Assistant Finance Director

COMPANY OVERVIEW

DMS is a growing 100% employee-owned participative ESOP (Employee Stock Ownership Plan) company. Our Core Business is providing business ?back-office? services to California and Nevada public charter schools ? improving education for children through this dedicated business support...

While DMS provides ?back-office? services to our client schools, we are not their internal back-office ? we are a consultancy. As a consultancy - first and foremost is our relationship with our clients, and specifically for you, your relationship with your client schools. We are a recognized leader in our industry due to this relationship-based focus.

GENERAL DESCRIPTION OF POSITION

Assists in maintaining financial records and ensuring that financial transactions are properly recorded in compliance with the California Standardized Accounts Code Structure (SACS) outlined by the CDE. Ensures the accuracy of entries to ledger accounts and reconciles subsidiary ledger accounts to the general ledger. Compiles financial data to aid more senior accountants in the preparation of balance sheets, profit and loss statements and other financial reports. Reconciles & maintains monthly schedules of primary balance sheet accounts. Review & analyze GL data to ensure compliance with various grants & funding, and files subsequent expenditure reports. Assists in analyzing current costs, revenues, financial commitments, and obligations incurred to predict future revenues and expenses. Member of the Finance team and reports to the Director of Accounting.

ESSENTIAL DUTIES AND RESPONSIBILITIES

?Work closely with Finance Team members to ensure our client schools have accurate and up-to-date fiscal information.

?As a member of the Finance Team, actively participate in improving and refining our services to our client schools through regular meetings, snapshots, and projects.

?Work collaboratively and interactively with other Assistant Finance Directors and other DMS staff including reviewing and approving of daily work batches from other departments like payroll and AP data, ensuring accuracy of DMS output.

?Responsible for reconciling balance sheet accounts and schedules monthly to assist Fiscal Services Directors prepare and update monthly financial reports for client schools.

?Monitoring client school budget vs. actuals activities, ensuring budget compliance and coding accuracy, working together with client school staff and DMS Teams.

?Completing and filing various compliance reports, including state budget reports, grant expenditure reports, and other state and federal reporting requirements as needed.

?Representing firm and client schools professionally in telephone, e-mail, and in-person contacts in an office setting.

?Performing other related duties as assigned.

QUALIFICATIONS TO BE SUCCESSFUL IN THIS ROLE
? Strong understanding of accounting and finance, school experience a plus.
? Strong attention to detail with the ability to think creatively to solve problems.
? Experience with computerized accounting software.
? Experience and/or training in client contact and support.
? Experience in General Ledger and Chart of Accounts management including experience with journal entries, especially school or non-profit systems.
? Extensive experience with Excel.
? General computer proficiency ? Microsoft Office (Word, PowerPoint, Outlook), Adobe Acrobat, Foxit, Internet research, etc.
? Experience working with schools a plus, especially charter schools.

EDUCATION
? 2-year or 4-year college degree preferred.
? Additional courses in bookkeeping, accounting, office management, business, and related subjects helpful.

REQUIRED SKILLS
? Applicants must be able to physically interact in a remote or in office setting.
? Must be able to work independently.
? Must exercise initiative and good judgment.
? Must be capable of working to meet deadlines.
? Must possess exemplary written and oral communication skills, professional office skills, and enjoy working in a self-starting environment.
? Must be able to maintain a positive, professional, solution-oriented persona.

COMPENSATION

Market-competitive salaried full-time position ? salary to be determined commensurate with education and experience. Opportunity for advancement in small growing company in the dynamic public charter school industry. Health benefit plan and 401(k) plan with employer match. Thirty (30) or more paid days off annually. Employee Stock Ownership Plan (ESOP) participation provides partial company ownership / profit-sharing as additional no-cost benefit.

LOCATION

This position is in the DMS corporate headquarters located at 1451 River Park Drive Suite #180, Sacramento, CA 95815 with the option of working remotely. Travel for this position is minimal. Travel may be necessary for professional development opportunities or if selected to represent DMS at an out-of-town conference or at client sites, in which case travel could be overnight

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