Charter School Finance Analyst

Charter School Finance Analyst BACK TO JOB BOARD




Operations and Finance





Send your resume and a brief cover letter describing your qualifications for the role and interest in joining Joule Growth Partners to

Position Information

Location: Remote
Status: Full-time
Travel Requirements: Virtual office with occasional travel to client sites
Compensation: $70 – 90k salary with possible bonus; salary to be based on prior applicable experience


Joule Growth Partners (“JGP”) is a professional services firm founded in 2019 to provide high-quality, right-sized financial and operational leadership and consulting to small, growing, and thriving organizations. We believe experienced, strategic financial leadership and support is a critical part of any program’s success and we contribute to our clients’ success by helping build a strong business foundation, tackling big decisions, assessing strategies, and keeping the trains running on time. We value diligence, transparency, and timeliness in our work and honesty, clarity, and kindness in our communication. We strive always to be professional and accessible.

JGP has experienced significant growth since its inception and projects to continue to expand in the coming years. While our firm has experience, projects, and clients that reach nationally, we have a strong portfolio of clients based in the charter school sector in Washington State. JGP seeks an ambitious finance analyst to learn our suite of financial and operational services and provide excellent service across multiple clients. The Analyst will support other team members in executing detailed financial reporting requirements, fulfilling client requests, and delivering high-level financial management. The Analyst’s ability to function as an internal service hub for multiple charter school clients will facilitate JGP’s overall growth as a team. Success in this role will prepare the Analyst for growth within the JGP team and a career progression in nonprofit financial and operational leadership.

The Analyst should have excellent data processing capacity and the ability to handle large sets of data efficiently and accurately. In this role, data analysis and reporting are necessary but not sufficient; candidates must also enjoy tackling adaptive challenges across multiple clients and work streams and enjoy the interpersonal side of client service and teamwork. Familiarity with nonprofit accounting is preferred and an openness to learn and grow is required.

Key Responsibilities

Charter School Support

  • Support team in production of monthly client financial statements and finance packages; grow into ability to provide analysis and presentation of financial information to client leadership
  • Growth into service as point of contact for clients’ questions on financial, HR, and compliance issues
  • Develop an understanding of state retirement reporting and prepare timely and accurate monthly reports
  • Support clients as needed with the State Employee Benefits Board system
  • Support client and team budgeting and reporting for state and federal grants

Client Service & Relationships

  • Develop trusted and confidential relationships with clients and partners, including assistance in development of technical expertise within client staff when called for
  • Communicate with clients to manage expectations and scope, complete project efforts, and ensure satisfaction in results and confidence in JGP services
  • Proactively communicate with teammates to identify and address challenges as they arise
  • Promote a culture of transparency

Nonprofit Financial Management Overall

  • Learn to perform financial analysis and modeling
  • Produce real-time financial dashboards to help client leadership make informed decisions
  • Produce monthly financial reports and packets for client board meetings
  • Review cash reconciliations and monthly ledgers; identify and shine light on spending and revenue trends
  • Support team in implementing and maintaining strong internal controls over the finance and accounting functions
  • Coordinate and liaise in support of year-end audits and Form 990 filings with the IRS

Team Responsibilities

  • Become a source of financial expertise and experience for Washington State charter schools
  • Be a team player in a dynamic environment requiring flexibility and adaptability
  • Assist in development of (future) team members
  • Have the ability to work effectively on multiple concurrent projects and meet strict deadlines while working both independently and in a team environment


  • 2+ years of experience in financial analysis and reporting OR in the accounting field; for candidates with Accounting, Finance, or similar degrees, less experience will be considered
  • Demonstrated proficiency in Excel
  • Ability to learn and utilize multiple database reporting software platforms, including QuickBooks Online and state designated systems (i.e., be comfortable with databases)
  • Degree in business, accounting, or finance considered a strength; applicable field experience is an acceptable substitute
  • Desire to work in a social impact organization and in service of others
  • Excellent interpersonal and communication skills
  • Possess initiative and have an entrepreneurial mindset
  • Ability to work creatively and analytically in a problem-solving environment


Salary: Target range $70-90k, depending on applicable prior experience
Bonus: To be determined based on a mix of individual performance and firm growth
Traditional benefits: JGP offers employee retirement benefits; health care package will be available
Additional benefits: Remote office allows for flexible work schedule. Company mission and work offer the ability to grow your career and compensation while having a positive social impact

Equal Opportunity Employer

Joule Growth Partners is an equal opportunity employer. We believe that diversity, equity, and inclusion make us stronger and contribute to our clients’ success. We welcome and encourage applications who are members of historically marginalized communities.

To Apply
: Please send your resume and a brief cover letter describing your qualifications for the role and interest in joining Joule Growth Partners to Applications will be reviewed on a rolling basis.