Director of Finance and Operations

TMI Episcopal School
San Antonio, TX United States

Job Summary

The Director of Finance and Operations is a full-time, year-round administrative position reporting directly to the Head of School. Primary responsibilities of the position include: ensuring the financial integrity of TMI, strategically aligning the budget and planning processes with the mission of TMI, advising the Head of School on all financial and business-related operations of the School, delivering periodic reports to the Board of Governors, and supervising the managers of the Business Office, Facilities, Safety & Security and Technology/Network Administration departments.

Essential Job Duties

  • Serve as a strategic partner to the Head of School, the Senior Leadership Team, and TMI’s Board of Governors to further the mission of the School.
  • Direct, supervise, and review activities of the Business Office functions to include accounting, financial reporting, risk management (insurance), human resource management, financial planning & analysis, cash management, external audit preparation, and investment oversight.
  • Prepare and present an annual operating budget and periodic financial statements to the Head of School, the Board of Governors, and supporting committees.
  • Present annual benchmarking analysis that supports informed decision-making by the Head of School and Board of Governors and guides strategic planning of the School.
  • Review all agreements concerning financial obligations, such as contracts for products or services and other actions requiring a commitment of TMI resources.
  • Oversee and manage the school’s central business functions to ensure the creation of appropriate internal controls and procedures to manage school resources consistent with the School’s mission and budget.
  • Regular review of a comprehensive business insurance program including the purchase of appropriate property, casualty, liability, and workers’ compensation insurance, development of proactive risk management practices, and oversight of risk management activities and service.
  • Execute decisions of the Investment Oversight Committee and coordinate with investment managers and custodians, ensuring effective portfolio allocations, performance, and reporting.
  • Work with the Audit Sub-committee, auditors, and TMI staff to facilitate planning and completion of an independent financial audit to include a review of all internal systems, controls, and reporting procedures.
  • Maintain healthy relationships with TMI’s banking partners; negotiate and deploy adequate credit/debt facilities to meet the operational and strategic needs of the School.
  • Serve as TMI’s liaison with public agencies and neighborhood associations, and manage the coordination of all new campus buildings and improvements with architects, project control representatives, and construction partners.
  • Oversee Human Resources, including employee relations, employment and personnel policies and procedures, planning and administration of benefits programs (health insurance, retirement plans, life, and disability insurance, etc.). Drive periodic reviews and updates of TMI’s Employee Handbook to ensure compliance with all applicable federal employment-related statutes.
  • Supervise TMI’s Facilities Manager – Provide oversight of land, buildings, and equipment, including maintenance of an 86+ acre campus with over 200,000 square feet under roof.
  • Supervise the Director of Safety and Security to ensure TMI’s assets, students, and personnel are safe from injury, theft, vandalism, etc.
  • Supervise the Technology Director and maintain networks and systems necessary for delivering TMI’s program and supporting business operations.
  • Collaborate with, and report to, various Board of Governors committees, including Finance & Facilities, Investment Oversight, and the Audit and Master Planning sub-committees.
  • Serve on the School’s Financial Aid Committee in support of maintaining a socio-economic diverse community at TMI.

Characteristics of a Successful Director of Finance and Operations

  • A seasoned leader and problem solver with broad financial and operations management experience in a non-profit organization.
  • Excellent written/verbal communication and presentation skills, including the ability to distill complex topics and then communicate them effectively to diverse constituencies.
  • Ability to analyze financial data and prepare financial reports, statements, and projections.
  • Ability to identify, balance and prioritize the needs of the School in a pragmatic manner.
  • Strong negotiation, analytical, and decision-making skills.
  • Must possess a high level of integrity, a strong work ethic, and a continuous improvement mindset.

Experience, Education & Certification

  • Must have more than ten (10) years of progressive financial management experience, including executive-level roles; background in an educational institution or not-for-profit is preferred.
  • Experience managing construction and campus expansion projects, including the arranging of financing options.
  • Bachelor’s degree in Accounting, Finance, Business Administration or directly related field; Master’s degree preferred.
  • Certified Public Accountant preferred, but not required.

Contact Information

Please submit your resume to:

a.hernandez@tmi-sa.org

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