CFO

Requirements

• Reports directly to the CEO/Executive Director and supports the following Board of Trustee committees: Budget & Audit Investment and Facilities.
  
• Serves as the primary staff person responsible for all financial matters including: contracts insurance regulatory reporting and related interaction with state and other governmental entities.
  
• Partners with the CEO/Executive Director Human Resources Director Superintendent and the Director of School Director of Health and Safety and Director of Development and Communications on operational and strategic plans providing recommendations based on sound financial analysis and projections.
  
• Oversees capital and operations and budgetary planning in alignment with the Strategic Plan.
  
• Promotes productive relationships with insurance brokers bankers (cash commercial operations and lending) and legal counsel (for financial matters)
  
• Collaborate with Human Resources on Staffing payroll pension and other areas as applicable
  
• Coordinates the annual financial audit Forms 990 and 5500 reporting and pension plan audits for OSB.
  
• Manages the relationship with the PA Independent Schools purchasing consortium.
  
• Supports the Boards Investment Committee by working closely with the Committee Chair and monitoring the schools investment portfolio as well as ensuring the Investment Committee decisions are properly executed
  
• Supports the Boards Budget and Audit Committee by presenting regular financial updates on the Schools operations capital expenditures and budget.
  
• Supports the Boards Facilities Committee by monitoring and implementing directives for capital construction
  
• Oversees the proper management of individual restricted endowment funds
  

• Manages staff in the Business Office Technology Housekeeping and Maintenance Departments
  

• Business Office operations including cash disbursements banking accounting purchasing accounts payable check preparation and distribution payroll and financial reporting
  
• Environmental Services operations including maintenance housekeeping campus grounds energy management and capital budget proposals.
  
• Comprehensive understanding of accounting for notforprofit entities as well as understanding of Federal State and Local Governmental reporting requirements.
  
• Proven ability to strategize and develop mechanisms to maximize revenue streams and manage expenses by engaging and leading administrative staff in enterprisewide fiscal management.
  
• Proficient in the use of standard business software such as Microsoft Excel and Word and in the use of financial and Human Resources systems. Familiarity with Google platform is a plus. Must have the proven ability to access a variety of external databases and search for information pertinent to school operations policies and procedures.
  
• Effective interpersonal communications and strong oral written and presentation skills.
  
• Strategic thinking skills and ability to problemsolve and make thoughtful decisions.
  
• Initiative and ability to work independently and as a team member or leader as required.
  
• Strong organizational and analytical skills are required.
  
• Computer Network administration wired and wireless systems hardware acquisition schoolwide technology support including operations and training of personnel operating administrative software systems.
  

• Bachelor of Science Degree CPA Certification is preferred.
  
• At least 5 years of Experience as CFO Director of Finance or Business Manager A comparable combination of training and experience may be substituted preferably in a school setting
  
• Such other combination of education and experience as the CEO deems satisfactory
  
  

Benefits

• Medical / Dental / Vision Benefits
• Overbrook is closed in observance of all Federal Holidays. Each year a calendar will be issued disclosing the schoolwide closures for the upcoming school year.Overbrook will allow employees up to two Personal Days off with pay each year.Overbrook employees earn one sick day per month 10 per year for 10month staff and 12 per year for 12month staff). Unused days are carried over from one year to the next until a total of 150 sick days have been accumulated.
  
• PSERS eligible