Position Title: Director of Finance and Operations
FLSA Classification: Exempt
Reports to: Head of School
Direct Reports: Controller, HR Manager, Facilities Manager, Program and Events Manager, Facilities Manager
Position Purpose: The director of finance and operations is responsible for overseeing all financial operations of the school, including facilities and operations. S/he assists the head of school in preparing the annual budget, setting the school’s tuition, and developing both short and long-term financial plans. The director of finance and operations oversees the school’s facilities, including planning for expanded facilities and the repair and maintenance of the school’s campus. S/he provides administrative support to the board of trustees, specifically the budget and finance committee and the investment committee. S/he supervises the controller, human resources manager, tuition assistance manager (seasonal), program and events manager, and facilities manager.
Serves as the chief financial officer and as an ex-officio member of the budget and finance committee and the investment committee.
Prepares the school’s annual and multi-year budgets that reflect the long-term goals of the school.
Oversees the preparation of financial statements on a regular and timely basis, and present them to the budget and finance committee.
Provide organization and management for student billing, purchasing, accounting, cash management, and sound business practices.
Oversees all banking, cash management, and investment activities of the school.
Oversees preparation of loan documents and compliance with all covenants therein.
Oversees preparation of an annual audit and 990 tax return.
Oversees the allocation and distribution of tuition assistance, and serves as a member of the tuition assistance committee.
Personnel Management and Human Resources
Oversees regular review of the employee handbook, assuring compliance with current personnel law.
Assists the head of school in establishing the salary and benefits package for school employees.
Oversees selection and implementation of school’s employee benefits program.
Work with the facilities manager to develop long-range plans for improvements and repairs to existing facilities.
Serves as a primary contact for leased facilities.
Selects and maintains appropriate insurance to protect school property and cover the liability of the school, its employees, and its trustees.
Serves as a member of the school’s safety committee
Takea a leadership role in managing the risk of the school’s operations, ensuring the safety of personnel and students in their use of the facilities and the programs of the school.
Government and Legal
Oversees filing of all reports—as required—to city, state and federal agencies.
Provides leadership to the school in regards to legislation that impact the school, particularly those associated with personnel policies.
Assists the head of school and board of trustees in long-range and strategic planning for the school.
Performs other duties as assigned by the head of school.
Represent the school at regional, state, and national associations as it relates to the role of director of finance.
A graduate degree in finance, administration, non-profit management, or a related field.
Minimum of 5 years professional financial and administrative leadership experience, preferably in a school, non-profit or Jewish organization.
Excellent verbal and written communication skills.
Proven leadership and mentoring skills, as well as the ability to work collaboratively with many different groups within the school to advance the institution’s future and stability.
Technical skills and knowledge of Blackbaud Financial Edge, Raiser’s Edge, FileMakerPro, Excel, Word, Powerpoint, and the Google Apps suite.
Physical Requirements and Work Environment
Generally, works in standard office conditions and climate.