Chief Financial Officer

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Saint Mary’s Hall in San Antonio, TX, has engaged Dovetail

ED to lead a search for a Chief Financial and Operating Officer (CFOO) to begin on July 1, 2025. Interested candidates should review the Opportunity Statement and submit a cover letter, resume, and list of references as a consolidated PDF to Zack Lehman, President at Dovetail

ED Talent Sourcing, at

Position Summary

The Chief Financial and Operating Officer (CFOO) is a key member of the senior leadership team, responsible for overseeing the financial health and operational management of the school. The CFOO provides strategic financial leadership, ensuring long-term sustainability while upholding the mission, values, and strategic goals of the school. This position reports directly to the Head of School and works closely with the Board of Trustees, Finance Committee, and other key stakeholders.

The CFOO directly oversees four departments within the school:
Business Office, Facilities, Security, and Information Technology. In addition, the CFOO serves as the Administrative Liaison to 4 committees of the Board of Trustee:
Finance Committee, Investment Committee, Audit Committee, and the Building and Grounds Committee. This role requires collaborating with all departments within the school including, but not limited to, Advancement, Admissions, Lower School, Middle School, Upper School, Fine Arts, and Athletics.

Primary Responsibilities

• Financial Leadership & Strategic Planning
• Develop and execute a comprehensive financial strategy to ensure the School’s fiscal sustainability.
• Prepare annual budgets, longterm financial models, and forecasts in collaboration with the Head of School and Finance Committee.
• Coordinate tuition revenue management, financial aid budgeting, and endowment investment strategy in partnership with the Board of Trustees.
• Lead financial planning and analysis (FP&A), including cash flow management, expense forecasting, and multiyear capital planning.
• Provide clear financial reports and recommendations to the Head of School, Finance Committee, and Board of Trustees.
• Oversee risk management policies and ensure compliance with state and federal financial regulations.
• Business Office & Accounting Management
• Supervise the Business Office, ensuring compliance with Generally Accepted Accounting Principles (GAAP) and best practices in independent school finance.
• Lead the annual audit process, ensuring transparency and accountability in financial reporting.
• Oversee payroll processing, employee benefits administration, and compliance with employment laws.
• Monitor accounts payable/receivable, purchasing, and general ledger management.
• Ensure internal financial controls are in place and properly maintained.
• Facilities & Campus Operations
• Oversee maintenance, safety, security, and capital improvements of the school’s facilities and grounds.
• Develop and execute longterm campus master plans in coordination with the Building and Grounds Committee.
• Manage construction projects, ensuring projects are completed on time, within budget, and in compliance with safety regulations.
• Ensure safety protocols, emergency preparedness plans, and regulatory compliance for all school buildings and grounds.
• Human Resources & Employee Relations
• Supervise the HR function, including recruitment, compensation, benefits, training, and compliance.
• Ensure alignment of HR policies with NAIS and ISAS best practices and employment law.
• Foster a positive workplace culture through effective HR policies and employee engagement initiatives.
• Oversee employee benefits, retirement plans, and professional development programs.
• Technology &…