The mission of Open Window School is to nurture and inspire students of high intellectual potential.
Open Window School, situated on beautiful Cougar Mountain in Bellevue, Washington, is a leader in gifted education, committed to providing high challenge and high support to our kindergarten through 8th grade students every day. Faculty and staff are a collaborative and dynamic team that is aligned around the school’s mission and core values: authenticity, love of learning, social and emotional learning, and community. OWS is in the first year of a strategic plan which focuses on leadership in gifted education, diversity and inclusion, faculty excellence, and campus upgrades. This is a rare opportunity for a talented, forward-thinking leader to build on an excellent financial foundation to move a school forward in its ambitious goals.
The Chief Financial Officer (CFO) reports directly to the Head of School and serves as the School’s operational leader responsible for Open Window’s fiscal health, long-range planning, and risk management. They supervise and manage business operations, human resources, and facilities. They inspire and motivate team-members; at the same time, they cultivate individual accountability at every level of the organization.
The CFO is expected to ensure the continual excellence of all financial and administrative aspects of the school, providing the leadership, collaboration, and wise counsel to the Head of School and to the Trustees that will enable the school to deliver on its important mission and ambitions. They have a strategic and forward-thinking style balanced with significant experience overseeing budgeting and planning, financial forecasting and analysis, legal and risk management, human resources, information technology, and business operations gained through increasingly responsible roles in comparable complex settings. Their results-driven leadership experience demonstrates initiative and excellent problem-solving skills. They embody integrity, leadership, growth mindset, and service to others. They believe in the mission of the school.
Major Areas of Responsibility/Specific Duties
Partner with the Head of School to achieve Open Window School’s short and long-term goals.
Financial and Accounting:
Support achievement of financial objectives through creation and management of the annual and five-year budget in collaboration with the Head of School and Board of Trustees.
Monitor and report variance in revenue and expense. Suggest corrective actions. Develop and monitor policies supporting reserve, endowment, and debt obligations as applicable.
Oversight of financial and tax reporting in alignment with applicable FASB and IRS requirements. Develop and maintain a process to keep current and accurate financial records; support periodic external audits. Oversight of operations associated with accounts payable and receivable. Maintain appropriate financial controls.
Develop and maintain investment advisor, banking, legal advisor and insurance relationships.
Supervise business office personnel.
Support the Head of School and Board of Trustees in ongoing decision making. This may include compensation benchmarking analysis, analysis of new revenue opportunities, recommendations to maintain sustainable levels of spending, or other areas.
Human Resources and Operations:
Supervise the Director of Human Resources in management of employee benefits, compensation, retirement plans, hiring process, records and Employee Handbook updates.
Supervise the Director of Facilities in developing and maintaining school facilities. This may include oversight of major construction and renovation initiatives.
Collaborate with the admissions office to administer the school’s financial aid program in order to attract and retain a strong student body, and with the development office to achieve annual and long-term philanthropic goals.
Compliance and Risk:
Ensure regulatory compliance as a non-profit corporation, as a school, and as an employer. This includes compliance with federal, state, and local regulation in the areas of financial and tax reporting, human resource management, employee benefits, information security, data privacy, fire safety, building inspections, facilities/environmental, ADA, OSHA, zoning, and other regulations as applicable.
Serve as the school’s primary risk-assessment officer and manage and maintain appropriate levels of insurance to protect the property, staff, students and cover the liability of the school and its directors.
Other duties as assigned.
Bachelor’s Degree in Accounting and/or significant relevant experience in finance or accounting. CPA or CMA preferred but not required.
Five years’ experience in a financial or business leadership position. Non-profit experience preferred. Experience in education would be an asset but is not required.
Excellent cultural competence, with the ability to work with multiple groups of people from diverse backgrounds.
Ability to communicate effectively with faculty, administration, trustees, and parents/guardians.
Attention to detail and accuracy.
Broad understanding of business law and state/federal regulation
Advanced technology skills including Word, Outlook, Excel, database software and financial software. Experience with QuickBooks desktop is a plus.
Compensation and Benefits:
This is an exempt, administrative position, not eligible for overtime. Work schedule is generally 8 AM – 4 PM, Tuesdays until 5:00 PM for faculty meetings. This role requires some commitments outside these hours including, but not limited to Board of Trustee and Finance Committee meetings. Salary is competitive based upon education/training and breadth of experience.
Medical, Dental and Vision Insurance
Health Reimbursement Account
Health Flexible Spending Account
Dependent Care Flexible Spending Account
403(b) Retirement Account, Pre-tax & Roth Options After completing one Year of Service at Open Window, as defined in the Plan’s eligibility terms, 3% of an employee’s eligible monthly salary will be contributed to their Open Window retirement account. A 3% matching contribution will also be made by Open Window each pay period that the employee contributes at least 3% of their eligible pay.
Life and AD&D Insurance
Long-Term Disability Insurance
Employee Assistance Program
Educational Assistance Program, providing tuition reimbursement for those pursuing advanced degrees.
Please submit a cover letter describing your interest in and qualifications for this position, your resume, and answers to the Diversity Commitment Questions below. Applicants must submit an answer to both of the following Diversity Commitment Questions as a single word or pdf document:
How would you define diversity?
Describe how you have demonstrated a commitment to diversity, equity, and inclusion in your current or prior job. If necessary, candidates can draw upon their experience in community organizations if professional experience is limited.
Please be prepared to provide 3-5 professional references and one personal reference if requested. If you are unable to apply online, you are welcome to fax your resume, cover letter, and answers to the Diversity Commitment Questions to 425-644-6320.
Open Window School does not discriminate on the basis of race, gender, color, religion, creed, disability, sexual orientation, gender identity and expression, national or ethnic origin, or other status legally protected by local, state, or federal law.
About Open Window School
Open Window School, an independent K-8 school serving intellectually gifted students, is is located in Bellevue/Issaquah, Washington and is fully accredited by NWAIS (Northwest Association of Independent Schools). Founded in 1983 to provide an educational environment specially designed for gifted learners, Open Window is, to use the school’s motto, a place “Where Students Love to Learn.” Current enrollment is 340 students. More Information is available at openwindowschool.org.