Business Manager

Business Manager

POSITION SUMMARY:

The Business Manager is responsible for providing the highest quality financial control in all aspects of the agency, including budgeting, cash flow forecasting, cash management, controlling expenditures, enhancing revenues, accounts payable, accounts receivable and other aspects pertaining to financial management.

The Business Manager is responsible for planning implementing and evaluating all operational programs, policies and procedures, as they relate to the financial management, shared services, business office administration, endowments, government relations and Federation liaison (financial).

This Position reports to the Head of School. Business Manager shall fulfill all responsibilities as assigned by the Head of School, to include but not be limited to:

I. Fiscal Management

A. Financials

1. Ensure continuation of an adequate system of fiscal management and internal controls.
2. Ensure that policies and standards for fiscal controls are communicated clearly to all responsible parties.
3. Monitor, on a monthly basis, internal agency financial statements, including actual to budget comparisons, cash flow statements, balance sheets, and any other reports critical to the agency’s operations. All such reports should include explanations of all significant variances from budget, unusual changes from month-to-month, and interfund borrowing.
4. Review teacher expenditures, extra-curricular activities and co-curricular activities for budgetary implications.
5. Review monthly analysis of accounts receivable and payable, payroll and evaluate unrecorded contingent liabilities.
6. Ensure that bank reconciliation is completed monthly, and reviewed by a qualified individual not responsible for preparing them, with significant comments reported to the Head of School.
7. Understand and interpret all significant aspects of the agency’s fiscal condition, and develop further expertise in areas where needed.
8. Ensure that key staff within the agency possesses the necessary fiscal management skills and experience that their positions warrant, and that continuing professional development takes place.
9. Ensure that all employee benefits programs, including benefit claims and applications are processed in a timely fashion.
10. Ensure that personnel leave records for all agency personnel are appropriately maintained.
11. Routinely review aged receivables with Head of School and ensures timely collection.

B. Budget

1. Prepare Consolidated Budget for agency and Federation budget review according to timetable established by JCF.
2. Prepare Administrative Budget.
3. Prepare Early Childhood Budget.
4. Prepare LS Budget
5. Prepare US Budget
6. Prepare all supporting documentation and forms.
7. Prepare package descriptions and budget detail for JCF budgets.
8. Review budgets with Budget Committee and Executive Committee making necessary changes.
9. Prepare lay leadership presentation for JCF Committees.

C. Audit

1. Supervise the preparation of audit schedules and other audit related work papers in preparation for and coordination of annual agency audit, within the framework established by the agency, Federation and outside auditors. Support auditors in their work as necessary.
2. Represent the agency in pre-planning and closing conferences with auditors participate in establishing timetables for completion of audits and ensure agency preparations for audits are timely completed.

D. Committee Work

1. Fiscal Policy and Audit Committee (FPAC)
a. Work with Head of School and lay leadership in developing and reviewing fiscal policies.
b. Ensure agency compliance with board mandated and Federation fiscal standards.
c. Keep accurate minutes of decisions.

2. Budget Committee
a. Submit budget requests to committee for explanation and review.
b. Keep accurate minutes of decisions.

3. Treasurer
a. Prepare monthly summary financial reports for Board review.
b. Ensure that monthly financial reports are submitted to appropriate agency committees, to Head of School and to key leadership.

E. Federation Liaison

1. Ensure that agency financial reporting to the Jewish Community Federation is timely and accurate.
2. Respond to all JCF requests for information: e.g., budget, audit, fiscal, facilities, WFPC, CSPC.
3. Respond to all JECC requests for financial information.

F. Government Liaison

1. Ensure timely filing of reports by the agency to governmental authorities and third party funders.
2. Respond to requests for financial information

II. Business Office Administration

A. Business Office Staff
1. Responsible for ensuring administrative staff work flow is delegated appropriately and followed up on in a timely manner to meet administrative, departmental standards.

B. Business Office Efficiency
1. Protect and preserve agency resources and ensure they are used in the most efficient and effective manner possible.
2. Develop, implement, coordinate and evaluate agency procedures related to business office.

C. Registration

1. Oversee system for assuring the orderly registration of students together with completion of the required paper work.

III. State
A. Complete state forms relating to attendance, school calendar, auxiliary services, mandated services and lunch program
B. Complete and monitor SF 200 Forms.
C. Complete and monitor SF 240 Forms.

IV. Board Resources

For all committees:
A. Generate meeting notices
B. Work with chair to develop agenda
C. Coordinate follow-up phone calls
D. Make certain official minutes are kept.

Essential Qualifications

1) BA Degree in an appropriate field or an undergraduate degree in an appropriate field with necessary years of experience with fiscal management and administrative management.
2) Management experience with diverse staff and client group.
3) Experience and training in general business, financial administration, cash flow forecasting and cash management.
4) Knowledge of not-for-profit organizations and school administration.
5) Flexible in dealing with many situational problem areas.
6) Outstanding problem solving skills.
7) Must devote sufficient time, in excess of 40 hours per week, to properly maintain supervision/management of business office.
8) Must be flexible as many required meetings happen outside of "normal" working hours.
9) A positive attitude towards children and their parents and relate to them in a comfortable, straight-forward and helpful manner.
10) Must be able to relate well to other school staff, volunteers, board of trustees and the general public.
11) Ability to attract, motivate and retain appropriate staff.
12) Ability to communicate well both verbally and in writing.
13) Ability to take direction and follow through.
14) Good physical and mental health.
15) Ability to work well under pressure.

Job Knowledge

1) Be familiar with all financial reporting and control systems, including not-for-profit methodology.
2) Proficient in relevant technology, i.e., computer hardware and software, necessary to run the business office.
3) Knowledge of applicable city, state and federal laws as they relate to the operation of a not-for-profit school.
4) Able to supervise effectively so that all staff are accountable.
5) Must demonstrate good Excel skills.

To submit nominations or candidacies please contact:

Robin Laster, Research Associate
The Joel Paul Group
53 West 36th Street, Suite 605
New York, NY 10018

Direct Line: 212-564-6500 x211 ·Fax: 212-868-2671
All resumes must be submitted in Word format to robin@joelpaul.com

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