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Senior Accounting Manager


Reports to: Senior Director Finance and Administration
Department: Finance
Location: Novato office

 

Organization Summary:

The Buck Institute for Education (BIE) is the industry leader in providing professional development and
support services related to Project Based Learning (PBL), and creates, collects, and shares high-quality
PBL tools and resources with K-12 teachers and leaders. At BIE, we believe that all students—no matter where they live or what their background—should have access to quality PBL instruction to deepen their learning and achieve success in college, career, and life. At the end of 2016, we launched an ambitious new strategic plan which provides a clear roadmap for ensuring equitable, consistent, and positive student outcomes while also creating the evidence base for further adoption of PBL.

BIE is a 501(c)(3) nonprofit organization with headquarters in Novato, California. We are a certified Marin County Green Business with a dog-friendly working environment.  BIE is an equal opportunity employer seeking to build a multi-talented staff who deeply understand and embrace the diversity of the students of today, and have awareness of the challenges of their lives and the world they will inherit.  BIE offers a competitive salary and benefits package; compensation is commensurate with experience.

Position Summary:

The Finance department of BIE is responsible for stewarding the organization’s assets; ensuring compliance with legal and funding requirements; accurately tracking and analyzing financial data; leading financial planning and budgeting efforts; communicating financial information to internal and external stakeholders; and providing customer service to clients, vendors, and employees.

Under minimal supervision, the Senior Accounting Manager is responsible for supervising a team of two Staff Accountants, while closing the books on a monthly and annual basis, including all General Ledger reconciliations, bank reconciliations, and significant year-end audit responsibilities. In addition, the Senior Accountant produces required regulatory and income-related reports, and supports other reconciliations and analysis as needed.

Key Responsibilities:

  • Maintain internal controls, including following financial policies and procedures, writing or updating accounting procedures as necessary
  • Manage two Staff Accountants, providing guidance and oversight of Accounts Receivable and Accounts Payable entries and/or adjustments
  • Complete month-end and year-end close, including bank statement reconciliation, payroll entry and reconciliation, cost allocations, general ledger account reconciliation, and financial reports;
  • Manage, maintain and analyze the general ledger, accounting records, contracts, and corporate documents
  • Prepare monthly and quarterly reports for service contracts and foundation grants
  • Track restricted funds, including coding expenses to appropriate funders, and ensure compliance with GAAP
  • Oversee quarterly reports for sales/use tax and state withholding with support of the Staff Accountants
  • Oversee annual and quarterly reports for state registrations with support of compliance agent partner and initiate new state registrations as necessary
  • Assist with preparation of annual audit and tax returns
  • Assist in preparation of annual budget
  • Resolve reporting and/or billing issues with support of the Staff Accountants
  • Coordinate with HR consultants, business banking and insurance representatives as needed
  • Participate as a team representative in BIE meetings and ongoing projects
  • Prepare ad hoc analysis as requested
  • Support Senior Director of Finance and Administration and other BIE management as requested.

Qualifications and Abilities:

  • Strong accounting background and experience managing the full range of accounting activities of a professional services small business or non-profit organization, with a minimum of 5 years accounting experience AND 2 years supervisory experience.
  • Self-starter, able to work without close supervision.
  • Working knowledge of GAAP and strong knowledge of contract management; strong knowledge of nonprofit reporting requirements (preferred).
  • Bachelor’s degree in accounting, business, or relevant subject; CPA certification (preferred).
  • Excellent Microsoft Excel skills; familiarity with Intacct accounting software (preferred).
  • Highly organized, detail oriented, with unwavering commitment to excellence and high standards.
  • Strong organizational, problem solving and analytical skills. Ability to synthesize and evaluate data to perform high-level accounting duties and analysis. Ability to move fluidly between detailed work and big picture concerns.
  • Collaborative approach to solving problems; works with a deep understanding of equity and inclusion.
  • Demonstrate behaviors that are pro-active and professional. Face difficult situations with tenacity. Apply diplomacy, creativity and innovation to work processes. Cool under pressure and deadlines.
  • Excellent written and oral communication skills.

Application Instructions:
If you are interested in applying for this position, please submit your resume and a compelling cover letter to hr@bie.org. You must reference "Senior Accounting Manager application" in the subject line of your email.  BIE will contact you if there is a match between the job requirements and your skill set. Please do not contact the employer.

 

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Professional Services Coordinator

Reports to: Professional Services Manager
Location: Novato office

 


Organization Summary:
The Buck Institute for Education (BIE) is the industry leader in providing professional development and support services related to Project Based Learning (PBL), and creates, collects, and shares high-quality PBL tools and resources with K-12 teachers and leaders. At BIE, we believe that all students—no matter where they live or what their background—should have access to quality PBL instruction to deepen their learning and achieve success in college, career, and life. At the end of 2016, we launched an ambitious new strategic plan which provides a clear roadmap for ensuring equitable, consistent, and positive student outcomes while also creating the evidence base for further adoption of PBL.

BIE is a 501(c)(3) nonprofit organization with headquarters in Novato, California. We are a certified Marin County Green Business with a dog-friendly working environment.  BIE is an equal opportunity employer seeking to build a multi-talented staff who deeply understand and embrace the diversity of the students of today, and have awareness of the challenges of their lives and the world they will inherit.  BIE offers a competitive salary and benefits package; compensation is commensurate with experience.

Position Summary:
A member of the Services Team, the Professional Services Coordinator is essential in supporting school and district leader’s efforts to schedule high quality professional development for their teachers. The Professional Services Coordinator will also work collaboratively with other administrative staff in support of departmental administration requirements.

Key Responsibilities:

  • Respond to inquiries from school and district leaders interested in scheduling BIE’s services.
  • Clearly and effectively articulate BIE’s mission, services, and resources through email and over the phone.
  • Use Salesforce.com to record client information and service orders. Coordinate service scheduling and communicate relevant information to the services and finance teams.
  • Monitor and maintain Salesforce.com data and produce updated client and service reports.
  • Provide support with other administrative duties related to service coordination and the services team as needed.
  • Other duties as assigned.

Qualifications and Abilities:

  • Minimum Associates degree in related field; Bachelor’s degree is a plus.
  • Prior professional experience strongly preferred; Experience in sales, customer service, and K-12 education is a plus.
  • Excellent technical skills with MS Office (Word, PowerPoint, and Excel); experience with Salesforce.com a plus.
  • Comfort in learning new technology platforms.
  • Exceptional organizational and multi-tasking skills.
  • Outstanding verbal, written and interpersonal communication skills. Ability to establish a rapport from cold calls to emails to in-person meetings.
  • An energetic self-starter who thrives in a fast-paced team environment.
  • A collaborator who enjoys working across teams to achieve a common goal.
  • A mission-driven individual who is excited about making an impact in schools around the world.
  • Travel time is required in this position. You can expect to travel at least 5% of the time, but the organization may need you to travel more or less depending on business necessity.

Application Instructions:
If you are interested in applying for this position, please submit your resume and a compelling cover letter to HR@bie.org. You must reference “Professional Services Coordinator application" in the subject line of your email.  BIE will contact you if there is a match between the job requirements and your skill set. Please do not contact the employer.

 

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Director of Partnership Development


Reports to: Chief Strategy and Operations Officer
Location: Novato, California office (Remote location will be considered for the right candidate)

 

Organization Summary

The Buck Institute for Education (BIE) is the industry leader in providing professional development and support services related to Project Based Learning (PBL), and creates, collects, and shares high-quality PBL tools and resources with K-12 teachers and leaders. At BIE, we believe that all students—no matter where they live or what their background—should have access to quality PBL instruction to deepen their learning and achieve success in college, career, and life. At the end of 2016, BIE launched an ambitious new strategic plan that provides a clear roadmap for ensuring equitable, consistent, and positive student outcomes while also creating the evidence base for further adoption of PBL.

BIE is a 501(c)(3) nonprofit organization with headquarters in Novato, California. We are a certified Marin County Green Business with a dog-friendly working environment.  BIE is an equal opportunity employer seeking to build a multi-talented staff who deeply understand and embrace the diversity of the students of today, and have awareness of the challenges in the world those students will inherit.  We offer a competitive salary and benefits package; compensation is commensurate with experience.

Position Description

The Director of Partnership Development is responsible for nurturing and building new relationships with K-12 school districts and other partners.  The position reports to the Chief Strategy and Operations Officer, and is a full-time position with benefits. Ideally the candidate will work out of BIE headquarters in Novato, CA but a remote location may be considered, depending on the qualifications of the candidate. Travel for this position will be extensive, sometimes more than 50%.

Key Responsibilities:

District Sales
  • Deliver six or more substantial contracts for new school district relationships and four or more new institute partnerships annually, insuring that each new relationship is in synch with BIE’s strategic plans, direction, and capacities.
  • Be strategic about development of new relationships.   Be able to assess implementation capabilities, develop and maintain excellent collaborative relationships with district leadership and capacity building teams in the district.
  • Develop strong consultative relationships with district decision-makers. Work with potential partners to understand their needs and processes. 
  • Represent BIE and Project-based learning with knowledge and expertise. From amongst the array of BIE products and services, help to design robust and effective strategies and programs that address customer needs and issues.
  • Be agile at navigating district procurement and decision-making processes, and understanding funding sources.
  • Negotiate and finalize service contracts.
  • Monitor and report on sales metrics (e.g. quarterly sales results and annual forecasts).
  • Communicate effectively with the program teams and the operations team to seamlessly bring in new partners and insure that they have a successful experience.
  • Develop and maintain leads and deeply understand Salesforce.com. Set and track sales account targets.
  • Be able to read the market, recognize trends, and adjust prospecting to match opportunities.
  • Other accountabilities, as assigned.


Contribution to BIE’s mission & culture

  • Work with other BIE team members to further BIE’s mission, vision, values, and strategic plan.
  • As a collaborative team player, support BIE colleagues, and understand the full process of BIE work.
  • Participate in BIE’s leadership team to insure smooth implementation of strategy, high-energy creative dialogue, and sharing of knowledge and information.
  • Share our deep passion for equitable access for all students to high quality education, and help to move our equity agenda forward.

Qualifications and Abilities

  • B.A degree.
  • Five or more years of consistent sales success in K-12 districts and schools.  Sales management experience is a plus.
  • Skilled negotiator with a win/win approach.  Seasoned ability to negotiate and discuss contract terms.
  • Be able to present and facilitate with large groups with ease and aplomb.
  • Superb communication skills.
  • Strong analytical and organizational skills.
  • Organized, detail oriented, careful, cool under pressure and deadlines.  Great at follow-up.
  • Growth-oriented and reflective.
  • Self-starter, able to work without close supervision.
  • Knowledge of Project-Based Learning, preferably gained though first-hand experience.
  • Ability to empathize and see others’ points of view.
  • Both an evangelist and a listener. 
  • Competent with Word, Excel, Google Apps, and deep experience using Salesforce.

The Application Process
If you are interested in applying for this position, please submit your resume and a compelling cover letter to HR@bie.org. Please reference "Director of Partnership Development application" in the subject line of your email.  BIE will contact you if there is a match between the job requirements and your skill set.

 

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