Flexible Work Schedule 3-4 Days/Week
Begins July/August 2017
Bertschi School educates children to become compassionate, confident and creative learners in a global community.
Our community values integrity, inclusiveness, respect, diversity and a commitment to sustainability.
- Our teachers inspire academic excellence and individual success
- Our curriculum fosters intellectual curiosity and emotional maturity
- Our school encourages social responsibility and collaborative problem solving
- Our community supports and celebrates the unique gifts of every person
Bertschi School, founded in 1975, is a Washington State approved elementary school. We are an accredited member of the Northwest Association of Independent Schools (NWAIS), the National Association of Independent Schools (NAIS) and accredited by the Northwest Association of Accredited Schools (NWAC). The school serves children from pre-kindergarten through grade 5 in Seattle’s Capitol Hill area.
Our Diversity Statement
Bertschi School is committed to honoring the unique contributions to our society by people of all ethnic, economic, religious, racial backgrounds, physical abilities, learning styles, gender identities and sexual orientation. We are actively committed to increasing the diversity in our school community to reflect the world in which we live.
Position & Duties
Bertschi School is seeking a Controller to partner with the Chief Financial Officer in managing the school’s business operations. The role of the Controller is an integral part of the Business Office and includes managing day-to-day business and operating activity, financial budgeting and forecasting, analyzing and communicating historical and projected income and expense data, and financial statement and other report generation. The Controller has primary responsibility for the school’s accounting function, internal controls, annual audit, and financial statement and other periodic financial reporting. In addition, this position has supervisory responsibility for student billing, accounts payable, and payroll administration.
Overview of Responsibilities
- Responsible for managing the school’s accounting function and ensuring accurate and timely financial information;
- Supervise student billing, accounts payable, payroll administration, and general accounting operations;
- Prepare monthly account reconciliations along with assistant controller; also ensure accurate and appropriate coding of all revenue, expenditure and journal transactions, including unrestricted, temporarily restricted and permanently restricted funds;
- Reconcile monthly fundraising financial data and perform general annual and capital campaign oversight along with Advancement Office;
- Prepare, reconcile and report on construction activities, as necessary;
- Communicate accounting policies to affected employees and ensure compliance with such policies;
- Lead installation of new general ledger enterprise software in 2018, including integration with school-wide IT platform install and collaboration with other school departments.
- Prepare quarterly financial statements, including variance financial analyses and school financial dashboard;
- Work with CFO in the preparation and monitoring of departmental budgets and forecasts; also work with other administrators and department supervisors concerning budget performance;
- Assist CFO and forecasting annual income and expense performance, as well as planning for future financial operations;
- Attend board Finance Committee meetings.
- Supervise incoming cash receipts and deposits;
- Provide periodic cash reports to CFO;
- Assist with endowment and school reserves investment management.
- Lead role in preparing schedules and work papers for annual audit;
- Work with auditors on Form 990 and 5500 preparation;
- Attend board Audit Committee meetings.
Peer Reporting & Surveys
- Prepare periodic surveys and reports for the school’s trade organizations (NAIS, NBOA, and others);
- Prepare other similar data as requested.
Supervision & HR
- Provide support in the hiring, training of accounting department staff;
- Support monthly benefits administration and ongoing HR policy management (experience dependent).
- Retirement (403B) plan oversight;
- Other miscellaneous tasks as may be assigned in support of the CFO.