Establish, monitor, and enforce financial policies and procedures and protect confidentiality while maintaining internal control.
Review and prepare general journal entries, general ledger account reconciliations and analyses.
Manage accurate records and prepare reports of annual, restricted, and capital funds in coordination with the Advancement Office. Monitor gift classification and reconcile with Advancement Office data.
Prepare monthly bank account reconciliations.
Prepare quarterly internal financial statements and monthly budget reports
Gather and record monthly investment activity and prepare performance report.
Assist the CFO with the annual budgeting process and long-range financial projections.
Manage records of all financial operations including daily operations, gifts, investments, physical holdings, and special programs. Process requisite reconciliations.
Process pooling of long-term investment and endowment funds.
Prepare and manage all materials needed for financial and 403(b) compliance audits and federal, state and local tax filings which includes Form 990 and 5500.
Review preparation of payroll before processing and maintain schedules and payments for retirement and welfare benefits and other related programs.
Supervise Student Billing, Accounts Receivable and Accounts Payable processing.
Coordinate with Students, Faculty, and Parents’ Association on financial questions regarding special functions and restricted activities.
Manage compliance with governmental regulations and changing regulatory environment.
Oversee and coordinate the student financial aid application process, working with the Student Billing/AR Coordinator in managing tasks associated with the financial aid program.
Serve as the main point of contact for families receiving financial aid.
Perform other duties as assigned.
Strong knowledge of Finance, Fundraising, Facilities, Information Technology, and other programs that support a school’s institutional strength and long-term sustainability.
Analytical and problem solving skills with a proven record of sound judgment.
Ability to work both independently and as a part of a high functioning team.
Excellent written and verbal communication skills.
Excellent organizational and time management skills
Ability to multitask and prioritize work.
Open, welcoming and positive interpersonal skills conducive to collaboration within a diverse and inclusive community.
Bachelor’s degree with 10 years accounting experience
Five years of experience with not-for-profit accounting and FASB standards. CPA preferred.