About the Role
Success Academy is seeking a strategic, project-driven, and highly analytical Senior Specialist, Finance Operations to manage, modernize, and elevate the company’s financial obligations and operational workflows. This role focuses on maximizing end-to-end efficiency, championing AI and automation innovations, and optimizing the monthly closing process, guiding the finance operations team toward best-in-class performance.
Responsibilities
- Identify, evaluate, and implement pioneering ideas and AI-driven solutions to streamline the invoice-to-pay lifecycle and enhance departmental efficiency.
- Oversee the review, coding, and processing of high-volume vendor invoices, ensuring precision and securing proper approvals.
- Manage and optimize weekly payment runs via ACH, wire transfers, and checks.
- Direct monthly vendor statement reconciliations and spearhead the resolution of complex discrepancies.
- Direct the maintenance of secure financial records to ensure data integrity.
- Manage 1099 filings, ensure accuracy in AI-driven data extraction, and lead annual audit preparations.
- Serve as the primary senior point of contact for complex vendor inquiries and internal departmental billing strategy.
- Mentor and lead the day-to-day work of the finance team.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
- 5+ years of progressive experience in Accounts Payable, operational accounting, or finance operations.
- Demonstrated success leading or contributing to finance transformation initiatives, including process redesign, system implementation, or automation efforts.
- Experience working in complex, high-volume environments where accuracy, speed, and compliance are critical.
- Advanced Excel proficiency (e.g., PivotTables, XLOOKUP/VLOOKUP, data modeling, and reconciliation).
- Hands-on experience with enterprise financial systems such as NetSuite, SAP, Workday, Coupa, Zip, or similar ERP/procurement platforms.
- Exposure to or strong interest in modern AP automation tools, including OCR-based invoice processing, intelligent matching engines, and workflow automation solutions.
- Comfortable working with data to diagnose issues, improve processes, and support decision-making.
- Exceptional organizational skills with a proven ability to manage competing priorities in deadline-driven environments.
- Meticulous attention to detail, especially in financial reconciliation, reporting, and compliance-related work.
- Strong ownership mindset with the ability to independently drive projects from ambiguity to execution.
- Natural problem-solver who actively identifies inefficiencies and implements scalable, technology-enabled solutions.
- Clear, confident communicator who can influence and collaborate across finance, operations, HR, and school leadership teams.
Skills
- AI-driven solutions
- Intelligent Document Processing
- Smart matching systems
- Automated workflows
- Accounts Payable
- Invoice Management
- Cash Flow Management
- Vendor Management
- Reconciliation
- Data Integrity
- 1099 Filings
- Audit Preparation
- Stakeholder Communication
- Team Leadership
- Excel
- NetSuite
- SAP
- Workday
- Coupa
- Zip
- ERP platforms
- Procurement platforms
- OCR
- Process Improvement
- Data Analysis
Location
- New York
- Florida
Work Type
- Full-time
Experience Level
- Senior
- 5+ years
Education Level
- Bachelor's degree
Salary/Compensations
- $115,000—$130,000 USD
Benefits
- Full benefits program
- Opportunities for professional growth
About the Company
- Success Academy is a fast-growing, high-performing network of public charter schools in New York, expanding to Florida.
- We are dedicated to ensuring children have access to a fun, rigorous, whole-child education regardless of zip code or economic status.
- Our mission is to give every student a fair shot at reaching his or her potential.
Equal Opportunity
- Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds.
- We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
- We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world.
