Lead Finance Operations at Success Academy Charter Schools | New York, New York, US | Rezi

Lead Finance Operations at Success Academy Charter Schools

Lead Finance Operations

Success Academy Charter Schools · New York, New York, US

1 weeks ago

Lead Finance Operations

Success Academy Charter Schools · New York, New York, US

9 days ago
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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.