School Finance Manager - Holy Spirit School

Description

Employment Status: Full-time

FLSA Status: Exempt

Schedule: Monday - Friday, 7:30 a.m. to 4:30 p.m.

Hours per Week: 40

Reports to: School Principal

The School Finance Manager supports the Catholic school's mission by assisting the principal with fiscal matters, maintaining all bookkeeping functions, assisting with budget preparation, compiling reports for the principal and various committees, and advising the principal on other financial matters. The School Finance Manager has decision-making responsibilities within essential job functions in keeping with school policies and ensures the school’s business office operates effectively and efficiently.

• Supports and upholds the philosophy of Catholic education and the school's mission.
• Acts as a witness to Gospel values by modeling the teachings of the Catholic Church.
• Supports and adheres to the Religious Standards for Catholic School Employees and the policies and procedures of the school and the Archdiocese.
• Maintains confidentiality regarding school matters.
• Prepares monthly financial statements for the school’s operations, parent association, clubs, and any endowment(s).
• Ensures accurate financial reporting and contributes to strategic financial planning to support the school's mission and sustainability.
• Maintains records and communication to support the Principal, the Development Office, and the School’s Council and Financial Committee.
• Processes and executes all accounts receivable in accordance with policy.
• Composes correspondence as needed to document activities, provide written reference, and/or convey information regarding accounts receivable issues, past-due tuition balances, and internal controls.
• Helps ensure reliable key operating data through periodic audits and corrective action.
• Reconciles all accounts and general ledger activity and completes month-end and year-end requirements.
• Performs budget analysis and keeps the principal informed of budget trends.
• Works with the School’s Finance Committee to provide financial information for monthly Council reporting.
• Maintains the billing of tuition and tuition assistance.
• Serves as the TEFA family liaison by assisting TEFA families and managing TEFA family accounts.
• Keeps the Principal informed of financial issues and any emerging issues among staff or families.
• Communicates effectively within the school community.
• Meets staff development guidelines as set forth by the principal, the Department of Catholic Schools, and/or the Archdiocese of San Antonio.
• Demonstrates professionalism in conduct, demeanor, and work habits.
• Maintains a work schedule that maximizes availability to the school, students, and staff.

• Consults with and advises the Principal on business and financial matters.
• Collaborates with others to enhance the work environment and support planning.
• Collaborates with Church staff in shared financial and operational matters.
• Prepares, administers, and reviews the annual fiscal budget in collaboration with the Principal, Pastor, and Finance Council.
• Maintains an appropriate filing system (paper and digital) for accounts receivable and other operational documents.
• Coordinates, monitors, and controls all school departmental and organizational funds daily.
• Oversees counting and depositing of all school funds; manages school bank accounts.
• Recommends and implements procedures and/or actions for the purpose of policy adherence and improving efficiency to meet the accounting objectives of the school, the Department of Catholic Schools, and the Archdiocese of San Antonio.
• Develops reporting procedures and internal controls to ensure timely, accurate completion of reporting and record-keeping requirements.
• Maintains a responsible cash flow…