Job Details

Job Summary

Provides advanced financial and operational support and expertise for campus programs (e.g., student activities, budgets, etc.) and business functions. Manages parent assessment and fundraising accounts, ensures compliance with KS policies and fiduciary responsibilities, and leads financial reporting and internal controls. Supports strategic planning, budgeting, and audit processes, and acts as a key representative of the Campus Finance Program Manager in their absence. This role mentors stakeholders, liaises with campus leadership, and contributes to continuous improvement initiatives that promote financial transparency and operational excellence through sound decision making and financial acumen.

Essential Responsibilities

Financial Operations & Internal Controls

• Support campus programs financial operations, including parent assessments, fundraising approvals, collections, and reporting.
• Prepare and file tax documents (e.g., GET, Form 990), 1099s, and abandoned property reports in compliance with federal and state regulations.
• Review transactions for policy compliance and recommend process improvements to enhance efficiency and internal controls.
• Update and maintain the campus fundraising manual annually.
• Audit student activity and other campus program financial systems and coordinate with internal auditors on documentation and corrective actions.
• Ensure compliance with KS policies and procedures across all financial transactions.
• Program and monitor online collection systems (e.g., Clover, FACTS, GO FAN), ensuring timely reconciliation and reporting.

Financial Planning & Analysis

• Lead monthly and annual financial closings, including bank reconciliations, balance sheets, and profit & loss statements for all campuses and KS Association of Teachers and Parents (ATP) entity.
• Ensure integrity of fund balances and financial statement presentation.
• Prepare ad hoc reports and support strategic financial planning efforts.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Analyze family financials in support of tuition waiver decisions in coordination with Financial Aid.

Budget Management

• Assist in developing and reviewing campus operating and equipment budgets.
• Monitor financial allocations and expenditures to ensure fiscal discipline and alignment with planning goals.
• Prepare variance reports, budget re-forecasts, and year-end accruals.

Engagement & Communication

• Develop and deliver training sessions for advisors, coaches, and volunteers on financial compliance and procedures.
• Serve as the primary consultant for policy and procedural questions related to student activities and other campus programs.
• Communicate updates to campus fundraising and financial policies.
• Ensure exceptional customer service to campus community members, parents, coaches, and advisors.
• Act on behalf of the Campus Finance Program Manager during meetings and approvals.
• Provide mentorship and guidance to stakeholders, ensuring alignment with departmental goals and timelines.
• Lead or participate in special projects and initiatives assigned by the Director, Campus Finance & Administration.
• Collaborate with campus leadership and stakeholders to support strategic and financial planning integration.
• Promote a positive work culture that encourages collaboration, continuous improvement, and professional growth.
• Build and maintain strong relationships with internal and external partners.

Position Requirements

Minimum Qualifications - An equivalent combination of education and experience may be considered for the requirements listed.

• Bachelor's degree in business administration, finance, operations management, or related field.
• Minimum 3 years of relevant experience.
• Strong attention to detail and analytical skills, including concise report writing.
• Proficiency in MS Office Suite, Google Workspace, and financial systems.
• Strategic thinking, problem-solving, and project management abilities.
• Excellent communication, negotiation, and interpersonal skills.
• Demonstrated leadership and mentoring capabilities.
• High emotional intelligence and ability to collaborate effectively across diverse teams.
• Ability to manage multiple priorities with accuracy and confidentiality.
• Strong organizational and time management skills.
• Flexibility to adapt in a dynamic work environment.

Preferred Qualifications

• Relevant work experience in operations analysis, business intelligence, or consulting.
• Certified Public Accountant designation and / or prior experience in public accounting or internal audit.
• Knowledge and understanding of tax-exempt organizations, fund accounting and donor accounting matters.
• Working knowledge of QuickBooks accounting software.

Physical Requirements

• Frequently sit, perform desk-based computer tasks and grasp light or fine manipulation, talk or hear.
• Occasionally stand and / or walk, write by hand, and lift and / or carry, push and / or pull objects that weigh up to 10 pounds.
• Rarely twist, bend, stoop, squat, kneel, crawl, climb, reach or work above shoulder, or grasp forcefully.

Working Conditions

• This position may involve traveling to various locations, including neighbor islands to conduct business.
• Work is conducted in an office / school environment and may require work to be conducted in non-standard workplaces.
• Work is typically conducted Monday through Friday at normal business hours but evening and weekend hours are often required to meet goals and objectives.