Director of Finance & Operations

St. Mary's Episcopal School
Edmond, OK United States

Purpose: To serve as St. Mary’s Episcopal School’s senior financial officer, combining strategic financial leadership with hands‑on execution of the school’s accounting, treasury, and business office operations. Provides the Head of School, Finance Committee, and Board with sound financial stewardship, accurate reporting, and dependable management of the business office.

Reports to: Head of School

• Leads strategic, operational, and budget planning processes for the entire school
• Fully owns the budget creation process; partners with the Head of School and Dean of Faculty to set budget priorities; serves as direct liaison to the Finance Committee and Board for approval
• Works with the Head of School and Director of Admissions on tuition and fee setting strategy
• Ensures robust internal financial controls and strict financial regulatory compliance
• Maintains ethical and legal standards in all fiscal and business operations
• Directs cash management and day-to-day treasury oversight
• Approves major procurements and sets purchasing policy
• Oversees tuition billing, payment plans, and collections policy
• Performs risk management; directs insurance and liability coverage (property, general liability, certificates of insurance, license agreements)
• Oversees stewardship of endowed and restricted funds, including accounting and reporting
• Leads capital project financing and fixed asset additions, including term sheets, lender negotiation, and Diocese Council approval materials; partners with the Head of School, Finance and Buildings and Grounds Committees
• Owns the relationship with the Oklahoma Tax Commission and directs the Parental Choice Tax Credit program (check distribution and FACTS application handled by the Business Office Associate)
• Directs annual award and scholarship tax structuring (Section 117 / SGO analysis) and tuition assistance program design; serves on the financial aid committee with the Head of School and Director of Admissions to determine eligibility and issue awards
• Owns records retention and data security controls, protecting confidential personal information across payroll, FACTS, and benefits systems

• Directs and personally performs the school’s day-to-day accounting, including the general ledger, accounts payable, accounts receivable, cash receipts, and account reconciliations
• Processes and reviews payroll each cycle
• Prepares monthly financial statements and the board reporting package; presents financials to the Board and Finance Committee
• Serves as the school’s primary point of contact for external auditors; manages the annual audit from start to finish, prepares work papers, and reviews audited financials before issuance and Board presentation
• Provides regular financial reporting to the Diocese of Oklahoma
• Develops and maintains the chart of accounts and the school’s accounting policies

• Supervises the Director of Facilities and BTC in both the financial and operational management of the BTC program
• Oversees facilities by supervising the Director of Facilities and BTC in financial and operational management; partners with the Finance and Buildings and Grounds Committees on capital project budgeting, estimates, and long‑term planning
• Oversees grounds management, directly managing the contract groundskeeper in both financial and operational matters; partners with the Finance and Buildings and Grounds Committees on projects and financing
• Oversees Auxiliary Programs: directly supervises summer programming directors financially and operationally

• Administer employee benefits, retirement plans, and related programs
• Support employee onboarding, offboarding, and personnel record maintenance
• Adv…