Position Purpose

Montgomery School seeks a Finance Specialist to ensure the timely and accurate processing and recording of financial transactions and to support the CFO in managing the school’s finance and human resources functions.

Primary Responsibility

The Finance Specialist serves as the school’s lead accounting officer. The Finance Specialist manages the accounts payable and purchasing processes, including student billing. The Finance Specialist also supports the HR functions of the school, including the payroll and benefits administration.

Specific duties include but are not limited to:

1. Financial Recordkeeping:
1. Maintain accurate records of all financial transactions in the general ledger.
2. Reconcile bank statements, credit card statements, and other financial accounts on a monthly basis.
3. Process accounts payable and accounts receivable, ensuring timely payment of invoices and collection of receivables.
2. Payroll Processing:
1. Assist with payroll preparation and ensure accurate and timely disbursement of employee salaries.
2. Maintain payroll records and ensure compliance with all applicable tax and legal requirements.
3. Tuition and Fees:
1. Manage the billing and collection of tuition and fees from families.
2. Maintain accurate records of tuition payments, assist families with payment plans, and follow up on delinquent accounts.
4. Budgeting and Reporting:
1. Assist the CFO in preparing and monitoring the school’s annual budget.
2. Generate financial reports, including balance sheets, income statements, and cash flow statements.
3. Provide support during audits and assist in preparing financial statements for board meetings.
5. Compliance and Documentation:
1. Ensure compliance with federal, state, and local financial regulations.
2. Maintain documentation for audits and ensure proper filing of tax returns, payroll forms, and other financial reports.
6. Human Resources:
1. Ensure Employee Handbook policies are timely updated, known and followed 
2. Assist the CFO with staff communications to ensure prompt response and clear guidance on HR, payroll, retirement, and benefits issues.
7. Collaborate with colleagues and positively participate in professional development, adult learning initiatives, and program development opportunities afforded by the school.
8. Actively promote outdoor learning, character education and student focus on authentic engagement.
9. Other duties as assigned which support the mission and high functioning of the school. Including but not limited to:
1. Support special projects as assigned by the CFO.
2. Assist with fundraising financial recordkeeping, including grants and donor contributions.
3. Provide support to other departments with financial and budget-related inquiries.
4. Maintain and optimize relationships with essential financial institutions and vendors such as bank representatives, benefits providers, payroll servicing companies, etc.

Position Purpose

Montgomery School seeks a Finance Specialist to ensure the timely and accurate processing and recording of financial transactions and to support the CFO in managing the school’s finance and human resources functions.

Primary Responsibility

The Finance Specialist serves as the school’s lead accounting officer. The Finance Specialist manages the accounts payable and purchasing processes, including student billing. The Finance Specialist also supports the HR functions of the school, including the payroll and benefits administration.

Specific duties include but are not limited to:

1. Financial Recordkeeping:
1. Maintain accurate records of all financial transactions in the general ledger.
2. Reconcile bank statements, credit card statements, and other financial accounts on a monthly basis.
3. Process accounts payable and accounts receivable, ensuring timely payment of invoices and collection of receivables.
2. Payroll Processing:
1. Assist with payroll preparation and ensure accurate and timely disbursement of employee salaries.
2. Maintain payroll records and ensure compliance with all applicable tax and legal requirements.
3. Tuition and Fees:
1. Manage the billing and collection of tuition and fees from families.
2. Maintain accurate records of tuition payments, assist families with payment plans, and follow up on delinquent accounts.
4. Budgeting and Reporting:
1. Assist the CFO in preparing and monitoring the school’s annual budget.
2. Generate financial reports, including balance sheets, income statements, and cash flow statements.
3. Provide support during audits and assist in preparing financial statements for board meetings.
5. Compliance and Documentation:
1. Ensure compliance with federal, state, and local financial regulations.
2. Maintain documentation for audits and ensure proper filing of tax returns, payroll forms, and other financial reports.
6. Human Resources:
1. Ensure Employee Handbook policies are timely updated, known and followed 
2. Assist the CFO with staff communications to ensure prompt response and clear guidance on HR, payroll, retirement, and benefits issues.
7. Collaborate with colleagues and positively participate in professional development, adult learning initiatives, and program development opportunities afforded by the school.
8. Actively promote outdoor learning, character education and student focus on authentic engagement.
9. Other duties as assigned which support the mission and high functioning of the school. Including but not limited to:
1. Support special projects as assigned by the CFO.
2. Assist with fundraising financial recordkeeping, including grants and donor contributions.
3. Provide support to other departments with financial and budget-related inquiries.
4. Maintain and optimize relationships with essential financial institutions and vendors such as bank representatives, benefits providers, payroll servicing companies, etc.

About Montgomery School

Since 1915, it has been Montgomery School's mission to provide each student with an extraordinary education in mind, body, and character. Montgomery School combines a well-rounded, forward-thinking education with traditional values so graduates are not just academically curious and engaged; they also are confident and compassionate individuals who are excited about making a difference in the 21st century global community. Students thrive with individual attention from exceptional, caring teachers. From family-style lunches, where students eat with faculty and staff, to nonsectarian chapels, where the entire School gathers as a community, students feel safe and accepted as they develop the confidence they need for lifelong independence. Montgomery School Mission Statement: “Montgomery School ignites each child’s love of learning and fosters their individual talents during the most formative years in order to prepare them for future success.”

Connections working at Montgomery School