the angeletti group,llc executive search - AWS
THE ANGELETTI GROUP, LLC NEW VERNON, NEW JERSEY
EXECUTIVE SEARCH FOR
ARCHDIOCESE OF NEW YORK AND Global Regional School System REGIONAL FINANCE MANAGER FOR THE CATHOLIC SCHOOL REGION/CENTRAL WESTCHESTER
September 2017
THE OPPORTUNITY The Archdiocese of New York is seeking a Regional Finance Manager for the Catholic School Region located in the Central Westchester. The Archdiocese of New York has reorganized 94 of its elementary schools into a Global Regional School System (GRSS), with nine geographic school regions. Each one has a local, centralized business office that supports 5-15 schools. The entire GRSS is supported by the Global Regional School System Treasury Operations, which is responsible for the collection, processing, recording, transfer, outflow and reporting of all funds within the regional school system. The GRSS Treasury Operations will be the conduit for all financial reporting. The GRSS Treasury Operations will collect, process, and record data in order to provide a clear financial picture of each region/school. The GRSS Finance and Accounting Services team works closely with school principals to provide direct financial administrative support. AREAS OF EMPHASIS FOR THE REGIONAL FINANCE MANAGER AND BOARD LIAISON The Regional Finance Manager shall have charge, oversight, and responsibility for the Catholic School Region’s business operations on a day-to-day basis, under the general oversight of the Board of Trustees. The successful candidate will: • • • • • • • • • •
Develop and analyze general school budgets for assigned region; Develop and analyze proposed UPK school budgets for assigned region with guidance and input from the Director of UPK Accounting; Monitor activity in individual school’s General Ledger for adherence to annual budget Signoff on invoices for expenses incurred at Regional Schools; Conduct analytical review of financial information monthly to identify significant budget variances at schools and region; Analyze monthly budget variances; Monitor tuition collections and follow up with principals and families when needed; Apply “Economies of Scale” while purchasing for Regional Schools; Monitor restricted donations and releases at school and regional level; Work cohesively with Superintendent of Schools Office on government related programs; Page 2
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Attend and present financials at school level Advisory Board meetings; Conduct monthly meetings with Regional Principals to discuss budget versus actual spending; Approve and signoff on Employee Requisition Form for new hires & Employee Action Form for changes in status for current employees in regional schools; Assist the Office of The Superintendent of Schools in facilitating the strategic vision & future of Catholic Education in the schools of The Archdiocese of New York in performing other duties as assigned; Responsible for attending and scheduling all Board Committee meetings and meetings of the Board of Trustees, including preparing agendas, recording meetings and ensuring minutes of meetings are prepared and filed in the corporate minute book including all notices and resolutions of the Board of Trustees and the Members; Conduct all official correspondence of the Catholic School Region and be responsible to affix the corporate seal to all instruments requiring it, and keep such other records and perform such other duties as may be assigned to the Corporate Secretary by the Chair/President, the Board, or the By-laws.
EXPERIENCE AND QUALIFICATIONS • • • • • • • • • • • • • • • • •
Bachelors in business administration, accounting or finance (MBA desirable); Minimum of five years accounting experience with at least three years of budgeting experience; An entrepreneurial spirit which will thrive in a start-up environment; Excellent oral and written communication skills; Strong accounting skills; Ability to multi-task, detail-oriented and highly organized; Ability to work in a fast-paced, results-oriented, web-based environment; Protective of the confidentiality of information received for analysis and review, including employee data; Strong interpersonal skills and judgment; Demonstrated leadership and effectiveness in developing and accomplishing organizational and financial goals; Work collaboratively in a team environment; Possess the skills to build confidence and trust with Board of Trustees; An extraordinary energy and passion as evidenced by taking the initiative to think and act independently, anticipating what needs to be done and doing it; Comfortable handling deviations from routine, flexible and adaptable to changes in assignments and priorities. Flexibility with schedule with night and/or weekend Board meetings; Mastery of Microsoft Excel, Outlook, PowerPoint and Word; Experience with ConnectNow Accounting, Microsoft Sharepoint, Smart Tuition and Paychex a plus; Passion for the mission, programs and community of Catholic faith and the importance of Catholic education. Page 3
APPLICATION PROCEDURE Applications will be accepted until the position is filled. To be considered, candidates should submit a resume and cover letter along with salary requirements and references to [email protected]. Nominations and confidential inquiries made to: Susie Delaporte Director, Community Building Partnerships The Angeletti Group Harrison House 17 Village Road - PO Box 188 New Vernon, NJ 07976 (973) 540-1400
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EXECUTIVE SEARCH FOR
ARCHDIOCESE OF NEW YORK AND Global Regional School System REGIONAL FINANCE MANAGER FOR THE CATHOLIC SCHOOL REGION/CENTRAL WESTCHESTER
September 2017
THE OPPORTUNITY The Archdiocese of New York is seeking a Regional Finance Manager for the Catholic School Region located in the Central Westchester. The Archdiocese of New York has reorganized 94 of its elementary schools into a Global Regional School System (GRSS), with nine geographic school regions. Each one has a local, centralized business office that supports 5-15 schools. The entire GRSS is supported by the Global Regional School System Treasury Operations, which is responsible for the collection, processing, recording, transfer, outflow and reporting of all funds within the regional school system. The GRSS Treasury Operations will be the conduit for all financial reporting. The GRSS Treasury Operations will collect, process, and record data in order to provide a clear financial picture of each region/school. The GRSS Finance and Accounting Services team works closely with school principals to provide direct financial administrative support. AREAS OF EMPHASIS FOR THE REGIONAL FINANCE MANAGER AND BOARD LIAISON The Regional Finance Manager shall have charge, oversight, and responsibility for the Catholic School Region’s business operations on a day-to-day basis, under the general oversight of the Board of Trustees. The successful candidate will: • • • • • • • • • •
Develop and analyze general school budgets for assigned region; Develop and analyze proposed UPK school budgets for assigned region with guidance and input from the Director of UPK Accounting; Monitor activity in individual school’s General Ledger for adherence to annual budget Signoff on invoices for expenses incurred at Regional Schools; Conduct analytical review of financial information monthly to identify significant budget variances at schools and region; Analyze monthly budget variances; Monitor tuition collections and follow up with principals and families when needed; Apply “Economies of Scale” while purchasing for Regional Schools; Monitor restricted donations and releases at school and regional level; Work cohesively with Superintendent of Schools Office on government related programs; Page 2
• • • • •
•
Attend and present financials at school level Advisory Board meetings; Conduct monthly meetings with Regional Principals to discuss budget versus actual spending; Approve and signoff on Employee Requisition Form for new hires & Employee Action Form for changes in status for current employees in regional schools; Assist the Office of The Superintendent of Schools in facilitating the strategic vision & future of Catholic Education in the schools of The Archdiocese of New York in performing other duties as assigned; Responsible for attending and scheduling all Board Committee meetings and meetings of the Board of Trustees, including preparing agendas, recording meetings and ensuring minutes of meetings are prepared and filed in the corporate minute book including all notices and resolutions of the Board of Trustees and the Members; Conduct all official correspondence of the Catholic School Region and be responsible to affix the corporate seal to all instruments requiring it, and keep such other records and perform such other duties as may be assigned to the Corporate Secretary by the Chair/President, the Board, or the By-laws.
EXPERIENCE AND QUALIFICATIONS • • • • • • • • • • • • • • • • •
Bachelors in business administration, accounting or finance (MBA desirable); Minimum of five years accounting experience with at least three years of budgeting experience; An entrepreneurial spirit which will thrive in a start-up environment; Excellent oral and written communication skills; Strong accounting skills; Ability to multi-task, detail-oriented and highly organized; Ability to work in a fast-paced, results-oriented, web-based environment; Protective of the confidentiality of information received for analysis and review, including employee data; Strong interpersonal skills and judgment; Demonstrated leadership and effectiveness in developing and accomplishing organizational and financial goals; Work collaboratively in a team environment; Possess the skills to build confidence and trust with Board of Trustees; An extraordinary energy and passion as evidenced by taking the initiative to think and act independently, anticipating what needs to be done and doing it; Comfortable handling deviations from routine, flexible and adaptable to changes in assignments and priorities. Flexibility with schedule with night and/or weekend Board meetings; Mastery of Microsoft Excel, Outlook, PowerPoint and Word; Experience with ConnectNow Accounting, Microsoft Sharepoint, Smart Tuition and Paychex a plus; Passion for the mission, programs and community of Catholic faith and the importance of Catholic education. Page 3
APPLICATION PROCEDURE Applications will be accepted until the position is filled. To be considered, candidates should submit a resume and cover letter along with salary requirements and references to [email protected]. Nominations and confidential inquiries made to: Susie Delaporte Director, Community Building Partnerships The Angeletti Group Harrison House 17 Village Road - PO Box 188 New Vernon, NJ 07976 (973) 540-1400
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