Interim Chief Financial Officer

Acg Cares - Fort Worth, TX

Full-time - Senior

Fort Worth, TX

501-1,000 employees

About the position

Trinity Valley School is seeking a full-time Interim Chief Financial Officer (CFO) to join its leadership team. The CFO will play a crucial role in ensuring the financial health and sustainability of the school, overseeing the operating budget, business office operations, financial planning, compliance, and risk management. This position requires collaboration with the Head of School and various committees to support the school's strategic vision and foster a culture of transparency and accountability.

Responsibilities

• Primary responsibility for the school's operating budget and long-range financial plan.
• Supervision of the Business Office staff to ensure the creation of appropriate financial controls and the development of clear financial reports for the Head of School and the Board of Trustees.
• Oversight of all banking and debt related relationships.
• Management of the School's long-term borrowing objectives, including the negotiation, structuring, implementation, and ongoing monitoring of loan agreements.
• Lead the preparation and review of financial reports, ensuring timely filings of tax returns, coordination of annual financial audits, and adherence to legal and regulatory requirements.
• Manage the annual review and renewal of insurance policies, ensuring comprehensive coverage and risk mitigation.
• Serve as a key member of the Finance Committee, Endowment Committee, Audit Committee, and Buildings and Grounds Committee, providing insightful analysis and recommendations that support the school's strategic goals.
• Responsible for working with the Leadership Team on the collection, completion, and analyzation of varying data surveys, audits, and other sources to drive informed strategic decisions.
• Identify and implement new systems, technologies, and workflows to enhance efficiency, accuracy, and productivity within the business office.
• Represents TVS in professional organizations, conferences, and workshops, staying abreast of industry trends and innovations.
• Primary oversight of all legal issues and other counsel relationships.
• Collaborates with the Head of School and the Advancement Department to support fundraising initiatives, aligning financial strategies with development efforts.
• Collaborates with the Admissions Department to assist with the financial aid process, ensuring fairness, transparency, and accessibility.
• Develops a comprehensive financial plan, including capital needs of the school for three to five years and updates it yearly.
• Monitors and projects the cash flow.
• Performs other tasks as may be assigned by the Head of School.

Requirements

• Bachelor's degree required; MBA, CPA, or equivalent advanced degree preferred.
• 5-10 years of senior-level financial management experience, with a proven record of developing and executing financial strategies in a dynamic environment.
• Experience in independent schools is a plus.
• Familiarity with Blackbaud NXT preferred.
• Familiarity with nonprofit accounting standards, fundraising systems, and best practices, particularly in educational institutions.
• Skilled at negotiating contracts and managing relationships with external vendors to optimize services and costs.
• Demonstrated experience in financial planning, budgeting, and analysis that supports strategic decision-making.
• Ability to think both creatively and analytically, considering key cost drivers and organizational strengths and weaknesses.
• Experience working with senior leadership teams and nonprofit Boards, with a commitment to fostering strong, collaborative relationships.
• Strong leadership abilities with superb written, verbal, and presentation skills.
• Adept at translating complex financial data into clear, actionable insights for various stakeholders.
• Ability to collaborate, adapt, and be effective under pressure, demonstrating flexibility and a solutions-oriented mindset in challenging situations.
• A proactive, innovative leader who seeks opportunities for improvement and growth.

Nice-to-haves

• Experience in independent schools.
• Familiarity with Blackbaud NXT.

Benefits

• Highly competitive salaries
• Fully paid employee health, disability, and life insurance
• Dental insurance
• TIAA-CREF 403(b) plan with immediate vesting
• Vision insurance
• Flexible spending accounts
• Ample funding for professional development
• Tuition reimbursement for coursework toward advanced degrees