Chief Financial Officer
The Overlake School, Redmond, Washington

The Overlake School, a vibrant and future-focused independent school located just 20 miles from downtown Seattle, invites applications and nominations for the position of Chief Financial Officer (CFO). This is a rare opportunity for an experienced and strategic financial leader to join a mission-driven institution at a pivotal moment – poised for deepening its impact, strengthening its foundation, and innovating for the future.

Founded in 1967, Overlake is a nonsectarian, coeducational, college preparatory day school serving 570 students in grades 5 through 12. Nestled on a breathtaking 73-acre campus in Redmond, Washington – home to lush forests, open pastures, and serene wetlands – Overlake offers a unique blend of rural tranquility and urban accessibility. Overlake is known for its inclusive community, progressive programs, and a culture that values compassion, curiosity, and integrity.

Under the leadership of a dynamic new Head of School with a bold vision for the future, and a Board of Trustees eager to support strategic growth and operational excellence, the school is seeking a financial executive with a passion for independent schools, who can elevate its financial management, reporting, and planning capabilities. Reporting directly to the Head and serving as a key member of the senior leadership team, the CFO plays a pivotal role in aligning Overlake’s resources with its values, educational mission, and long-term aspirations, overseeing all aspects of the school’s financial operations, including budgeting, accounting, financial reporting, investments, capital projects, and risk management. They supervise a team of three - Controller, Lead Accountant, and Accounts Receivable Clerk - and collaborate closely with colleagues across the school, including operations, human resources, admissions, and development.

This is a dynamic opportunity for a strategic thinker and collaborative partner to shape the financial future of a school deeply rooted in purpose and innovation. The CFO will lead with integrity, insight, and imagination – transforming data into action, stewarding resources with care, and championing systems that support a thriving learning community at one of the Pacific Northwest’s most respected independent schools – where learning is active, leadership is shared, and the natural world is both classroom and inspiration.

The successful CFO at Overlake will be:

• A strategic architect who sees the big picture and crafts resilient, future-ready plans.
• A financial storyteller who communicates complexity with clarity and inspires confidence.
• A collaborative leader who brings people together, builds trust, and cultivates a high-performing team.
• An operational optimizer who enhances systems and processes with innovation and precision.
• A mission-first thinker whose decisions are grounded in Overlake’s values, culture, and long-term success.

Search Process

The Overlake School has engaged NBOA Advisory Services to lead the search for its next Chief Financial Officer. This search is being conducted in close partnership with the Head of School and her Search Advisory Committee, and reflects the school’s commitment to identifying a strategic, mission-aligned financial leader with independent school experience who will help shape Overlake’s future. 

Download the Overlake CFO Search Position Profile at https://www.nboaadvisoryservices.com/the-overlake-school

Please do not contact the school directly. All inquiries, nominations, and questions should be directed in confidence to:
James Palmieri, CEO and Search Lead
jpalmieri@nboaadvisoryservices.com
Subject Line: Overlake CFO Search

Interested candidates should express interest by applying via the form at https://www.nboaadvisoryservices.com/the-overlake-school

You will be asked to upload a cover letter expressing interest in the position and alignment with Overlake’s mission and values, and a current résumé. As the process proceeds, selected candidates may be asked to submit additional information, including responses to leadership and job-specific assessments, and a list of five professional references.      

Search Timeline

• Applications will be reviewed on a rolling basis.
• Priority will be given to applications received by September 8, 2025.
• The position is open until filled, with a desired start date of as soon as possible or January 2026.
• The salary range for this position is $250,000 – $300,000 commensurate with experience and qualifications. Additionally, employees at The Overlake School enjoy a generous and comprehensive benefits package.

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About NBOA Advisory Services

NBOA Advisory Services is dedicated to strengthening the financial and operational leadership of independent schools. We aim to empower school leaders to make informed, strategic decisions that enhance financial sustainability and operational efficiency. As a subsidiary of NBOA: Business Leadership for Independent Schools, we provide expert consulting, strategic leadership, and customized business solutions to help schools navigate financial challenges and optimize business operations. We partner with Heads of School and CFOs, and their Boards of Trustees, to ensure financial sustainability and operational integrity. Our mission is to advance business excellence in PK-12 independent schools, through specialized consulting, CFO executive search and placement, financial tools, and a national community of business officers.

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