Director of Finance
Greendotca · Los Angeles, CA
📍 Green Dot California Central Office, Los Angeles, CAvia workday
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OPPORTUNITY
The Director of Finance has a critical role in supporting Green Dot’s mission to prepare students for college, leadership, and life. The Director of Finance will have a strong understanding of finance, excellent analytical skills, strong managerial skills, and the ability to communicate financial information effectively to diverse stakeholders. This position plays a vital role in ensuring the financial health and sustainability of the organization while supporting its educational mission. This position is part of the Finance team and reports to the Chief Financial Officer. This is a role serving as part of Green Dot’s central office team, primarily based in Los Angeles.
ESSENTIAL RESPONSIBILITIES
Budgeting and Forecasting
Lead the development and oversight of the annual budgeting process for both school sites and the Home Office, collaborating closely with department heads and senior management to ensure alignment with organizational goals.
Cultivate a deep understanding of the organization’s funding models, including state and federal education funding sources, key expense drivers, and opportunities for financial optimization.
Enhance and refine Green Dot’s budgeting and modeling tools, including the utilization of Adaptive Insights, to streamline the budgeting/forecasting process.
Manage budget performance throughout the fiscal year; execute corrective actions based on trends and analysis.
Collaborate closely with Operations and Finance Managers to fine-tune monthly forecasts, fostering cross-functional teamwork and developing tools to effectively disseminate monthly financial information to stakeholders across the organization.
Reporting and Analysis
Collaborate closely with the Chief Financial Officer and other organizational leaders to develop and enhance interactive multi-year projections encompassing Income Statements, Balance Sheets, and Cash Flow statements, both at the individual school level and across the organization.
Oversee standard and ad hoc analyses and reports that provide a comprehensive view of the financial and operational aspects of the organization, catering to the needs of management, Operational Leadership, and the Board of Directors.
Forge strong partnerships with Operations and Finance Managers, actively working towards achieving financial sustainability by meticulously dissecting key variances, identifying long-term risks, and devising strategies to enhance financial outcomes.
Take a lead role in spearheading and participating in annual continuous improvement projects aimed at refining financial processes, optimizing reporting systems, and implementing best practices.
Serve as a key resource for senior management by providing insightful analyses and actionable recommendations to inform strategic decision-making.
Grants and Fund Management
Facilitate the creation and management of budgets and projections for both public and private funding sources.
Actively engage with program managers to collaboratively construct comprehensive grant budgets, ensuring precision and completeness in reporting to funders.
Assist in the preparation of grant proposals by providing financial data and budget information as required.
Management and Communication
Cultivate and maintain positive and productive relationships with key stakeholders, including school leaders, department heads, organization partners, etc.
Act as a liaison between the finance department and other departments, facilitating effective communication and understanding of financial matters across the organization.
Communicate financial information and insights effectively to non-financial stakeholders.
Manage duties and responsibilities of the Finance Manager ensuring that they have the necessary resources and support.
Other
Maintain and update financial policies and procedures that align with industry best practices.
Manage the process for annual financial audits, ensuring compliance with all regulatory requirements.
Develop strategies to optimize cash reserves and investments.
Identify financial risks and develop strategies to mitigate them.
Identify opportunities for process improvement and implement changes as necessary.
Perform other duties as assigned
QUALIFICATIONS
The qualifications for this position are:
Bachelor’s degree required; Master’s degree preferred.
5+ years of progressively responsible experience in finance, budgeting, or financial planning, preferably within California K–12 public education or charter school environments.
3+ years of experience directly managing and developing finance, accounting, or budget team members, including setting priorities, driving accountability, and building strong cross-functional partnerships.
Demonstrated experience managing complex organizational budgets, including both school-site and centralized/home office budgets.
Advanced expertise in financial modeling, forecasting, variance analysis, and budget system development; experience with Workday Adaptive Planning strongly preferred.
Proven ability to identify financial discrepancies, cross-reference data across systems, and partner effectively with operations and finance leaders to drive accuracy, accountability, and sound financial decision-making.
Pass a TB test and background check at the time of offer
In addition, the following standards will generally define the successful candidate:
Highly motivated and self-driven; curious to understand, driven to problem solve and tenacity to follow through
Excellent ability to develop and manage financial models that provide actionable data and can be maintained and improved by staff
Experience with and proficiency in Microsoft Excel, PowerPoint and Word
Ability to maintain positive relations with colleagues at all levels—inclu
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