Chief Financial Officer

Chief Financial Officer

Posted: 06-May-26

Location:

Sandy, Utah

Type:
Full Time

Categories:
Business Office

Preferred Education:

Masters

Located at the foot of the Wasatch Mountains, Waterford School, with an enrollment of 1,100, is Utah’s premier liberal arts, college preparatory independent school for students in Preschool through High School. Waterford School’s liberal arts program provides a strong academic foundation, and the campus culture prepares students to pursue lives of meaning and purpose. Since its founding, the School has instilled habits of independent thought, critical thinking, responsibility, passionate learning, and service to others.

Waterford delivers a world-class education distinguished by a rich curriculum, an outstanding faculty, a deep commitment to student growth, and a learning environment that is caring, nurturing, and inspiring.

• Serve as a strategic partner to the Head of School, shaping vision, driving innovation and growth, and maximizing resources to advance the School’s mission.
• Work closely with the Head of School and other senior staff in short-term and long-term strategic financial planning; establish and maintain strong relationships with staff to identify their needs and seek a full range of business solutions.
• Partner with the Head of School and Board of Trustees to develop financial strategy and scenarios, the annual operating budget, and maintain long-range financial model.
• Partner with the Board Finance Committee and Investment Committee; work closely with Board committees and provide them with independent perspective on the organization’s finances, facility needs, budgeting, and strategic planning.
• Attend Board meetings and prepare financial reports for Finance and Board meetings. Active participation in the planning and staffing of these meetings is required.
• Evaluate long-range economic trends and develop projections for future enrollment; research and provide analysis of opportunities for the best use of campus, possible campus expansion, and alternative revenue strategies to strategically enhance financial performance.
• Administrative control and supervision of all business and financial operations of the school. Develop, plan, and recommend procedures for proper financial and operational controls.
• Directly manage cash flow and banking relationships including negotiation and utilization of credit facilities and cash management processes.
• Operate and supervise the Business Office, building and grounds, food services, the school store; serving a key role in the employee and vendor contract processes as well as in legal matters, insurance, and employee benefits.
• Work closely with Enrollment/Admissions Management to develop and implement financial aid strategy and funding.
• Manage the preparation of monthly and annual financial reports, including the annual audit.
• Serve as a liaison in connection with construction projects in process; assist in planning and managing all future capital improvement projects. Serve as liaison to public agencies, city, county, and state for issues of institutional concern.
• Lead the financial audit.
• Assume other assignments as determined by the Head of School.

• Bachelor’s degree in Accounting or Finance
• CPA and MBA are helpful/preferred
• Seasoned and mature leader with at least 10 plus years of broad finance and operations related experience; background in an educational institution or not-for-profit is preferred
• Public accounting experience is preferred
• Creative, strategic, and forward thinker with experience in major institutional capital improvement projects highly desirable; ability to provide sound financial expertise so as to position the school for continued growth
• Excellent written and oral communication skills; strong organizational ability. Assured public presence and comfort level with faculty, staff, Board of Trustees, parents, and high-level donors. Ability to communicate the case for support in lay terms to trustees and other stakeholders
• Demonstrated leadership ability, team management, and interpersonal skills.
• Strong analytical/problem solving skills and the ability to exercise sound judgment and…