DIRECTOR OF FINANCE

DIRECTOR OF FINANCE
POSITION DESCRIPTION
Parish Episcopal School is seeking a Director of Finance to join a dedicated team in the Business Office. This is a full-time, 12-month position reporting to the Chief Financial Officer. The position is responsible for the creation and maintenance of the detailed schoolwide annual budget, monitoring and approval of school expenditures, treasury and banking functions as well as general accounting, development and endowment activities.
ESSENTIAL FUNCTIONS
- Develop detailed budget for the school preceding each fiscal year.
- Monitor adherence to budget by reviewing periodic budget to actual reports. Discuss with CFO and/or department managers as needed.
- Execute and monitor banking transactions including transfers, ACH activities, and act as admin in setting up new users in our banking system.
- Review and sign all checks and other vendor payments, along with reimbursements to faculty and staff.
- Monitor cash balances and prepare reports. Manage cash movement for optimal flexibility and earnings.
- Benchmark reporting from INDEX, DASL, NBOA and any others as assigned by CFO.
- Work with development personnel regarding strategic philanthropy, timing of payments and other matters as necessary.
- Maintain school merchant accounts and compliance with applicable PCI standards.
- Prepare monthly reconciliation of endowment investment activity.
- Work with the Human Resources Director in the general ledger aspects of the personnel and payroll database as well as budget preparation and management.
- Maintain a goal of continual process improvements and apply these goals to the business office in general as well as the wider school community as it pertains to data and business operations.
- Participate as an ex officio member of the Board Budget and Finance Committee.
- Assist the Chief Financial Officer with any additional assigned duties.
QUALIFICATIONS/EXPERIENCE
- A four-year degree in Business Administration or MBA preferred.
- A CPA with a minimum of five years of professional accounting experience required.
- Excellent written and verbal communication skills.
- A team player with strong interpersonal skills to productively, professionally and empathetically communicate with students, parents, the entire school community and wide variety of school constituents.
- Prior experience in an educational environment is a plus.
- An extremely well organized, detail-oriented individual who has a high energy level together with an accompanying sense of urgency.
- Bright, hardworking and enthusiastic with a serious commitment to excellence.
- Ability to prioritize and plan work activities as to use time efficiently.
- Effective problem solving and analytical ability.
- Contribute positively to employee morale; maintain a positive, pleasant demeanor to all constituencies.
- Commitment to positive and active participation in the life of the school.
- A person of unquestioned integrity who has an impeccable reputation, who honors commitments, and who deals with people in a straightforward and personal way.
- Ability to meet the physical and mental requirements of the position.
- Be a motivated collaborator, possess a strong work ethic, and have a positive spirit.
SPECIFIC SKILLS/ABILITIES
- Highly proficient in Microsoft Excel, including complex formulas, pivot tables, financial modeling, data analysis, and dashboard reporting to support strategic decision-making.
- Knowledge of financial reporting and fund accounting for not-for-profit independent schools.
- Experience in managing a multi-million-dollar G/L in Blackbaud’s Financial Edge software.
- Experience with treasury functions and related internal controls.
- Experience with endowments and related accounting is a plus.
- Ability to organize complex sets of information and present ideas and numbers clearly (written and verbal).
- Demonstrates the highest standards of professionalism, confidentiality, and fiduciary responsibility in financial stewardship and organizational decision-making.
- Ensures precision in budgeting, forecasting, reporting, reconciliations, and compliance, with a strong commitment to data integrity and internal controls.
- Show a demonstrated commitment to belonging and inclusion (e.g., familiarity with concepts; evidence of relevant personal growth; examples of relevant practice, etc.).
- Be a motivated collaborator, possess a strong work ethic, and have a positive spirit.
- Promote the School’s mission statement and educational philosophy.
TRAINING AND MARGINAL DUTIES
• Participate in all requisite School trainings.
• Attend required staff development, training sessions, and conferences throughout the year.
• Attend periodic in-service meetings.
• Attend Chapel.
• Attend Department & Team Meetings.
• Attends school events as requested.
• Ability to periodically support before and after-school or weekend events.
• Acknowledge receipt of the current Employee Handbook and are responsible for reviewing the contents and abiding by rules, policies and procedures stated in the Handbook or otherwise by the School.
PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT
• Regularly works in standard office conditions and climate.
• Regularly uses close and distance vision, including working at a computer screen for extended periods of time; ability to observe students from various distances.
• Frequently required to move around the campus/office/classroom; works at a desk for extended periods of time.
• Ability to occasionally move items weighing up to 30lbs. across the campus/classroom/office.
• Ability to maintain appropriate boundaries with students, fellow staff and community members.
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. This job description reflects administration’s assignment of essential functions; and nothing in this herein restricts administration’s right to assign or reassign duties and responsibilities to this job at any time.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.
Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.
ABOUT PARISH EPISCOPAL SCHOOL
Founded in 1972, Parish Episcopal School is a leading, co-educational (PreK – 12th grade) college preparatory independent school in Dallas, Texas, serving approximately 1220 students of all faiths. Inspired by its values of Wisdom, Honor and Service, the School’s inclusive Episcopal community guides young people to become creative learners and bold leaders prepared to impact our complex global society by realizing and fostering their passions in a warm, joyful and balanced learning environment, and engaging them in challenging core curriculum and strategic programs that develop and inspire.
EDUCATIONAL PURPOSE & PHILOSOPHY
We develop good human beings: prepared, passionate, principled.
- DEVELOP We are educators, mentors, coaches and guides – dedicated to developing the unique potential of every student on our care.
- GOOD HUMAN BEINGS At Parish, we aim to develop young people formed intellectually, emotionally, socially, physically, spiritually and morally.
- PREPARED Preparation is key to success in a complex and ever-changing world. At Parish, we equip students with the knowledge, skills and mindsets they’ll need to navigate life’s challenges and accomplish their goals and dreams.
- PASSIONATE Passion is fuel for a joyful life. At Parish, we help students uncover what excites and inspires them – so they feel more alive, more fulfilled and more excited about the future.
- PRINCIPLED Principles create the moral compass for life. Rooted in Wisdom, Honor and Service, Parish students strive not just to succeed, but to make a positive difference in the lives of others and the world around them.
For more information about Parish Episcopal School, visit www.parish.org.
The School believes that each individual is entitled to equal employment opportunity without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, veteran status or any other characteristic protected under federal, state, or local anti-discrimination laws. The School’s equal employment opportunity practices extend to recruitment, hiring, selection, compensation, benefits, transfer, promotion, training, discipline, and all other terms, conditions, and privileges of employment. All Employees are responsible for complying with the School’s equal employment opportunity policy.