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Director of Finance

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Director of Finance

Chartwell School

Details

Posted: 15-Apr-22

Location: Seaside, California

Type: Full Time

Preferred Education: 4 Year Degree

Salary: based on education/experience

Salary Details:

compensation is commiserate to experience and education. Medical benefits are included.

Director of Finance

Start date immediately
Full-time, exempt

Overview of The Role
The Director of Finance reports to the Head of School and is a member of the school's senior leadership team. This member of the School's Management Team is responsible for managing the financial resources of the school and for directing the operations of the Chartwell School Business Office.

The Director of Finance serves as the Head of School's strategic business partner providing both fiscal and operational analysis and support. Over the next few years, Chartwell is anticipating significant growth, including the building of a new campus on an adjoining parcel of our property. It will be important for the Director of Finance to work closely with the Board and Leadership team to evaluate strategic growth initiatives.

The Director of Finance also works collaboratively with the school's senior leadership team as well as the Finance Committee, Audit Committee, Investment Committee and the Board of Trustees to ensure that the school's finance and operations functions support Chartwell's mission, core values, and strategic plan.

The Director of Finance coordinates the reporting and meetings of the Finance Committee and the Audit Committee.

Quantitative Scope

Annual Operating Budget: $6 million
60 acre campus in Seaside, California
Development of new high school campus in early planning stages
50 employees
California Department of Education Non-Public School approved to take district placed students; WASC and CAIS Accredited Private School for Privately placed students.

Programs Supported

College Prep High School
Elementary & Middle School
Summer - Grades 2-8 Academic Program and Teacher Education Programs
Outreach - Partnerships with local school districts, a research partnership with UCSF and professional development programs for educators including annual Summer Teacher Training Institute

Managerial Responsibilities
Direct reports of the Director of Finance include Accounting Manager and Business Office Manager, whose duties include Human Resources, Accounts Payable and Accounts Receivable.

Operational Activities of The Position

Reporting

Prepare and close monthly financial statements for distribution to the Finance Committee.

Work closely with Accounting Manager monthly to ensure balance in all key financial measures of the school including the Operating Statement, Balance Sheet,
Statement of Cash Flows,
Provide each department with monthly updated P&L statements to ensure accuracy and to adjust as required.
Ensure that items are properly categorized as capital or operating.

Develop budget, forecasts, and long-term financial plans.
Prepare analyses to support strategic decision making.
On an annual basis at the close of the fiscal year (6/30), coordinate and secure the successful audit of the Chartwell financial position and records.

Ensure that the auditor is in good standing,
Actively participate in WASC, CAIS and NPS to remain current on all matters that are required to the operation of an Approved Private School.
Ensure the timely filing of:

Form 990
State tax returns
Local tax filings as needed
Form 5500 and all filings required of employee benefit plans
Other Regulatory Reporting and Compliance reporting including (but not limited to) benefit plans, 403 (b) plans and insurance requirements.

Twice during the year, (at completion of the annual audit and then again in May), coordinate a call with the Chartwell School Audit Committee.

Annual Call - Held at completion of the annual audit and includes the committee and the school's auditor. Focus on the annual audit and the findings and recommendations of the audit.
May Call - Discuss preparations for the upcoming annual audit.

Responsibilities to Finance Committee and Board of Trustees

Serve as liaison to the Board of Trustees for fiscal matters. Present budgets, forecasts, and financial results to the Board of Trustees.
Bi-weekly calls with Head of Finance Committee (Treasurer of School)
Coordinate reporting and monitoring of Endowment assets with Director of Advancement and external brokerage account managers at JP Morgan Chase and UBS.
Coordination of monthly Finance Committee Calls

Prepare and distribute agenda based upon the current calendar of events.
Distribute latest monthly (unaudited) financial statements.

Coordinate the materials for presentation to the Board of Trustees and Executive Committee.

Budgeting and Tuition

Coordinate the resources and inputs required in the preparation of a pro-forma budget that will be used to determine the succeeding year's tuition.

Tuition recommendation should be approved by the Finance Committee in the December call.
Materials should be prepared to facilitate a full Board vote in the January meeting.

Pro-forma budget should then be used as the basis for the development of the annual budget.

Annual budget should be approved and recommended by the Finance Committee in the May monthly call.
Materials should be prepared to facilitate a full Board vote in the May/June Annual meeting.

Risk Management

Safeguard assets and minimize institutional risks and costs.
Work with the Head of School to ensure that Chartwell School is properly insured.
Report all findings to the Board of Trustees.

Interview and review all vendors including Healthcare, Property & Liability, Worker's Compensation, and Investment Management.

Ongoing Responsibilities

Fiduciary for the Chartwell School 403(b) Plan

Coordinate annual plan audit.
Coordinate plan fiduciary reviews.

Financial Aid - Work with the Director of Admissions and Head of School to award financial aid grants.
Facilities - Partner with the Campus Manager to develop prudent operating and capital budgets.
Institutional Advancement - Partner with the Director of Advancement to track fundraising progress and goals, restricted funds, and transfers from outside accounts to support projects and programs in the Operating Fund.
Coordination and execution of Business Office Functions

Oversee and manage all aspects of payroll and benefit administration including medical, dental, group life, short term and long-term disability programs, worker's compensation, and retirement plans.
Accounts payable
Accounts receivable
Contracting
Tuition Billing and Collection

Leadership

Willingness to engage in the daily life of the school.
Professional, optimistic, and collaborative management style.
Ability and willingness to act decisively.
Highly organized and able to support a team in a fast-paced environment.
Excellent verbal and written communication skills.
Strong relationship builder; both internally and externally.
Lead with consideration of the culture and climate of the school.
Ability to serve as a strategic business partner capable of providing thoughtful, positive, and proactive solutions.
Lead team with empathy and professionalism.
Manage, mentor, and develop direct reports providing timely and constructive feedback.

Qualifications

Bachelor's degree required; degree in Accounting and/or MBA preferred.
5-7 years' financial management experience at a senior level is preferred.
Experience in preparing and presenting complex financial analyses in a concise manner to senior management and board committees.
Proven track record in developing and executing cross-functional operational plans.
Knowledge and experience in setting up effective financial control.
Proven financial modeling and forecasting skills.
Experience in gathering, synthesizing, and analyzing data to provide metrics key to guiding prudent decision making.
Experience in developing and motivating staff.
Critical to have working knowledge of QuickBooks and Excel, as well as G-suite (Docs, Calendar, Email).

Contact: Head of School, Kate Mulligan, kmulligan@chartwell.org
Please include a resume and a letter of interest that outlines qualifications and fit for the position and attach at least three current references.

About Chartwell

For nearly 40 years, Chartwell School has been educating students, who have been diagnosed with a specific language-based learning disability, in a way that provides them with the academic skills necessary to be successful in future educational endeavors. We believe that all of our students are capable learners who can discover new pathways to learn skills and apply knowledge. Chartwell offers a full academic program, with well-structured, multi-sensory teaching in all classes. Our fully accredited curriculum includes all areas of reading and language instruction, mathematics, social studies, science, health and fitness, the arts, technology, and a wide array of enrichment activities. Students build academic skills one layer at a time. Each layer integrates higher order thinking, creativity, perseverance and practical problem-solving. Chartwell teaches students to overcome academic challenges and helps them grow in self-reliance, character, and respect for the effort and abilities of others.

Mission

Chartwell empowers students with dyslexia and associated learning differences to unlock their full potential. We provide a college preparatory, strength-based program that gives students the skills, strategies, tools and mindset needed to become successful lifelong learners. We share our expertise through partnerships and outreach initiatives to transform education.

Vision

Chartwell aspires to show the world that young people with language-based learning differences and diverse learning styles and profiles can be among the most creative, productive and valuable members of any community. We further aim to inspire others to get to know, understand and value these students from very young ages and to help them realize their full potential. We seek to see them develop into confident young people and adults, committed to lifelong learning and equipped with the knowledge, skills and social and emotional competencies to achieve their goals.

Chartwell School provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Qualifications

Bachelor's degree required; degree in Accounting and/or MBA preferred.
5-7 years' financial management experience at a senior level is preferred.
Experience in preparing and presenting complex financial analyses in a concise manner to senior management and board committees.
Proven track record in developing and executing cross-functional operational plans.
Knowledge and experience in setting up effective financial control.
Proven financial modeling and forecasting skills.
Experience in gathering, synthesizing, and analyzing data to provide metrics key to guiding prudent decision making.
Experience in developing and motivating staff.
Critical to have working knowledge of QuickBooks and Excel, as well as G-suite (Docs, Calendar, Email).

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About Chartwell School

The mission of Chartwell School is to diagnostically educate students with specific learning variations, including dyslexia, in a way that provides them with the academic skills, confidence, creativity and perseverance necessary to meet the challenges of mainstream education and lifelong learning. Our students have average or better intelligence but may have struggled in traditional classrooms due to dyslexia or other learning disabilities and academic challenges. We provide co-ed students ages 5-18 with the skills, knowledge, and tools they need to succeed. A Chartwell education includes: small class sizes, a 1:5 teacher-to-student ratio, attention to learning styles, emphasis on social skills and character building, multi-sensory learning, integrated technology, enrichment activities, sports, and a healthful, green campus.

Connections working at Chartwell School

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