The Finance Director is an experienced accounting professional responsible for the daily posting of accounting transactions and reporting on the school's financial results. This position assists the Principal with the stewardship of the finances in accordance with Archdiocesan policies and guidelines. The Finance Director is a person of faith committed to Gospel values. He or she values the organization and responsible management of resources and helps the Catholic School fulfill its mission and purpose.
The Finance Director provides key financial support to the Principal, School Board, and any other finance-related positions. The position ensures accounting transactions are recorded correctly, and financial statements provide accurate and timely information.
Essential Functions:
Financial Responsibilities
- Oversees the FACTS Tuition Management and the school's Grant and Aid system. Generates timely and accurate reports from FACTS to enable the posting of revenue transactions to the accounting system.
- Posts all deposits, other than FACTS deposits, from a deposit log or electronic statement. Reconciles deposit slips for “other revenue” with the deposit log.
- Oversees the tuition collection process, including preparing monthly reports on delinquent tuition, and assists in the necessary contact with delinquent families.
- Processes and records payroll and any payroll-related changes through the UKG System. Ensures adequate payroll files are maintained, reviewed, and approved by the principal, including all applicable support for payroll transactions.
- Obtains support and approval for all school obligations, posts all invoices/reimbursement requests through QuickBooks Online, prints checks for review and signature, or creates electronic payment and obtains appropriate payment authorization.
- Maintains an accurate & complete filing, record keeping, & general ledger system in accordance with AOB record retention policy.
- Completing a timely month-end close and reconciliation of accounts and systems.
- Assists in creating timely and accurate monthly financial, budget, and statistical reports to school leadership and the AOB Schools Regional Controller.
- Complies with, and when necessary enhances, the schools' financial and accounting system controls and policies.
- Complies with the internal control structure and ensures that controls are functioning appropriately.
- Assists the AOB-SRC in the interpretation of financial trends.
- Assists the AOB-SRC in preparing an annual external financial statement audit (where applicable) and the rotating Archdiocesan internal audit.
- Assists in preparing, presenting, approving, and monitoring the operating and capital budgets in collaboration with the Principals and the AOB Schools Regional Controller. Participates in long-term strategic planning.
Administrative Responsibilities
- Serves as a school contact with financial institutions and the Archdiocese.
- Serves as a resource to school organizations in all financial matters.
- Provides support at staff meetings, School Board meetings, Finance Committee meetings, and other committee meetings appropriate to the position.
- Attends Archdiocesan training and development meetings.
- Ensures school salaries and benefits are implemented in accordance with applicable law and Archdiocesan policy.
- Provide basic information regarding AOB benefits to new hires.
- Process benefits changes when necessary.
- Forward questions to H/R and Benefits office when necessary.
- As appropriate, coordinates and prepares school response to liability, insurance, and legal concerns, in cooperation with Archdiocesan offices.
- Ensures compliance with Diocesan policies and applicable federal and state laws and regulations, with the assistance of Archdiocesan staff.
Position Qualifications:
- BS/BA, CPA, and/or MBA a plus.
- Five or more years of work experience in finance or accounting.
- Strong written and oral skills.
- Proficiency in Microsoft Excel, as well as other Microsoft Office Products.
- Working knowledge of QuickBooks.
- Ability to interact effectively as a team member and to supervise others.
- Understand and support the operation and mission of the Catholic Church.
Skills Preferred
- Budget Maintenance
- FACTS Tuition Management
- Financial Reporting
- Internal Controls
- Payroll Management
- Quickbooks
- Strategic Planning
- UKG Pro
- Account Reconciliation
- Financial Statement Analysis
- Month End Closing
- General Ledger Maintenance
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