Chief Financial Officer

Position Listings,

About Us

Wesley Prep is at a pivotal moment. With the expansion to seventh and eighth grades and the launch of a bold strategic plan, remaining financially strong and strategically positioned for the future is more important than ever. Our leadership team values transparency, accountability, and data-driven decision-making, recognizing that financial health is essential to advancing our mission of inspiring confident and joyful learners guided by character, curiosity, and purpose.

Wesley Prep is a Methodist, faith-based school where daily chapel, spiritual development, and a deep sense of belonging nurture each student’s moral and spiritual growth. We welcome families of all faith traditions and provide a safe, inclusive community where every child can explore their God-given gifts and grow into the person they are called to be.

 

Job Summary

 

The Chief Financial Officer (CFO) manages the financial resources of Wesley Prep in support of students, families, and employees, in alignment with the mission of the school.

The CFO is responsible for the planning, control, accounting, and reporting of income, expenses, and contributed and invested funds. This role oversees all accounting functions, including accounts payable and receivable, cash management, tax compliance, general ledger entries, and payroll.

The CFO works closely with members of the Board of Trustees and attends meetings throughout the year to provide full, accurate, and timely financial and management information in support of the Board’s fiduciary responsibilities. The CFO attends all finance committee meetings, as well as ad hoc committee meetings related to finance or compensation.

In addition, the CFO maintains professional relationships with the school’s banks, attorneys, auditors, investment managers, insurance carriers, contractors, vendors, and the Lovers Lane business office.

The CFO is a senior administrator and serves as a member of the School Leadership Team.

Hours: 7:30 am – 5:00 pm, M-F (8:30 am – 4:00 pm summer)

Reports To: Director of Operations & Head of School

Job Code: 12-month employee

FLSA Status: Exempt

 

Essential Functions

 

    • Prepare and review financial/budget statements and investment reports. Make presentations to the Head of School, Board of Trustees, and Finance Committee, as appropriate. Keep the Head and Board informed as to the financial condition of the School.
    • Ensure that budgeting and financial reporting are completed in a timely and accurate manner.
    • Manage finances including the budget and record keeping processes, and inventory control of all organizational resources and purchasing orders.
    • Assemble preliminary annual budget from departmental requests and estimate operating expense and income.
    • Prepare periodic cash forecasting to determine if current year funding is adequate.
    • Develop recommendations to the Finance Committee for annual tuition increases, tuition assistance budget, and salary plan increments in consultation with the Head of School and Division Directors.
    • 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.
    • Oversee and manage the annual financial audit and all other audits and external organizational reviews.
    • Responsible for establishing and maintaining appropriate procedures and controls for all financial systems.
    • Manage business office activities involving accounts payable, accounts
    • receivable, cash, tuition assistance, general ledger, purchasing, employee benefit administration, and other accounting systems.
    • Oversee and execute School payroll.

 

    • Work closely with the Director of Development 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.
    • Execute value-added analysis and provide decision support for special projects and initiatives.

 

Qualifications and Skills

 

  • Bachelor’s degree required in Finance or Accounting.
  • MBA or other graduate degree in Finance related field preferred or certified public accountant license.
  • Minimum of five years related professional experience.
  • Solid understanding of accounting and finance principles with demonstrated success in financial modeling and analysis.
  • Experience with financial planning and analysis functions, including annual budget, capital budgeting, long-term strategic planning and resource allocation processes.
  • Effective interpersonal, oral, written skills with a high level of attention to detail.
  • Disciplined self-starter with strong creative, problem-solving, and time management skills.
  • Adept at using logic and reasoning to work through problems and analyze information.
  • A history of establishing, evaluating, and refining programs consistent with the mission of an organization.
  • Intermediate to advanced experience with Excel and accounting software systems.

 

Abuse Risk Management Standards

 

  • Adheres to policies related to boundaries with students.
  • Attends required abuse risk management training.
  • Reports suspicious and inappropriate behaviors.
  • Follows mandated abuse reporting requirements.
  • Ensures students are properly signed in and signed out, ensures only authorized employees are allowed in the facility, etc.


Working Environment

 

    • Vibrant office environment.

 

    • Frequent interaction with school staff, faculty, students, and parents.
    • Occasional lifting, carrying, pushing, and/or pulling.
    • Generally 60% sitting, 20% walking and
    • 20% standing.

 

    • Minimal temperature variations (heat conditions).
    • Generally hazard free environment.

 

Salary Range: $95,000 - $120,000 commensurate with candidate experience.

 

How to Apply

Wesley Prep has engaged DovetailED to lead this search. Interested candidates should email a cover letter (addressed to Head of School, Meg Fahrenbrook), a resume, and a list of at least three professional references consolidated as a single PDF document to Lynda Hamilton-Kirk at lynda@dovetailedsourcing.com and Jill Salmon, Recruiter, at jill@dovetailedsourcing.com. Please do not contact the school directly.

 

Dallas, Texas

Neighborhood of Park Cities

 

The Park Cities, made up of Highland Park and University Park, are established residential communities just north of downtown Dallas.

Known for their quiet, tree-lined streets and well-kept homes, the area offers a comfortable neighborhood feel with convenient access to shopping, dining, and cultural attractions. With strong public schools and nearby parks, the Park Cities provide a pleasant, well-connected place to live. The communities are also known for their active civic involvement and long- standing local traditions.

 

Highlights

Dining and Shopping

The Park Cities offer easy access to a range of dining and shopping options, from local restaurants and cafés to well-known retail destinations like Highland Park Village and nearby commercial areas.

 

Outdoor Recreation

Residents enjoy well-maintained parks, walking paths, and green spaces that support everyday outdoor activities, from casual strolls to family gatherings.

 

Location and Accessibility

Situated just north of downtown Dallas, the Park Cities provide convenient access to major business districts, cultural institutions, and transportation routes.

 

Residential Character

The neighborhoods are known for quiet, tree-lined streets and a mix of traditional and updated homes that reflect long-standing community pride.

 

Community and Involvement

The Park Cities maintain an active civic culture, with local events, organizations, and traditions that contribute to a close-knit, engaged community.