Business Manager with Erie Day School
GOAL: Under the general direction of the Head of School, the Business Manager shall administer all aspects of the school’s financial and business operations, following the general policies provided by the Head of School and Board of Trustees.
- Experience in accounting, finance, and operations in business, education, or governmental agencies.
- A bachelor’s degree and related experience in any of the following areas: Business Administration, Accounting, Finance, or Educational Administration.
REPORTS TO: Head of School
SUPERVISES: The Business Manager acts as Second in command in the event the Head of School is not on campus.
TERMS OF EMPLOYMENT: Administration position, full-‐time, twelve months a year. Does not require a teaching or administrative certificate. Salary and work year to be established by the Head of School.
EVALUATION: Performance of this job will be evaluated by the Head of School.
- Serve as a leader of the financial operations of the school and as a positive contributing member of the administrative team.
- Administer the development and maintenance of financial operations designed to carry out the mission, goals and policies of the Erie Day School.
- Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
- Provide direction and assistance at all levels and departments regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
- Coordinate and direct the financial planning, budgeting, procurement, or investment activities of the Erie Day School.
- Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash, credit management, and accounting.
Management of Finances:
- Fiscal Planning: Conduct fiscal planning to include forecasting anticipated revenue, expenditures, and needs to ensure sound financial operations and no unexpected budget deficits.
- Budgeting: Prepare the annual budget for Board approval, acting under the direction of the Head of School, Board of Trustee Finance Committee Chair and in accordance with legal requirements and Board policies. Prepare and timely file the annual budget and associated reports, forms and tax requests with state and local officials in accordance with Board action and state law and regulations. Administer the adopted budget in accordance with legal requirements and adopted Board policies. Assist other personnel in the development of budget planning to support Board policy and goals.
- Auditing: Direct completion of an annual external audit in accordance with law and Board policy and implement procedures for periodic internal audits of accounts and expenditures.
- Purchasing, Bidding, and Contracting: Develop and implement procedures for the efficient and fiscally prudent purchase of goods and services within the limits of the adopted budget. Serve as central purchasing agent for the purchase of equipment, materials and supplies within the annual budget or as directed by the Board or the Head of School in accordance with Board policy, using bidding procedures where required. Receive, record, and authorize requests for disbursements in accordance with Board policies and established procedures and prepare a monthly listing of claims for approval by the Head of School. Negotiate vendor contracts and supervise the preparation of contracts, bids, and bid specifications and receive and open bids; tabulate results and prepare written recommendations as appropriate.
- Risk Management: Recommend to the Head of School and Board of Trustee Finance Committee Chair, the purchase of adequate property and liability insurance for the protection of the school, members of the Board, employees, and school property at reasonable premium levels.
- Professional Services: Manage the use of legal and other professional services (including but not limited to SMART and payroll service) and pension plan for employees as directed by the Head of School to prevent litigation and other complications.
Relationship with Head of School:
- Attend and participate in Finance meetings.
- Prepare and submit to the Head of School, administrative team and facility recommendations relative to all matters within the scope of the Business Manager’s position that require Board action, placing before the Head of School and administrative team such necessary and helpful facts, information, and reports as are needed to ensure the making of informed decisions.
- Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards, as well as proposed legislation impacting financial operations of the school and inform the Board of Trustee Finance Committee Chair and Head of School of significant developments in these areas.
- Provide long term planning to guide Board policy development, present recommendations for the adoption or revision of Board policies, communicate Board policies to personnel, students, and the public, and ensure through delegation to staff that all policies of the Board are implemented.
- Confer periodically with professional and lay groups concerning the school programs and transmit to the Head of School, Board of Trustee Finance Committee Chair and administrative team suggestions gained from such conferences.
School and Community Relations:
- Develop and maintain relationships with banking, insurance, and accounting personnel to facilitate financial activities.
- Develop school partnerships with businesses, communities, and other organizations to help meet identified educational needs and to provide school-‐to-‐work programs.
- Maintain positive relations with students and parents as it relates to the collection of tuition and fees.
- Administer the school business operations in conformity with the adopted policies of the Board, state and federal laws and regulations, and all other laws and regulations.
- Manage monthly transactions related to purchased goods and services, accounts payable, accounts receivable, payroll, general fund, activity fund, school lunch fund, savings fund, employee benefit, student fees, and all other business services.
- Develop consistent financial reporting to include monthly and yearly comparisons of expenditures, receipts, costs, and other transactions to adequately communicate the financial state of the school, including the completion of an annual external audit in accordance with law and Board policy.
- Administer the school’s tuition policy and structure, student activity accounts, and procedures associated with them to ensure operation in accordance with proper accounting procedures, Board policy, and legal requirements.
- Keep current with federal and state laws impacting the school business operations and accounting standards, as well as proposed legislation impacting financial operations and school management developments, by attending conferences and other professional development activities.
- Develop internal control guidelines and procedures for activities such as budget administration, cash and credit management, and accounting.
- Serve as the custodian and maintain directly or through delegation records related to personnel, students, business, and other records that are required by law, school or Board policy.
- Maintain confidentiality of information concerning staff, students, and parents in accordance with law and school rules.
- The Business Manager must serve as a positive role model for staff and students.
- Perform other tasks or duties as assigned by the Head of School.
Application deadline: 1/2/20
Tentative state: 7/1/20
Preferred application method: please email Dr. Karen K. Tyler @ email@example.com