Create and utilize financial models to support strategic decisions.
Identify financial risks and mitigating factors based on financial modeling
Create metrics to monitor and predict the financial performance of the school.
Develop systems to track performance metrics and make data driven decisions for school operations
Identify and implement cost efficiencies.
Supervise the work of the business office personnel
Lead the annual budgeting process with scenario based assumptions and models.
Oversee the budget forecasting process during the fiscal year, managing the team to ensure budgets are accurate and support solid decision-making.
Define key financial metrics to review regularly with the team and School Leadership.
Review, monitor and control the disbursement of funds as budgeted
Oversee compilation and administration of capital expenditure requests from departments
Ensure creation of clear and concise monthly budget reports to school leadership and Board of Trustees
Together with the President, approve all agreements concerning financial obligations, such as contracts for products or services and other actions requiring a commitment or pledge of financial resources
Administer, manage, and supervise tuition, fee receipts, and student billing and collections
Oversee auxiliary programs and other revenue sources including summer programs, facility rentals, and after school programs. Ensures accurate calculation of field trip and athletic transportation costs, which include bus fuel/maintenance and driver salaries.
Work with the Director of Facilities regarding the impact of facilities projects on operations, budget and cost control and ensure the timely completion of projects, including construction, renovations and maintenance of school facilities.
Oversee risk management matters including but not limited to all property and liability, employer and employee insurance contract renewals
Oversee the school's financial aid programs including corporate and state scholarship programs including the application, awarding of aid, and all related communications.
Oversee the schools transportation program including the management related to budget and per
Oversee the accurate and timely execution of all payroll related matters.
Ensure that the school complies with all federal, state, and local laws as well as maintaining tax exempt-status on a federal, state, and local level.
Fulfill all FCIS, NAES, NAIS and MISBO benchmarking statistical reporting requirements.
Provide required information and documentation to the Audit, Endowment and Finance Committees.
Maintain relationships with financial institutions and bondholders and prepare all required bond documentation and reports.
Perform all other duties as requested by the President.
Masters Degree, MBA preferred, or comparable combination of education and experience
Minimum of 7 years of experience in finance
Experience working in a nonprofit, preferred
Physically able to perform assigned duties
KNOWLEDGE AND SKILLS:
Able to clearly articulate the mission and vision of Holy Trinity Episcopal Academy
Energetic forward thinking leader with the highest standard of integrity and professionalism
Financial modeling expertise and excellent quantitative skills.
Good judgment, discretion in speech, respect for confidentiality, politically alert, problem solver.
Skilled in evaluating systems and making changes to improve them.
Experience creating and managing multi-million dollar budgets, forecasting, and knowledge of generally accepted accounting principles and fund accounting.
Proven sound business judgment and overall financial management.
Effective strategic, analytical, and problem-solving skills.
Familiarity with current business software platforms such as Blackbaud, Raisers Edge, Veracross, FACTS, independent school financial aid programs.
UNDERSTANDING OF AND ABILITY TO:
GAAP and financial statements.
Effectively communicate financial data to users.
Effectively deal with accounts receivable issues.
Present a positive, welcoming countenance and posture toward all prospective and incoming parents in an effort to make them feel a valued part of our school community
Represent the school at various professional associations and meetings associated with the role of the school CFO as the need arises and is deemed appropriate.