Chief Financial and Operations Officer

Bethany Theological Seminary's Chief Financial and Operations Officer (CFOO) serves as a hands-on, strategic, and trusted member of the President's Leadership Team and Treasurer to the Board of Trustees. This senior executive role oversees all financial strategy, investment stewardship, risk management, and administrative operations for the Seminary, with a seat at the table on institutional strategy and long-term sustainability. The CFOO partners directly with the President and Board to guide the Seminary through the financial realities facing theological education today, while overseeing a team responsible for accounting, payroll, human resources, facilities, and student financial services.

Chief Financial and Operations Officer

The Chief Financial and Operations Officer provides executive-level financial leadership for the Seminary, oversee all business services functions, and serves as Treasurer to the Board of Trustees, signing legal documents and acting in legal and fiduciary capacities on behalf of the institution. The CFOO is both a strategic advisor to institutional leadership and the operational leader of the Business Services Office.

Reports directly to the President of Bethany Theological Seminary, as a member of the senior leadership team. As Treasurer to the Board, reports to the Bethany Board of Trustees, signing legal documents and acting in legal and fiduciary capacities on behalf of the Seminary. Business Services staff report to the CFOO and participate in Board reporting when requested. The office functions collegially and meets regularly to coordinate priorities.

• Serve as principal financial advisor to the President and Leadership Team on financial analysis-forecasting, planning, budgeting, cost management, cash flow, investment priorities, and policy matters; maintain continuous communication on critical issues.
• Lead short- and long-term financial planning for the institution, aligning financial strategy with enrollment trends, capital needs, and long-term institutional sustainability.
• Manage the Seminary's investment portfolio according to Board and Investment Committee guidelines, in consultation with the investment consultant (currently Concord Advisory Group).
• Identify financial risks and opportunities and develop well-considered, agreed-upon risk management strategies.
• Evaluate and adopt financial technologies, including accounting software, ERP systems, and cloud-based financial management tools, to strengthen institutional financial operations.
• Foster a culture of financial accountability and responsibility across the institution.

• Plan, coordinate, and execute institution-wide annual budget process.
• Prepare monthly financial and budget statements with commentary; prepare and present financial reports and annual budgets to the Board of Trustees.
• Support the annual audit by providing financial information and audit schedules for all funds, including investments, depreciation, and restricted and endowment accounts; prepare tax forms and other auditor-required reports.
• Oversee bank and cash reserve accounts, initiating fund transfers and maintaining inter-fund balances.
• Supervise the Accounting Assistant and Accounts Payable Clerk; sign all accounts payable checks.
• Collaborate with the Executive Director of Student Services in overseeing student financial services.

• Direct the Seminary's human resources function, including insurance and risk management, employee and faculty handbooks, and benefits programs. Organize, implement and evaluate institution-wide HR strategy.
• Supervise housekeeping and maintenance staff, and non-work-study students, overseeing routine and emergency maintenance for Bethany Center and the Bethany Neighborhood.
• Manage long-term maintenance and capital needs for the Bethany Center building, including furniture and equipment purchasing for the Center and the six houses comprising the Bethany Neighborhood.
• Lead vendor engagement through a competitive bid process balancing cost, quality, and timeliness.
• Oversee lease agreements for Seminary housing and act as landlord on housing matters and program changes.
• Serves as an Officer of the Seminary

The CFOO currently serves on, or attends meetings of:

• Leadership Team/Administrative Team
• Bethany Board of Trustees (including the Investment Committee, Business…