Job Description

Finance Manager

Revised 10-19-2023

General Information:

• a 12-month, part-time, salaried employee with all applicable benefits
• the Finance Manager works a minimum of 25 hours per week and a maximum of

29 hours per week

• other duties determined by the Head of School as needed

Mission and Values:

Orchard House Middle School educates and inspires middle school girls in a responsive, academically engaging community that fosters each girl’s intellectual curiosity, social responsibility, emotional integrity, and physical well-being.

Diversity, equity, social justice, and inclusion are central to Orchard House’s mission. As part of our broader effort to ensure that our hiring process and our community reflect that mission, we are actively seeking candidates to help us build a team with diverse backgrounds. All applicants should be enthusiastic about these principles and eager to carry them forward in their curricular and relational work.

Reports to: Head of School

FLSA Status : Exempt

Job Description and Responsibilities:

The Finance Manager is responsible for the following essential duties:

• Developing and overseeing financial policies, procedures, and internal controls to safeguard assets, protect confidential information, and ensure accurate financial reporting;
• Ensuring compliance with government regulations where appropriate;
• General accounting and reporting (assumes primary responsibility for and is the chief custodian of the school’s accounting records including receivables, payables, and the chart of accounts);
• Coordinating with faculty/staff, the Head of School, and Finance Committee to develop the annual operations and reallocated budget; assisting the Finance Committee and Board with long-term strategic financial planning;
• Monitoring the annual operations budget; providing budget oversight at the macro and line-item levels; communicating key budget information to relevant constituencies;
• Preparing financial documents for the Head of School and supporting the Head of School as needed;
• Preparing financial reports periodically and upon request;
• Performing an ongoing and annual review of Business Office Policies and Procedures;
• Processing cash receipts and deposits; disbursements; invoicing;
• Overseeing collections; compassionately working with parents when they encounter financial difficulties that affect tuition and fees payments;
• Preparing payroll and related deductions and tax transactions for processing by outside payroll service;
• Managing the Business Office filing system according to records retention and destruction policy, including organizing and scanning cash receipt logs and accounts payable invoices.
• Coordinating the annual audit; cooperating with the school’s auditors on required schedules, documentation, and other required information;
• Coordinating with the Director of Operations on various Human Resources tasks, including faculty and staff employment agreements;
• Participating in the completion of the DASL survey annually;
• Coordinating with the Finance Committee concerning reserve fund management, cash management, and management of other investments;
• Coordinating with the Director of Operations on general Risk Management tasks;
• Coordinating with the Director of Operations and Athletics Director on the business aspects of school athletics;
• Working with the Communications Coordinator to periodically reconcile the accounting system and the development database and to inform stakeholders of the progress of fundraising campaigns;
• Coordinating with the school’s staff and parent groups on the business aspects of fundraising activities;
• Coordinating with the Director of Facilities on the business aspects of managing the school building, including rentals;
• Coordinating with the Director of Admissions on the creation and preparation of enrollment agreements each school year; coordinating with the Director of Admissions on the business aspects of admissions and tuition assistance;
• Attending monthly faculty/staff meetings upon request;
• Understanding the mission, culture, and climate of the school and the wider

educational environment as relates to the position’s essential duties.

Essential Skills:

• Ability to work collaboratively with co-workers and other school community members
• Keen analytical skills and a detail-oriented work style
• Excellent oral and written communication skills
• Ability to balance multiple demands in ways that are appropriately prioritized and

well organized

• Genuine appreciation and respect for teachers, staff, students, and families
• Ability to manage difficult decisions with confidentiality and sensitivity

Education and Experience:

• A bachelor’s or advanced degree in accounting
• Five years of experience in non-profit accounting
• Previous experience in accounting for schools a plus
• CPA designation a plus
• Prior experience with QuickBooks accounting system a plus
• Prior experience with FACTS tuition management system a plus

Work Environment:

• Office, in person
• Potential offsite meeting or professional development
• Some remote work considered

Education and Experience:

• A bachelor’s or advanced degree in accounting
• Five years of experience in non-profit accounting
• Previous experience in accounting for schools a plus
• CPA designation a plus
• Prior experience with QuickBooks accounting system a plus
• Prior experience with FACTS tuition management system a plus

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