California Independent Schools Business Officers Association

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Chief Financial and Operations Officer (CF&OO)

  • 28 Mar 2019 3:15 PM
    Message # 7250006

    At Pacific Ridge School, our mission statement drives all of our work: In a community that fosters academic excellence, ethical responsibility and global engagement, Pacific Ridge School prepares students for college and a purposeful life.

    Position Summary

    In support of the School’s mission, the Chief Financial & Operations Officer’s (CF&OO) primary responsibility is to ensure the School’s financial strength and operating efficiency.  A key member of the executive leadership team, the CF&OO is the right-hand strategic partner to the Head of School and the Board of Trustees.  Additionally, the CF&OO provides leadership and management of the day-to-day business operations to ensure proper operational controls, internal/external financial reporting and administrative human capital.  This position supports four direct reports:  Controller, Director of IT, Director of Facilities and HR Manager.

    Essential Duties and Responsibilities (including, but not limited to, the following):

    ·         Serves as a strategic advisor and partner to the Head of School on fiscal, technology, facility, employment and administrative matters and the prioritization of organizational goals

    ·         Provides counsel to the Board of Trustees and supports the following Board committees: Finance, Audit, and Campus

    ·         Directs the School’s business functions, including: budgeting, financial reporting, accounting, payroll, insurance/risk management, human resources, legal/regulatory compliance, third-party service agreements and contracting

    ·         Oversees all facilities functions, including: general supervision of transportation, physical buildings/grounds, maintenance, security and emergency procedures

    ·         Ensures the School’s technology needs are integrated into the overall operations of the School, including the business office functions

    ·         Responsible for overall employee benefits program, including health plans and 403(b) plan

    ·         Plays a lead role in long-term planning and is responsible for managing the 5-Year Financial Plan

    ·         Manages School debt/capital structure, including relationship with lending bank and separate bond issuance

    ·         Partners with the Philanthropy (Development) Team to guarantee the thorough reporting of all gifts to the School

    ·         Collaborates with the Enrollment (Admissions) Team on student enrollment contracts, tuition assistance and opportunity grants

    ·         Networks with other professionals at independent schools across the region, state and nation in order to share best practices and stay abreast of relevant topics and trends

    ·         Maintains the integrity, honor, stewardship and respect for the rights of others in accordance with the School mission, practices, policies and procedure

    ·         Manages annual independent school surveys such as NAIS DASL and Index

    ·         Other duties as assigned


    ·         Bachelor’s degree (B.A.) in Business Administration or related field from a four-year college or university

    ·         10+ years of finance and operations experience with a minimum of 5 years at a director/managerial level

    ·         CPA or MBA preferred

    ·         5+ years of experience in an independent school or non-profit 501(c) organization preferred

    Competency Skills

    ·         Proven success in fostering professional relationships with all levels of faculty/staff employees and community members, including Board members, students and parents

    ·         Excellent written and oral communication skills, including ability to articulate complex financial and personnel matters to various constituencies

    ·         Ability to maintain professionalism and act with tact and diplomacy

    ·         Knowledgeable on fund accounting and accrual-based non-profit accounting

    ·         Working knowledge of various accounting software solutions, preferably Senior Systems

    ·         Able to attend regional and national conferences that serve as a knowledge base and resource for independent schools and/or provide professional development opportunities

    ·         Mastery of Microsoft Office Suite, to include Excel and Word

    ·         Notable skills in financial planning and analysis, including development of financial and operational models

    ·         Excellent organizational skills with the ability to manage numerous detailed tasks and to anticipate and meet deadlines

    ·         Ability to problem-solve independently and in a team environment

    ·         Strong negotiating skills with external resource vendors

    ·         Positive, goal-oriented team player who leads by example

    ·         Good listener who is open to alternative ways of achieving desired results

    ·         Broad knowledge of technology/information systems and human resources disciplines, including compensation and benefits, employment law, employee relations, talent management, organization development, and employee welfare (health, safety and security)

    If you are interested in applying for this position, please send your resume and a cover letter with your leadership philosophy and salary requirements to

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