Chief Business Officer
General Job Description
Reporting to the President, the Chief Business Officer is a key member of the senior management team, directing financial, business, and administrative functions. The CBO works closely with the Graduate Theological Union’s Consolidated Business and Finance Office to ensure accounting and financial reporting, payroll, and other services, such as Instructional Technology and Human Resources, based at the GTU.
The CBO maintains oversight of budgeting, legal compliance, annual audit, risk management, student and guest housing, food service, endowment and asset management, security and emergency planning, facility management, insurance, employee benefits, and purchasing.
The CBO is the primary staff person assigned to the Finance Committee and related sub-committees of the Board of Trustees [audit and investment]. The CBO will provide regular reports to the administration and the Finance Committee on budget performance and other key metrics that enable the quantitative tracking of the strategic plan and other PSR initiatives. During the current evaluation of strategic alternatives for the school, the CBO will direct financial modeling pertaining to these potential future directions.
The CBO works with the GTU Accounting staff to account for the activities of PSR. This includes improving the efficiency of managing the gift funds and projects. S/he will prepare recommended pricing changes for tuition, housing, food service and other earned revenue activities of the School.
Essential Job Functions
• Lead the finance operations of the school to ensure the financial integrity and sustainability of the institution.
• Provide leadership in the key areas of cyclical institutional evaluation/assessment, financial strategy, and strategic planning.
• Produce financial modeling to aid in the evaluation of proposed alternative futures and new initiatives.
• Work with administration and trustees to eliminate deficit by 2016 and achieve long-term sustainability.
• With the trustee finance committee and investment committee develop appropriate investment policies and guidelines and oversee PSR’s investments and other assets to maximize performance and support of the school’s mission.
• Work closely with Consolidated Business and Finance Office of the Graduate Theological Union to maximize the efficiency and performance of all procured services, including: human resources, instructional technology, accounting and payroll, financial aid, registration, and Colleague.
• Work with the archivist and Advancement staff to deaccession certain property of the School. CBO will work with Advancement to manage the planned giving products.
• Work with Advancement staff in data input and management.
• Gather financial and Advancement data for required reports to accrediting bodies and others.
• Generate financial reports required for grant administration.
• Ensure that PSR offers services and benefits that are appropriate to employees and that support a healthy working environment and long-term security of both employees and school.
• Contribute to and encourage a positive internal culture at PSR, engaging all work with professionalism, transparency, and collaboration.
o Board of Trustees
• Staff the Audit and Finance Committees of the board & Investment Sub-committee.
• Prepare annual budget and fee proposals.
o Investment Sub-committee
• Monitor investment managers & work with committee to review & set investment policy, ensure compliance and rebalance investments as required
o Finance Committee of the Board
• Prepare financial reports.
• Work with committee on overall plan for campus buildings & grounds.
o Audit Committee of the Board
• Schedule at least three meetings per year with auditors to review audit, 990, and plan for the next year.
• Ensure annual board disclosures.
o Supervisory Responsibilities:
• Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Prepares job descriptions, interviews and hires applicants, and monitors training of new OIA support staff. Monitors job descriptions to ensure accuracy. Responsibilities include creating and fostering a team attitude and approach within the staff of OIA, planning, assigning and directing work; disciplining employees; addressing complaints and resolving problems.
• Direct supervision of Director of Facilities, Chef Manager, and Communications staff
o Human resources
• Work with HR to create, manage, and maintain salary & benefit plans.
• Manage workers’ compensation audit in association with accounting staff.
• Provide policy guidance for HR function.
o Act as PR liaison with accounting office, including regular meetings with the controller.
• Manage federal work study, reconciling awards to actual funds used.
• Respond to inquiries from GTU Accounting personnel in a timely and thorough fashion.
• Prepare 990 and 990T with assistance from Auditors.
• Prepare journal entries for payroll, benefits not entered through ADP, copier, postage, and other allocations.
• Provide material for annual audit and respond to auditor requests in a timely fashion at interim (June) and year-end (August).
• Prepare and submit required reports including Form 990, 990T tax returns, college exemption and property schedules such as 571L, form 5500 tax returns, etc.
• Exercise general oversight of facilities ensuring that they are properly maintained and suitable to the academic, programmatic, and staffing needs of the institution.
• Work with accounting to maintain the schedule of fixed assets.
o Risk Management
• Participate in quarterly risk management meetings at the GTU.
• Manage relationship with insurance broker and insurers.
• Manage claims.
• Manage institutional policies such as IIPP, disability, etc.
• Act as chief security official, including reporting as required by the Clery Act.
o Dining Program
• Design and supervise dining program in conjunction with representatives of student services and administration.
• Assist in pricing services
• Work with Chef Manager to provide meal programs that are cost effective, nutritious and appropriate to the dietary needs of the community.
• Prepare financial reports and analyses for the administration.
o General Institutional
• Maintain policies of the school.
• Maintain documents for tax and reporting purposes.
• Maintain relationships with vendors and documents required by vendors [bank, brokerage accounts, etc.]
• Ensure appropriate registration and tax payments to other states for payroll and or development.
• Attend administrative staff meetings and prepare financial review materials for review.
• Attend board of trustee and faculty meetings and prepare financial review materials for the board and others as directed.
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Additional education beyond a bachelor’s degree preferred (e.g. CMA, MBA, or CPA).
At least three to five years of fund and/or accounting management in a school or not for-profit setting, or equivalent experience; demonstrated organizational skills; ability to manage multiple projects and priorities and give careful attention to detail; strong interpersonal and verbal communication skills; prior supervisory experience; general familiarity with higher education; proven ability to handle confidential material; demonstrated ability to work flexibly in a team environment; ability to work in a multicultural and diverse environment; proficiency with technology and systems associated with business and finance operations; experience in facility management; experience with investment management oversight.
Includes family medical, dental and vision insurance; employer contribution to 403(b) retirement account; free parking; an extraordinary & committed team of colleagues; and beautiful park-like campus in the San Francisco Bay Area.
Candidates should submit a letter of application addressing qualifications, resume, and names/contact information for three professional references to:
Jen Gall, Executive Assistant to the President
Pacific School of Religion
1798 Scenic Avenue
Berkeley, CA 94709-1323
Applications will be reviewed as received and should be submitted no later than October 28, 2013.
PSR is an Equal Opportunity Employer