Chadwick School seeks a Chief Financial Officer to assume duties as soon as possible.

The School

Chadwick School is a K-12 coeducational, independent day school located on a beautiful 45-acre hilltop in Palos Verdes, California. Founded in 1935 by Margaret, Chadwick, the school was from the very beginning committed to serving a diverse group of students from a broad geographical reach in greater Los Angeles.  Today, Chadwick enrolls 865 students from more than 50 different neighborhoods. The school allocates more than $5 million in financial aid serving 20% of the student body.

Chadwick is fully accredited by the California Association of Independent Schools (CAIS) and the Western Association of Schools and Colleges (WASC), and holds institutional memberships in the National Association of Independent Schools (NAIS).

Essential Responsibilities

The Chief Financial Officer (CFO) works directly under the supervision of the Head of School and is a member of the senior Leadership Team. Specific areas of responsibility include finance, facilities and operations, risk management, IT, and human resources.  The CFO works closely with Board committees such as the Finance and Investment Committee. The Head of School may assign other duties.

Finance

  • Oversee all aspects of financial transactions, financial reporting and external auditing
  • Enhance and drive financial controls for the organization including Delegation of Authority, Contract and Vendor Management and Asset Tracking.
  • Create and maintain a long-range financial plan supporting the strategic plan
  • Develop a financial reporting regime which effectively informs the Leadership Team and Board of the organization’s financial health and operational performance.
  • Working in conjunction with the Board’s Fulfillment Committee, establish KPI’s to drive financial and operational excellence
  • Attend Board meetings and serve on the Finance, Investment, Development, Audit, and Facilities Committees of the Board, and other ad hoc committees as required by the Head of School
  • Provide supervision and direction to the Controller and members of the Business Office team
  • Lead the annual budget preparation and approval process
  • Reconcile and track investment activity, to include contribution income, capital gains/losses, and changes in market value.
  • Develop and implement a Cash Management Program given guidelines established by Head of School
  • Ensure that quarterly budget vs. actual reports are accurate and available for review
  • Coordinate compliance reporting relating to school operations and debt management
  • Work with Head of School to determine school tuition, annual faculty and staff compensation, and financial aid.
  • Coordinate with Director of Development on all matters related to fundraising and stewardship of donors including gift accounting, compliance, management of restricted investments and preparation of an annual report.
  • Serve as directed by the Head of School on any other project related committees related to short-term and long-range financial and operational planning
  • Review accounts receivable against and collect past due balances
  • Update all relevant Benchmark Reports as they relate to strategic goals.
  • Provide oversight and guidance for Parent organizations on financial matters.

Risk Management

  • Oversee the Enterprise Risk Management program (ERM)
  • Work with the school’s insurance advisor and brokers to ensure that adequate, appropriate and cost-effective insurance is in force, including public liability, property and casualty, directors and officer, Workers Compensation and bonding.
  • Coordinate with various government and insurance inspectors to ensure that the school is operating consistent with health and safety codes
  • Maintain vigilance for situations that could pose a safety or health hazard and recommends appropriate remedial action.
  • Establish, effectively communicate and test an extensive emergency response system
  • Insure that all safety systems are fully functional and that the security systems are operating at the level specified and within the expectations of the School community.
  • Work in conjunction with the Director of Planning, Design and Construction to ensure proper risk mitigation plans are in place for all projects.
  • Advise the Head of School of any situations which might have adverse safety or legal consequences for the school.

Facilities/Operations

  • Provide supervision and guidance to Director of Planning, Design and Construction to plan and budget facility maintenance and minor repairs and update long-term repair schedule
  • Ensure code compliance, proper permitting, and neighborhood relations for all facility and property management, including compliance with the Conditional Use Permit (CUP)
  • Serve as school liaison with legal counsel on facilities related matters

Human Resources 

  • Provide supervision and guidance to Human Resources Manager
    • Establish and clearly define an annual employee evaluation process
    • Work with members of the Leadership Team and Head of School to ensure faculty and staff take advantage of continuing education opportunities
    • Perform surveys and other methods to measure faculty and staff satisfaction.
    • Determine minimum training standards and make sure faculty and staff comply with that necessary training.
    • Work with Leadership Team, Head of School and other Chadwick schools to develop succession plans
    • Maintain personnel files and ensure records are in compliance with legal requirements
    • Prepare employment agreements for faculty and staff
    • Serve as employee benefit plan administrator and update employees on employee benefit programs
    • Be conversant with federal, state and local laws relating to wage and hours regulations and reporting
    • Maintain master employee database
    • Prepare reports for required employee surveys and for budget planning
    • Serve as school liaison with legal counsel on employee related matters
    • Update employee handbook on annual basis

Information Technology

  • Provide supervision and guidance for the Director of Information Technology

Desired experience and qualifications include:

  • 10 years of progressive responsibilities in accounting, finance, operations and/or general business management (prior management experience with a private school or non-profit organization preferred)
  • BA Degree in accounting, finance, business management, or related area of study (MBA and/or CPA, preferred)
  • Ability to think and plan strategically and creatively
  • Broad-based operations and project management experience
  • Strong organizational skills and ability to multi-task
  • Excellent communication and presentation skills and work well in team environment
  • Strong Excel skills and proficiency with accounting and financial systems

Chadwick School is a 501c3 non-profit corporation which does not discriminate on the basis of race, color, national and ethnic origin or sexual orientation in administration of our educational policies, admissions policies, scholarship and loan programs, employment, and athletic and other school administered programs.

How To Apply:

Additional information about Chadwick School is available on the School’s website: www.chadwickschool.org

Applicants should submit a current résumé, letter of interest, personal statement/statement of philosophy and a list of 5 references by e-mail to: Marcus Hurlbut, Educators’ Collaborative at mhurlbut@educatorscollaborative.com. No calls please.