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Waldorf School of the Peninsula

Director of Finance and Operations

Waldorf School of the Peninsula, Los Altos, California, United States, 94024


Director of Finance and OperationsWaldorf School of the Peninsula (Nursery - Grade 12) is celebrating its 40th year of bringing Waldorf education to Northern California. Our school has two beautiful campuses: Nursery through grade 5 in Los Altos and a few miles away in Mountain View are grades 6-12. Our school is a full member of and accredited by the Association of Waldorf Schools of North America and fully accredited by the Western Association of Schools and Colleges. WSP is dedicated to hiring dedicated and highly capable faculty and administration. We invest in our learning and growth to best serve the needs of our students, teachers, community, and each other.Position Summary:The Director and Finance and Operations (DFO) is a key member of the School’s Administrative leadership team. Reporting to the School Director, this position oversees all financial aspects of the school, sits on the Administrative Council, and advises the Board of Trustees about all financial matters. The DFO leads the Finance Committee and Investment Committee of the Board and is responsible for reporting on all matters that fall under the jurisdiction of the Finance Committee to the Board of Trustees.The DFO manages the Business Office and oversees IT/Registrar, Facilities, and the Front Office Managers of the Grade School and the High School. Other staff may be assigned as needed.Essential Functions, Duties and Responsibilities:Budget and Finance:Provide strategic guidance to the School Director and the Board of Trustees regarding financial sustainability and financial strategiesSteward all financial resources, treasury management, maintain, and develop banking relationshipsDevelop financial models for strategic and business planning and analysis.Direct and analyze studies of general economic, business, and financial conditions and their impact on the School’s policies and operations and prepare long-range forecastsDevelop and monitor all aspects of the school’s $8 M budgetCommunicate and drive the collaborative budgeting process with all school groupsPrepare and oversee capital project budgets and financingReport regularly to the School Director and the Board of Trustees in a concise and transparent mannerReport to Bondholders as requiredEnsure accuracy of business office procedures and compliance with internal policies and controlsSupervise and oversee accounting, tuition contracts, vendor agreements, insurance policies, and all fund disbursementsDevelop, with other members of the Affordable Tuition Committee (ATP), policies and procedures governing the determination of ATP awards. Supply financial models supporting the decisionOversee the annual audit, tax return filings, and other government filings requiredEnsure compliance with all federal, state, and local laws and tax regulationsPayroll:Supervise the Accounting Manager and ensure the accurate and timely administration of payrollAnalyze and oversee the school compensation and retirement plansSupervise and monitor the school’s financial policies/practices and governmental compliance requirementsReview all financial agreements prior to distributionFacilities and School Operations:Supervise the Facilities Manager, the Grade School and High School Administrative CoordinatorsOversee and monitor internal policies, practices and systems to facilitate the safe and efficient operation of the school facilities and act as lead for the school’s emergency preparedness planning and drillsWith assistance from the Facilities Manager and the campus Administrative Coordinators, ensure safe, secure and well-maintained buildings, equipment and groundsParticipate actively with architects, construction firms, and consultants on major construction and renovation projectsOversee and monitor the Information Systems infrastructure and outside provider performanceDevelop a facilities master plan, in cooperation with appropriate committeesGeneral:Manage and support staff reporting to DFO position.Maintain and improve processes to match NAIS/CAIS best practices as well as being aware of guidelines from AWSNA, ISBOA and other professional organizationsEngage in professional development to keep informed of independent school issues and trends as well as necessary compliance mandatesQualifications:Significant experience as a CFO or senior level experience in financial planning, analysis and general accountingSound business judgment and financial acumen, and strong problem-solving skillsStrong interpersonal skills and ability to work collaboratively with different constituentsAbility to think strategically and creatively while tending to daily practical mattersComfortable managing external relationships with auditors, lenders, contractors, suppliers and other professionalsBenefits and Compensation:Waldorf School of the Peninsula provides 100% medical, dental, and vision coverage for the employee and their dependents. A generous tuition remission benefit is available for children of the employee, 19 holidays and 4 weeks vacation. Depending on experience, certification and education, the yearly salary range is $125,000 - $140,000.To apply:Please send a cover letter and resume to hr@waldorfpeninsula.orgJob Type: Full-timePay: $125,000.00 - $140,000.00 per year

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