Interim Chief Financial and Operating Officer

Organizational Overview

Located in the Presidio of San Francisco, The Bay School of San Francisco is a leader in innovative, student-centered secondary education, providing its students with a challenging, interdisciplinary program and a collaborative, supportive community. Our flexible, open-minded faculty and staff members foster and model curiosity, critical thinking, intentionality, mindfulness, and respect for diversity. As co-builders of an innovative high school, faculty and staff contribute to a distinctively positive culture.

The Bay School does not discriminate on the basis of sogie (sexual orientation/gender identity expression), race, color, religion, ethnicity, national origin, ancestry, age, or any other characteristic protected by law. We are committed to having a faculty, staff, and student body that reflects the diversity of the Bay Area. We strongly encourage those with a demonstrated dedication to social justice, collaboration, innovation, and student-centered education to apply. To learn more about Bay, check out our mission, Precepts, and our most recent programmatic launch: Bay Immersives(#1course3weeks).

Position Overview

*This interim position runs through June 30, 2022*

The Chief Financial and Operating Officer (CFOO) is responsible for the comprehensive financial and operational management of the school including oversight, reporting, and implementation of policies and strategies established by the Head of School and the Board of Trustees.  The CFOO partners with the Head of School and the Chairs of the Board Finance Committee and Audit & Risk Committee to analyze and report on the school’s financial position.  The position oversees accounting, tax, budgeting, flexible tuition, payroll/human resources, risk management, facilities, and operating & infrastructure systems.  The CFOO is a member of the school leadership team and collaborates with other members of the administration to address issues critical to the school’s ongoing success and evolution, including driving equity and inclusion in the practices, procedures, and policies of the school.

Reporting Relationships

Reports to the Head of School. Supervises and supports the Controller, HR and Payroll Manager, Front Desk Manager, Administrative Office Coordinator, and Director of Facilities. Oversees outsourced maintenance, custodial, security, and food-service.

Primary Responsibilities

• Partner with the Head of School, Board Finance Committee Chair, and other key administrators in the preparation and oversight of the school’s annual operating budget, including maintaining primary responsibility for schoolwide financial discipline.
• Create a wide range of financial reports, forecasts, and analyses, including long-range budget forecasts.
• Implement the policies of the Board to manage the school’s reserves, investments, and endowment, and serve as primary contact with the school’s banking and investment partners.
• Monitor cash in various accounts and invest in accordance with guidance provided by the Finance Committee and based on reserve and investment policies.
• Partner with trustees and the Head of School to organize and facilitate effective Finance, Audit & Risk, and Facilities Committee meetings.  Serve as the lead administrator on the above committees.
• Attend all Board meetings, including making reports and presentations.
• Administer the flexible tuition program in partnership with the Head of School, Dean of Enrollment Management, Controller, and Director of Admissions in service to the mission and overarching enrollment goals.
• Lead relationship with the Audit Committee in reviewing and accepting annual financial audit and tax returns. Assist the Controller with the annual financial audit.
• Lead the ongoing implementation of financial controls and ensure the appropriate segregation of duties within the Business Office.
• Oversee employee benefit programs in partnership with the HR and Payroll Manager.
• Serve as the plan administrator for the School’s retirement plans and engage the auditor firm and coordinate with staff, record keeper and third party administrator preparations for annual 403(b) audit.
• Serve as primary risk manager for the institution, including ensuring the readiness of the school’s business continuity plan.
• Actively oversee the school’s corporate insurance policies.
  Supervise and support the Director of Facilities to oversee the school’s facilities and infrastructure, including custodial and maintenance contractors.
• Oversee the request for proposal (RFP) generation and contract review for major repairs beyond the scope of the School’s maintenance resources as well as the construction of new or renovated facilities.
• Manage and budget for the execution of the Campus Master Plan including overseeing facilities renovations and new construction projects.
• Partner with the Presidio Trust to maintain an effective ongoing working relationship.
• Ensure a robust emergency response system to support a healthy and safe environment for all students, employees, and visitors.
• Oversee the foodservice contractor’s operations, including financial, infrastructure, and community impact.
• Attend to the overall effectiveness and professional atmosphere of the Business Office team, creating a culture of mutual support and collaboration.

Essential Qualifications

• Resonance with The Bay School’s mission, philosophy, and precepts;
• Experience with and commitment to ongoing diversity, equity, and inclusion & anti-racism work;
• Passion for innovating and building a young educational institution;
• Strong organizational and leadership skills with the ability to hold vision while implementing details;
• Appreciation for collegial collaboration and feedback as a means to improve;
• Thinks strategically, speaks authentically, and acts compassionately;
• Strong skills of collaboration, ability to work effectively with several constituencies (employees, colleagues, students, parents, and the community at large);
• Commitment to innovation, professional growth and reinvention;
• Five or more years of demonstrated success leading a business office in nonprofit organizations, preferably in an educational institution;
• Exceptional analytical and communication skills; and
• Bachelor’s degree required; related advanced degree and/or certification preferred.

To Apply

Please review our website (www.bayschoolsf.org) to familiarize yourself with our school. If interested in the position, please send all of the items below to: jobs@bayschoolsf.org, subject line: CFOO 2021. Position open until filled. Incomplete applications will not be considered.

1) Cover letter describing your interest in The Bay School as well as how you anticipate contributing to the school and to the Business Office.

2) Resume/C.V.

3) Reference list with contact information; the list should include 3-5 references, including: current supervisor, one departmental colleague and one colleague outside of your department or supervisee.

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