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Pearson Assistant Director of Charter School Financial Services in Albany, New York

*Description for Internal Candidates

At Pearson, we’re committed to a world that’s always learning and to our talented team who makes it all possible. From bringing lectures vividly to life to turning textbooks into laptop lessons, we are always reexamining the way people learn best, whether it’s one child in our own backyard or an education community across the globe. We are bold thinkers and standout innovators who motivate each other to explore new frontiers in an environment that supports and inspires us to always be better. By pushing the boundaries of technology—and each other to surpass these boundaries—we create seeds of learning that become the catalyst for the world’s innovations, personal and global, large and small.

Pearson’s Virtual Schools K-12 group provides high-quality, highly accountable online education solutions to schools, school districts and students in grades K-12. It serves families and schools with a variety of digital learning and online school solutions including Connections Academy, International Connections Academy, and Pearson Connexus. In 2017, it will deliver online learning to over 400,000 students in the U.S. and 48 countries. The group, formerly known as Connections Education, is based in Columbia, Maryland and has been named a “Top Workplace” by the Baltimore Sun for three consecutive years and a “Best Place to Work” by Baltimore magazine. Recognized for its outstanding curriculum, high-quality teachers and leadership, Pearson Online & Blended Learning is committed to expanding quality education through technology, and helping students achieve both academic and personal success.

. Position Summary :

The Assistant Director of Charter School Financial Services is responsible for managing the accounting and financial services for a portfolio of Connections’ partnering charter school customers. This position will oversee the performance of regional financial representatives and their working teams, ensuring the accuracy of school financial reporting and the timely completion of financial deliverables. This position will play a key role in advising internal business owners on school finance matters and communicating with external board members and/or school representatives as required. Occasional travel may be required.

Primary Responsibilities :

  • Direct the monthly close, general ledger and financial reporting functions for all department partnering charter school customers. This includes ensuring appropriate controls and procedures for these functions are designed and implemented properly.

  • Direct the preparation and distribution of the monthly board financial packages for all department partnering charter schools. This includes conducting a monthly review and approval of financial statements and forecasts prepared by the school accounting and financial services teams.

  • Support internal business owners with preparing and presenting financial information that will be used to drive business decisions.

  • Ensure all department financial documents and presentations to board members are delivered with the highest level of quality and accuracy.

  • Responsible for liaising with Finance to establish the timeline of monthly deliverables and other reporting requirements and ensure expectations are met both timely and accurately.

  • Identify emerging financial risks and opportunities for all partnering charter school customers and present them timely to department leader.

  • Direct team initiatives to improve automated systems over financial forecasting and reporting.

  • Oversee the establishment and achievement of performance goals for the (senior) managers of accounting and financial services and their teams.

  • Ensure school annual financial statement audits, other school audits and external reporting are completed timely with favorable results.

  • Responsible for monitoring fiscal compliance over federal programs in accordance with federal regulations.

  • Responsible for reviewing key agreements and contracts to ensure compliance with all financial terms and that related transactions are recorded appropriately.

  • Direct team to ensure the timely and accurate submission of all state, federal, and authorizer financial reporting requirements. This includes managing the fulfillment of special financial request made by such agencies.

  • Ensure all tax filings are prepared and filed timely.

  • Lead or participate in special projects and process improvement initiatives as assigned.

The following equipment will be provided to you by the company as a full-time employee:

  • Laptop

The following equipment will need to be provided by you, as the employee, when working from home:

  • 2 nd monitor (required)

  • Mouse (required)

  • Keyboard (required)

Requirements :

  • Bachelor’s degree in accounting or related field. CPA required.

  • Minimum of 5 years of related experience including 2-3 years of supervisory experience.

  • Minimum of 5 years experience in the not-for-profit (501(c)3) or education industry.

  • Minimum of 5 years experience providing accounting and/or auditing services.

  • Demonstrate experience with developing internal controls, project management and process improvement.

  • Strong and practical working knowledge of accounting theory and practices particularly related to not-for-profit and fund accounting.

  • Proficiency utilizing Microsoft Office products, including advanced knowledge of Excel

  • Proficiency utilizing accounting software, such as Great Plains and Management Reporter.

  • Ability and willingness to travel (limited)

Key Capabilities :

  • Customer Centric – Acts with a strong customer mindset (both internal and external) and is a visible advocate for the customer. Builds strong relationships with customers and uses those to improve their experience and outcomes.

  • Delivering Financial Results – A strong track record of delivering against budgets and commitments.

  • Communications - A great communicator who engages teams and stakeholders with thoughtful delivery and messages that resonate.

  • Building a strong team - Creates strong morale and inclusive spirit within team, Proactively addresses team performance and communication challenges and blends new people into teams when needed. Has a track record of hiring and quickly and effectively onboarding great talent. Demonstrated success developing and promoting talent.

Key Behaviors :

  • Works well in a matrix - Models collaboration, solves problems with peers, builds trust and support.

  • Takes personal responsibility – Can be relied on to complete tasks timely and well, demonstrates “ownership” regardless of the outcome, proactive in exploring and exploiting new opportunities.

Learning is the most powerful force for change in the world. More than 20,000 Pearson employees deliver our products and services in nearly 200 countries, all working towards a common purpose – to help everyone achieve their potential through learning. We do that by providing high quality, digital content and learning experiences, as well as assessments and qualifications that help people build their skills and grow with the world around them. We are the world’s leading learning company. Learn more at

Pearson believes that wherever learning flourishes, so do people. We are committed to being an anti-racist company in everything we do. We value the power of an inclusive culture and a strong sense of belonging. We promote a culture where differences are embraced, opportunities are accessible, consideration and respect are the norm, and all individuals are supported in reaching their full potential. Through our talent, we believe that diversity, equity, and inclusion make us a more innovative and vibrant place to work. People are at the center, and we are committed to a sustainable environment and workplace where talent can learn, grow, and thrive.  

To learn more about Pearson’s commitment to a diverse and inclusive workforce, please click here: 

Pearson is an Affirmative Action and Equal Opportunity Employer and a member of E-Verify. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. All employment is decided based on qualifications, merit, and business need. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status, or any other group protected by law.


Organization: Virtual Learning

Schedule: FULL_TIME

Req ID: 8532