California Independent Schools Business Officers Association

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CFOO San Francisco Univeristy High School

  • 07 Nov 2018 4:47 PM
    Message # 6893957
    Anonymous member (Administrator)

    Chief Finance and Operations Officer
    San Francisco University High School

    San Francisco University High School welcomes students of demonstrated motivation and ability to engage in an education that fosters responsibility and the spirited pursuit of knowledge. We are a school where adults believe in the promise of every student, and together we work to build and sustain a community of diverse backgrounds, perspectives, and talents. UHS challenges each individual to live a life of integrity, inquiry, and purpose larger than the self.

    Equity & Community Statement

    At UHS, we believe that the deepest learning requires collaboration among people who embody a diversity of backgrounds, beliefs, experiences, and perspectives. In order to build and sustain a community that is comprised of a wide range of social and cultural identities, we must continually engage in furthering our self-knowledge, equity literacy, and ability to communicate effectively across differences. We challenge ourselves to do this work on both a personal and an institutional level, recognizing that our community is part of a larger and more complex world.


    Responsible for the overall financial integrity of the school through management of financial operations, procurement and other business contracts, risk management, facilities maintenance, and human resources.  The CFOO is a member of the senior administrative team and serves in an advisory capacity to the Head of School, the Finance Committee, the Building and Grounds Committee, the Board of Trustees and other senior administrators on matters of employee relations, budgets, financial reports and other operational issues.  The CFOO will demonstrate leadership by example in managing communicating effectively with the other members of the Business Office as well as the senior administrative team, the internal academic and staff community, the Board of Trustees and the parents.

    ESSENTIAL DUTIES AND RESPONSIBILITIES (Other duties may be assigned.)

    §  Develop, implement and oversee plans and programs related to accounting, finance, investment, audit, compliance, financial aid, risk management and purchasing.

    §  Prepare, present and interpret operating budget and financial reports for the Head of School, the Finance Committee and the Board of Trustees.

    §  Ensure that the school follows all appropriate FASB and GAAP accounting standards, and complies with all relevant state and federal tax reporting requirements.

    §  Oversee risk management programs through evaluation of insurance needs and coverages, review of insurance proposals and selection of appropriately rated carriers.

    §  Invest endowment funds and operating cash reserves in accordance with resolutions adopted by the Board of Trustees and monitor and report investment performance to the Finance Committee and Board of Trustees.

    §  Direct and manage the Business Office, Maintenance Department (outsourced), IT Department, campus food service (outsourced) and campus security (outsourced).  Work with vendors and management companies, select employees, set performance standards, delegate responsibilities through clear directions, and monitor performance.

    §  Participate in long-range financial planning, strategic planning, facilities planning, capital project planning and implementation, and annual facilities maintenance planning and implementation.  Oversee, directly or indirectly, all construction projects.

    §  Advise the Head of School in all matters of employee relations, including guidelines on hiring, benefits, compensation, preparation of salary scales, and compliance with all relevant state and federal employment rules and regulations.

    §  Review financial aid applications and make recommendations on financial aid award amounts.  Serve on the Financial Aid Committee and, with others, make final determinations of financial aid awards.  Implement the financial aid program through the student billing function.

    §  Engage and work with legal counsel, financial advisors, auditors and other professional service firms as necessary and appropriate.

    §  Prepare and/or review the preparation of statistical and survey reports for NAIS, CAIS, Cal-ISBOA (California Independent School Business Officers Association) and other organizations as may from time to time be appropriate.

    §  Partner with the Technology Office to budget for strategic IT initiatives, as well as the prudent and timely replacement of existing IT infrastructure

    §  Coordinate closely with Technology Office on physical plant or other projects that have a technology component or impact

    §  Engage in professional networks for continued professional growth


    §  Undergraduate degree with a preferred emphasis on finance and/or accounting.  An MBA degree or significant business education at the graduate level is highly desirable.

    §  Ten to fifteen years of related experience in business or financial administration, of which three to five years should be at the management or executive level with a similar breadth of responsibilities.

    §  Familiarity with not-for-profit management theory and practice, and not-for-profit accounting and reporting standards.

    §  Demonstrated strategic planning ability as well as effective interpersonal, organizational, analytical, and communication skills.

    §  Previous experience in an educational environment is preferred, but not essential.

    §  Working knowledge of IT hardware and software life-cycles and how they impact short-, medium-, and long-term budgets


    §  Ability to inspire, motivate, and direct others in the accomplishment of their objectives.

    §  Familiarity with construction management and facilities management issues and procedures.

    §  Experience with management information systems, particularly automated accounting systems.

    §  Working knowledge of human resource management policies and practices.

    §  Excellent communication skills, including listening as well as oral and written expression.


    §  Flexibility/Adaptability: Demonstrated flexibility to change as circumstances require and adaptability in attitudes and behaviors to work effectively with different people and situations.

    §  Interpersonal Skills: Excellent interpersonal skills including the ability to objectively assess and respond to difficult workplace situations; an awareness of one’s own style and how it affects others; the ability to appropriately adjust one’s own behavior being attentive, understanding, and respectful of others’ points of view; interest in engaging in individual reflection on privilege and equity; effectively responding to and resolving interpersonal problems in the workplace, and developing positive work relationships with others.

    §  Planning and Organization: The ability to analyze problems, think creatively, synthesize solutions and establish priorities that address the details and timeliness needed to achieve the intended results, effectively utilize available resources, and complete work and/or projects on time and according to plan.

    §  Making Effective Decisions: Gather information on issue impartially considering all sides, and make logical, clear decisions that are within time and resource constraints.

    §  Taking Responsibility: Follow through on commitments, only making promises that can be kept, and accepting responsibility for actions, results, and mistakes.

    §  Positive Attitude: Promote a “can do” atmosphere, maintain enthusiasm despite criticism, support the school’s mission/objectives, and work with others in a pleasant, happy, and upbeat manner.

    OTHER REQUIREMENTS This job requires the ability to:

    §  Stand, walk, climb stairs (or use an elevator), and/or sit indoors most of the time as well as outside some of the time.

    §  Use hands and fingers in a manner that requires manual dexterity to get the job done. Often requires the use of hands and arms to reach for objects.

    §  Communicate to others orally (ability to speak and hear) and in writing.

    §  Occasionally, lift weight or exert force up to 40 pounds.

    §  Work the hours required to carry out this job’s responsibilities.

    §  Occasionally drive from one location to another in the local area.


    §  The environmental conditions typical to an academic setting with offices and classrooms located in multiple locations within the same general proximate area.

    §  Occasionally subjected to extremes of noise and temperature.


    The SFUHS Business Office has four full-time employees:  Director of Finance and Operations, Business Manager/Comptroller, Human Resources Manager, Staff Accountant/Accounts Payable


    This retained search is managed by Mary Law of Armanino, the largest California based CPA and consulting firm. We work with over 700 nonprofits and independent schools, and we are the Bay Area nonprofit executive search leader. Please submit your resume to:

    Mary Law

    Manager, Executive Search



    925 790-2780 direct

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