Position Description

Title: Finance Director

Date: July 2003

Division:  Student Ministries

Directly Reports To: Superintendent

Unit/Department:  Xenos Christian Schools

Indirectly Reports To:  N/A

 

General Purpose ("Why does this position exist?"): The purpose of this position is to accurately monitor and plan the finances of the school.  This position works closely with the superintendent to deliver a cost-effective educational program to the families of Xenos Christian Schools.

 

 

Key Result Areas ("What is done, for what result?")

Percent of Time

Monitor accounts receivable/payable activity including petty cash disbursements.  Record monthly tuition payments and deposit funds.  Generate late notices to families as needed.  Record, monitor and code accounts payable activity.  Code, monitor and transfer all assets to XCF/UC as needed.

30%

 

Develop the financial plan for Xenos Christian Schools including the following;

-          XCF Subsidy

-          Budgets by department & consolidated into overall plan

-          Salary & fringe benefit plan

-          Hourly worker requirements plan including preschool staff

-          Internal allocations for HCS

-          Analyze all expense accounts for changes in volume, inflation, improvements, non-recurring items

-          Load budgets to XCF accounting system

-          Complete financial analysis exhibits for presentation to management, the board & employees

-          Develop proposed tuition increases for XCS Board approval

20%

Review monthly and annual financial statements for accuracy. Complete year-end P&L and cash flow projections.  Analyze and report actual cash flow and XCF subsidy to superintendent.  Prepare year-end financial statements including accruals, and HCS/UC and XCF subsidy adjustments.

20%

Payroll processing.  Review time sheets for accuracy & locate missing time sheets.  Report hours worked to XCF accounting.  Monitor hourly time compared to the plan.

10%

Oversee the execution of the annual registration process, including document development, enrollment letters, financial aid disbursement and data entry.

10%

Develop and execute capital plan.  Work with XCF maintenance and superintendent to prioritize projects.  Review bids, purchase assets and follow up with vendors as needed.

5%

General responsibilities:

-          Non-Public Administrative Cost reimbursement system setup

-          Development of financial analysis reports as needed

-          Assist in general office duties (phone, deliveries, parents etc.)

5%

 

 

 

Nature of Supervision Received (check one):

___

Routine work performed under immediate supervision with detailed instructions.  Activities required minimal decision-making.

___

Primary routine work performed with supervision readily available.  Activities follow established, well-defined procedures, and basic decisions are made within the scope of these procedures/guidelines.  Decisions outside the scope of the guidelines are referred to supervisor.

ü

Work performed independently with supervision available.  Manages and prioritizes own workload; expected to make some non-routine decisions requiring judgment and interpretation.

___

Under direction as to assignments and general methods of execution, with periodic review of assignments.  Expected to make non-routine decisions requiring analysis and interpretation with limited guidance from supervisor.

___

Under general direction as to broad assignments.  Determines methods and delivers final results.

___

Within the broadest scope of the unit's objectives, determines and executes major programs.

 

 

Minimum Education & Experience Requirements

This position requires a college degree, with financial planning and/or accounting work experience.

Expertise with Microsoft Office products (Excel, Word, and Access) and accounting systems is required. 

 

 

Competencies ("What knowledge, skills, and motivations are critical to success in this position?")

 

This position requires the character of deacon as described in 1 Timothy 3.  Therefore, membership on the Xenos Servant Team is required. 

 

This position requires an excellent understanding of financial planning and accounting.  Effective communication skills and the ability to manage a number of financial projects are critical.  In addition, the ability to deal with frustrated staff or parents in a diplomatic manner is required.

 

The gifts of administration, helps and hospitality are a necessity.

The gift of leadership is desirable.

 

 

Signatures

Reviewed By:

 

Date:

Approved By:

 

Date: