About this Role

This Team Lead role oversees the core financial and accounting aspects of the grants and government funding lifecycle. This individual will have primary day-to-day responsibility for the production of financial reports related to both private foundations and government funding, maintaining an adequate system of accounting records and a comprehensive set of controls. A critical aspect of this role is to help re-engineer and develop a best-in-practice grants accounting process.

Key Responsibilities:

Process Improvement & Financial Controls

• Oversee the core financial and accounting aspects of the private grants and government funding lifecycle.
• Maintain an adequate system of accounting records and a comprehensive set of controls.
• Identify opportunities for process simplification and automation, driving a continuous flow of new ideas and process improvements.
• Help re-engineer and develop a best-in-practice grants accounting process, ensuring proper process documentation for all revenue streams.
• Ensure all key financial controls for the grants function are operating effectively as designed.

Financial Reporting & Budgeting

• Manage the upfront financial budget development process.
• Implement and train employees on improved tagging processes, specifically the expense coding process.
• Ensure appropriate tagging and optimal utilization of all grant funding (private and government).
• Prepare regular financial reports on funds tagged and utilization.
• Identify additional opportunities to seek funding for untagged expenses/programs.
• Conduct due diligence on untagged expenditures to determine eligibility under restricted grants.
• Monitor receipt of all grant payments.
• Assess the adequacy of revenue recognition and the ability to interpret complex US GAAP accounting topics such as the new revenue accounting standard (ASC 606).
• Provide the Accounting team with the necessary documentation to support the month-end closing process.

Audit & Funding Support

• Serve as the financial Subject Matter Expert for existing and potential government grants regarding budgetary oversight and financial reporting.
• Develop documentation related to budget narratives, explanation of programs, and spend.
• Work closely with year-end auditors on financial statement reviews, responding timely to any audit requests related to grant financials.

Requirements:

Experience & Education

• You have 6+ years of experience, with at least 3 years in accounting/finance for grants and government funding.
• You possess a Bachelor’s degree in Business, Accounting, or Finance.
• Experience with charter schools is a bonus.

Skills & Traits

• Possesses strong financial acumen and a grasp of the nuances that exist within non-profit accounting.
• A collaborative, hands-on, results-oriented, and innovative professional who operates with the utmost integrity at all times.
• Brings transformation experience and is a change agent with the ability to drive financial process improvements.
• A clear communicator, able to craft and deliver messages to multiple constituencies at all levels (including the CFO).
• Proven partnership abilities and experience working with diverse groups on financial projects.
• Expertise in prioritizing projects, problem-solving, meeting deadlines, initiating follow-through, and displaying strict attention to detail.
• Analytically grounded, with the ability to actualize ideas through execution.
• Possesses a track record of success in complex, fast-paced, creative, and rapidly changing environments.

Compensation, Benefits & Perks

At Success Academy, we invest boldly in our Network team with a comprehensive package designed to support your health, financial future, and overall well-being:

• Day-One Health & Wellness: Medical, dental, and vision coverage starting your first day (SA covers 82% of our core medical plan), plus a free One Medical membership and confidential mental health support via EAP/Talkspace.
• Financial Security: 403(b) retirement plan with a 3% employer match, up to $2,400/year in employer HSA contributions, employer-paid life/disability insurance, and Public Service Loan Forgiveness (PSLF) eligibility.
• Time to Recharge: Generous paid time off, paid holidays, and paid parental leave.
• Perks & Stipends: A $50/month cellphone stipend ($600/year), pre-tax commuter benefits, backup family care, and performance-based earning incentives.