Chief Financial Officer

SUMMARY

Oregon Episcopal School (OES), located southwest of downtown Portland, has a long history of educating students from around the world with a commitment to inclusion, purpose, service, and social justice. Situated on nearly 60 acres, OES is surrounded by wetlands and other natural elements within the diverse, dynamic, and thriving neighborhoods of Portland and Beaverton. OES is known for educating students to apply their learning in service of the broader world.

Within an engaged community of scholars, OES emphasizes intellectual curiosity, student agency, and collaboration, preparing graduates to navigate complexity, make ethical decisions, and contribute meaningfully as global citizens.

OES is a stable, healthy organization at a strategic inflection point of thoughtfully implementing a new strategic plan, which has been in the works for the past two years. The institution is financially sound, operationally effective, and deeply mission-aligned, and is now poised to move from a period of steady stewardship to one of forward-looking momentum. With the current CFO departing at the conclusion of the school year and the head of school entering his third year at OES, the school looks forward to welcoming a CFO to join a collaborative leadership team comprised of engaged and committed colleagues, and contribute fully as a core partner in advancing these strategic, financial and operational priorities.

The CFO will report to the head of school, and lead the business office, human resources, and technology teams as a core member of the leadership team. Key areas of focus for the CFO include long-range financial planning and sustainability, campaign and capital planning to support the new strategic plan, enrollment and tuition forecasting, and translating the school’s financial position and vision to stakeholders throughout the OES community.

OES looks forward to welcoming the new CFO to begin July 1, 2026, or earlier by mutual agreement to allow for a graceful handoff with the outgoing CFO.

12M & Ed Tech Recruiting is running the search on behalf of Oregon Episcopal School. Applications received by March 15 will receive priority review. For application instructions and the full job opportunity statement, please visit:

Priority

Initial Client Review:
Late March

Semifinal Round:
Mid-April

On-site Final Round:
Late April

Decision Announced:
Early May

Start Date:

July 1, 2026 or earlier

Reports To:

Head of School

Classification:
Full-time, Exempt

• Oversee the school’s financial strategy and performance, ensuring the effective and responsible use of resources in support of strategic priorities and the long-term financial health and sustainability of the institution.
• Develop and maintain multi-year operating and capital financial models, forecasts, and key performance indicators to support strategic planning related to budgets, debt management, capital projects, investments, and long-range business planning.
• Lead the development of annual operating and capital budgets, partnering with department and division leaders to build, forecast, and administer budgets, and standardizing budget-to-actual reporting to promote transparency, accountability, and informed decision-making.
• Partner with the head of school and assistant head of school for strategic enrollment to propose, allocate, and budget annual financial aid awards, balancing enrollment goals, access, and financial sustainability.

• Manage the successful completion of the annual independent audit and coordinate effectively with external auditors, accountants, attorneys, and regulatory bodies.
• Ensure employee compensation, benefits, and staffing models are competitive, appropriately allocated, and aligned with institutional priorities and financial planning.
• Oversee the school’s risk management framework in partnership with the Board’s Audit/Risk Committee, identifying and mitigating financial, operational, and compliance risks.
• Review and maintain best-practice financial controls, implementing improvements to workflows and operational procedures in…