and practices, analysis, and reporting of financial data.
• Experience using financial management and accounting software (QuickBooks preferred).
• Excellent analytical and computational skills.
• Demonstrated proficiency in Microsoft Office with an emphasis on Excel, Word, Google Docs and PowerPoint
• Ability to communicate professionally and confidentially with school leaders, staff, Board of Trustees, vendors, and parents. Strong communication skills, especially translating financial information into easy-to-interpret actionable reports, presentations, and findings.
• Experience establishing processes and training staff.
• Proven successful experience working in a team-oriented environment.

Additional Qualifications (preferred):

• Knowledge of state procurement laws
• License as a School Business Officer (or ability to obtain license in the next year)
• Master's degree from an accredited university in Accounting, Finance or Business Administration, or Education or related field preferred.
• MCPPO Certification preferred, or ability to obtain certification.

Supervisor:

• Reports to Director of Finance and Operations
• Evaluated by Director of Finance and Operations

Availability:

May 1, 2025 (May start earlier)

Work Year:

Full-Time, twelve-month position

Salary/Benefits

• Salary Range: $110-130,000 per year
• MA Teachers Retirement Pension