Strategic Financial Director

4 days ago

Denver, Colorado, United States Association TRENDS Full time

Trevor Day School is a renowned educational institution seeking an experienced and dynamic Strategic Financial Director to oversee its financial operations and support its mission of providing exceptional education to students from three years old to grade 12. The successful candidate will play a pivotal role in shaping the institution's financial strategy, supporting its strategic growth, and ensuring its long-term financial sustainability.

This is an exciting opportunity for a strategic financial leader to join an innovative educational institution. The Strategic Financial Director will work closely with the Head of School, Board of Trustees, and senior leadership team to set and execute financial policies, long-term planning, and budgeting strategies. The position requires oversight of the Finance Office personnel.

Key Responsibilities
  • Financial Leadership: Provide strategic direction to the financial operations of the school, overseeing all financial functions including accounting, budgeting, financial planning, and reporting.
  • Annual Budget Development: Oversee the development and management of the annual budget, ensuring alignment with the school's objectives and fiscal responsibility.
  • Financial Reporting & Analysis: Produce accurate and timely financial reports for the full Board of Trustees, senior leadership, and external stakeholders.
  • Financial Modeling: Develop and present frameworks that help the Board of Trustees and senior leadership team make data-driven decisions across all aspects of the school's operations.
  • Investment, Liability & Risk Management: In coordination with relevant consultants and banks, oversee management of the school's operating cash, endowment, investment portfolios, and related risk management strategies, as well as compliance with its bond.
  • Financial Systems & Processes: Evaluate and improve internal controls, financial systems, and processes to ensure maximum efficiency and compliance with all pertinent regulations and standards; oversee annual audit process.
  • Capital Projects Financing: Oversee the financing of major capital projects, as well as appropriate planning for ongoing maintenance of both campuses and one residential apartment, in coordination with the Executive Director of Operations.
  • Team Supervision & Development: Supervise, lead, and mentor the finance and accounting teams, as well as the Human Resources office. Foster a culture of collaboration, accountability, and excellence within the department.
  • Liaison to Board Committees: Act as liaison to and work with the Board's Budget & Finance, Investment, Audit, and Strategic Initiatives committees, as relevant.
Compensation Package

The estimated salary for this position is $120,000 - $150,000 per annum, depending on experience. This figure reflects the complexity and scope of the role, taking into account the qualifications and expectations outlined below.

Qualifications
  • A minimum of 10+ years of experience in financial management, preferably in a non-profit or educational setting.
  • An advanced degree in Business Administration, Finance, Accounting, or a related field.
  • Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation preferred.
  • Strong understanding of nonprofit financial practices, including endowment management, fund accounting, and compliance with applicable regulations.
  • Demonstrated experience in financial strategy, budgeting, and long-term planning.
  • Ability to utilize technology to create efficiencies within the operations of the finance office team, as well as larger school operations.
  • Capacity to collaborate effectively across multiple departments, balancing efficiency and investment in high-quality programs.
  • Excellent communication skills, with the ability to clearly present complex financial information to non-financial stakeholders.
  • Proven leadership skills, with the ability to work collaboratively in a dynamic, fast-paced environment.
  • A passion for education and commitment to supporting the mission of Trevor Day School.

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