Rise Academy
Rise Academy is a small, tuition-free private Christian high school located in the East End of Richmond, Virginia. Our mission is to provide a high-quality, faith-based education that equips students with the academic, social, and spiritual tools they need to thrive in life, college, and career. We are seeking a dedicated and detail-oriented
Financial Operations Coordinator
to join our team and play a key role in managing the school’s financial systems and processes.
The
Financial Operations Coordinator
ensures the accuracy, completeness, and timeliness of Rise Academy’s financial operations. This role requires meticulous attention to detail, strong problem-solving abilities, and the ability to work collaboratively across departments to support financial integrity, compliance, and strategic decision-making. This position is
not a remote position.
Working at Rise Academy
Rise Academy is committed to creating a collaborative, joyful, and mission-driven work environment. As part of a small and passionate team, you will help shape the future of education in Richmond’s East End.
Transaction Oversight & Data Entry
Follow up to ensure financial transactions are completed, properly approved, and documented.
Review transactions and post to
QuickBooks
accurately and promptly.
Serve as Ramp account administrator, including:
Locking cards
Ordering replacements
Troubleshooting card issues
Addressing suspected fraud attempts
Recording Income & Deposits
Record all income sources, including:
Donations via check, Givebutter, ACH, PayPal, and stock
Tuition payments from
FACTS
and or
Blackbaud
School Nutrition Program (SNP) reimbursements
Interest earned on accounts
Record and reconcile bank deposits.
Record journal entries for:
Payroll (automated process anticipated)
Refunds, Davenport interest, and other manual adjustments
Record expenses and other outgoing payments.
Account Reconciliation
Reconcile bank, brokerage, and credit card accounts monthly.
Reconcile
QuickBooks income
to
Salesforce income
(monthly; this has been paused recently but needs to resume).
Payroll & Benefits Support
Support payroll processing in collaboration with the Director of Human Resources:
Assist with complex calculations
Review payroll reports and file yearly payroll tax reports
Submit 401(k) contributions (and HSA when applicable).
Prepare a 940 reconciliation worksheet.
Financial Reporting
Generate monthly financial reports, summary memos, and presentation slide decks.
Report financials to the Board Finance Committee and support complete Board reporting.
Produce monthly program-level financial reports.
Cash Management & Payment Processing
Deposit checks on time.
Approve ACH transactions via Positive Pay.
Create and approve ACH batches for bi-monthly donation transfers (dual approval process).
Transfer funds as needed, including:
EISTC disbursements
Line of Credit draws/repayments
Savings transfers
Support Line of Credit renewals and respond to bank inquiries.
Export SNP transaction lists and share them with internal stakeholders monthly.
Accounts Payable & Disbursements
Process payment requests through
Bill.com
and notify requestors.
Issue paper checks when needed.
Journal Entries & Financial Controls
Record accruals and deferrals; reverse prior year entries as needed.
Capitalize assets and maintain asset records.
Prepare:
Functional expense allocation worksheet
Restricted funds worksheet
Maintain the Rise Richmond Restricted Funds spreadsheet.
Audit & Compliance
Collect documentation and respond to auditor requests during and after fieldwork.
Support the preparation of annual audit workpapers.
Complete annual filings:
Personal Property Tax (Tangible Business Property)
PCORI Fee (Form 720)
1099s for contractors/vendors
Budget Development, Analysis, & Management
Create, maintain, and update annual budget spreadsheets and templates for internal use.
Collaborate with the Head of School/Executive Director and Board of Trustees during the annual budgeting process, providing financial data, forecasts, and recommendations.
Monitor actual expenditures against the approved budget, identifying and investigating variances.
Update budget records to reflect approved changes and ensure internal systems remain accurate and current.
Record approved budget in
QuickBooks
for ongoing reporting.
An Associate’s or Bachelor’s degree in Accounting, Finance, or a related field is preferred.
Minimum 2–3 years of experience in nonprofit or school-based finance or bookkeeping.
Proficiency in
QuickBooks
,
Excel
, and
Bill.com
; experience with Salesforce, Givebutter, Blackbaud, and FACTS is a plus.
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Commitment to Rise Academy’s mission and values as a faith-based educational institution.
High integrity and discretion in handling sensitive financial data.
Preferred:
Knowledge of
EISTC (Education Improvement Scholarships Tax Credits)
and
NAP (Neighborhood Assistance Program) tax credits
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Financial Operations Coordinator
to join our team and play a key role in managing the school’s financial systems and processes.
The
Financial Operations Coordinator
ensures the accuracy, completeness, and timeliness of Rise Academy’s financial operations. This role requires meticulous attention to detail, strong problem-solving abilities, and the ability to work collaboratively across departments to support financial integrity, compliance, and strategic decision-making. This position is
not a remote position.
Working at Rise Academy
Rise Academy is committed to creating a collaborative, joyful, and mission-driven work environment. As part of a small and passionate team, you will help shape the future of education in Richmond’s East End.
Transaction Oversight & Data Entry
Follow up to ensure financial transactions are completed, properly approved, and documented.
Review transactions and post to
QuickBooks
accurately and promptly.
Serve as Ramp account administrator, including:
Locking cards
Ordering replacements
Troubleshooting card issues
Addressing suspected fraud attempts
Recording Income & Deposits
Record all income sources, including:
Donations via check, Givebutter, ACH, PayPal, and stock
Tuition payments from
FACTS
and or
Blackbaud
School Nutrition Program (SNP) reimbursements
Interest earned on accounts
Record and reconcile bank deposits.
Record journal entries for:
Payroll (automated process anticipated)
Refunds, Davenport interest, and other manual adjustments
Record expenses and other outgoing payments.
Account Reconciliation
Reconcile bank, brokerage, and credit card accounts monthly.
Reconcile
QuickBooks income
to
Salesforce income
(monthly; this has been paused recently but needs to resume).
Payroll & Benefits Support
Support payroll processing in collaboration with the Director of Human Resources:
Assist with complex calculations
Review payroll reports and file yearly payroll tax reports
Submit 401(k) contributions (and HSA when applicable).
Prepare a 940 reconciliation worksheet.
Financial Reporting
Generate monthly financial reports, summary memos, and presentation slide decks.
Report financials to the Board Finance Committee and support complete Board reporting.
Produce monthly program-level financial reports.
Cash Management & Payment Processing
Deposit checks on time.
Approve ACH transactions via Positive Pay.
Create and approve ACH batches for bi-monthly donation transfers (dual approval process).
Transfer funds as needed, including:
EISTC disbursements
Line of Credit draws/repayments
Savings transfers
Support Line of Credit renewals and respond to bank inquiries.
Export SNP transaction lists and share them with internal stakeholders monthly.
Accounts Payable & Disbursements
Process payment requests through
Bill.com
and notify requestors.
Issue paper checks when needed.
Journal Entries & Financial Controls
Record accruals and deferrals; reverse prior year entries as needed.
Capitalize assets and maintain asset records.
Prepare:
Functional expense allocation worksheet
Restricted funds worksheet
Maintain the Rise Richmond Restricted Funds spreadsheet.
Audit & Compliance
Collect documentation and respond to auditor requests during and after fieldwork.
Support the preparation of annual audit workpapers.
Complete annual filings:
Personal Property Tax (Tangible Business Property)
PCORI Fee (Form 720)
1099s for contractors/vendors
Budget Development, Analysis, & Management
Create, maintain, and update annual budget spreadsheets and templates for internal use.
Collaborate with the Head of School/Executive Director and Board of Trustees during the annual budgeting process, providing financial data, forecasts, and recommendations.
Monitor actual expenditures against the approved budget, identifying and investigating variances.
Update budget records to reflect approved changes and ensure internal systems remain accurate and current.
Record approved budget in
QuickBooks
for ongoing reporting.
An Associate’s or Bachelor’s degree in Accounting, Finance, or a related field is preferred.
Minimum 2–3 years of experience in nonprofit or school-based finance or bookkeeping.
Proficiency in
QuickBooks
,
Excel
, and
Bill.com
; experience with Salesforce, Givebutter, Blackbaud, and FACTS is a plus.
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Commitment to Rise Academy’s mission and values as a faith-based educational institution.
High integrity and discretion in handling sensitive financial data.
Preferred:
Knowledge of
EISTC (Education Improvement Scholarships Tax Credits)
and
NAP (Neighborhood Assistance Program) tax credits
recblid pmho122dj99e09jxbe9b4e5mdrnu0o