This position is the lead financial officer of Marburn Academy. The position has primary responsibility for managing and facilitating the functions of the business office, human resources and building management. The position also provides support to the Head of School in the execution of his/her duties to facilitate and forward institutional advancement.
The Chief Financial Officer (CFO) reports directly to and serves as a strategic partner to the Head of School and is a member of the Executive Team. The CFO serves on the Board of Trustees Finance Committee, as well as other committees as directed by the Board. The CFO provides leadership and management of the School’s finances and is responsible for the supervision, coordination, and administration of all aspects of the Business Office, plant and facilities, risk management, employee management, and policy management. In partnership with the Head of School, the CFO maintains relationships with banks, professional accountants, legal counsel, and insurance companies.
Support the Head of School and the Board of Trustees in the development of school policies and procedures that support the mission of the school and safeguard the well-being of the school and its employees;
Develop and manage, with the Head of School and Finance Committee, the annual operating budget, the long-range financial plan, and budgets related to special projects and/or capital campaigns;
Prepare regular financial reports for the Finance Committee and the Board which reflect the financial position of the school in comparison with the approved
Oversee all school purchasing, cash management, financial investments, banking activities, payroll and benefits program;
Secure an annual audit of the school's financial records and financial positions.
Oversee the preparation of financial records for annual independent audit and assist the audit team in preparation of form 990 and other returns, including the form 5500;
Supervise the work of the business office staff and use standard accounting and bookkeeping procedures, to keep an accurate continuous record of the cash and financial position of the school and manage the financial operation of the school so that the institution remains financially stable;
Responsible for human resources functions, including writing, implementing and maintaining appropriate personnel policies; overseeing the preparation of payroll and benefits programs including health insurance and retirement programs; overseeing the administration of hiring, retention, termination, and personnel records; ensure all programs are in compliance with federal and state laws and regulations;
Provide a regular report of expenditures for use of each department within the school;
Manage risk at the school to ensure the safety of personnel and students in their use of the facilities and to maintain appropriate levels of insurance to protect the property and to cover the liability of the school; and
Oversee the administration of financial assistance awards as a member of the Financial Aid Committee, working with the Head of School, the Associate Head of School, and the Director of Admission; support the re-enrollment process for students overseeing the compilation and mailing of enrollment contracts.
Provide leadership and direction to the Building Supervisor who oversees the physical operation of the school; oversees the maintenance and cleaning programs; develops, maintains and reports all required environmental, health and maintenance standards as required by law and ensures compliance with all regional, state and federal regulations and laws as they impact the school; and, oversees the work of all outside contractors to ensure compliance with contractual agreements and budgetary restrictions;
Oversee campus security and emergency preparedness.
To represent the school at various regional, state, and national associations relative to the role of being the lead financial officer.
To perform other duties as assigned by the Head of School.
To support the school and its leadership.
Skills and Knowledge (in order of importance)
Understanding of and commitment to Marburn’s mission and core values
Complete knowledge of not-for-profit administration and accounting practices
Excellent skills in oral and written communications
Strong understanding of employment law and practices
Strong understanding of school administration
Customer-oriented with great people skills
Ability to work with and get along well with others
Ability to balance multiple tasks and projects, and handle time deadlines
Education and Experience
Minimum 4-year related degree – Degree in Accounting/Finance Preferred
CPA or related experience
10+ years of related experience
All employees of Marburn Academy must pass required criminal record checks and appropriate background checks, including proof of academic credentials.
Marburn Academy is a not-for-profit, independent, day school devoted to serving the educational needs of bright students with learning differences such as dyslexia and ADHD. Opened in 1981 with 12 students, Marburn now educates over 300 students year-round. Marburn Academy is the only school in Central Ohio with academic and co-curricular programs designed to address the full range of unique learning and personal development needs of children with learning differences such as dyslexia and ADHD. Students from approximately 25 Central Ohio communities attend the school. Marburn Academy is accredited at the highest level by the Independent Schools Association of the Central States (ISACS.) The Ohio Department of Education accepts this accreditation and recognizes Marburn Academy as an independent, K-12, non-public school. Marburn Academy is also a member of the National Association of Independent Schools (NAIS) and the Ohio Association of Independent Schools (OAIS).Marburn Academy is one of only 13 schools in the nation to have its language instruction program accredited by the Academy of Orton-Gillingham Practitioners and Educators (AOGPE). Marburn Academy is also recognized as an ap...proved provider for the Ohio Jon Peterson and Autism Scholarship Programs.
MARBURN FACULTY AND STAFF:The people of Marburn work together each day to ensure that every Marburn student is successful. With a foundation of respect, they work as a team to deliver a state-of-the-art education for students that learn differently.