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.
Bertschi School believes that students learn best when they are
safe and known in an inclusive community that values diverse perspectives
supported in developing social-emotional skills
provided academic choice and challenge at their “just right level”
engaged in meaningful work
encouraged to problem solve through inquiry, trial, and error
empowered to take risks and make change
given opportunities to collaborate and dialogue with a diverse group of learners
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), and the National Association of Independent Schools (NAIS). The school serves children from prekindergarten through grade 5 in Seattle’s Capitol Hill area.
Our Diversity, Equity, and Inclusion Statement
Bertschi School values diversity and believes engaging our differences makes us better and stronger. We welcome and honor the unique contributions of people from all racial, ethnic, religious and socioeconomic backgrounds, gender identities, learning styles, physical abilities and sexual orientations. Our commitment to equity drives us to be inclusive and diverse in all areas of our school.
Position & Duties
Bertschi School is seeking a Controller to partner with the Chief Financial Officer/Chief Operating Officer (CFO/COO) 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 and collections, accounts payable, and payroll and benefits administration.
Overview of Responsibilities
Responsible for managing the school’s accounting function and ensuring accurate and timely financial information;
Supervise student billing and collections, accounts payable, payroll and benefits 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 Development Office;
Prepare, reconcile and report on construction activities, as necessary;
Communicate accounting policies to affected employees and ensure compliance with such policies;
Continue to refine the school’s new general ledger and school administrative enterprise software installed in 2018, including key business and accounting practices, periodic financial reporting, and integration with other department operations.
Prepare quarterly financial statements, including variance financial analyses and school financial dashboard;
Work with CFO/COO in the preparation and monitoring of departmental budgets and forecasts; also work with other administrators and department supervisors concerning budget performance;
Assist CFO/COO in 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/COO;
Assist with endowment and school reserves investment management.
Lead role in preparing schedules and work papers for annual audit;
Work with auditors on IRS 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 similar data and/or analytics as requested.
Supervision & HR
Provide support in the hiring, training and day-to-day supervision of Business Office staff;
Support monthly payroll and 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/COO.
The ideal candidate will be a CPA with a bachelor’s degree in accounting and at least 5-7 years’ expertise in accounting, including managerial experience. Experience in nonprofit accounting and/or an educational setting preferred but not required. This position requires excellent organization, written and verbal communication, and interpersonal skills, as well as a strong proficiency with Excel, Office and other computerized accounting systems. Also, proven track record of mentoring and developing staff preferred, as well as experience with payroll and benefits administration and HR policy.
Work Schedule & Compensation
Flexible weekly work schedule with time commitment consistent with experience, expertise and availability. 3 or 4-day work week with full benefits (health insurance, retirement contributions & other). Market compensation.
No phone calls will be accepted. Interested candidates are invited to e-mail a resume, cover letter, and Bertschi application form (found at www.bertschi.org/jobs) to:
Bertschi School is an equal opportunity employer seeking a more culturally diverse workplace. Bertschi School does not discriminate on the basis of race, color, creed, national or ethnic origin, socioeconomic status, gender identity, sexual orientation or disability.
About Bertschi School
Bertschi School, founded in 1975, is a Washington State approved elementary school
serving students in grades pre-kindergarten to fifth. We are an accredited member of the
Pacific Northwest Association of Independent Schools (NWAIS) and the National
Association of Independent Schools (NAIS).