About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Adult education nonprofit (charter school).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Summary

Confidential Client is hiring a Junior Financial Systems Specialist to strengthen the Finance Department’s technology backbone supporting the school and an affiliated nonprofit entity. This is an entry-level, full-time role reporting to the Vice President of Finance. The position focuses on maintaining system integrations (Sage Intacct, ADP, Nexus, Concur, Tableau), supporting automation and process improvements, assisting with AI-enabled tools, and building dashboards that leadership uses for financial decisions.

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Core Responsibilities

• Maintain and monitor integrations across core finance systems (e.g., Sage Intacct, ADP, Nexus, Concur, Tableau) to ensure synchronized, accurate data.
• Troubleshoot and resolve integration errors, data mismatches, and sync failures; document issues and escalate when required.
• Support design, evaluation, and implementation of new system integrations and integration improvements.
• Identify manual or error-prone processes and design automation to improve accuracy and staff capacity.
• Build, test, document, and maintain automated workflows as business needs evolve.
• Assist in developing and deploying AI-enabled tools for reporting and finance operations; prepare and structure data for AI use and help evaluate outputs.
• Manage financial data sources in Tableau (or similar), ensuring clean, well-organized datasets.
• Create and maintain automated dashboards and visualizations communicating KPIs to leadership and non-financial stakeholders.
• Partner with finance colleagues and outsourced accounting partners to support monthly close, reporting, and audit processes.
• Maintain clear documentation and standard operating procedures for supported systems and workflows.
• Perform other duties as assigned to support finance operations and technology improvements.

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What You’ll Bring

• Systems thinking and technical aptitude: foundational understanding of databases, data flows, and software integrations; strong problem-solving and fast learning capability.
• Data visualization skills or strong interest in Tableau, Power BI, or similar tools; ability to translate reporting needs into accessible visuals for non-technical audiences.
• Genuine curiosity about AI and automation and comfort preparing and evaluating data for AI-enabled workflows.
• Clear written and verbal communication; strong documentation habits to enable colleagues to use supported systems.
• Ownership mindset, initiative, and follow-through.
• Alignment with Confidential Client’s mission and values, and demonstrated commitment to diversity, equity, inclusion, and belonging.
• Must provide proof of COVID-19 vaccination or meet lawful accommodation/exemption requirements.

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Education, Certification & Experience

Required:

• Bachelor’s degree in Information Systems, IT, Computer Science, Business Information Systems, Finance, or a related field — or equivalent combination of education and experience.
• 0–1 year of professional experience (internships, co-ops, and academic projects count).
• Foundational understanding of databases, data flows, and system integration concepts.
• Strong attention to detail and ability to learn new platforms quickly.
• Excellent written and verbal communication skills.
• Commitment to mission-aligned values and DEIB principles.

Preferred:

• Exposure to Tableau, Power BI, or other data-visualization tools.
• Familiarity with finance or accounting systems (Sage Intacct, ADP, Concur, Nexus) or demonstrated interest in finance operations.
• Basic scripting/programming skills (Python, SQL) and experience with APIs or integration tools.
• Prior experience in nonprofit, adult education, K–12, or higher education settings; Spanish language skills are a plus.

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Salary & Benefits

• Annual starting salary range: $58,500 - $71,500, commensurate with experience.
• 46 total days of time off in year one (paid holidays, vacation, sick, and personal time); this amount increases with tenure.
• Flexible hybrid schedule (minimum three days in-office: Monday–Wednesday).
• Competitive health benefits and retirement match (up to 6% of base salary) after qualifying period.
• Investment in individualized professional development (coaching, conferences, tuition reimbursement).

Even if you don’t meet every listed qualification, you are encouraged to apply.

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Physical Requirements

• Primarily sedentary work (extended periods seated) with regular movement between offices and meeting spaces for collaboration and training.
• Occasionally may transport materials up to ~20 pounds.
• Role requires a minimum of three days in office per week (Monday–Wednesday).
• Reasonable accommodations will be considered in line with applicable law.

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Details

• FLSA Classification: Non-Exempt
• Reports to: Vice President of Finance
• Type of role: 12-Month, Full-Time
• Manages: N/A

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind.
To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.