Chief Financial Officer

PRINCIPAL FUNCTION

The Chief Financial Officer reports to the Head of School and leads all financial and operational activities, acts as a strategic thought partner to the Head of School, and collaborates closely with the Administrative Leadership Team (ALT). The CFO serves as the leader and manager of the Business Office, a group of experienced and talented school professionals; supervises the Maintenance, Food Service, and Technology Departments;

and oversees the School’s Security protocols. The CFO must be a goal-oriented leader who respects and embraces the school’s culture and values, builds upon the School’s remarkably strong financial foundation, and develops strategy that advances the School’s mission and the realization of its strategic goals.

The ideal candidate will be a strategic and collaborative leader with deep expertise in financial management and operational oversight within a complex organization, preferably in an independent school or nonprofit setting. The candidate will bring strong analytical and problem-solving skills, sound judgment, and the ability to translate financial data into clear, actionable insights for diverse stakeholders, including the Head of School and the Board of Trustees.

An effective communicator and team builder, the candidate will demonstrate integrity, emotional intelligence, and a commitment to fostering a supportive workplace culture. The candidate will be equally comfortable managing day-to-day operations and leading long-term strategic initiatives with a proactive approach to risk management, innovation, and continuous improvement.

• Strive to embody the Mission and Core Values of Trinity School and to model them to others.
• Support and work collegially with the Head of School and the Administrative Leadership Team to ensure the delivery of the mission of the School.
• Ensure the School’s effective operational and financial procedures by consistently examining current processes to ensure operational excellence that moves the School forward to meet strategic goals.
• Advise Head of School and Board of Trustees on matters of policy and financial management.
• Lead the organization and management of the Business Office including accounting, accounts payable, accounts receivable (tuition and fees), cash management, purchasing, budgeting, financial reporting, audits, investment, banking, human resources, payroll, employee relations, and benefits program.
• Maintain projected financial models, including tracking revenues and expenditures associated with capital and major gift campaigns, that facilitate long-term strategic planning and decision making by the Head of School and Board of Trustees.
• Serve as the School’s liaison to the Finance Committee of the Board of Trustees and the Trinity School Endowment Corporation.
• Along with the Associate Head of School for Strategic Initiatives, serve on the School’s Construction/Risk Management Committee.
• Work closely with the Board of Trustees, Head of School, Associate Head of School for Strategic Initiatives, and any outside professionals during the planning and construction phases for all building projects.
• Prepare the School’s annual operating budget that will permit discussion and approval by the Board of Trustees.
• Work closely with the Controller to manage and report financial operations and monitor and report on the budget throughout the year to ensure the School remains financially stable.
• Secure an annual external audit of the School’s financial records and work with the auditor to prepare annual financial statements and tax returns for the School.
• Work with the insurance agencies to secure proper coverage for the school and present to the board of trustees
• Serve on the Financial Aid Committee to award the School’s $900,000 budget.
• Provide oversight and implementation of risk management strategies relating to the financial health of the School, including but not limited to accident prevention, fraud and cyberthreats, contractual risk, internal fraud and financial liquidity.
• Work closely with the Director of Facilities to oversee the Facilities Department in its stewardship of Trinity’s campus and strategically…