Kehillah Jewish High School is immediately seeking a skilled and dedicated Part-Time (.50) Director of Finance and Operations (DFO) who will oversee all aspects of the school’s finances with the primary responsibilities of strategic financial planning, budgeting, accounting, and reporting. The DFO reports to the Head of School and serves as a key member of the senior leadership team and several Board of Trustees committees. The ideal candidate is a mission-driven strategic thinker who has superb people skills, uncompromising judgment and integrity, preferably experience in an independent school, and a demonstrated commitment to equity and inclusion. The candidate will have the ability to balance and prioritize the competing needs of the school and be fair but firm when necessary. It will be necessary for the DFO to work on-site on a regular basis.
Challenges and Opportunities
The Director of Finance and Operations will oversee an operating budget of over $10M and in collaboration with a highly functioning business office, have the opportunity to set up strategic systems and proactive processes. The successful candidate will demonstrate the ability to work with conflicting demands and timescales in a busy and unpredictable school environment. Flexibility, a solution-focused approach, and a collaborative nature are essential.
About Our School
Kehillah Jewish High School in Palo Alto, California, is distinguished by an exceptional academic program and a supportive environment that pairs rich Jewish traditions with the best of the Silicon Valley mindset. At Kehillah, students embark on a journey of self-discovery guided by a community of passionate educators. The community as a whole reflects the diversity of identity in contemporary Jewish and American life and welcomes not only those who self-identify as Jewish, but also anyone open to Jewish wisdom and values. Although still a chronologically young school, Kehillah is already established as a well-run, successful, academically challenging and whole-child-centered school, serving a diverse and eager student body. Everyone at Kehillah is embraced for their individuality, their religious, cultural, and socioeconomic backgrounds, and in their role as a dynamic learner.
Provide leadership, oversight, and management of the day-to-day operation of the business office including payroll accounts receivable, accounts payable, and accounting.
Plan and prepare forecasts of the financial condition of the school. Report to the Head of School, the Finance Committee, the Audit Committee, and the Board of Trustees on the results of the present operations of the school, pro forma projections for future operations, and annual audits of the financial statements of the school.
Maintain relationship with bank management team; prepare necessary documentation to ensure financial reporting requirements are met.
Serve as the school’s fiduciary of record and retirement plan administrator; oversee ERISA compliance.
Collaborate with the Head of the School on financial aspects of strategic planning initiatives.
Manage, develop, and direct the annual operating budget; monitor departments to ensure compliance with assigned budgets.
Prepare and liaise with auditors for the 990 filing.
Maintain the school’s strategic planning financial modeling system to aid the administration and the Board of Trustees in making strategic decisions.
Develop monthly year-to-date actual-to-budget financial reports, including cash flow, bank balances, and covenanted cash-to-debt ratios to all departments, the Head of School, and the Village School Board of Trustees.
Provide the financial information and planning that builds trust among faculty, administration, staff, the Board of Trustees, and the parent community.
Liaison with the endowment portfolio managers, providing information on invested funds and implementing decisions of the Board Finance & Investment Committee.
Maintain compliance with governmental regulations and changing regulatory environment by staying current on law and regulations that may affect compliance.
Establish policies, procedures, standards, and strategies for areas of responsibility and provide appropriate internal controls and strengths to safeguard the school’s assets.
Oversee the risk management function and purchase property, casualty, liability, and workers’ compensation insurance.
Support the Director of Human Resources regarding benefits, compensation, payroll, and compliance with State and Federal legal requirements.
Select or approve and directly oversee relationships with business service providers (e.g., banks, auditors, attorneys, insurers, investment managers, food service, transportation providers, contractors, consultants).
Secure the highest quality products and services for the school’s business functions, including measurements of cost-effectiveness.
Manage risk at the school to ensure the safety of personnel and students in their use of the facilities and maintain appropriate levels of insurance to protect the property and cover the school’s liability.
In partnership with the Head of the School and other staff and trustees, evaluate, pursue, and manage additional (non-tuition) revenue-generating opportunities using the school’s resources.
Supervise the work of the business office personnel.
In collaboration with the Head of School and/or the Director of Human Resources, supervise outsourced vendors for IT and the physical plant, as needed.
Review findings of building reserve study; oversee fixed asset inventory and replacement of depreciated assets.
Ensure adherence to all appropriate FASB and GAAP accounting standards, and all relevant state and federal tax reporting requirements.
Management of the tuition assistance program.
Qualifications and Characteristics
Bachelor’s degree required; CPA and/or MBA preferred.
Five or more years of financial and business leadership in a non-profit or for-profit organization(s) including work with nonprofit boards is a plus; independent school experience a plus.
Experienced strategic thinker who can develop a road map for the future.
Demonstrated experience in the development of analysis for strategic decision-making, including key cost drivers, competitive analysis, market analysis, etc.
Experience developing long-range capital and operational budget planning.
Experience in determining alternative revenue sources in a nonprofit setting.
Experienced in building relationships with bankers to facilitate debt instruments, investment vehicles, and capital raising.
Experience in human resource management, employee benefits, and payroll procedures.
Demonstrated experience in measuring and improving organization-wide productivity.
Effective collaboration skills, consistent meaningful contribution to senior leadership teams, and a focus on process as well as outcome.
Exceptional written/verbal communication and presentation skills, including the ability to distill complex topics and then communicate them effectively to varied audiences.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to:
Hearing and speaking to exchange information.
Regularly use close vision, distance vision, peripheral vision, and depth perception.
Work at a desk and computer screen for extended periods of time.
Work in a traditional climate-controlled environment and occasionally outdoors.
Navigate a wide variety of challenges, deadlines, and diverse contacts which may at times be stressful.
Occasionally lift up to 30 lbs.
Dexterity of hands and fingers to operate all office equipment including, but not limited to, computers, copy machines, and telephones.
Travel safely and comfortably across a two-story, 50,000 sq. ft. campus several times in a workday.
Sit and/or stand for extended periods of time.
Turn, bend, kneel, crouch, or reach overhead to retrieve materials and may occasionally use a ladder.
Please apply on the Careers page on our website:Kehillah
Employer will assist with relocation costs.
About Kehillah Jewish High School
Kehillah Jewish High School is distinguished by an exceptional academic program and a supportive environment that pairs rich Jewish traditions with the best of the Silicon Valley mindset. At Kehillah, students embark on a journey of self-discovery guided by a community of passionate educators. The community as a whole reflects the diversity of identity in contemporary Jewish and American life and welcomes not only those who self-identify as Jewish, but also anyone open to Jewish wisdom and values. Although still a chronologically young school, Kehillah is already established as a well-run, successful, academically challenging and whole-child-centered school, serving a diverse and eager student body.
Kehillah Jewish High School mirrors the Silicon Valley community it serves: smart, high-achieving, innovative, diverse, forward-thinking (maybe even a little bit quirky), and embracing a vast variety of talents, personalities, and interests. The school remains true to its Jewish values and is a place where character and the celebration of each student’s uniqueness are on a par with academic achievement. Kehillah is a dynamically Jewish school. It welcomes the full range of not onl...y Jewish observance, but also students who are not Jewish but who attend because they welcome the Jewish Mission of the school and appreciate its caring, warm, accepting, and pluralistic culture. Everyone at Kehillah is embraced for their individuality, their religious, cultural, and socioeconomic backgrounds, and in their role as a dynamic learner.
Our Four Commitments
1) Everyone Counts
We embrace the diversity of our student community by ensuring that every member knows that they count.
2) Everyone Has Equal Access To Great Learning
Embracing the diversity of our student body, we educate to each student and recognize that each student has a unique learning style.
3) Everyone’s Unique Talents Are Valued Equally
Some students are strong in math, others great writers. Some students have a great jump-shot while others produce breathtaking art. Some students are gregarious, while others choose quietude. We recognize this diversity and affirm that we are the better for it.
4) We Take Responsibility For Ourselves, Our Learning, And Our Community
We look to our diverse community and ask each member to step up and take ownership of their learning, of their school, and of their community.