Interim Chief Financial Officer - Trinity Valley School

Position Description:

Trinity Valley School seeks a full-time Interim Chief Financial Officer to join TVS as soon as possible and no later than January 15, 2025.

The Chief Financial Officer (CFO) is a vital member of the TVS Leadership team, working closely with the Head of School and the Finance Committee to ensure the financial health and sustainability of the school. This role encompasses not only the development and management of the school's operating budget and endowment but also the oversight of all business office operations, financial planning, compliance, and risk management. The CFO plays a key role in shaping and supporting the school's strategic vision, fostering a culture of collaboration, transparency, and accountability.

Knowledge, Experience, and Skill Requirements:

Key Responsibilities:

• Primary responsibility for the school's operating budget and long-range financial plan.
• Supervision of the Business Office staff to ensure the creation of appropriate financial controls and the development of clear financial reports for the Head of School and the Board of Trustees.
• Oversight of all banking and debt related relationships. Management of the School's long-term borrowing objectives, including the negotiation, structuring, implementation, and ongoing monitoring of loan agreements.
• Lead the preparation and review of financial reports, ensuring timely filings of tax returns, coordination of annual financial audits, and adherence to legal and regulatory requirements.
• Manage the annual review and renewal of insurance policies, including general liability, property, casualty, and workers' compensation, ensuring comprehensive coverage and risk mitigation.
• Serve as a key member of the Finance Committee, Endowment Committee, Audit Committee, Buildings and Grounds Committee, providing insightful analysis and recommendations that support the school's strategic goals.
• Responsible for working with the Leadership Team on the collection, completion and analyzation of varying data surveys, audits, and other sources to drive informed strategic decisions.
• Identify and implement new systems, technologies, and workflows to enhance efficiency, accuracy, and productivity within the business office.
• Represents TVS in professional organizations, conferences, and workshops, staying abreast of industry trends and innovations.
• Primary oversight of all legal issues and other counsel relationships. Keep abreast of existing and pending legislation that may affect the school.
• Collaborates with the Head of School and the Advancement Department to support fundraising initiatives, aligning financial strategies with development efforts.
• Collaborates with the Admissions Department to assist with the financial aid process, ensuring fairness, transparency, and accessibility which are defined by the organizational financial guardrails such as discount rate and enrollment goals.
• Develops, with the assistance of the Head of School and the Board of Trustees, a comprehensive financial plan, including capital needs of the school for three to five years and updates it yearly.
• Monitors and projects the cash flow.
• Performs such other tasks as may be assigned by the Head of School.

Desired Qualifications and Experience:

• Bachelor's degree required; MBA, CPA, or equivalent advanced degree preferred.
• 5-10 years of senior-level financial management experience, with a proven record of developing and executing financial strategies in a dynamic environment. Experience in independent schools is a plus.
• Familiarity with Blackbaud NXT preferred.
• Familiarity with nonprofit accounting standards, fundraising systems, and best practices, particularly in educational institutions.
• Skilled at negotiating contracts and managing relationships with external vendors to optimize services and costs.
• Demonstrated experience in financial planning, budgeting, and analysis that supports strategic decision-making. Ability to think both creatively and analytically, considering key cost drivers and organizational strengths and weaknesses.
• Experience working with senior leadership teams and nonprofit Boards, with a commitment to fostering strong, collaborative relationships.
• Strong leadership abilities with superb written, verbal, and presentation skills. Adept at translating complex financial data into clear, actionable insights for various stakeholders.
• Ability to collaborate, adapt, and be effective under pressure, demonstrating flexibility and a solutions-oriented mindset in challenging situations.
• A proactive, innovative leader who seeks opportunities for improvement and growth.
• Fully support the four main objectives of the TVS Mission Statement.
• Recognize, embrace, and advance institutional goals for Equity, Inclusion, and Community.

Mental Demands/Physical Demands/Environmental Factors of the Position:

• Demonstrate the ability to maintain focus and adaptability in the face of frequent interruptions, shifting priorities, and dynamic situations.
• Foster a collaborative, team-oriented environment that encourages interaction and cooperation among year-round and seasonal staff, as well as across departments.
• Availability for occasional prolonged or irregular hours, as needed to meet the demands of the position and support the school community.
• Adhere to strict confidentiality guidelines, particularly in handling sensitive financial, personal, and organizational information.
• Communicate effectively with a variety of stakeholders, including colleagues, students, families, and external partners, fostering positive relationships and clear understanding.
• Availability for occasional prolonged or irregular hours, as needed to meet the demands of the position and support the school community.

Application Requirements:

Qualified candidates should complete an online application for employment and attach a cover letter and résumé by visiting Trinity Valley School Career Opportunities. Applicants will receive an email confirming receipt of their application. For questions or general inquiries about this opportunity, please contact:

Carrie Skains, Director of Human Resources Phone: (817) 321.0100

Email: skainsc@tvs.org

Trinity Valley School is an equal-opportunity employer. It is our policy to provide equal opportunity in all aspects of employment practices. Trinity Valley School does not discriminate against any qualified employee or applicant for employment due to race, color, religion, sex, sexual orientation, national origin, age, mental or physical disability, veteran status, or any other legally protected category under federal, state, or local laws.