Essential Duties & Responsibilities:

Accounting and Audit

• Manages overall accounting, budgeting and financial reporting systems, policies and procedures, which will provide effective control and satisfy the informational requirements of the President and Budget Managers, Principals, Boards, Committees, independent auditors and government agencies.

• Analyzes data/ project trends, and creates reports and presentations interpreting the results of financial operations for the President, Senior Leadership, Principals, Board of Directors, Board of Trustees, and Finance Committee.

• Manages, directs and participates in the evaluation and the development of appropriate accounting software programs and updates to assure clarity, completeness of reports and efficiency of input/output.

• Monitors all staff utilizing the budgeting software(s) through routine check-ins with budget managers and accounting staff.

• Oversees the accurate and consistent recording and reporting of financial and accounting data processed by the Staff Accountant, Accounting Analyst, Director of Admissions & Financial Aid, etc.

• Develops and implements financial policies.

• Critically evaluates and advises on relevant accounting standards, regulation and reporting frameworks. 

• Enhances efficiency of accounting functions and ensures all aspects of the financial compliance, reporting, and accounting process are on track.

• Responsible for all aspects of financial audits. Performs financial risk assessments and internal audits.

• Coordinates public accounting firm’s audits and filings for Wisconsin School Choice Department of Public Instruction reporting, including Enrollment and Internal Policy and Control Audit and ensures all deadlines for WIsconsin School Choice are met as pertaining to financial reporting throughout the year.

Budget and Financial Reports

• Develops and maintains dashboards with key performance indicators (KPIs) for President, Leadership Team, Principals, Board of Directors, Board of Trustees, and Finance Committee.

• Oversees annual budgeting process by:

  • developing assumptions;

  • assisting instructional and administrative departments by providing forms, assumptions, projections, and consultations;

  • assisting in generating projections for cash flow, income and expense accounts;

  • coordinating capital expenditures;

  • assisting in developing recommendations for tuition and fee scale;

  • assisting in developing recommendations for salary, benefit ranges and scales;

  • supporting budget managers by meeting quarterly and reviewing all budgets and practices for alignment to the financial policies of the system.

• Presents relevant budget and actual trends and deviations to the President, Principals, Boards and Committees with observations and recommendations via demonstrative graphics/charts on a routine basis. Recommends innovative ways to solve budgeting and capital improvement constraints, and identify high risks.

• Works with the schools’ senior leadership/management team, and Director of Admissions, Development, Enrollment & Financial Aid to identify viable enrollment goals at the beginning of each fiscal year.  

• Works with the Director of Human Resources to complete annual and ongoing compensation and benefit analysis including 403(b) plan management. 

• Directs the preparation of appropriate monthly, quarterly and annual financial statements for Departments, President, Principals, Boards and Committees.

• Monthly, analyzes and compares financial performance of operations with operating plans and budgets; reports and interprets the financial results of operations; reports significant trends, policies and strategies that will enhance overall accountability and operating efficiency.

• Directs and assists staff in creating monthly checklists for complete monthly/annual close process and desk instructions for succession planning.

• Creates proformas representing projections for up to 4-5 years in the future and shares with the President, Boards, and Committees on a routine basis.

Building Relationships:

• Synthesizes relevant financial information from all seven schools plus administrative offices and communicates progress regularly to key stakeholders, including senior administration, staff and the Siena Catholic Schools of Racine Board of Directors and Board of Trustees. 

• Acts as key leader of the Finance Committee, coordinating monthly agendas and collaborating with Committee members to review forth relevant financial reports and information, receiving consultation, feedback and/or approval from the Finance Committee in a timely manner.

• Serves as a public spokesperson for Siena Catholic Schools of Racine at school events, fundraising functions, principal meetings, Siena leadership meetings, parish functions, community meetings, etc. 

• Acts as a member of our school system’s leadership team, responsible for managing our accounting functions, as well as budget preparation, financial reporting, fiscal compliance, cash flow, and overseeing the Finance department staff.