The Shlenker School of Congregation Beth Israel in Houston, TX is seeking a Chief Financial Officer (CFO). Start date is flexible prior to June/July of 2023.
The Shlenker School is an infant–5th grade Reform Jewish day school with approximately 325 students and a roughly $6 million operating budget. The Shlenker School is a 2020 National Blue Ribbon school situated on a 16-acre campus with state-of-the-art facilities including a 1.5-acre outdoor classroom space, a SPARK lab, purposeful play lab, and gym.
The CFO serves on the Administrative Team and reports directly to the Head of School. The position is a full-time (12-month position) with Monday–Friday hours of 7:30am–4:30pm.
The CFO manages the resources of The Shlenker School in support of the students, families, and employees so that they may achieve the highest possible degree of excellence. The CFO is responsible for the planning, control, accounting, and reporting of income, expenses, and contributed and invested funds of the school. The CFO manages all activities designated as business office responsibilities including facilities and grounds, risk management and insurance, technology, and employee compensation.
The CFO works closely with certain members of the Board of Trustees and generally attends all regular business meetings of the Board of Trustees in order to provide full, accurate, and complete management and financial information as necessary to assist the Board in meeting its fiduciary responsibilities. The CFO also attends all finance committee meetings, and any ad hoc committee meetings concerning finance, physical plant, or compensation. The CFO maintains professional relationships with the school’s banks, attorneys, auditors, investment managers, insurance carriers, contractors, and vendors. The CFO must also maintain professional relationships with the Congregation Beth Israel business office and maintenance staff.
Those reporting to the CFO include the business office staff consisting of the Registrar/Director of Tuition Assistance and the Controller.
Candidates should have a background in accounting, financial analysis, budgeting and forecasting, contract negotiation, strong verbal and written communication, personnel management, project planning and management, and basic understanding of plant and grounds operation.
- Qualified candidates should have a degree in finance, accounting, or a closely related field.
- A minimum of 5 years independent/private school or non-profit experience is preferred.
- Candidates should possess the ability to relate to and work closely with diverse school stakeholders.
- Prepare and review financial/budget statements and investment reports. Make presentations to the Head of School, Board of Trustees, and Finance Committee, as appropriate. Keeps Head and Board informed as to the financial condition of the School.
- Coordinate planning, execution, and financing of construction projects at the direction of the Head of School and Board committees.
- Oversee The Shlenker School major grant activities and coordinate with the Director of Admissions and Development as well as the Director of Marketing and Advancement and the Board of Trustees.
- Assemble preliminary annual budget from departmental requests and estimate operating expense and income. Collaborate with the Head of School and Advancement department to determine individual campaign targets as part of the Annual Fund plan.
- Prepare monthly cash forecasting with reconciliation to budget.
- Develop recommendations to the Finance Committee for annual tuition increases, tuition assistance budget, and salary plan increments in consultation with the Head of School.
- Prepare an annual budget proposal for Finance Committee review and approval.
- Ensure that all expenditures are consistent with the approved budget, or that deviation from the budget is approved in advance by the appropriate authority.
- Prepare and present long-term projections on a periodic basis. Assist with enacting the strategic plan.
- Responsible for establishing and maintaining appropriate procedures and controls for all financial systems in accordance with GAAP and for supervision of accounting personnel.
- Supervise business office activities involving accounts payable, accounts receivable, cash, tuition assistance, general ledger, purchasing, employee benefit administration, and other accounting systems.
- Oversee School payroll.
- Work closely with the Advancement department to ensure that all contributions are accounted for correctly.
- Coordinate relationship with the School’s independent auditors and supervise preparation of work papers for annual audit. Responds to the auditor’s administrative recommendations in the management letter.
- Administer personnel programs and policies as they relate to hiring and termination procedures, time off, Workers’ Compensation, FMLA, safety, training, and compensation.
- Provide employee counseling regarding benefit programs available and methods by which employees may take advantage of such programs or file claims where appropriate. This includes: retirement, health insurance, dental insurance, vision insurance, health savings account, disability and life insurance, Workers’ Compensation, COBRA, etc.
- Provide salary benchmarking information to the Head of School for faculty and staff.
- Supervise preparation of all faculty, staff, and administrator employment agreements.
- Supervise performance of background checks on new hires.
- Collect all forms and information required for each new staff member from the administrator of his/her division.
- Supervise preparation of payroll file for each employee and submission of semi-monthly payroll.
- Assist the Head of School and the Board of Trustees in establishing appropriate employee benefit programs. Supervise the administration of benefit programs and recommend changes to enhance benefits and/or reduce costs.
- Ensure that the School’s personnel policies support its programs and that the School’s actions regarding hiring, compensation, training, promotion and separation conform to state and federal requirements.
- Supervise and lead direct report(s) to ever-increasing ownership and independence in their respective roles via regular feedback, encouragement, and annual evaluations.
- Oversee/administer accounts receivable, tuition assistance, and student tuition contracts.
- Supervise the Registrar’s coordination with parents on financial issues relevant to their children’s enrollment at the School.
- In collaboration with the Tuition Assistance Committee, analyze applications and approve individual tuition assistance awards.
- Develop technology budget and replacement cycle with the Director of Innovative Learning and the IT Manager.
- Stay current in technology systems used in the Business Office.
SAFETY AND INSURANCE
- Work with insurance advisors and brokers to ensure that adequate, appropriate, and cost effective insurance is in force, including public liability, property and casualty, directors and officers, and Workers’ Compensation.
- Coordinate with various government and insurance inspectors to ensure that the school is operating consistent with health and safety codes. Ensure that violations are corrected in reasonable time and that necessary reports are filed in a timely manner.
- Collaborate with School administration to maintain vigilance for situations that could pose a safety or health hazard and recommend appropriate remedial action.
- Advise the Head of School of any situations which might have adverse safety or legal consequences for the School.
- Provides data for National Association of Independent Schools (NAIS), the Independent Schools Association of the Southwest (ISAS), and the National Association for the Education of Young Children (NAEYC) annual surveys and questionnaires.
- Participates in regular discussions with Houston Area Independent School (HAIS) business officers.
- Supply information and School representation for Prizmah: Center for Jewish Day Schools.
- Represents the School with the Anti-Defamation League (ADL), the Houston Jewish Community Foundation, and the Jewish Federation of Greater Houston.
POSITIVE SCHOOL CULTURE
- Contribute to a positive school culture by building collaborative, collegial, and respectful relationships with colleagues. Support teachers, administrators, and the Board of Trustees in their endeavors.
- Model the mission, philosophy, and goals of the School to all staff, parents, students, and community members.
Please send a cover letter and resume to the Administrative Assistant to the Head of School, Jerry Tumlin, at [email protected] .