Bookkeeper

Job Description Job DescriptionBookkeeper / Finance Analyst Job Description   Job Title  
BookkeeeperReports To  
Head of School  Position Summary  
 The School Bookkeeper is the financial backbone of our institution. In this role, you will manage day-to-day accounting operations, oversee tuition billing and collection, process payroll, and maintain accurate financial records. Because we are a small private school, this position requires a high degree of confidentiality, a customer-service mindset when interacting with parents regarding accounts, and the flexibility to support broader administrative goals. 
Essential Duties and Responsibilities  

• Prepare and maintain the school's annual operating and capital budgets.  
• Monitor actual revenues and expenditures against approved budgets and identify variances.  
• Develop monthly, quarterly, and annual financial reports for school leadership and the Board of Directors.  
• Analyze tuition revenue, enrollment trends, and student retention data to support financial planning.  
• Monitor scholarship, financial aid, and grant funding allocations and expenditures.  
• Assist in preparing financial projections based on enrollment forecasts and staffing plans.  
• Evaluate departmental spending and recommend cost-saving opportunities without compromising educational quality.  
• Perform financial analysis for new academic programs, facility improvements, and capital projects.  
• Support the preparation of annual audits by organizing financial records and assisting external auditors.  
• Ensure compliance with school financial policies, grant requirements, and applicable federal and state regulations.  
• Monitor cash flow and assist in forecasting short- and long-term financial needs.  
• Prepare financial reports for grant applications and post-award reporting requirements.  
• Analyze payroll and employee benefit costs to support staffing decisions.  
• Develop financial dashboards and key performance indicators (KPIs) for school leadership.  
• Collaborate with the admissions, business office, human resources, and academic departments to support financial planning and operational efficiency.  

Maintain confidentiality of financial, employee, and student information.  Qualifications  

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.  
• Minimum of 2–5 years of experience in financial analysis, budgeting, accounting, or nonprofit/educational finance preferred.  
• Experience with school finance, nonprofit organizations, or educational institutions is preferred.  
• Advanced proficiency in Microsoft Excel.  
• Experience with accounting, payroll, and student information systems is preferred.  
• QuickBooks 

Strong understanding of budgeting, financial reporting, and forecasting.  Key Skills  Financial & Technical Skills  

• Budget  management     
• Tuition revenue analysis  
• Enrollment forecasting  
• Grant budget management  
• Scholarship and financial aid analysis  
• Cash flow management 
•  Microsoft Excel  
• Financial reporting systems  
• QuickBooks 

Analytical Skills  

• Critical thinking  
• Strategic planning  
• Problem-solving    
• Risk assessment  
• Decision support  
• Attention to detail  

Communication Skills  

• Strong written and verbal communication  
• Presentation of financial data to school leadership and governing boards  
• Ability to explain financial information to non-financial staff  
• Collaboration across academic and administrative departments  

Organizational Skills  

• Time management  
• Project coordination  
• Ability to manage multiple priorities  
• Accuracy and attention to deadlines  
• Strong documentation practices  

Personal Attributes  

• Integrity and professionalism  
• Confidentiality  
• Initiative  
• Accountability  
• Adaptability  
• Team-oriented mindset  
• Commitment to supporting the school's educational mission  

Preferred Knowledge  

• Private school finance and operations  
• Tuition billing and collections  
• Grant administration and reporting  
• Nonprofit accounting principles  
• Payroll and employee benefits administration  
• Texas Education Freedom Accounts 

Board financial reporting  Performance Indicators (KPIs)  

• Accuracy and timeliness of financial reports  
• Budget variance within established targets    
• Effective cash flow management  
• Compliance with audit and grant requirements  
• Timely completion of annual budget  
• Identification of cost-saving opportunities  
• Quality of financial recommendations supporting school leadership  
• Successful management of tuition and enrollment financial projections  

This position plays a critical role in ensuring the school's financial stability by providing data-driven insights that support strategic planning, operational efficiency, responsible stewardship of resources, and the achievement of the school's educational mission.