What are the responsibilities and job description for the CHIEF FINANCIAL OFFICER position at Holy Trinity?
CHIEF FINANCIAL OFFICER- HOLY TRINITY:AN EPISCOPAL SCHOOL
Holy Trinity: An Episcopal School ( www.htrinity.org ), a PS-Grade 8 independent school located on two campuses in Bowie and Glenn dale, MD, is seeking a full time Chief Financial Officer to join our small administrative team. The Chief Financial Officer (CFO) will provide leadership, oversight, and stewardship for all aspects of the school’s financial resources, while ensuring absolute institutional integrity on fiscal matters and promoting best practices in finance and administration.
Broad areas of responsibility
The Chief Financial Officer supports and works closely with the Head of School and Board of Trustees. As a member of the School’s Administrative Leadership Team, the CFO plays a key role in determining the strategic direction of the school, developing and executing plans to meet the school’s short-and long-term goals, and recommending financial and administrative objectives, policies, programs, and practices that ensure a sound financial structure for the school.
Speaking for the School in financial and business matters the main areas of responsibility include:
- Finance
- Budget
- Accounting
- Student billing
Working collaboratively on the following areas:
- Safety and insurance
- Personnel management
- Physical plant
Leadership:
A strategic thinker who sees the “big picture,” anticipates and envisions future needs, and can articulate a well-conceived plan to achieve goals. An executive whose experience, technical expertise, and force of intellect engender the confidence of a wide range of internal and external constituents. An individual who is adept at forging relationships throughout the school and building upon them to exercise leadership among the board, administrators, faculty, staff, and parents. A confident and experienced manager who directs the efforts of others through open communication and collaboration. A person whose management style is characterized by tenacity, flexibility, empathy, a willingness to think creatively, and leading by example.
Experience:
A minimum of 5 years of experience in a financial and business leadership position, preferably in an independent school, small college, cultural institution, or other not-for profit organization. Ideally, a career that includes expertise in financial planning and analysis, accounting and financial reporting, audit and tax returns, information technology, facilities management and construction, human resources, and risk management.
A successful track record of establishing, refining, and maintaining financial policies, procedures, and controls that positively impact the long-term financial health and stability of an institution. Background working with multiple constituencies such as parents, faculty, staff, and board members. A history of effectively motivating and managing staff toward the achievement of common goals.
Skills and Knowledge:
A broad and deep knowledge of financial management and skill in implementing associated administrative processes, budgeting procedure, and accounting systems. Proven competency in financial modeling and developing forecasts in the context of long-range strategic planning. The ability to analyze an established operation and perceive areas of strength and need, followed by the creation or modification of existing systems and procedures to maximize efficiencies. Strong verbal and written communication skills that allow one to educate others about the importance of sound financial management, to explain complicated fiscal matters to non-financial constituencies, and to address inquiries in a timely and cooperative manner. An understanding of the importance of collaboration, information-sharing, and ongoing communication between various departments in a complex institution. Ideally, familiarity with physical plant management, including financing, construction, renovations, maintenance, and daily operations. A solid grounding in information technology, particularly as it relates to the efficient operation of the business office and its attendant administrative systems and procedures.
Bachelor’s degree required, advanced degree a plus.
The qualifications needed include:
Bachelor's degree, knowledge of and experience in fiduciary principles, practices, and techniques of business administration; ability to relate to and work closely with diverse school constituents; excellent verbal and written communication skills; ability to communicate with employees, families, and members of the Board; commitment and dedication to take up the work to strengthen diversity, equity, and inclusion throughout the school on an individual and collective basis. Knowledge of information systems and an MBA or other appropriate advanced degree and/or CPA is a plus.