Education Finance Associate

This is a fully remote position, open to applicants in California.

📋 Description

• Provide technical assistance and consultation to states to enhance client capacity in meeting IDEA program and fiscal requirements while improving outcomes for students with disabilities.

• Create and prepare materials for technical assistance and specific content projects.

• Assist in the development and distribution of resources, tools, and templates.

• Compose project resources and reports that describe and summarize activities.

• Review and condense client materials, such as policies, background research, and other relevant information.

• Organize calendars, prepare meeting materials, and take notes for events and meetings.

• Document and communicate expectations for task completion by team members and track progress.

• Participate in project staff meetings.

• Provide project coordination and support for designated tasks and workstreams within larger initiatives.

• Assist Senior Program Associates, Program Managers, and Project Leads in delivering services to state agencies, local educational agencies, and IDEA partners.

• Contribute to resource development, policy analysis, applied research, and projects at state and local levels.

• Travel up to 30% annually for on-site technical assistance and meetings; occasional overnight trips may be necessary.

⛳️ Requirements

• Bachelor’s degree in accounting, finance, business administration, public administration, education administration, special education, early childhood education, or related fields.

• Knowledge of federal fiscal accountability standards and state and local finance systems, especially regarding special education and early intervention programs.

• Experience in administering or supporting special education, early intervention, federal education, or other publicly funded initiatives.

• Understanding of IDEA Part C systems and the roles of state lead agencies, participating public agencies, early intervention service providers, and families.

• Familiarity with IDEA Part C fiscal requirements, including the payer of last resort, interagency financial responsibility, payment systems, public and private insurance, reimbursement processes, and fiscal monitoring.

• Ability to review, analyze, and summarize policies, procedures, budgets, fiscal documents, monitoring materials, and other complex information.

• Resourcefulness, meticulous attention to detail, and strong organizational skills.

• Proven use of organizational tools such as Box, Salesforce, and Outlook Calendar.

• Experience in effective project management.

• Strong oral and written communication abilities, including proofreading and offering constructive feedback.

• Capacity for active listening and summarizing discussions, decisions, and action items.

• Strong problem-solving and decision-making skills, including the ability to prioritize work across multiple projects.

• High self-motivation and the ability to work independently while seeking guidance when necessary.

• Strong interpersonal and collaboration skills.

• Visa sponsorship is not available; candidates must be authorized to work in the United States.

• Successful candidates must pass a criminal background check, fingerprint validation, and education verification.

• Preference will be given to candidates with IDEA Part C fiscal experience.

🏝️ Benefits

• 15% contribution toward retirement effective from day one of employment, with immediate 100% vesting.

• Pre-tax Flexible Spending Accounts and Health Savings Account options available.

• Health/welfare benefits commence on the first of the month following the hire date.

• PTO: 19 days, increasing to 21 days starting from the third year of employment.

• 12 paid holidays.

• Life Insurance: valued at 3x gross salary, up to a maximum of $500,000.

• Opportunities for annual merit-based performance increases and annual incentives.

• Professional development opportunities and mentorship program.

• Remote work option available.

• Work-from-home arrangement offered.