The Gregory School seeks an experienced financial leader to fill the position of Director of Finance. Experience in the educational or non-profit sector is preferred. The Director of Finance reports to the Head of School and plays an important role in strengthening the organizational infrastructure and supporting the leadership team and Board of Trustees in strategic decision-making. The Director of Finance is charged with the primary oversight of all accounting functions and the administration of the human resource systems and practices of the School, including payroll. In addition, the Director of Finance is responsible for preparing and overseeing the Annual Audit.
Essential Duties and Responsibilities:
- Develop and deliver a balanced budget based on parameters set by the Board of Trustees.
- Develop and deliver the long-range financial plans of the School in accordance with the school’s strategic plan.
- Supervise all finance personnel and provide timely, accurate monthly budget reports to all departments and the Board of Trustees.
- Ensure adequate cash flow to meet the needs of the School.
- Establish, coordinate and administer a plan for the control of operations including monthly review of budget to actual, forecasts, revenue and expense budgets together with necessary controls and procedures to effectuate the plan.
- Evaluate and ensure the maintenance of appropriate financial records and obligations.
- Develop and implement accounting policies, coordination of systems and procedures, and the preparation of operating data and special reports as required.
- Maintain banking and investment relationship with financial institutions according to the investment policies/strategies established by the Finance Committee of the Gregory School Board of Trustees and best practices.
- Coordinate the preparations of reports to government agencies, including tax filings; administer policies and procedures from local, state and federal government. Provide safeguards to insure continuation of tax-exempt status.
- Manage general ledger maintenance, bank reconciliations, accounts payable and receivables.
- Assure protection of the School’s assets through internal control, independent external audits, and ensure adequate insurance coverage.
- Oversee all issues related to enterprise risk management.
- Develop, implement and update Finance Office and human resources policies and procedures; ensure ongoing training of office staff concerning general procedures and specialized knowledge.
- Provide advice on all financial and human resources matters and assist in the formulation of overall objectives.
- Represent the School when requested at various local, state and national meetings and conferences.
Ideal Qualifications and Characteristics:
- A Bachelor’s degree in a related field is required; CPA, CFA designation preferred.
- Successful track record managing financial and human resource functions within the education or non-profit sector, including human resource management, employee benefits and payroll procedures.
- Ability to work effectively with parents, faculty, trustees and consultants, and the skills to function proactively and contribute in a highly collaborative administrative team.
- Ability to meet deadlines and function effectively in a complex organizational environment that demands a high energy level, discretion, patience, flexibility, enthusiasm, and humor; thrive in an environment of diverse responsibilities and finite resources.
- Relevant computer proficiency, including Blackbaud, ADP, MSOffice, Outlook, and Excel; must have database and spreadsheet experience.
- Demonstrated experience in developing long-range capital and operational budget planning.
- Experience in determining alternative revenue sources in a non-profit setting.
- Ability to lead strategic initiatives to completion while anticipating issues and identifying effective solutions across the school.
- Exceptional written/verbal communication and presentation skills, including the ability to distill complex topics and then communicate them effectively to varied audiences.