Director of Finance na Incarnate Word Academy

Description

Supervisor: President

FLSA: Exempt

Responsible for oversight, tracking, and reporting of all financial activity, plus management of office services, which include information technology, human resources, and business management for Incarnate Word Academy. 

Hours:  7:30 – 4:00 Monday to Friday; additional evening or weekend hours required as needed.

MISSION, VALUES, AND SENSE OF COMMUNITY 

• Ensures that the mission and values of the Academy are upheld within the department.
• Gives witness to integrity and respect while representing Incarnate Word Academy in the broader community.
• Engages and becomes part of the Incarnate Word Academy community.
• Serves all IWA families with compassion and respect.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Controller

• Ensure the fundamentals of standard accounting principles, policies, and standards are implemented and procedures documented.
• Timely closing of books & reporting on a monthly and annual basis.
• Manage Academy’s cash flow.
• Track and run payroll.
• Monitor investment performance and act as the primary point of contact with the investment firm.
• Ensure staff/leadership adhere to accounting policy.
• Review insurance needs and advise on opportunities to mitigate risk.
• Provide all documentation to the outside auditing firm to complete the annual audit.
• Educate staff on budget preparation and prepare a budget for approval by the Finance Committee and Board of Directors. 
• Oversight of tuition collection.
• Track and reconcile with advancement all donations, pledges, and fundraising expenses by campaign.
• Maintain clear distinctions between net assets without donor restrictions and those with donor restrictions.
• Review the terms of all contracts between the school and vendors.
• Review work completed by direct reports.

Technology

• Provide oversight for school information technology.
• Review and process all purchase orders for technology. 
• Provide planning and follow up on technology projects.
• Coordinate bid reviews for new or recurring major purchases.

Human Resources

• Administer the employee benefits plan.
• Maintain employee files and document retention policies.
• Remain in compliance with federal and state regulations.
• Assist with the resolution of employment issues, benefits inquiries, and salary questions.
• Provide support for hiring and terminations.
• Complete exit interviews with non-returning staff.

JV IWA–Annunciation Parking Garage

• Maintain the books for the parking garage joint venture.
• Assist in creating the annual budget.
• Prepare financial reports for the Owner’s Group.

Business Management  

• Review financial information with senior leadership each month.
• Maintain and update the 4-year plan and forecasting.
• Serve as a member of IWA’s President’s Team, lead the Finance Committee, and attend Board of Directors meetings as needed.
• Tracking corporate documentation and protection of non-profit status.
• Manage Academy’s contracts.
• Review and update school policies and procedures as needed.
• Complete projects as assigned.
• Negotiate and validate sufficient insurance coverage for the Academy each year.
• Provide direct supervision for two employees.

Qualifications:

• Bachelor’s degree in Finance, Accounting, or a relevant Business degree required, MBA or CPA preferred.
• Minimum 5 years’ work experience in the Finance / Accounting field.
• Previous supervisory experience. 
• Ability to work independently and supervise employees.
• Ability to prepare financial statements in accordance with GAAP.
• Ability to communicate effectively orally and in writing with the IWA staff, Board members, parents, and other constituencies.
• Competent in database management, spreadsheets, and word processing.

The above statements are intended to describe the general nature of work performed by individuals in this job classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or qualifications required of individuals in this job classification. All job classifications may have other duties assigned on an as-needed basis. Management, at the appropriate level, retains the right to assign and change the duties of any position at any time.