Senior Manager of Financial Systems, Planning, & Analysis

We are seeking a new member of the Finance team to help us support the continued growth and impact of Waterford. The best candidate will be experienced, detail-oriented Senior Manager of Financial Systems, Planning, & Analysis to join our growing organization.

Experience and Responsibilities include, but are not limited to:

• Maintain financial systems processing schedule, produce annual operations calendar to distribute to system users. Prepare financial and profitability analysis on a requested basis and deliver recommendations, or reports, which address existing, or potential trouble of the financial systems.
•  Maintain company accounting procedures and processes, Financial Information System knowledge and Liaise with the Information Technology team and coordinate system modifications and updates. Support to maintain, develop and oversee Financial Information System internal controls.
• Create efficiencies by evaluating business processes, recommending improvements, and identifying new opportunities
• Ensure compliance with all internal processes and proper documentation of all accounting related matters and application of related controls
• Develop procedures to improve efficiency and document systems policies and standards and support system users. Process/system improvement (specifically around accounts payable and expense management)
• Understand database, suggest changes to database elements and transfer financial or budget information. Determine and correct errors in transaction processing and accounting. Resolve financial system problems, train and support office staff and system users
• Liaise with Human Resources on HR/Payroll Information System. Support Controller with projects, audits, and reports. Producing financial data for management team upon request and assisting with other special accounting projects
• Creation of new financial reports, metric reports, and dashboards through reporting applications, VENA Solutions experience a plus
• Collaborate in the design, planning, development, and deployment of enhancements to existing financial systems and new applications

We would like this position to be the Subject Matter Expert for all our information systems within the finance purview. This will put you at the center of making sure we can do what we want to do as an organization. In this role, you will partner with the Controller to implement new systems and processes wherever identified and you will own the on-going management of these systems.

Minimum Qualifications:

• Bachelor’s degree in accounting, finance, business, or a related field and at least 5 years of experience
• MBA or CPA certification is a plus
• Excellent computer skills; Advanced Microsoft Office Suite knowledge
• Proficiency with NetSuite accounting software and experience with a software system implementation a plus
• Exceptional knowledge of finance, accounting, budgeting, cost accounting and cost control principles, and Generally Accepted Accounting Principles (GAAP)
• Advanced knowledge of accounting best practices, laws, standards, and state/national regulations
• Able to analyze financial records and interpret for other departments
• Excellent written and verbal communication skills
• Ability to meet communicated schedules and deadlines
• Ability to function as a team player

For questions or to apply, please send resume to:  Waterfordcareers@gmail.com

Waterford.org Overview

Waterford.org seeks to blend the best aspects of learning science, mentoring relationships with parents, and innovative technologies to form community, school, and home programs that deliver excellence and equity for all learners. Waterford UPSTART delivers on this mission by:

• Connecting with families
• Promoting child’s usage of the Waterford UPSTART curriculum
• Providing regular updates on their child’s progress with the program

Program Manager

We are looking for an experienced Program Manager to organize and coordinate programs and large-scale activities within our organization. The ideal candidate will be an excellent leader and will have experience working cross-functionally to produce results in a timely manner. This is a “hands-on” position – there are no direct reports, and the ability to manage and lead teams in a matrix-style structure is critical for success

Experience and Responsibilities include, but are not limited to:

1. Serve as the lead point of contact with clients in successful project delivery and implementation.
2. Build and maintain strong, long-lasting client relationships.
3. Formulate, organize, and monitor inter-connected projects.
4. Decide on suitable strategies and objectives for successful project delivery.
5. Coordinate cross-project activities and Indirectly lead and evaluate internal project managers and other staff across various departments.
6. Communicate with internal and external stakeholders regarding project status, issues, and decisions.
7. Develop and control deadlines, budgets, and activities.
8. Apply change, risk, and resource management. Assess program performance and aim to maximize ROI.
9. Assume responsibility for the activities of external program partners.
10. Prepare and deliver accurate and timely reports of program status for executive staff and other internal and external stakeholders.

Skills and Education Required:

• Proven experience as a Program Manager or other managerial position
• Thorough understanding of project/program management techniques, methods, and performance evaluation and change management principles.
• Experience in demonstrating versatility and adaptability to creatively problem solve.
• Outstanding leadership and organizational skills and ability to work positively with a wide range of individuals.
• Excellent communication skills, both written and verbal, and ability to translate stated requirements into actionable tasks.
• Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail.
• BS/BA diploma or similar work experience in management or a relevant field; MS/MA is a plus.
• Excellent knowledge of MS Office
• Working knowledge of program/project management software (Basecamp, MS Project etc.) is a strong advantage.
• Working knowledge of Jira and Confluence is a strong advantage.

In this role, you will foster the operational relationship with large clients, such as state and local school organizations and philanthropic partners and guide internal project teams in the successful execution and implementation of contractual deliverables. As this is a new role within Waterford.org, you will have the opportunity to assist in developing efficient strategies and tactics to ensure projects are delivered with high fidelity, on time and on budget.

Waterford.org Overview

Waterford.org seeks to blend the best aspects of learning science, mentoring relationships with parents, and innovative technologies to form community, school, and home programs that deliver excellence and equity for all learners. Waterford UPSTART delivers on this mission by:

• Connecting with families.
• Promoting child’s usage of the Waterford UPSTART curriculum.
• Providing regular updates on their child’s progress with the program.

For questions or to apply, email hr@waterford.org

Data Analyst

As a Data Analyst on the Corporate Analytics team, you will work with various stakeholders throughout the organization to identify analysis needs and successfully implement solutions by managing them through an Agile development lifecycle. The ideal candidate will be able to traverse both high level business value and detailed technical solution discussions, even contributing their own technical skills to the development effort.

Experience and responsibilities include, but are not limited to:

1. Collaborate with stakeholders throughout the organization to identify, analyze, and report data trends across data sets and prioritize information needs.
2. Coordinate with stakeholders to provide clear, accurate, timely, and well documented solutions.
3. Define project roadmap and manage progress of release deliverables.
4. Participate as part of an agile scrum team consisting of software developers, quality assurance engineers and ETL developers.
5. Assist in the development of dashboards and reports.
6. Participate in the development of ETL packages to move data into and out of our corporate data warehouses.

Skills and Education Required:

• Excellent communication and analytical skills
• Bachelor’s degree in IT, business, or a related field
• Basic skills in SQL and Python a plus
• Certified scrum master/scrum practitioner preferred
• Working knowledge of statistical analysis techniques

Waterford.org Overview

Waterford.org seeks to blend the best aspects of learning science, mentoring relationships with parents, and innovative technologies to form community, school, and home programs that deliver excellence and equity for all learners.

For questions or to apply, email hr@waterford.org

Research Assistant

The research and evaluation team focuses on researching different computer interaction and assessment models in relation to children’s cognitive abilities. The Research assistant will perform data analysis and generate statistical reports and graphs using a variety of software programs. This person will conduct research studies to determine the effectiveness of educational lessons and assessments. This position requires flexibility and a willingness to accommodate changing priorities.

Essential Duties and Responsibilities:

1. Perform complex statistical analyses with software programs such as SPSS and R.
2. Create detailed reports for customers.
3. Document and describe analyses and results.
4. Perform item analysis, IRT calibrations, and validity and reliability studies.
5. Design research projects and help complete them while partnering with school districts.
6. Conduct literature reviews and write summaries of the literature.
7. Present findings at technology and education conferences.
8. Perform duties as assigned or as the situation dictates.
9. Travel as needed.

Required Knowledge, Skills, and Abilities

1. Background knowledge of education.
2. Knowledge of Excel as well as SPSS or R.
3. Thorough knowledge of statistics.
4. Someone who thrives without tight supervision.
5. Outstanding verbal and written communication skills, including presentation skills.
6. The ability to understand difficult concepts and research findings.

Essential Education and Experience:

1. B.A/M.A. in educational research, assessment, statistics; psychology; early childhood education/development; or a related field.
2. Demonstrated knowledge of statistics and measurement principles and solid research skills.
3. Demonstrated organizational skills and the ability to manage a variety of ongoing projects simultaneously.
4. Demonstrated experience with large scale studies.
5. Knowledge of educational measurement principles including validity and reliability, estimation, and IRT is a plus.
6. Knowledge of SQL is a plus.

For questions or to apply, email hr@waterford.org

Intake Specialist

Looking to join a fast growing, mission-driven organization? Then this may be the position for you!

Waterford.org is a non-profit organization that provides an in-home, technology-delivered kindergarten readiness program Waterford UPSTART. We use award-winning adaptive software that provides preschool-aged children an individualized reading, math, and science curriculum like no other.

Our contact center team is passionate about early education and preparing each child for success in life by providing our parents the tools and motivational support necessary to accomplish kindergarten readiness.

Intake Specialists work from our Taylorsville Call Center. Your role will be to handle calls regarding registration and other onboarding needs for families’ participation with Waterford UPSTART.

Some of your responsibilities will include, but are not limited to:

• Registering families for enrollment, graduation, and family events for multiple states participating in Waterford UPSTART
• Handling incoming and outgoing calls regarding program information, enrollment, and events
• Retaining families to ensure they have a full understanding of Waterford UPSTART
• When needed, reply to incoming emails regarding registration and other onboarding needs
• Miscellaneous intake/marketing needs as assigned by the Intake Manager

Qualifications and Skills include

• Must be able to work full-time weekdays (11:30AM to 8:00PM) and Saturdays (8:00AM to 5:00PM). (Day off will be discussed at time of hiring.)
• Ability to communicate and respond in writing or verbally with empathy to a diverse group of parents in both English and Spanish if you are bilingual
• Ability to listen attentively and articulate clearly your intended message
• Problem-solving skills
• Organizational skills
• Effective time-management skills
• Ability to handle sometimes complex or difficult situations
• Must be detail-oriented
• Ability to work independently and in team situations
• Ability to understand new processes and technical troubleshooting skills quickly
• Type at least 40 WPM using Microsoft Excel, Word and Internet programs

Preferred Skills

• Call center experience preferred

Benefits include:

• EMPLOYER paid medical insurance
• HSA/FSA
• Dental
• Vision
• 403(b) with match
• Paid Time Off including vacation, sick and floating holidays
• Life and Disability insurances
• Employee Assistance Plan

For questions or to apply, email hr@waterford.org

Waterford UPSTART Paid Internship – Fall

PAID Fall Internship Opportunity

LATE AUGUST THROUGH NOVEMBER

Join the team to help kids get ready for kindergarten! As an intern you will meet face-to-face with our participants during graduations for children finishing the program and orientations for our new families.

BENEFITS
• Nationwide travel
• Professional experience in a nonprofit organization
• Collaboration with an enthusiastic team of driven individuals
• First-hand experience of the impact of early education

WHAT TO EXPECT
• Frequent travel, in-state and nation-wide – all travel costs covered by Waterford.org
• Limited vacation time
• 30-50 hours/week with overtime
• Some physical labor (20-50 lbs moving event supplies)
• Varied schedule – days off on Sunday, and usually another day during the week
• Starting pay $12/hr DOE

QUALIFICATIONS
• Communication skills, including with young children
• Confidence and personability
• Public speaking and presentation skills
• Proactivity, attention to detail, and ability to follow complex processes, including use of computers
• Fluency in Spanish preferred but not required
• Willingness to work long hours, including late nights and Saturdays
• Freshman in college or older

RESPONSIBILITIES
• Check participants in at events and update their account information
• Proctor digital kindergarten-readiness assessment
• Host engaging graduation sessions
• Provide training for program participants

To apply, please email a one-page resume and cover letter to intern@waterford.org

Waterford UPSTART Paid Internship – Summer

PAID Summer Internship Opportunity

MAY THROUGH LATE AUGUST

Join the team to help kids get ready for kindergarten! As an intern you will meet face-to-face with our participants during graduations for children finishing the program and orientations for our new families.

BENEFITS
• Nationwide travel
• Professional experience in a nonprofit organization
• Collaboration with an enthusiastic team of driven individuals
• First-hand experience of the impact of early education

WHAT TO EXPECT
• Frequent travel, in-state and nation-wide – all travel costs covered by Waterford.org
• Limited vacation time
• 30-50 hours/week with overtime
• Some physical labor (20-50 lbs moving event supplies)
• Varied schedule – days off on Sunday, and usually another day during the week
• Starting pay $12/hr DOE

QUALIFICATIONS
• Communication skills, including with young children
• Confidence and personability
• Public speaking and presentation skills
• Proactivity, attention to detail, and ability to follow complex processes, including use of computers
• Fluency in Spanish preferred but not required
• Willingness to work long hours, including late nights and Saturdays
• Freshman in college or older

RESPONSIBILITIES
• Check participants in at events and update their account information
• Proctor digital kindergarten-readiness assessment
• Host engaging graduation sessions
• Provide training for program participants

To apply, please email a one-page resume and cover letter to intern@waterford.org

Coordinator, Community Outreach, and Registration

The Waterford UPSTART Community Outreach and Registration Coordinator position is a full-time, hourly position (40 hours per week or more based on workload, with some Saturdays). The Community Outreach and Registration Coordinator is responsible for generating leads, and converting them into program enrollees to meet specific Waterford UPSTART program registration goals.

Job Functions

• Devise effect ways to reach potential Waterford UPSTART participants
• Plan and staff outreach and registration events, some including extensive travel and overnight stays
• Initiate and develop relationships with community leaders
• Act as primary contact for community partners in need of Waterford UPSTART information and materials
• Collect and analyze data related to outreach efforts and enrollments in the Waterford UPSTART program
• Monitor and assess the effectiveness of all outreach efforts and make changes and recommendations where appropriate
• Act as Waterford UPSTART brand ambassador

Required Competencies

• Travel to events and engage with community members and leaders independently
•  Speak to large groups
• Meet one-on-one with high-level organization leaders
• Proficiency in MS Word, Excel, and PowerPoint
• Able to initiate contact with parents, school and business leaders, and government officials
• Spanish fluency preferred

Minimum Qualifications

• Product management or sales experience
• Driver’s license

For questions or to apply, email hr@waterford.org

Senior Accounting Analyst

We are seeking a new member of the Finance team to help us support the continued growth and impact of Waterford. We would like this position to be the Subject Matter Expert for all our information systems within the finance purview. This will put you at the center of making sure we can do what we want to do as an organization. In this role, you will partner with the Controller to implement new systems and processes wherever identified and you will own the on-going management of these systems.

General Purpose

Responsibilities include, but are not limited to, performing accounting and financial analysis, prepare and analyze financial reports, prepare journal entries, maintain ledger accounts, implementing and maintaining a combination of accounting and reporting systems; and other special projects as assigned.

Skills and Experience:

• Prepare financial statements and analysis.
• Maintain company accounting procedures and processes.
• Develop procedures to improve efficiency.
• Assist month-end/year-end close processes.
• Ensure compliance with all internal processes
• Ensure proper documentation of all accounting related matters and application of related controls.
• Maintain Financial Information System knowledge.
• Develop and document systems policies and standards and support system users.
• Liaise with the Information Technology team and coordinate system modifications and updates.
• Support to maintain, develop and oversee Financial Information System internal controls.
• Determine and correct errors in transaction processing and accounting.
• Resolve financial system problems, train and support office staff and system users.
• Maintain financial systems processing schedule, produce annual operations calendar to distribute to system users.
• Liaise with Human Resources on HR/Payroll Information System.
• Understand database, suggest changes to database elements and transfer financial or budget information.
• Support Controller with projects, audits, and reports.
• Producing financial data for management team upon request and assisting with other special accounting projects
• Process/system improvement (specifically around accounts payable and expense management).
• Identify and implement automation opportunities within accounting system.
• Creation of new financial reports, metric reports, and dashboards through reporting applications, VENA Solutions experience a plus.
• Financial and profitability analysis on a requested basis.
• Collaborate in the design, planning, development, and deployment of enhancements to existing financial systems and new applications.
• Conduct research on hardware and software products to support buying efforts and to justify recommendations.
• Prepare and deliver recommendations, or reports, which address existing, or potential trouble of the financial systems.
• Create efficiencies by evaluating business processes, recommending improvements, and identifying new opportunities.
• Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.

Minimum Qualifications

• Bachelor’s degree in accounting, finance, business, or a related field and at least 5 years of experience
• MBA or CPA certification is a plus.
• Excellent computer skills; Advanced Microsoft Office Suite knowledge
• Proficiency with NetSuite accounting software and experience with a software system implementation a plus
• Exceptional knowledge of finance, accounting, budgeting, cost accounting and cost control principles, and Generally Accepted Accounting
• Principles (GAAP)
• Advanced knowledge of accounting best practices, laws, standards, and state/national regulations
• Able to analyze financial records and interpret for other departments
• Excellent written and verbal communication skills
• Ability to meet communicated schedules and deadlines.
• Ability to function as a team player.

We operate as a service provider to the rest of the organization and our external partner network. They are our customers and we strive to partner in a positive way to help them and the organization as a whole to achieve their goals. We all work together collaboratively in an environment which fosters teamwork and no job is too big or too small for any one member to participate in. We want to help you achieve your own personal goals with us and will do our best to help enhance your career whether that will be with us (which is our preference) or elsewhere.

For questions or to apply, email hr@waterford.org

Family Education Liaison

The primary responsibility of a Family Education Liaison (FEL) is to develop strong relationships with Waterford UPSTART parents through meaningful, regular, and value-add conversations, primarily via phone calls. Whether it’s monitoring the progress of the child and giving feedback to the parent or just a check-in, our FELs support the success of the parent and the child.

Experience and Responsibilities include, but are not limited to:

• Communicate with your families on a weekly schedule and create a supportive relationship with your assigned families from enrollment to graduation.
• Manage software usage and family profiles using an online management system.
• Respond to incoming phone calls regarding program information, usage and software.
• Ability to communicate effectively both verbally and in writing via phone and email.
• Strong active listening skills
• Problem-solving and decision-making skills
• Organizational skills/ability to multitask and manage time effectively

Skills and Education Required:

• High school diploma or equivalent
• Keyboard at least 40 WPM
• Basic experience with Microsoft Excel and Word
• Bilingual (Spanish) is a plus
• Early childhood education experience a plus
• Experience providing customer service and working in team environments
• Goal driven

Waterford.org Overview

Waterford.org seeks to blend the best aspects of learning science, mentoring relationships with parents, and innovative technologies to form community, school, and home programs that deliver excellence and equity for all learners. Waterford UPSTART delivers on this mission by
● Connecting with families
● Promoting child’s usage of the Waterford UPSTART curriculum
● Providing regular updates on their child’s progress with the program

For questions or to apply, email hr@waterford.org

Software Sales (Ed Tech)

Waterford seeks an enthusiastic, competitive, results-oriented, sales professional to increase sales in a defined territory. The desired candidate has a passion for education, and brings a winning attitude, focused work ethic, and a desire to work with a dynamic team. Our team of School Relations Specialists work out of our Sandy, UT office with a stunning view of the Wasatch Mountains. This is an exciting opportunity to work in an inside sales environment, with the monthly flexibility to travel for face-to-face meetings with school and district administrators, as well as trade shows and conferences. We are always looking to promote inside reps to field positions; do you have what it takes? This position reports to the Regional Vice President.

Experience and Responsibilities include, but are not limited to:

1. Top Down: Establish and maintain relationships with district, school and community leaders.
2. Own the Room: you will be the best at demonstrating Waterford products and services.
3. Top of the Stack: you will exceed quarterly and annual sales goals because that’s who you are.
4. Master the space: you will develop an expert knowledge of Pre-K and K-12 markets and industry trends.
5. Dominate the Competition: you will develop an expert knowledge of those we play against.
6. Dale Carnegie or Dwight Schrute: Develop an expert understanding of the pedagogy for the target age groups so you are known as a consultant instead of a “sales rep”.
7. Sharpest Knife in the Drawer: you will demonstrate the ability to solve problems and seek solutions.
8. Use the Tools: provide accurate forecasting, and update CRM daily.

Skills and Education Required:

• Bachelor’s Degree with 2-3 years’ experience in Ed Tech or Technology sales preferred but not required.
• 25% travel required to territory with the position.
• Strong negotiating and closing skills and a proven track record of increasing sales.
• Must be results-oriented with strong organizational and time-management skills.
• Ability to work in a team environment, utilizing internal and external resources.
• Excellent oral, written and presentation skills.
• Ability to prioritize individual and team goals.
• Social media prospecting proficiency.
• Salesforce.com experience preferred.

For questions or to apply, email hr@waterford.org