Working with the Chief Financial Officer and other senior administration, maintains the financial integrity of the School. Directs and coordinates all financial operations including accounting and reporting. Monitors and maintains systems of internal control and safeguards the School’s assets. Provides, both internally and externally, reports of operations. Promotes a service-oriented operation while exercising prudent fiscal judgment.
Duties and Responsibilities:
Essential Duties and Responsibilities include the following (other duties may be assigned at any time at the discretion of the employee’s supervisor):
Supervision of accounts payable, accounts receivable, cash receipts, payroll (including pension payments), and investment and endowment reporting. Analyzes, recommends and implements appropriate policies.
Preparation and review of various general ledger entries.
Preparation of monthly financial reports, including standard operating budget versus actual results for department heads and senior administration. Monitors departments’ budget performance and provides forecasts of year-end performance.
Prepares and aggregates annual budget proposal from submissions across all units for the Chief Financial Officer. Leads review and trend analysis of all cost centers to ensure appropriate allocation, management and maximization of School’s resources in support of the school experience. Participation in all steps of discussion with department heads, approval by senior administration, and the Board of Trustees.
Serves as key resource for Chief Financial Officer assisting with:
Periodic reporting to the Board of Trustees, governmental agencies, creditors, senior administration and others.
School’s Audit Committee, coordinating meetings, drafting agendas and meeting
School’s 10 Year financial model, ensuring accurate and timely updates to meet the needs of the Finance Committee and senior administration.
School’s Insurance plan, preparing and updating required documentation for insurance renewals.
Cash management. Coordinates and oversees all aspects of cash accounting and reporting, including weekly and biweekly disbursement needs and short- and long-term cash flow management endowment drawdowns.
Primary liaison with the School’s auditors and investment consultants.
Plans and oversees all annual financial audits (financial and 403(b) plan). Keeps current on reporting changes of the Financial Accounting Standards Board (FASB). Informs senior administration of pronouncements that may have a material effect upon the School so that policies may be revised where necessary. Oversees the accurate and timely completion and filing of the School’s 5500, 990 and 990T.
• Internal control systems: Maintains effective controls over financial data. Oversees the property, plant and equipment records and control over disposals and transfers.
Restricted gifts and endowment income oversight: Supervises the accounting for restricted gifts, split-interest agreements, pledges receivable and endowment valuations, ensuring funds are utilized in accordance with donor directives and maintains the integrity of funds.
Retirement Plan Committee: Participate in the School’s Retirement Plan Committee.
Other duties as may be assigned at the discretion of the Chief Financial Officer.
Supervisory Responsibilities: Provides direct supervision to the Assistant Controller, Director of Purchasing, Director of Scots Corner, and general supervision to the rest of the accounting staff (Staff Accountant, Student Billing/Payroll Coordinator, Account Payable Clerk and Mail Coordinator).
Four-year degree in Accounting and Certified Public Accountant (CPA Required, MBA preferred). Knowledge of endowments, gift reporting and complicated investments.
Ability to solve a wide range of problems.
Ability to analyze and organize financial data.
Excellent oral and written communication skills.
Knowledge of financial/business analysis techniques.
Knowledge of various software applications including Google Suite, Microsoft Products, Raiser’s Edge and Blackbaud.
Skill in budget preparation and fiscal management.
Ability to utilize and implement technology for accounting processes and data analysis.
Ability to use independent judgment and to manage and impart information to a range of people.
Skill in building a team
Ability to manage multiple deadlines and projects simultaneously
Ability to develop and deliver presentations. Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
Exercises some independent judgement and resourcefulness in performing administrative tasks and data entry, frequently without instruction and in laying out work procedures and devising work methods; may make routine decisions requiring independent action and discretion in procedural problems in accordance with established policies and procedures.
Occasional work outside of normally-scheduled working hours is required. Some weekend work may be required for significant School events and deadlines.
Saint Andrew’s School is committed to providing equal opportunity in all employment practices, including: selection, hiring, promotion, transfer, and compensation to all qualified applicants and employees without regard to age, gender, race, religion, color, sexual orientation, gender identity or expression, national origin, ancestry, citizenship status, marital or familial status, pregnancy, disability or handicap, genetic information, military status, or any other protected status in accordance with the requirement of all federal, state, and local laws.
About Saint Andrew's School
An independent, co-educational school for grades JK - 12, Saint Andrew's School seeks to educate students in mind, body and spirit. We welcome students, faculty and staff of diverse backgrounds to join our community.