Position Title: Chief Financial Officer (Full-time, 12-Months)

Job Classification: Exempt

Department: Business Office

Reports To: President

Schedule: Monday – Friday, occasional weekends and evenings

Pay Range: $150,000 - $180,000 based on experience, education, and qualifications

Supervisory Responsibility: Business Office Staff, and other G&A departments as needed

Please submit a cover letter and resume to ntrujillo@servitehs.org, attention Niveen Trujillo, Director of Human Resources.

About the Employer

Be a part of an organization that has been recognized as the #1 Catholic High School in Orange County for three consecutive years. As an all-boys Catholic high school in the Servite tradition, we are dedicated to formation. We exist to form faith-filled men who lead and serve others by modeling the virtues of Christ and his Mother. Employees at Servite inspire ordinary boys to become extraordinary men. Join our community and help form the next generation of leaders and world changers.

Position Summary

The Chief Financial Officer (CFO) serves as a strategic partner to the President/CEO, providing visionary financial leadership and operational excellence in support of the organization's mission. As a key member of the leadership team, the CFO is responsible for the stewardship of financial resources, implementing innovative ideas and strategies, and optimizing business operations. This role ensures fiscal integrity, long-term sustainability, and alignment with the values of a non-profit educational environment in a Catholic Christian tradition.

Key Responsibilities

Strategic Leadership & Partnership

Collaborate closely with the President/CEO, Leadership Team, and Finance Committee on strategic planning, master planning, and institutional growth
Lead the development of a forward-looking strategic financial plan aligned with organizational goals
Support the Leadership Team with major gift fundraising campaigns and grow our endowment through donor cultivation and stewardship
Serve as a thought partner in shaping financial strategies that support mission-driven initiatives

Financial Management & Compliance

Oversee all financial operations, including but not limited to budgeting, forecasting, cash flow management, GAAP accounting, debt financing, payroll, and financial reporting
Engage and manage external audit relationships; supervise annual audit processes
Maintain banking relationships and ensure compliance with loan covenants and regulatory standards
Ensure robust internal controls and transparency in financial reporting

Operational Excellence & Innovation

Lead efforts to enhance operational efficiency through technological advancements, automation, and data-driven decision-making
Implement innovative tools for invoice processing, payroll automation, and predictive budgeting
Identify cost-saving opportunities and financial risks using machine learning and analytics

Mission Alignment & Community Engagement

Model servant leadership and foster a culture of service, collegiality, and hospitality
Steward resources to support mission-critical priorities
Promote transparency and trust through clear communication with stakeholders
Collaborate with Advancement and Admissions teams to align financial strategies with fundraising and tuition assistance goals
Desire to serve within a faith-based educational community and support the mission of Servite

Additional Duties

Perform other responsibilities as assigned by the President

Qualifications

Required

Bachelor’s degree or higher in Accounting, Finance, or Business Administration.
Minimum 7 years of progressive leadership experience
Proven success in fundraising, budgeting, forecasting, audits, and strategic planning.
Strong analytical, organizational, and communication skills
Advanced proficiency in Microsoft Office Suite and financial management systems (e.g., Sage, NetSuite, QuickBooks Enterprise, Blackbaud, or similar)
Demonstrated ability to leverage technology for financial modeling, reporting automation, and data visualization
Excellent interpersonal, organization, and communication skills (including public speaking)
Experience managing a team, including hiring, onboarding, and performance management

Prefered

Experience implementing or optimizing financial tools and ERP systems is highly desirable.
Advanced degree or professional certification in a related field
Experience in educational or nonprofit organizations
Familiarity with AI and automation tools in financial operations

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Prolonged periods of sitting at a desk and working on a computer
Regularly required to talk, hear, and communicate effectively in person and via telephone or video conference
Frequently required to use hands and fingers to operate standard office equipment
Occasionally required to stand, walk, reach with hands and arms, stoop, kneel, or crouch
Must be able to lift up to 20 pounds occasionally
Specific vision abilities required include close vision, distance vision, color vision, depth perception, and the ability to adjust focus

Work Environment

Work is generally performed in an indoor office setting
The noise level in the work environment is usually moderate
Occasional evening or weekend work may be required for school functions or meetings

Benefits: This position includes benefits as outlined in the Servite employee handbook.

Servite High School

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