Dir, Fin - Special Projects PT Job Listing at Red Apple Services, LLC in Findlay, OH (Job ID 5001185536206)

Description

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. The Director of Finance -- Special Projects provides strategic and execution-focused leadership for complex financial initiatives, with a primary emphasis on bond financing transactions and other financing-related projects.

How You Will Impact Education

• Manage complex bond financing transactions and other debt-related initiatives from initial planning through closing.
• Serve as the finance lead for special projects involving capital markets transactions, refinancings, restructurings, and alternative financing arrangements.
• Oversee the preparation, review, and coordination of financing documentation, including offering materials, closing documents, approvals, and related disclosures.
• Act as a senior point of contact with external parties such as underwriters, banks, bond counsel, financial advisors, trustees, and rating agencies.
• Collaborate with executive leadership, Treasury, Legal, Accounting, and FP&A to ensure financing transactions align with organizational strategy and financial objectives.
• Manage transaction timelines, workplans, and deliverables to ensure timely, accurate, and compliant execution.
• Oversee due diligence activities, ensuring the accuracy and completeness of financial, operational, and supporting information.
• Ensure compliance with applicable laws, regulations, disclosure requirements, debt covenants, and internal governance policies.
• Provide financial analysis and strategic recommendations related to funding options, capital structure, risks, and cost of capital.
• Support post-closing activities, including settlement confirmation, documentation retention, reporting, and internal communication.
• Prepare and present executive-level summaries, analyses, and recommendations related to financing transactions and special projects.
• Identify opportunities to enhance financing processes, controls, and project execution practices.

Required Qualifications and Skills

1. In-depth knowledge of bond financing structures, debt instruments, and capital markets.
2. Strong understanding of financing transaction processes, including documentation, due diligence, and closings.
3. Knowledge of regulatory, disclosure, and compliance requirements related to debt issuance.
4. Advanced financial analysis and modeling skills.
5. Proven project management and organizational capabilities.
6. Ability to interpret and evaluate complex legal and financial documents.
7. Cross-functional collaboration skills.
8. Excellent written and verbal communication skills, including executive-level presentations.
9. High attention to detail with the ability to manage multiple complex projects simultaneously.
10. Proficiency in Microsoft Office and financial, treasury, or reporting systems.
11. Demonstrated experience leading or supporting bond financing or other complex financing transactions.
12. Strong strategic thinking skills with the ability to execute detailed, transaction-oriented work.
13. Ability to manage sensitive and confidential financial information with discretion.
14. Strong interpersonal skills and the ability to influence and collaborate across organizational levels.

Job Requirements

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field; advanced degree or professional certification (CPA, CFA, or similar) preferred.
• Minimum of 5 years of progressively responsible experience in finance, treasury, capital markets, or debt-related transactions.
• Experience working with external financial institutions, legal counsel, and advisory firms.

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.

• 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