What are the responsibilities and job description for the Financial Operations Associate position at EdTec LLC?
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. Job Description: The Financial Operations Associate plays a key role in supporting Vertex’s mission of changing lives through education by ensuring accurate, timely financial operations for our clients. This position is responsible for maintaining high-quality accounting processes—including payroll journal entries, reconciliations, and month-end support—helping our partner schools focus on what matters most: student success. The ideal candidate is detail-oriented, organized, and eager to contribute to a fast-paced, mission-driven team. Essential Functions: 1. Payroll Accounting: Create and import payroll journal entries into the accounting system in a timely and accurate manner. Reconcile payroll-related general ledger accounts. Assist in audits by preparing payroll journal entry documentation as needed. 2. Bank Reconciliation: Complete monthly bank reconciliations across multiple accounts. Investigate and resolve discrepancies between bank statements and accounting records. Ensure all bank transactions are accurately recorded and classified. Support internal controls related to cash handling and reconciliation processes. 3. Credit Card Reconciliation: Perform monthly reconciliations of client credit card transactions. Ensure timely and accurate reporting of client credit card activity. 4. Financial Process Support: Assist in month-end and year-end close activities as needed. Maintain organized and accurate financial records and supporting documentation. Support process improvement initiatives within financial operations. Provide general accounting support to the finance team as assigned. Qualifications: At least 1 year of experience or demonstrated knowledge in accounting. Proficiency with advanced accounting software and Microsoft Excel. Strong attention to detail and ability to manage multiple deadlines effectively. Experience with school or nonprofit fund accounting is highly desirable. 2 years of accounts payable experience is a plus. 1 years of payroll experience is a plus. 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! Founded in 2007, Vertex Education is committed to changing lives through education by providing academic, business and development services to schools nationwide. At Vertex, three core values form the foundation of how we work with each other -- and our clients. These values are characteristics and qualities we offer to our clients, and to one another as colleagues on our quest to change lives through education. We offer to all projects and relationships the embodiment of these values: Innovative Minds Hungry Hearts Engaging Spirits