Chief Financial Officer

Job Details
Level:    Experienced
Job Location:    Upper School - Melbourne, FL
Education Level:    Graduate Degree
Salary Range:    Undisclosed

Description

PERFORMANCE ABILITIES:

1. 
   
2. Work Habits

1. Observes assigned work hours.
2. Maintains a pattern of prompt and regular attendance.
3. Adjusts to work assignments and/or schedule changes.
4. Performs in a manner that reflects positively on the school.

1. 
   
2. Major Duties and Responsibilities

1. Create and utilize financial models to support strategic decisions.
2. Identify financial risks and mitigating factors based on financial modeling.
3. Create metrics to monitor and predict the financial performance of the school.
4. Develop systems to track performance metrics and make data driven decisions for school operations.
5. Identify and implement cost efficiencies.
6. Supervise the work of the business office personnel.
7. Lead the annual budgeting process with scenario-based assumptions and models.
8. Oversee the budget forecasting process during the fiscal year, managing the team to ensure budgets are accurate and support solid decision-making.
9. Define key financial metrics to review regularly with the team and school leadership.
10. Review, monitor and control the disbursement of funds as budgeted.
11. Oversee compilation and administration of capital expenditure requests from departments.
12. Ensure creation of clear and concise monthly budget reports to school leadership and Board of Trustees.
13. Together with the Head of School, approve all agreements concerning financial obligations, such as contracts for products or services and other actions requiring a commitment or pledge of financial resources.
14. Administer, manage, and supervise tuition, fee receipts, and student billing and collections.
15. Oversee auxiliary programs and other revenue sources including summer programs, facility rentals, and after school programs. Ensure accurate calculation of field trip and athletic transportation costs, which include bus fuel/maintenance and driver salaries.
16. 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.
17. Oversee risk management matters including but not limited to all property and liability, and Workers Compensation contract renewals.
18. Work with Director of Human Resources to review and select employee benefits.
19. Oversee the school's financial aid programs including corporate and state scholarship programs including the application, awarding of aid, and all related communications.
20. Oversee the school's transportation program including the management related to budget and personnel.
21. Oversee the accurate and timely execution of all payroll related matters.
22. 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.
23. Fulfill all FCIS, NAES, NAIS and MISBO benchmarking statistical reporting requirements.
24. Provide required information and documentation to the Audit, Endowment and Finance Committees.
25. Maintain relationships with financial institutions and prepare all required bond documentation and reports.
26. Secure an annual audit of the school's financial records and financial positions including the retirement program.
27. Lead the Health and Safety Committee as a member of leadership.
28. Perform all other duties as requested by the Head of School.

1. 
   
2. Training and Experience

1. Maintains expertise in assigned areas.
2. Participates successfully in professional learning opportunities available to increase skill and proficiency related to assignment.
3. Participates successfully in computer training to attain and/or maintain skills necessary to achieve proficiency of performance responsibilities.

1. 
   
2. Personal Qualities

1. Demonstrates a positive attitude toward work assignment.
2. Ability to maintain confidentiality, specifically regarding donor records and students served.
3. Accepts responsibility for work assigned.
4. Maintains professionalism in dress, speech and manner.
5. Accepts constructive criticism.

PHYSICAL REQUIREMENTS: Must be able to sit for extended periods of time, bend, squat, reach, lift, carry, push or pull light/ moderate weights.

Qualifications

POSITION PURPOSE: The CFO will oversee budgeting, forecasting and other special finance projects necessary for school sustainability and growth. The CFO is accountable to the Head of School and, working with appropriate Board of Trustee committees, manages the resources of HTEA in support of the students and employees. This position is responsible for the planning, control, accounting and reporting of income, expense, contributed and invested funds of the school. The CFO will manage all activities designated as business office responsibilities including physical plant and grounds, risk management and insurance, transportation, employee compensation, facilities leasing, and city, state and federal government compliance.

QUALIFICATIONS:

1. Master's Degree, MBA preferred, or comparable combination of education and experience
2. Minimum of 7 years of experience in finance
3. Experience working in a nonprofit, preferred
4. Physically able to perform assigned duties

KNOWLEDGE, SKILLS AND ABILITIES:

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 sound internal controls, generally accepted accounting principles and fund accounting. Proven sound business judgment and overall financial management. Effective strategic and analytical skills. Familiarity with current business software platforms such as Blackbaud, Raisers Edge, Veracross, FACTS, independent school financial aid programs. Ability to communicate financial data to users and deal effectively with accounts receivable issues.

EXPECTATION: Serve as a member of Executive Leadership Team; is a positive role model who supports the mission, vision and core values of the school.

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