Particular Domains of Responsibility General: - Directly supervising the performance of the Controller and Accounting Manager
- Providing direct support to the Investment, Finance, and Audit Committees of the Board of Directors, including minutes, notification of meetings, agendas, reservations of meeting rooms, and providing related materials
- Educating all stakeholders in best business and financial practices
Business and Finance: - Supervising the Business Office and its responsibilities, including accounting, collections, payables, borrowing, banking, risk management, payroll, and investment strategies and services
- Developing and presenting annually to the Board of Directors a corporate budget, and updating and maintaining the working budget throughout the year
- Overseeing bidding for services to include but not limited to auditing, copying services, payroll service, and banking
- Designing and implementing self-insured employee health insurance plan
- Overseeing 403(b) fiduciary to ensure ERISA compliance
- Overseeing preparation of all work papers and documents the school’s various audits
- Ensuring the school’s purchase order system is consistently applied and that standards as set by the Board are clearly transmitted to employees
- Providing leadership and guidance to administrators relative to corporate and cost center budgeting
- Overseeing relationships with other vendors and school business partners, including the school’s endowment manager
Additional Duties and Responsibilities - Preparing monthly special financial statements and reports for the school’s Directors & Cost Center Managers, Parents’ Association, Finance Committee, Investment Committee, Audit Committee, and Buildings and Grounds Committee. Also, as required, for the Board of Directors
- Maintaining the official policy handbook of The Orchard School
- Working closely with other members of the senior administrative team
- Maintaining official corporate documents of the school
- Other related duties as assigned
Required Qualifications and Attributes - BS or BA degree in accounting from a 4-year accredited college required. Master’s degree preferred.
- At least 10 years of progressively responsible experience in financial management, with at least 5 years in a nonprofit organization
- Professional knowledge of GAAP required
- Strong working knowledge of EXCEL required
- Familiarity with business operations and the budgeting process at independent schools or non-profits preferred
- Working knowledge of accounting software preferred
- Must protect confidential information and establish credibility
- Excellent interpersonal skills with an ability to interact with diverse personalities, demonstrating tact, flexibility and compassion
- Judgment that is consistent with standards, practices, procedures, regulation or governmental law while recognizing and supporting the organization’s priorities
- Ability to define problems, collect data, establish facts, draw valid conclusions, and make recommendations to management
- Ability to read, analyze and interpret legal and other technical documents
- Ability to write effective and grammatically correct letters, reports, spreadsheets, and other business correspondence and to present information to applicable constituencies
- Ability to communicate with compassion and be helpful to all community members
- Willingness to “teach” other employees about accounting and budgeting as needed
- Commitment to professional development as it pertains to being a Director of Finance at an independent school, including networking with other like schools and participation with NBOA
- Commitment to leading the administrative team annually to benchmark our statistics and business practices against other independent schools
- A passion for the mission and vision of The Orchard School
- A commitment to embracing and cultivating diversity within the workplace and school settings
- An ability to collaborate with multiple departments and lead complex projects
- Forward thinking and flexible
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