Summary: The Chief Financial Officer, Associate Head for Finance and Operations (CFO, AHOF&O) is responsible for all aspects of the School’s financial operations, and for establishing a tone and culture of financial and operational excellence at the School. Working collaboratively with the Head of School, the Board of Trustees and the Leadership Team, the CFO AHOF&O insures congruence between the financial and business operations of the School, and its mission, core values and strategic plan. The CFO, AHOF&O provides School-wide leadership, analysis and management of the School’s finances, in addition to leadership of critical operational areas of the School, and establishes financial and operational strategies that enhance the value proposition of the institution. The CFO, AHOF&O reports to the Head of School and is a member of the Senior Leadership Team.
Reports to: Head of School
Establishes and maintains the organizational structure of the Business Office, and manages all operations of the office and staff
Assures that standard and accepted accounting and bookkeeping practices are in place to allow a continuous record of the financial position of the School, and to assure the institution’s financial stability
Is responsible for the timely preparation and distribution of all financial reports, and for assuring that the School is in full compliance with all legal requirements; provides support for and timely information to the Finance, Audit and Investment Committees of the Board of Trustees
Oversees the School’s investments, in conjunction with the Investment Committee; all banking activities; payroll and benefits programs; School purchasing; the acquisition of bids for outside services of a certain level
Maintains the School’s relationships with relevant financial institutions, the School’s legal counsel and independent auditors; reviews these relationships periodically; and secures an annual audit of the School’s financial records and position
Establishes and manages a plan and schedule for the preparation of the succeeding year’s annual budget, in conjunction with the Finance Committee, including the setting of tuitions and other variables to allow for the approval of the Board at the winter meeting
Manages operational elements of the School: Plant Operations, food service, the bookstore, summer and auxiliary programs, information and technology
Leads efforts in risk management at the School, in conjunction with the Audit Committee, establishing emergency protocols and plans to ensure, as possible, the safety of all staff, students and visitors in their use of the campus; assures that appropriate levels of insurance are maintained to protect the School’s property and to cover the School’s liability
Works with the Head of School to establish and maintain appropriate compensation and HR policies and guidelines for all personnel, and assures that evaluation processes are in place for support staff and non-faculty employees; periodically reviews and establishes staffing levels and needs
Is responsible for timely upkeep and review of the Staff Handbook, and for portions of the Faculty Handbook
In collaboration with the Associate Head for Faculty and School Affairs, oversees and is responsible for obtaining off-campus housing for faculty members entitled to housing allocations, and manages the leases and agreements associated with such properties
Partners with the Advancement Office in the establishment and maintenance of accounting and other practices to enhance the work of the office and to steward philanthropic opportunities
Partners with the Admission Office in enrollment management, and in the development of financial aid strategies
Is responsible for the completion of annual surveys or other reports that are relevant to institutional benchmarking and data-driven decision-making
Represents the School at Association of Business Officers of Preparatory Schools and maintains and participates in other important professional associations
Works with the Head of School to assure that positive relations with the Town of Marion are promoted and maintained
Seeks and participates in opportunities for professional growth and networking that will allow him/her to be fully engaged in discovering, considering, pursuing and implementing, as appropriate, best practices in this role
The CFO, AHOF&O must be an accomplished financial and operational leader for the institution, one who understands and appreciates the balance between the business elements of the School and its educational purpose. The CFO, AHOF&O must be a team-oriented collaborator, and an energetic and initiative-driven participant in an administration focused on aggressively advancing the School’s mission and vision.
Tabor Academy is a coeducational, college preparatory boarding and day school located in Marion, Massachusetts. Tabor enrolls students demonstrating academic ability, strong motivation, sound character, emotional stability, and a willingness to participate fully in the school community. Tabor is founded on the belief that a healthy school community finds common ground while embracing differences a...nd, therefore, accepts a racially, ethnically, religiously, economically, and internationally diverse student body. Tabor students are expected to respect one another and to care for their school.
Tabor's academic, artistic, athletic, and community programs provide distinctive opportunities for students to achieve genuine understanding and significant skills and to identify and pursue personal goals. As the "school by the sea," Tabor sustains a unique maritime heritage that embodies, in all its programs, the qualities a seagoing life requires: thoughtful preparation for and awareness of the wider world, perseverance, courage, good humor, a sense of direction, and humility.
Tabor's faculty commit themselves to balancing high demands with genuine affection for their students and to fostering relationships founded on the compassion, personal integrity, and trust that anchor Tabor's community.