Regional Finance Manager

Overview:

The Archdiocese of New York has reorganized 48 of its elementary schools into a Global Reginal School system, with nine geographic school regions. Each one has a local, centralized business office that supports a portion of these 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.

Reporting to the Director of Operations, the Regional Finance Manager’s responsibilities include to develop, analyze, and monitor the annual budget process and ongoing fiscal results.

Reports to: Director of Operations

Location: 2962 Harding Avenue, Bronx, NY 10465

Responsibilities & Duties (for assigned regional schools):

• Review school budgets and forecasts.
• Monitor and update all staffing costs by maintaining Personnel Workbooks (data inclusive of salary, contract information, benefits, bonus, pension, annuity) in collaboration with the UPK team to identify inconsistencies in payroll and budget.
• Utilize payroll software reporting capabilities (currently Paychex Flex) for information and verification of school employee salaries.
• Verify salary and position are in line with budgets through review and approval of Employee Requisition Forms and Employee Action Forms for new hires and changes in current employee job positions.
• Enter budget Personnel expenses in accounting software program (currently financial Edge) with input from the Director of UPK for yearly budgets.
• Review and approve all invoices (excluding UPK) in accounting software (currently Financial Edge) with attention to verification of GLs/Budget conformity and compliance of GRSS recording directives.
• Review and approve all school credit card charges in software (currently WORKS) with attention to verification of GLs/Budget conformity and compliance of GRSS recording directives.
• Monitor, run reports, and analyze General Ledger activity for adherence to parameters of the annual budget and to identify variances.
• Conduct bi-monthly phone conversations with assigned regional school Principals to; discuss the analytical review of budget versus actual spending; communicate budget variances providing explanations and solutions; and to develop new year school budgets.
• Conduct regular meetings (currently weekly) with Regional Superintendent to review current financial position of schools and outstanding projects/issues.
• Meet with Tuition Management Office yearly to develop tuition rates and fees for assigned regional schools.
• Review and approve Tuition Management emails requesting verification of funds for Scholarship Awards.
• Utilize the Tuition Management software report capabilities (currently SMART Tuition) to examine tuition, fees, scholarships, and discounts for adherence to annual budget and forecast.
• Apply “Economies of Scale” when purchasing and/or soliciting service contracts for assigned regional schools and work with the Archdiocese procurement department when needed.
• Monitor and balance spreadsheet of Temporary Restricted Fund donations and releases.
• Responsible for creating Journal Entries with supporting documentation in accounting software (currently Financial Edge) for Temporary Restricted Funds releases.
• Meet regularly with Regional Superintendent and Principals to develop Temporary Restricted Funds spending plans.
• Support Accounting Coordinators in determining correct GL invoice coding for adherence to budget.
• Communicate to Staff Accountant responsible for Shared Services when Journal Entries are needed to correct coding and shared services agreements between schools and parishes.
• Conduct meetings with Archdiocese Real Estate Department & Pastors to negotiate Lease shared service agreements.
• Ensure GRSS policies and procedures are being followed.
• Resolve school-related inquiries, issues, and address emergencies.
• Review and oversee building projects and work closely with Facilities Department from inception to completion.
• Monitor school-level bank accounts.
• Attend and present financials at Regional Principals quarterly meetings.
• Assist all departments of GRSS and DOE with inquiries regarding regional and school-level budgets and collaborate when necessary.
• Conduct all official correspondence of the Catholic School Region; be responsible to affix the corporate seal to all instruments requiring it; 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 bylaws.
• For Regionals with Active Board of Trustees, responsible for attending and scheduling Board Meetings, preparing agendas, recording & filing meeting minutes, and providing of financial reports.

Essential Qualifications & Skills:

• BS in Accounting or Finance and a minimum of 5 years budgeting experience with at least 3 years accounting experience
• Experience with Blackbaud Financial Edge or similar accounting software.
• Strong oral and written communication skills.
• Strong Excel skills and proficient in Microsoft Windows, Word, Outlook, and PowerPoint
• Strong analytical skills.
• Strong interpersonal skills and able to work with various personalities.
• Proven experience working in a team environment.
• Ability to multi-task, detail oriented, and highly organized.
• Protective of the confidentiality of information.
• Experience with SMART Tuition and Paychex a plus.

Job Type: Full-time

Pay: $100,000.00 - $107,000.00 per year

Benefits:

• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid parental leave
• Paid time off
• Retirement plan
• Vision insurance

Experience level:

• 3 years

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to Commute:

• Bronx, NY 10465 (Required)

Work Location: In person

Salary : $100,000 - $107,000