Chief Finance and Operations Officer | Palm Beach Day Academy
Carney, Sandoe & Associates
Type: Full Time
Palm Beach Day Academy (PBDA) is seeking an experienced leader to be our next Chief Finance and Operations Officer, effective July 1, 2022. The CFOO is a critical member of the senior administrative team responsibe for all non-academic matters related to the daily operation of the school and reports directly to the Head of School. The CFOO will manage the school’s budget, facilities, investments, school transportation, security, maintenance, food service, business office, human resource department, and custodial services.
Oversee school operations including facilities, maintenance, school transportation, security, food program, and custodial services on both the Lower and Upper School campuses.
Review and update the school’s Emergency Plan and orchestrate periodic safety training for employees.
Work closely with the Director of Technology to oversee all tech infrastructure, cyber security, and the efficient operation of all wireless and phone systems.
Organize and maintain the school’s short and long-term strategic financial models.
Oversee all financial reporting, including the development and approval of the annual operating budget and periodic variance reports.
Oversee the administration of the school’s endowment, execute endowment and investment policy, and implement investment decisions of the Investment Committee.
Oversee the management of accounts receivable and accounts payable to ensure smooth and predictable cash flows and effective internal controls.
Oversee the annual financial and 403b plan audits and filings of tax returns.
Prepare and report financial information to the Board of Trustees, the Finance Committee, the Investment Committee, the Facilities Committee, the Head of School, key administrators, banks, and lenders.
Provide transparent financial reporting and planning that builds trust among administrators, faculty, staff, students, alumni, parents, and trustees.
Communicate with lenders to ensure compliance with present loan terms.
Develop, maintain, and update the school’s Master Campus Plan.
Work closely with the school’s Director of Facilities to coordinate maintenance on both campuses.
Communicate effectively with architects and engineers to plan and execute new and on-going construction projects.
Work with the Director of Human Resources to ensure sound and consistent employment policies, adequate staffing levels, fair compensation, and appropriate benefits programs for all faculty and staff.
Help implement and administer, along with the Director of Human Resources, robust, but cost-effective employee benefit programs, including health insurance, retirement, worker’s compensation, life insurance, and other related plans.
Work with the Director of Human Resources to prepare annual employee contracts and to update employee policies and handbooks.
Ensure that the school follows federal employment laws and all local and state reporting requirements.
Coordinate compliance with safety regulations under OSHA, state, and local authorities.
Work with insurance agents to maintain adequate comprehensive, property and liability coverage.
Qualifications for employment:
Bachelor’s degree required; MBA and/or CPA preferred.
Position requires 5-8 years of managerial level accounting/financial business management experience, preferably in an academic or non-profit environment. Must include experience supervising staff, as well as experience with budgeting, financial analysis, financial forecasting, and contract negotiation. Requires thorough knowledge of generally accepted accounting principles.
Experience working collaboratively with a senior administrative team and a non-profit Board of Trustees.
Experience in facilities planning and maintenance, including working with engineers, architects, designers, and construction managers.
Experience in human resource management, employee benefits (including healthcare and pension plans), and payroll procedures.
Must be able to work independently and engage professionally with staff, teachers, parents, students, and outside vendors. Positive attitude and an ability to handle stressful situations required.
Demonstrated experience in developing analytical tools to drive strategic decision-making, including key cost drivers, competitive analysis, market analysis, organizational strengths, and weaknesses, etc.
Interested candidates should submit electronically in one email and as separate documents (preferably PDFs) the following materials:
A cover letter expressing interest in this particular position; and
A current résumé.
A list of five professional references with name, phone number, and email address of each. (References will not be contacted without the candidate’s permission.) to…