Topic: Washington, DC

Subject: Assistant Head of School for Finance and Operations - $150,000+
Tracy Harris
Member: 2000
Submitted on 11-19-15 1:18 pm
Apply to the recruiter - local dc/md/va only


Dianne V. Puls

Brigham Hill Consultancy

2909 Cole Avenue, Suite 220

Dallas, Texas  75204


214-871-6004 Facsimile" target="_blank" rel="nofollow" shape="rect">









The Assistant Head of School for Finance and Operations is accountable for the total financial and operational health of St. Patrick’s Episcopal Day School. S/hemanages all activities designated as Business Office responsibilities including budgeting, financial analysis and reporting, physical plant and grounds, risk management and insurance, transportation, employee compensation and personnel policies, facilities leasing, and District of Columbia and federal government compliances. Direct reports are as follows: the Facilities Manager, who supervises a six-person maintenance staff; the Director of Information Technology; and Business Office personnel, including the Controller, the Assistant Controller, the Financial Analyst, and the Accounts Payable Specialist. 

Specific responsibilities of the Assistant Head of School for Finance and Operations include the following: 

• Providing counsel and support to the Head of School, Board of Trustees, and other senior staff members on all matters pertaining to finance and operations. 


• Leading and directing the preparation of the operating budget, including incorporating input from key administrators and faculty, and managing the budget upon its approval by the Board. 


• Developing financial models and projections for strategic planning, business planning, and budgeting that balance the school’s current reality with its aspirations. 


• Overseeing banking relationships, cash and debt management, and investment of operating cash, reserve funds, and endowment. 


• Directing day-to-day accounting and finance activities and refining appropriate policies and procedures that optimize cost-effective performance and achieve maximum operating efficiencies. 


• Collaborating with the Office of Admission and Financial Aid in planning and projections for the Financial Aid Program to ensure its effective functioning within budgetary limits set by the Board of Trustees. 


• Initiating and managing review of all Day School cost centers, spending patterns, and service contracts. 



ST. PATRICK’S EPISCOPAL DAY SCHOOL Assistant Head of School for Finance and Operations 

• Overseeing all construction and renovation, including working with local government officials and outside contractors. 


• Working cooperatively with outside auditors in conducting the annual audit and implementing recommended improvements to procedures and controls. 


• Collaborating with business officers at other independent schools across the region and the nation in order to share best practices and to stay abreast of relevant topics and trends in the field. 


• Nurturing and respecting the relationship between the Church and the Day School, recognizing that the Assistant Head of School for Finance and Operations’ ultimate accountability is to the overarching legal entity, the Vestry of St. Patrick’s Parish. 


• Mentoring, supporting, retaining, and, as necessary, hiring knowledgeable, committed, and hardworking staff members. 


Candidate Qualifications 


• A strategic thinker whose open-mindedness, ability to anticipate future needs, and understanding of the school encourage others to think broadly about the institution as a whole. 


• A financial executive whose experience, technical knowledge, and expertise engender support and trust among others. 


• One whose management style is based on transparency, honest and direct communication, and a genuine desire for collaboration. 


• A secure leader who motivates and empowers others through artful delegation while retaining ultimate accountability. 


• An accessible, visible, and engaged person who projects an active and positive presence in the daily life of the school. 



• Significant experience in senior-level finance and administrative positions of increasing responsibility, ideally in an independent school or other not-for-profit institution. 



ST. PATRICK’S EPISCOPAL DAY SCHOOL Assistant Head of School for Finance and Operations 

• A strong track record of advising at the highest level and participating in major strategic decisions that have profound long-term implications for an organization. 


• Experience using sophisticated financial models for analyzing new opportunities for an organization, determining the associated financial implications, and recommending a prudent course of action. 


• A career that includes involvement in financial planning and analysis, accounting and financial reporting, audit and tax returns, information technology, facilities management and construction, human resources, and risk management. 


• Background working with multiple constituencies such as parents, faculty, staff, and board members. 


• A history of effectively motivating and managing staff toward the achievement of common goals. 


Skills and Knowledge 

• A broad and deep knowledge of financial management and skill in implementing associated administrative processes, budgeting procedures, and accounting systems. 


• Strong verbal and written communication skills that allow one to educate others about the importance of sound financial management, to explain complicated fiscal matters to non-financial constituencies, and to address inquiries in a timely and cooperative manner. 


• An awareness of existing and pending state and federal regulations in all areas overseen by the Business Office. 


• An understanding of the importance of collaboration, information-sharing, and ongoing communication among various departments in a complex institution. 


• The ability to analyze an established operation, perceive areas of strength and need, and then create or modify existing systems and policies in an effort to maximize efficiencies. 


• Familiarity with physical plant management, including financing, real estate development, construction, maintenance, and day-to-day operations. 


• Skilled at engaging with a vibrant Church-Day School community comprised of a variety of constituencies such as clergy, faculty and staff, children and their parents, parishioners, and various Church and Day School leaders. 



ST. PATRICK’S EPISCOPAL DAY SCHOOL Assistant Head of School for Finance and Operations 

Personal Attributes 

• An individual of unquestioned honesty and integrity. 


• A results-oriented person with a strong work ethic who is able to multitask effectively and to prioritize competing demands. 


• A team player with a collaborative spirit and a sense of humor. 


• A confident individual with courage of conviction who tackles difficult issues head-on, encourages robust discussion, and respects differences of opinion. 


• An innovative thinker who is willing to explore new ideas and to embrace change. 


• One who is self-directed and well organized with the flexibility and practicality to respond effectively to unexpected situations. 


• A fair, open-minded person who invites input and considers all sides of an issue while also displaying the confidence to make difficult decisions as needed. 


Other Considerations 

Compensation: Commensurate with experience and competitive with comparable schools in the region. 

Location: Washington, D.C. 

Effective Date: July 1, 2016. 

Travel: Minimal. 

Education: Bachelor’s degree required; advanced degree(s) a plus. 



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