The Chief Financial Officer (CFO) is a full-time, year round administrative position reporting directly to the Head of School. Primary responsibilities of the position include ensuring the financial integrity of the School, strategically aligning the budget process with the mission of the School, cash flow analysis, the annual audit and tax returns, risk management, investment and banking activities, information technology, food service, the bookstore, security and overall facilities management. The CFO reports to the Head of School, and works closely with the Chairs of the Finance, Investment, Advancement, Audit, and Building and Grounds Committees of the Board of Trustees on strategic matters as they pertain to the advancement of the School.
Primary responsibilities include but are not limited to:
Financial Planning and Financial Management: The CFO will take responsibility for ensuring the short-term and long-term financial sustainability of the School. This includes:
Working closely with the Head of School, Administrative Team, Business Office, and the Finance, Investment, Audit, and Building and Grounds Chairs of the Board of Trustees to assess the School’s financial needs in the context of strategic priorities of the School.
Preparing the annual budget, internal financial reports, cash flow analyses, the annual audit, and tax forms.
Working closely with business office personnel, ensuring that proper internal transaction processes and controls are in place and meet the standards as set forth by our independent auditor.
Working closely with our financial institutions to ensure the proper maintenance of accounts, the School’s debt, and endowment investments.
Facilities Management: The CFO will take responsibility for the overall maintenance of the School plant and future capital projects. This includes:
Working closely with the Facilities Superintendent and the Building and Grounds Committee of the Board of Trustees on developing annual and long-range plant renewal plans.
Working closely with the Technology Team on annual and long-range plans as they pertain to maintaining a robust technology infrastructure on campus.
Working the Head of School, Chair, Board Committees, and School constituencies on the overall development of the School Plant. In particular, playing a key strategic role in the evolution of major capital projects under the master facilities plan.
Risk Management, Safety, and Security: The CFO will take the primary lead in our overall strategic approach to risk management, putting the School in the best possible position to support our students, parents, faculty, staff and Board of Trustees. This includes:
Working closely with our Insurance Broker and Insurance Companies to ensure oversight on policies and procedures.
Working with administrators and other constituencies to maintain and advance our safety and security initiatives and to ensure the School is in compliance with all regulations and best practices in this area.
Human Resources: The CFO will work closely with the Director of HR in fully supporting our employees. This includes:
Working with the Director of HR on annual salary and benefit budgets to ensure we are offering accurate, comprehensive employment packages to our employees.
Working with the Director of HR on the annual renewal of benefits packages in consultation with our benefits broker.
Working with the Director of HR on our Employee Handbook to ensure that the School is in compliance with all laws, regulations, and best practices.
Technology: The CFO will work closely with the Director of Technology and the Technology Team to fully support the technological needs of the School. This includes:
Working with the Director of Technology on annual and multi-year technology plans.
Working with appropriate constituencies to make sure the School plans financially for the appropriate support of technology on campus now and into the future.
Foodservice Management: The CFO will work directly with the outside food vendor to provide an appealing, nutritious, and cost effective food service program. This includes:
Working closely with the School’s third party vendor in providing and maintaining a quality lunch program for students and employees.
Coordinate with staff to ensure compliance with state and local agency requirements.
Supervisory responsibilities: The CFO will primarily lead and manage members of the Business Office, Bookstore, Facilities and Housekeeping department heads and facilities personnel, and Director of Technology and Technology Team, and the various consultants and outside vendors the school engages with in support of the School’s finances and operations.
Please email a letter of interest, resume and two recommendation letters to Michelle Guppy at firstname.lastname@example.org by Sunday, February 11, 2018.
The ideal candidate will possess the following qualifications and skills:
B.A. or B.S. degree mandatory. M.B.A,` C.P.A. or other advanced degree preferred.
Excellent interpersonal, communications, public speaking, and presentation skills and the ability to use sound judgment and work independently in a confidential manner.
8 - 10 years of proven management experience with an organization of similar size & scope – an independent school environment preferred.
Experience in a senior financial management role with a proven record of partnering with various constituencies on an organization’s priorities.
A proven record of strategic thinking and helping to lead and execute major capital projects.
The desire to live and espouse the values inherent in the Hawaii Preparatory Academy Mission, values and overall culture.
Hawai`i Preparatory Academy, founded in 1949, is an independent coeducational school providing a full range of opportunities for students from kindergarten through grade 12. Our boarding program admits students in grades 9 through 12.
The school has two campuses in the town of Waimea (Kamuela) on the island of Hawai`i. The Lower and Middle Schools are located on nine acres in the heart of Hawai`i's ranching country, while the Upper School is located just two miles away on a 200-acre campus at the foot of the Kohala Mountains.