The Carlisle Group (TCG) · 3 days ago
Vice President of Finance and Shared Services
Hershey, PA
Full-time
Onsite
Director/Executive
10+ years expThe Carlisle Group is seeking a Vice President of Finance and Shared Services for one of the world’s leading pre-K through 12th grade private schools. This role involves overseeing all financial matters, ensuring compliance with regulations, and managing shared services between K-12 and Pre-K organizations to enhance operational efficiency and strategic decision-making.
Human ResourcesRecruitingStaffing Agency
Hiring Manager
Josh Clark
Responsibilities
Provides leadership and guidance to ensure the operation of effective financial reporting, cash management, and budgeting programs
Oversees the fully integrated HRIS and Financial system to ensure efficient and effecting operations: Responsible for modifications, upgrades, and application of the school’s fully Integrated system
Oversees and maintains control of the school’s chart of accounts
Oversees General Ledger and Financial Reporting activities: Oversees the preparation of Financial Reports and Reviews Fixed Assets compliances to ensure assets are accounted for and communicated
Oversees Financial, Pension, MPP, and GSRA audits to ensure compliance with GAAP. Responsible for final preparation of financial statements and reporting of deficiencies and resolutions to the Audit Committee
Responsible for all required analytical schedules for audits and reviews, preparation of PBC’s and special year end reports and schedules
Oversees cash management and banking applications
Responsible for monthly accounting and analysis
Governmental Reporting and 990 preparations
Payroll Administration
Responsible for leading, overseeing, and acting as the overall point person for the effective execution and evaluation of Shared Services function
Responsible for the adequacy of the Shared Services Agreement, methodology, and individual Service Level Agreements in place, and for collaborating with each entity and service provider to ensure operational excellence, adequate and timely conflict resolution
Responsible for leading the recurring Shared Services Meetings and outcomes evaluation and for the recurring reporting to the BOD for material updates and ongoing operations. This role is key for the performance of the Shared Services function for the benefit of both organizations, ensuring risks are properly mitigated and matters proactively addressed
Intermediates shared services between both organizations. Ensures both entities follow the guidelines of the shared service agreement and resolves disagreements
Ensure all applications are operating in compliance with policies, procedures, processes, regulations. Management of the system from the employee lifecycle to the reporting in the GL
Identify and assess the needs of the school. Recommend system and business process enhancements and maintenance of schools’ chart fields
Analyze system deficiencies and opportunities for improvement and compliance. Research and document configuration and behavior, test corrective actions, and validate
Assure all auditable records are operating effectively
Verify all internal controls are in place in all aspects of the system
Responsible for ensuring the school is in compliance in all financial and payroll matters
Responsible for ensuring mitigation of risk in all financial and pay related matters
Serve as gatekeeper for all service-related purchases to ensure contracts are reviewed and signed
Responsible for the oversight of the school’s procurement department
Responsible for ensuring the areas of the school are utilizing the procurement department to assist negotiation of goods and services
Work with procurement and managers of the school to ensure proper negotiation and vetting exists for all purchases per the procurement policy
Work with school leaders and procurement to identify areas of savings to assist with the management of the school’s operating budget
Responsible for the long-term financial planning of the school’s operating budget
Responsible for producing the information utilized by the leadership of the school and the Board of Managers to make key strategic decisions regarding the long-term plans of the school
Responsible for executing and upholding the co-fiduciary role and sole beneficiary of the School Trust with the Corporate Company Trust as trustee
Serves as Board of Manager’s TAFIC and ARC liaison
Work with leaders of the school to develop the annual budget to ensure the school is operating within the income available
Work with leaders of the school to manage the annual budget to ensure the school operates within the approved parameters
Leadership Team, Capital Review Committee, Policy Committee, Compensation & Benefit Committee, ERISA Committee, ERP Executive Steering Team, CHS Capital, and Review Committee
Qualification
Required
Bachelor's degree; MBA preferred
CPA preferred
10+ years of progressive financial leadership experience, ideally in complex, multi-entity organizations
7+ years of supervisory and leadership experience
Exceptional leadership and interpersonal skills, with the ability to inspire, influence, and collaborate across senior leadership and board levels
Highly driven with strong business acumen and problem-solving capabilities
Strong organizational skills, verbal and written communication, conflict resolution, and human relations skills
Critical and strategic thinking skills. Strategic financial planning experience is required
Ability to multi-task and prioritize
High integrity and commitment to serving as a role model for students
Passion for engaging with youth and supporting the school's mission
Benefits
Comprehensive medical, dental, and psychological care
Company
The Carlisle Group (TCG)
The Carlisle Group (TCG) is a leading international Executive Search and Recruitment firm with nearly 30 years of expertise in talent acquisition and leadership consulting.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bert Wendeln
Owner/CEO
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