Lead Sr Accountant-101586

Who We Are

Charter Schools USA (CSUSA) is one of the largest and highest ­performing education management companies in the United States, proudly serving over 82,000 students in over 150 schools in four states. Founded by Jonathan Hage in 1997, CSUSA's mission is a Relentless Commitment to Student Greatness in School and in Life™. CSUSA provides an academically rigorous education to students equipping them with real world readiness, prepared for college or career after graduation. With an unwavering dedication to the success of students from every background, CSUSA is closing the gaps in achievement and opportunity, keeping our promise of Strong Minds, Good Hearts™.

Job Purpose

To join a team of people with the mission: Relentless Commitment to Student Greatness in School and in Life ™. If you love inspiring and motivating young learners and want to put students first in education, CSUSA is the right place for you. We deliver on our promise of Strong Minds, Good Hearts™ through an education model that gives every student the opportunity for success. Reporting to the Director of Financial Reporting, the Lead Senior Accountant will be responsible for overseeing the financial integrity of bond-related activities by managing trustee account reconciliations, bond group roll‑forwards, and accurate financial reporting. The role ensures compliance through detailed review of financial documents, quarterly and investor reporting, audit support, and maintenance of GASB 87 requirements. It also collaborates closely with school accountants and stakeholders to resolve discrepancies and support consistent, transparent financial processes.

How You Will Impact Education

1. Trustee Account and Balance Sheet Reconciliations: Reviews or prepares monthly reconciliations of trustee account activity, including bank reconciliations, intercompany schedules, related entries, and all balance sheet accounts for accuracy.
2. Bond Group Roll-Forwards: Reviews or prepares monthly roll-forward files for each bond group to verify schools' debt, assets, and equity reconcile; collaborates with school accountants to resolve discrepancies.
3. Financial Document Review: Reviews financing contracts, lease agreements, and other financial documents to ensure transactions are recorded accurately and in a timely manner. Manage debt schedule database.
4. Quarterly Reporting: Prepares quarterly bond reports, including continuing disclosure reporting and individual school financials, ensuring compliance and accuracy.
5. Investor Reporting: Develops and delivers semi-annual investor reports summarizing school financials for stakeholders. Write scripts for senior management to present financials to investors.
6. School Financials Oversight: Reviews bank and balance sheet reconciliations, journal entries, reconciliation schedules, and financial statements for multiple subsidiaries to ensure accuracy, compliance, and completeness.
7. Audit Preparation and Coordination: Works closely with independent auditors during the annual bond audit by providing financial reports, supporting documentation, explanations of transactions and processes, and any requested information.
8. Process Documentation: Creates and maintains documentation of processes, procedures, and workflows related to bond activities.
9. GASB 87 Compliance: Oversees creation and maintenance of GASB 87 reporting, including monitoring non-bond financing activities.
10. Ad Hoc Projects and Reporting: Completes special projects and ad hoc reporting requests as assigned.
11. Other Duties: Performs additional responsibilities as needed to support departmental objectives.

Required Qualifications and Skills

Demonstrates enthusiasm and commitment toward the position and the mission of the company; supports company's goals and strategic priorities.

1. Works and interacts with staff and relates to individuals at all levels of the organization.
2. Demonstrates ability to organize, prioritize and manage multiple priorities.
3. Ability to consistently be at work, to arrive on time, to follow instructions, to respond to management direction and solicit feedback to improve performance.
4. Looks for ways to improve and promote quality and demonstrates accuracy and thoroughness. Strives to research, evaluate and implement best practices.
5. Establishes excellent interpersonal skills between all constituents: being courteous, professional, and helpful; demonstrates high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated poise, tact and diplomacy.
6. Good knowledge of company and departmental policies and procedures.

Job Requirements

Bachelor's degree or higher in accounting or related field. 3-5 years relevant accounting experience. Computer Basics -- MS Windows (Word, Excel, Outlook, PowerPoint); proficiency in accounting software. Commitment to company values. Such alternatives to the above requirements as CSUSA may find appropriate and acceptable.

May perform other duties as assigned.

Work Environment

While performing the responsibilities of this position, the work environment characteristics listed below are representative of the environment the employee will encounter: Usual office working conditions.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. No physical exertion required. Travel within or outside of state. Light work: Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force as frequently as needed to move objects.

FLSA Overtime Category

Job is exempt from the minimum wage and overtime provisions of the Fair Labor Standards Act.