Interim Chief Finance and Operations Officer

San Francisco Friends

$250K — $315K *
Education, Government & Non-Profit
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in finance and operations, preferably in an educational setting.
  • Proven leadership skills in managing diverse teams and departments.
  • Strong understanding of FASB and GAAP accounting standards.
  • Experience with risk management and compliance processes.
  • Ability to prepare and present complex financial reports to varied audiences.

Responsibilities

  • Develop and manage comprehensive financial plans and programs.
  • Prepare and present financial reports for executive leadership and governance.
  • Ensure compliance with accounting standards and tax regulations.
  • Oversee all risk management initiatives and insurance evaluation.
  • Direct operations across multiple departments and ensure performance standards are met.
  • Participate in strategic and facilities planning and oversee construction projects.
  • Advise on employee relations and benefits policies, including tuition assistance program.

Benefits

  • Medical, dental, and vision insurance coverage.
  • Life insurance provided.
  • Matching contributions to a 403(b) retirement plan.
  • Opportunities for professional growth and networking.
  • Community engagement and support initiatives.
Full Job Description
Reports to: Head of School

Hours: Full-Time, Exempt

Position Overview:

Reporting directly to the Head of School, this individual will enjoy many opportunities for engagement in strategic planning and partnership, project management, staff development, broad collaboration, and community involvement. The CFOO, overseeing all aspects of finance and operations, will lead talented and highly functioning teams in the Business Office, Human Resources, Facilities, Student Health, and IT Departments.

Essential Duties and Responsibilities
  • Develop, implement, and oversee plans and programs related to accounting, finance, investment, audit, compliance, financial aid, risk management, and purchasing.
  • Prepare, present, and interpret operating budget and financial reports for the Head of School, the Finance Committee, and the Board of Trustees.
  • Ensure that the school follows all appropriate FASB and GAAP accounting standards and complies with all relevant state and federal tax reporting requirements.
  • Oversee risk management programs through evaluation of insurance needs and coverages, review of insurance proposals and selection of appropriately rated carriers.
  • Invest endowment funds and operating cash reserves in accordance with resolutions adopted by the Board of Trustees and monitor and report investment performance to the Finance Committee and Board of Trustees.
  • Direct and manage the Business Office, Human Resources, Facilities Operations (includes Front Desk and well as outsourced Facilities, Custodial Services and Campus Security), IT Department, Data Operations, Student Health, Extended Day and Campus Food Service (outsourced). Work with vendors and management companies, select employees, set performance standards, delegate responsibilities through clear directions, and monitor performance.
  • Participate in long-range financial planning, strategic planning, facilities planning, capital project planning and implementation, and annual facilities maintenance planning and implementation. Oversee, directly or indirectly, all construction projects.
  • Advise the Head of School in all matters of employee relations, including guidelines on hiring, benefits, compensation, preparation of salary scales, retirement plans, and compliance with all relevant state and federal employment rules and regulations.
  • Review adjusted tuition (financial aid) applications and make recommendations on award amounts. Serve on the Adjusted Tuition Committee and, with others, make final determinations of adjusted tuition awards. Implement the adjusted tuition program through the student billing function.
  • Engage and work with legal counsel, financial advisors, auditors, and other professional service firms as necessary and appropriate.
  • Prepare and/or review the preparation of statistical and survey reports for NAIS, CAIS, ISBOA (Independent School Business Officers Asso.) and other organizations as may from time to time be appropriate.
  • Partner with the Technology Office to budget for strategic IT initiatives, as well as the prudent and timely replacement of existing IT infrastructure.
  • Coordinate closely with the Technology Office on physical plant or other projects that have a technology component or impact.
  • Interface with Horizons - support their finance and operations as a fiscally sponsored entity, provide guidance on Human Resources, Operations, risk management, etc.
  • Oversee rental agreements, use of facilities by other non-profits in support of mission.
  • Work with the Director of Extended Day to set pricing, hiring, wages, and logistics for ED, A3, enrichment, and music programs.
  • Participate as a community member in duties to support the community.
  • Engage in professional networks for continued professional growth.

Compensation and Benefit Summary:

Competitive, exempt salary based on experience and qualifications. Excellent benefits are offered, including medical, dental, vision, life insurance, and a matching 403(b).

$10,416.67 to $13,125 per semi-monthly pay period for 24 pay periods per year ($250,000 to $315,000 annualized).

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