Medical, dental, vision, vacation time, generous school holiday schedule
4 Year Degree
Peninsula Heritage School (PHS) is a small, co-ed, independent day school, serving grades K-8, in Rolling Hills Estates. Our mission is to foster each child’s intellectual, social, and ethical growth. Our strong academic program challenges and supports each individual within a school community that values diverse backgrounds, talents, and learning styles.
PHS is seeking a Business Manager who will be responsible for overseeing finances, human resources, and risk management as well as partner with daily operations of the school, including but not limited to facilities, emergency and safety preparedness, hot lunch, and advancement.
Reporting to the Head of School, the Business Manager handles all of the functions of the Business Office and is a member of the Administrative team. This person works closely with the Head of School, Board of Trustees, Parent Association, outside consultants, contractors, other department heads, faculty, staff and constituents to help meet the financial objectives and support the sustainability of Peninsula Heritage School.
The following is a list of essential responsibilities of the Business Manager:
Prepare the annual Operating Budget draft for submission to the Finance Committee of the Board of Trustees and once the budget is approved, manage the budget throughout the year.
Prepare and issue monthly and yearly financial statements and provide reports to the Finance Committee for the Board meetings.
Monitor each department’s budget and provide budget analysis and reports to faculty/staff and constituents throughout the year
Attend all Finance Committee meetings.
Responsible for all work in connection with the yearly audit and tax return. Prepare and provide all information requested to the CPA firm conducting the audit.
Work with the Board Treasurer, investment banker and/or investment consultant to invest cash balances and various endowment funds. Monitor and manage funds and cash flow needs throughout the year.
Responsible for all day-to-day bookkeeping which includes tuition billing, accounts receivable, collections; recording, classifying and depositing all receivables for the School and Parent Association.
Manage the accounts payables/cash disbursements, review the bills for accuracy and validity and properly classify all.
Reconcile the monthly credit card accounts, prepare and record monthly adjusting journal entries.
Work with the independent accountant on payroll, general ledger reconciliation, employee benefit programs and audit/tax preparation needs.
Manage the human resource needs of the school with the Head of School and direct employee benefit programs in compliance with state and federal regulations.
Manage the School’s risk management through various insurance programs/policies.
Compile and analyze the financial aid applications with Head of School and financial aid committee to determine financial aid awards.
Communicate information to families regarding tuition, fees and financial aid.
Work with Head of School and IT Director regarding technology needs of the school. Order technology products when approved.
Supervise all leases and equipment leased by the School.
Maintain legal documents, review for accuracy and compliance, work with Head of School and attorneys on legal matters when necessary.
Support the Parent Association with various fundraising needs.
Attend committee meetings to provide input when needed.
Peninsula Heritage School actively seeks candidates who will contribute and are committed to a diverse school community and inclusive educational practices.
If interested, please submit your cover letter and resume to Dr. Cindy P. Chun at email@example.com. Please use Business Manager in the subject line of your email. Thank you for your interest in Peninsula Heritage School.