Sr. Manager of Compliance

Key Responsibilities:

1.CoEBuildout and Governance with SPA Leadership:

• Partner with the VP of Student Performance Assessment & Reportingto define theCoEcharter initial roadmap operating cadence decision rights success metrics and stakeholder governance.

• Translate theCoEconcept into practical routines artifacts and working norms that current delivery teams can adopt without disrupting in-flight submissions.

• Create a dotted-line governance rhythm withAccounting Grants BCMStudent Performance and Reporting teamsto review adoption risks upcoming deadlines state changes and improvement priorities.

• Clarify where theCoEsets standards where functional teams own execution and where leadership decisions are.

2. Master Calendar and Compliance Coverage Map:

• Build andmaintainthe master compliance calendar architecture for current states and in-scope compliance categories including financial compliance student data reporting state reporting attendance reporting authorizer reporting and other recurring or ad hoc obligations.

• Define calendar fields ownership rules lead times evidence due dates dependencies submission windows approval requirements escalation points and status conventions.

• Maintaina state coverage map that documents which obligations apply by state school type client segment authorizer funder reporting platform and delivery team.

• Create a recurring refreshprocessso the calendar is updated annually and whenever state authorizer funder or internal requirements change.

3. SOPs Repository and Knowledge Management:

• Build andmaintaina centralized compliance repository with state-specific and workflow-specific SOPs templates portal guides submission checklists QA expectations evidence standards and historical reference materials.

• Codify subject matterexpertisecurrently held by SPA SFOincludingAccounting Grants and other teams so that knowledge is accessible current and not dependent on individual memory.

• Document priority workflows such as PIMS CALPADS attendance reporting state data reporting federal grants reporting financial compliance submissions and other high-volume or high-risk recurring obligations.

• Define version control naming conventions permissions annual refresh owners andapprovalworkflows forCoEmaterials.

4. Training and Enablement:

• Develop training materials onboarding modules job aids refreshers office hours and role-specific learning paths for teams that execute compliance and reporting work.

• Train delivery teams on requirements source data needs portal workflows evidence expectations QA checks escalation triggers and changes in state or funder rules.

• Support cross-training and backup coverage so core workflows do not rely on a single person or legacy team with undocumentedexpertise.

• Partner with functional leaders to reinforce role clarity especially where compliance work has historically defaulted to BCMs AMs or senior leaders because ownership was unclear.

5. State Greenlight and Expansion Readiness:

• Own the state compliance readiness framework for states where Vertex currentlyoperatesand for new states under consideration.

• Create a greenlight checklist that assesses state reporting requirements financial compliance obligations grants requirements student data reporting attendance requirements portals source data SIS dependencies staffing needs training needs data security considerations delivery ownership implementation timeline and risk level.

• Prepare greenlight recommendations for SPA SFO Partnershipsand senior leadership before Vertex commits to new-state compliance support or expands a compliance-adjacent data product.

• Maintain launch playbooks that help delivery teams stand up new-state workflows consistently once leadership approves expansion.

6. QA Risk Visibility and Continuous Improvement:

• Definesubmissionreadiness criteria evidence standards QA gates review checklists and escalation triggers for recurring compliance workflows.

• Maintain risk visibility through dashboards trackers or reporting routines that show upcoming deadlines ownership missing inputs at-risk submissions and recurring quality issues.

• Conduct process reviews or spot checks toidentifymissing evidence inconsistent execution unclear ownership late inputs data-quality issues recurring errors or avoidable rework.

• Partner with delivery owners to analyze root causes and improve SOPs training templates tooling or escalation routines based on real-world issues.

7. Systems Automation and Data Product Alignment:

• Partner with SPAand ITto align compliance standards with data pipelines dashboards secure file transfer processes reporting tools and automation priorities.

• Define business requirements for tools that support compliance visibility and execution including SharePoint Teams Asana SIS-related workflows ERP or finance systems data warehouses dashboards and reporting platforms.

• Identifyopportunities to reduce manual work improve validation standardize data flows automate reminders improveevidenceretention and create portfolio-level visibility across states and schools.

• Ensure automation and dashboard efforts account for compliance requirements data security FERPA-sensitive information role-based permissions audit trails and operator usability.

8. Stakeholder Partnership and Change Management:

• Serve as the day-to-dayCoEpartner to delivery leaders helping them adopt standards without losing ownership of their work.

• Prepare concise updates for SPA and SFO leadership onCoEprogress adoption risks state readiness training completion documentation coverage and decisions needed.

• Help manage change with teams whoseexpertiseis being codified centrally making clear that theCoEis moving knowledge and standards not removing delivery responsibility by default.

• As theCoEmatures coordinate analysts specialists or project resources supporting repository maintenance workflow documentation QA support training administration or state research.

Qualifications:

Required Qualifications:

• 5 or more years of experience in compliance operations state reporting school operations school finance operations regulated reporting public administration grants administration data reporting internal controls project management or a related operations role.

• Demonstrated ability to turn complex multi-state multi-entity or multi-stakeholder workinto repeatable SOPs templates calendars workflows and accountability models.

• Experience building ormaintainingknowledgerepositories training materials process documentation compliance calendars trackers dashboards or operational playbooks.

• Strong project management skills with the ability to organize ambiguous work manage competing deadlines create visibility for stakeholders and drive work through dotted-line relationships.

• Ability to interpret state authorizer funder federal or internal reporting requirements and translate them into practical execution guidance for delivery teams.

• Comfort working with Microsoft 365 SharePoint Teams Asana or similar workflow tools SIS or reporting platforms and ERP orfinancial managementsystems.

• Bachelors degree in business Finance Accounting Public Administration Education Administration Operations Data Analytics ora relatedfield or equivalent professional experience.

Preferred Qualifications:

• Experience in K-12 education charter schools school finance education management organizations or organizations supporting public school reporting.

• Experience with state student data reporting attendance reporting financial compliancegrantscompliance audit support authorizer reporting or public-sector compliance workflows.

• Familiarity with platforms or workflows such as PIMS CALPADS PowerSchool state reporting portals grant portals or school accountability reporting.

• Experience supporting teams throughoperating-modelchange knowledge centralization role clarification or new process adoption.

• Experience partnering with data engineering technology or analytics teams to translate operational requirements into tools dashboards or automation improvements.

• Peopleleadership or team coordination experience especially with analysts specialists project coordinators or cross-functional working groups.

• Masters degree in business Finance Public Administration Education Administration Data Analytics ora related field.