Director of Financial Assistance and Institutional Reporting

Position Description

The Director of Financial Assistance and Institutional Reporting supports enrollment and retention goals through data management systems oversight and collaboration with admission and business office leadership. This position ensures the accuracy efficiency and integrity of admission and financial assistance operations from inquiry through enrollment and beyond. Reporting to the Director of Enrollment Management this position is eligible for consistently-scheduled remote work during the school year.

Key Responsibilities

Financial Assistance

• Manage the full scope of the financial assistance program including annual methodology review award decisions and budget management
• Coordinate the application process through Clarity for 500 applicants annually including tax return verification appeals and status tracking
• Maintain timely personalized communication with families throughout the financial assistance process and during the school year
• Administer and track all special funding programs including the Diane Dunning Fund for incidentals and endowed or named scholarships
• Partner with the Business Office to review award decisions account balances and reconciliation of allocated funds
• Develop and implement outreach strategies for prospective and returning financial assistance applicants
• Monitor and update financial records ensuring accuracy in reporting and documentation
• Finalize award notifications generate reports and maintain records to support leadership and compliance needs
• Manage seasonal and program-based funding requests (e.g. book vouchers Spring Festival Summertimes)
• Update financial assistance methodology and system settings annually in Clarity to reflect institutional priorities and equity
• Ensure alignment with school priorities and enrollment goals and good stewardship of budget

Reporting

• Generate reports for BOG senior leadership admission team and other departments (e.g. enrollment projections yield data survey results enrollment lists)
• Complete annual reporting (e.g. NAIS Clarity Index) and benchmarking analysis
• Partner with the Director of Enrollment Management to monitor yield attrition market shifts and long-term planning
• Compile post-event reports to gauge success
• Prepare and submit annual budget requests and monthly updates

Data Systems and Management

• Maintain and manage inquiry application and event data in Finalsite; regularly scrub and update records (this will be transitioned to Operations Manager)
• Prepare release and support contract processing (first and second round) extensions and enrollment
• Revise and update settings checklists forms and applications annually Finalsite
• Manage the flow of applicant data through Finalsite including Committee Review setup and permissions
• Oversee data integrity and process improvements in Finalsite Blackbaud and Clarity
• Import and integrate candidate records parent records and financial assistance data across platforms
• Conduct regular admission data audits and checklist management

Required Knowledge Skills & Abilities

• Strong experience with admissions enrollment analytics or financial assistance operations in an independent school setting
• Proven ability to interpret and apply financial assistance formulas and make equitable mission-aligned award decisions
• High level of proficiency with Excel and CRM/admission databases (Finalsite Blackbaud Clarity or equivalent)
• Excellent organizational skills and attention to detail with the ability to manage complex data across multiple systems
• Exceptional time management and ability to meet recurring seasonal deadlines
• Strong communication skills both written and verbal with a commitment to empathy professionalism and confidentiality
• Ability to work independently and collaboratively taking initiative and anticipating team needs
• Commitment to the mission and values of an independent school community

Overview

St. Stephens and St. Agnes School is an affirming and collegial community committed to our mission to pursue goodness as well as knowledge and to honor the unique value of each of our members as a child of God in a caring community. SSSAS is an age 3 to Grade 12 Episcopal day school located on three campuses six miles from Washington D.C. in beautiful and historic Alexandria Va. We believe that educating the whole child by tending to their individual academic social/emotional cultural and physical needs prepares them to be knowledgeable kind and empathetic citizens in a complex world. Combining a rigorous academic program with outstanding opportunities in the arts athletics and service learning for our students SSSAS is a community that values diversity equity inclusion and belonging and we seek candidates who share these same values.

Our culture promotes lifelong learning and employees have a wealth of opportunities available to them to continue expanding their knowledge of both their disciplines and in their field of education. Cultural competency workshops for all faculty and staff regular small-group DEIB exploration/workshops support for graduate studies summer study grants and conferences are just a few of the ways in which we support and encourage our Saints faculty and staff to continue to develop and learn in their field and as part of our community.

READY TO JOIN OUR COMMUNITY

St. Stephens and St. Agnes School has engaged DovetailED to lead this search. Interested candidates should email a cover letter (addressed to Director of Enrollment Management Jessie Royce Hill) a resume and a list of at least three professional references consolidated as a single PDF document to Zack Lehman at Please do not contact the school directly.

Required Experience:

Director