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Chief Financial and Business Services Officer

3 months ago

Philadelphia, United States Overbrook School for the Blind Full time

Chief Financial and Business Services Officer

Position: Chief Financial and Business Services Officer

Classification: Supervisory, Full-time 12-month position, Exempt (Salaried)

Reporting to: Executive Director / Chief Executive Officer

Revision Date: January 2, 2024

Job Summary:

The Overbrook School for the Blind is seeking a highly qualified, versatile financial and business administrator who exudes a passion for the school, its students and its mission to serve as its CFO as it implements a dynamic, visionary strategic plan.

The Mission of Overbrook School for the Blind (OSB) is to develop and deliver education that enhances the options available for persons with visual impairments, including those with additional challenges, so that they have the greatest opportunity to experience active and fulfilling lives.

Organizational Description: OSB is a dynamic and multi-faceted organization centered around the operation of a private non-profit school for ages 3 to 21. Along with the other three Chartered Schools for the Deaf and Blind throughout Pennsylvania, OSB receives general operating support through an annual state appropriation. OSB actively cultivates philanthropic support to increase privately invested funds overseen by the Investment Committee of the Board of Trustees, which OSB draws from annually to support both operational and capital expenditures. In addition to school operations, OSB manages expansive Birth to 3 Services in multiple countries and oversees an International Program that serves nine developing countries in southeast Asia. Additionally, OSB provides itinerant services by Teachers of the Visually Impaired to students in local school districts and charter schools. Since 1832, OSBs legacy of the innovation in service to children who are blind or visually impaired has been promoted by sound fiscal management and careful stewardship that will no doubt be pivotal in coming years.

Essential Functions:

Duties/Responsibilities

  • 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

Management

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

Required Education and Experience:

  • 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

Required Skills/Abilities:

  • 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 not-for-profit 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 enterprise-wide 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 platforma 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 problem-solve and make thoughtful decisions.
  • Initiative and ability to work independently, and as a team member or leader as required.
  • Strong organizational and analytical skills required.
  • Computer Network administration, wired and wireless systems, hardware acquisition, school-wide technology support, including operations and training of personnel operating administrative software systems.

Physical Requirements:These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the CFO. Reasonable accommodations can be made to enable individuals with disabilities to perform the described essential functions of the job. While performing the responsibilities of the CFO, employees are required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch, lift, and carry 20 lbs.

Expected Hours of Work: Primarily day shift, but nights and weekends as needed.

Additional Duties: This Position Description does not contain an exhaustive listing of activities, duties or responsibilities that are required of the CFO. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

Equal Employment Opportunity Statement and Compliance: In all matters concerning the supervision of employees and their terms and conditions of employment, the CFO shall adhere to the OSB's nondiscrimination policy which is as follows: The Overbrook School for the Blind (OSB) has, and will continue to follow, a policy of recruiting, employing, and promoting individuals best qualified for any position by reason of education, training, and experience without regard to race, color, ancestry, genetic information, familial or marital status, domestic or sexual violence victimization, ethnicity, religion, age, sex (including pregnancy, childbirth or a related medical condition), sexual orientation, gender identity, national origin, or non-job-related disability or the use of a guide or support animal because of blindness, deafness or physical disability. OSB shall not discriminate against an individual who has exercised his/her rights against discrimination in accordance with applicable federal, state or local laws.

Overbrook School for the Blind offers a competitive salary and benefits package reflective of the applicants training and experience.

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