Financial Oversight
- Develop and manage annual budgets, ensuring alignment with the school’s strategic goals and donor contributions.
- Oversee financial planning and analysis, including forecasting and variance analysis.
- Maintain accurate financial records and general ledger (e.g., QuickBooks or equivalent)
Strategic Planning & Budgeting
- Lead annual budgeting process in collaboration with Head of Schools and department leads
- Develop cash flow projections and long-range financial forecasts
- Advise on the financial impact of operational decisions, staffing, and program expansion
- Track actuals vs. budget and alert leadership to trends, risks, or opportunities
Collaboration & Communication
- Serve as financial liaison to the board’s Finance Committee and Treasurer
- Partner with the Head of Schools to align resources with mission-driven goals
- Provide financial clarity and tools to campus leaders and support staff
- Help develop internal dashboards and donor-impact reporting
Process Improvement
- Strengthen internal financial systems, controls, and reporting processes
- Recommend cost-effective, scalable solutions as the school grows
- Assist with financial management of grants, fundraising campaigns, and capital projects
- Prepare and present monthly, quarterly, and annual financial reports
- Ensure timely reconciliations and assist with audit prep and compliance
