Chief Financial Strategist

7 hours ago

Étreux, Hauts-de-France, United States KLR Executive Search Group Full time

KLR Executive Search Group is proud to partner with Park Street School to recruit a seasoned Chief Financial Strategist. This esteemed institution, located in the heart of Boston, Massachusetts, has established itself as a premier educational entity with a rich history of academic excellence.

Position Overview

The Chief Financial Strategist serves as the head of finance, driving the financial strategy and planning for the school. This is both a strategic and hands-on role, administering control and oversight of the business and financial operations of the school.

  • Supervise the work of business office staff to ensure seamless day-to-day operations.
  • Utilize standard accounting and bookkeeping procedures to maintain accurate records of the school's cash and financial position.
  • Establish and maintain robust financial best practices to guarantee the institution remains financially stable.
  • Collaborate with the Head of Schools and Board of Trustees committees to develop the annual operating budget and maintain a long-range financial model for the school.
  • Oversight all school purchasing, financial investments, and banking activities.
  • Manage outsourced financial relationships to optimize efficiency.
  • Work closely with the Head of School to provide capital budgeting and project oversight for new construction and renovation projects.
  • Responsible for administering the school's 403(b) Plan as the Plan Administrator.
  • Provide necessary reports to the Board Treasurer and Head of School for quarterly and yearly Board of Trustee meetings.
  • Serve as liaison between school and insurance brokers to facilitate smooth communication.
  • Ensure the school complies with all federal, state, and local laws and maintains tax-exempt status on a federal, state, and local level.
  • Represent the school at various regional, state, and national associations relative to the role of the Chief Financial Strategist.
Job Qualifications

To be considered for this exceptional opportunity, candidates must possess:

  • Bachelor's degree in accounting or a related field required (advanced degree preferred).
  • Minimum five years of relevant experience.
  • Previous non-profit experience, preferably in an independent school, is preferred.
  • High proficiency with technology, including Excel and other related Microsoft Office software, is essential.
  • Experience with a School Information Management platform (experience with Veracross is a plus).
  • Strong accounting skills, with the ability to communicate complex financial concepts effectively.
  • High integrity, analytical thinker, ability to multi-task, problem solver, proactive management style, a life-long learner who seeks to remain current through continuing education and professional development.
  • Commitment to acting as a trusted advisor to the Head of School, Board President, and leadership.
  • Ability to maintain confidentiality in all matters.
  • Strong written and verbal communication skills, good interpersonal skills, and the ability to achieve results with diverse constituencies.
Compensation Package

The estimated salary range for this position is $120,000 - $150,000 per annum, commensurate with experience and qualifications.

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