Senior Specialist, Finance Operations

Reposted 4 Days Ago
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New York, NY, USA
In-Office
115K-130K Annually
Senior level
Edtech
Work where your success matters, too.
The Role
Lead and modernize finance operations focusing on AP automation and AI-driven process improvements. Oversee high-volume invoice processing, payment runs, reconciliations, 1099 filings, audit preparation, and stakeholder communication. Mentor and manage finance team members while driving process redesign and implementation of ERP and AP automation tools to improve accuracy and efficiency.
Summary Generated by Built In

Thanks for your interest in Success Academy! Running a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We are growing fast in New York and expanding to Florida, and we would love to welcome you to our community! We work tirelessly every day to ensure children have access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through our doors a fair shot at reaching his or her potential.

We are seeking a strategic, project-driven, and highly analytical Senior Specialist, Finance Operations to manage, modernize, and elevate our company’s financial obligations and operational workflows. This role transitions from standard transactional processing to high-level departmental oversight, focusing on maximizing end-to-end efficiency, championing artificial intelligence and automation innovations, and optimizing the comprehensive monthly closing process. The ideal candidate is a proactive problem-solver who pairs deep technical and accounting proficiency with a collaborative leadership mindset to guide the finance operations team toward "best-in-class" performance leveraging modern AI tools.

Key Responsibilities
  • Process & AI Innovation: Identify, evaluate, and implement pioneering ideas and AI-driven solutions (such as Intelligent Document Processing, smart matching systems, and automated workflows) to streamline the entire invoice-to-pay lifecycle and enhance overall departmental efficiency.

  • High-Level Accounts Payable & Invoice Management: Oversee the review, coding, and processing of high-volume vendor invoices, ensuring total precision, utilizing automated validation tools, and securing proper internal departmental approvals.

  • Strategic Cash & Payment Execution: Manage and optimize weekly payment runs via ACH, wire transfers, and checks to balance cash flow priorities with strong vendor relationships.

  • Advanced Reconciliations: Direct monthly vendor statement reconciliations and spearhead the resolution of complex discrepancies or past-due balances across all operating accounts.

  • Compliance, Audit, & Data Integrity: Direct the maintenance of secure digital and physical financial records to ensure rigorous data integrity. Manage 1099 filings, ensure total accuracy in AI-driven data extraction, and lead annual audit preparations.

  • Stakeholder Communication & Leadership: Serve as the primary senior point of contact for complex vendor inquiries and internal departmental billing strategy, while mentoring and leading the day-to-day work of the finance team.

What You Bring

Education

  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.

Experience

  • 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.

Technical Expertise

  • 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.

Core Strengths

  • 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.

Exact compensation may vary based on skills and experience. This position is not bonus eligible.

Compensation Range
$115,000$130,000 USD

Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with experience. Success Academy offers a full benefits program and opportunities for professional growth.

Privacy Policy:

By providing your phone number, you consent to receive text message updates from Success Academy regarding your application.  Reply STOP to unsubscribe. View our Privacy Policy.

We are an equal opportunity employer and value diversity at our organization. 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. Success Academy offers a full benefits program and opportunities for professional growth.

Success Academy Charter Schools does not offer employment-based immigration sponsorship.

Skills Required

  • Bachelor's degree in Accounting, Finance, Business Administration, or related field.
  • 5+ years progressive experience in Accounts Payable, operational accounting, or finance operations.
  • Proven experience leading or contributing to finance transformation initiatives, including process redesign or system implementation.
  • Experience in complex, high-volume environments requiring accuracy, speed, and compliance.
  • Advanced Excel proficiency (PivotTables, XLOOKUP, VLOOKUP, data modeling, reconciliation).
  • Hands-on experience with enterprise financial/ERP or procurement systems (NetSuite, SAP, Workday, Coupa, Zip, or similar).
  • Exposure to or strong interest in AP automation tools (OCR-based invoice processing, intelligent matching engines, workflow automation).
  • Experience managing payment execution (ACH, wire transfers, checks) and optimizing payment runs.
  • Experience with vendor statement reconciliations, resolving discrepancies, and managing past-due balances.
  • Experience managing 1099 filings and supporting annual audit preparations.
  • Strong organizational skills, attention to detail, ownership mindset, and ability to drive projects end-to-end.
  • Clear communication and ability to influence cross-functional stakeholders; leadership/mentoring experience.
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The Company
HQ: New York, NY
2,992 Employees
Year Founded: 2006

What We Do

Since 2006, Success Academy has tackled educational inequities head-on by providing exceptional public education for 20,000 K-12 students in New York City. Our network of over 50 free public charter schools is looking for diverse, ambitious, talented people like you to join our team! Starting on your first day, you’ll receive world-class training and mentorship while working in a collaborative environment with passionate colleagues. As part of the Success Academy team, you will have ample growth opportunities within our network — including leadership roles. Success Academy is seeking candidates from all majors and backgrounds. All interviews are virtual, and a degree in Education is not required to teach. If you graduated or will be graduating with a bachelor's degree between Dec 2023 and Dec 2024, we encourage you to apply! We encourage you to look at our current openings and consider applying.

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