Chief Finance Officer

The Finance Director is CSCOE's Chief Financial Officer, serving as the primary financial advisor to the President and Board of Directors, maintaining financial records and ensuring that proper internal controls are in place and operating efficiently. The Finance Director also serves as an advisor to the schools we support. To make the organization scalable to a national level, all roles within CSCOE must heavily leverage advanced technology, especially AI, to do much more for far less in the shortest amount of time possible. Duties and Responsibilities: Maintain the financial records in accordance with generally accepted accounting standards. Prepare and manage an annual budget that provides effective guidance to CSCOE in terms of achieving its mission with available resources. Report the financial position of the Organization and departments to the President and Board of Directors. Serve on Executive Leadership Team, providing advice and recommendations on strategic and operational plans and appropriate courses of action to achieve those plans with available resources. Leverage technology to a high degree, including but not limited to expertise in engineering AI prompts for maximum productivity and impact. Maintain financial, accounting and internal control systems. Review bank balances on a regular basis to ensure proper liquidity. Prepare an annual budget and provide continuous monitoring of actual performance compared to budget, recommending adjustments as appropriate. Maintain chart of accounts and general ledger. Ensure all income and expenses are promptly and properly recorded in the organization's accounting records. Prepare financial statements as and when appropriate for presentation to senior management and the Board of Directors. Maintain bank and investment accounts and manage banking relations. Reconcile bank accounts monthly. Process bi-monthly payroll and maintain/process appropriate payroll records including IRS forms W-2 and 1099. Manage annual audit and serve as the primary point of contact with external auditors and similar oversight and regulatory organizations. Be responsible for the preparation and timely filing of the required federal and state reports including the IRS Form 990. Prepare cost and financial analysis as requested by the President and/or Board of Directors. Maintain human resource system, ensuring all personnel records are properly maintained. Manage benefits and insurance programs. Provide oversight and coordination of office infrastructure needs (e.g., leased space, technology, phone, internet, etc.). Create monthly reporting so each department can more accurately track budget vs actuals. Accomplish other duties as may be assigned by the President. Serve as a resource on financial issues and best practices to organizations served by CSCOE. Work with schools and other interested parties to develop a financial model that promotes financial health and viability within the schools. Develop concepts and provide guidance in areas such as establishing tuition rates and discounting policies, procurement and capital expenditures. Consult with schools on economic issues and questions. Assist schools, as requested, in the budgeting process and in reviewing the financial results of school operations. Identify and encourage the implementation of best practices in school accounting and financial management.

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