Director of Finance and Operations

The Roeper School, PK3-12th Grade, is the oldest school in the country serving students with exceptional abilities. As we celebrate our 85th anniversary, Roeper remains the leader of best practices to support gifted students’ self-actualization and freedom to pursue areas of study with guidance of a qualified, caring faculty. In short, Roeper is where gifted students discover the best in themselves and love to learn.

At Roeper, outstanding educators, teachers, and professionals nurture students’ growth and encourage lifelong learning. Faculty lead in and out of the classroom and guide our students to discover ways to use their abilities, knowledge, and ethical commitments to help others in a lively, collaborative learning environment.

The Roeper Institute, an affiliated and separate non-profit organization, leads outreach, education, and teacher training to reach and identify more students who deserve to be recognized with educational opportunities.

The Roeper School seeks an experienced, strategic, and collaborative Director of Finance and Operations (DFO) to provide leadership and oversight of the School’s financial, business, and operational functions. The DFO is responsible for the planning, implementation, management, and control of the School’s financial and business activities while providing leadership for its daily operations.

• Develops and implements short- and long-term financial strategies that support the School’s overall financial sustainability and strategic plan.
• Develops, prepares, and presents the annual operating budget, financial forecasts, internal reports, periodic financial statements, and financial models.
• Provides financial analysis and recommendations to support institutional decision-making and the Board of Trustees’ strategic initiatives.
• Prepares and reviews financial and budget statements, investment reports, capital project reports, and other financial disclosures.
• Ensures that financial reports and disclosures are accurate, complete, timely, and appropriate for the Head of School, Finance Committee, Board of Trustees, and other constituencies.
• Ensures expenditures are consistent with the approved budget and established financial controls.
• Manages and monitors cash flow, cash accounts, banking relationships, and endowment funds.
• Oversees the investment of endowment funds in accordance with approved investment policies.
• Establishes and maintains appropriate procedures, internal controls, and financial systems consistent with current accounting and regulatory standards.
• Oversees the maintenance of accurate financial records in accordance with applicable requirements, including nonprofit GAAP.
• Manages Business Office activities, including accounts payable, accounts receivable, purchasing, payroll, benefits administration, and banking.
• Manages all aspects of the accounts receivable process, including oversight and collection of aged receivables.
• In collaboration with the Financial Aid Committee, analyzes, reviews, and approves individual financial aid awards.
• Serves as the primary liaison with banks and other financial institutions.
• Evaluates and implements business initiatives and explores creative financing options when appropriate.

• Plans and manages the annual external financial audit, including preparation of financial statements, footnotes, work papers, documentation, and supporting materials.
• Coordinates the annual external audit of the School’s 403(b) retirement plan.
• Manages required Form 990 IRS filings for The Roeper School and The Roeper Institute, both 501(c)(3) nonprofit organizations.
• Compiles and files reports and applications necessary to…