Director of Financial Partnerships

The Director of Financial Partnerships serves as a strategic liaison between Oakmont’s Finance Department and external partners, including school boards, attorneys, treasurers, and financial institutions. This position is responsible for strengthening communication channels, promoting financial transparency, and supporting project execution in Oakmont’s fiscal operations and strategic growth.

Job Overview

The Director of Financial Partnerships serves as a strategic liaison between Oakmont’s Finance Department and external partners, including school boards, attorneys, treasurers, and financial institutions. This position is responsible for strengthening communication channels, promoting financial transparency, and supporting project execution in Oakmont’s fiscal operations and strategic growth.

Duties And Responsibilities

Communication and Reporting:

• Serve as a primary liaison between Oakmont and external stakeholders on financial matters.
• Collaborate with the CFO to communicate financial information, strategies, and updates to school boards, attorneys, and other external partners.
• Facilitate timely preparation and delivery of board-level financial reports, including budgets, forecasts, performance analyses, and special project updates.
• Serve as a primary point of contact for banks, underwriters, and financing partners.

Financial Analysis And Partnership Support

• Prepare and present financial models, projections, proformas, and due diligence packages related to real estate and capital projects.
• Evaluate property acquisitions and monitor the financial performance of leases.
• Support underwriting activities and prepare loan packages in collaboration with banks or other lending institutions.
• Assist internal stakeholders in understanding and navigating the loan and funding processes.
• Coordinate preparation and review of financial documents, loan agreements, and compliance reporting.

Project And Relationship Management

• Ensure alignment between Oakmont’s financial strategy and external funding or development initiatives.
• Manage communications and deliverables with legal, financial, and regulatory entities.
• Support strategic planning efforts by providing financial insights and partnership recommendations.
• Maintain organized records and ensure compliance with all regulatory, contractual, and reporting requirements.

Required Qualifications, Education and Experience

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• Minimum 5 years of experience in a finance-related role, with demonstrated experience in any of the following:
• Business or commercial banking.
• Underwriting or credit analysis.
• Loan processing and documentation.
• Nonprofit financial operations.
• Real estate finance or investment evaluation.
• Proven ability to communicate effectively with senior stakeholders, boards, legal counsel, and financial partners.
• Strong understanding of financial reporting, modeling, and compliance standards.

Preferred

• Experience working with community banks or mission-driven lenders.
• Familiarity with school finance, bond financing, or public funding programs.
• MBA or related advanced degree or certification (e.g., CFA, CPA).

Working Conditions

This role is primarily based in an office environment, with regular computer use, meetings, and collaboration with both internal and external stakeholders. Occasional travel may be required for site visits, partner meetings, or board presentations.

Benefits

Medical, Dental, Vision, Life, Short-term/Long-term Disability

401K with a generous company match!

Professional development

15 Days of paid time off

Supervision Received

This position reports directly to the CFO and operates with a high degree of independence in managing relationships and delivering project outcomes.

Direct Reports

None at this time.

Director

Full-time

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