Position: Operational Vitality Coordinator
Location of Position: Upper Valley Pastoral Center (San Juan)
Classification: Full Time – Non-Exempt
Department: Catholic Schools
Supervisor: Superintendent of Schools
JOB SUMMARY
Under the direction of the Superintendent of Catholic Schools, the Operational Vitality Coordinator provides support to pastors, principals, school finance personnel, and school councils in the areas of financial analysis, management, and strategic planning. This position will assist campus leaders in maintaining sound business practices and school operations. The Operational Vitality Coordinator will make recommendations to the Superintendent of Catholic Schools to improve financial and administrative resources.
DUTIES AND RESPONSIBILITIES
● Provides Superintendent with long range strategic forecasting of enrollment growth, status of campus facilities and budget control to assist in promoting operational vitality of schools
● Assist principals and school councils of the diocesan schools in budget preparation, financial management/analysis and best business practices and processes.
● Collaborates with the Diocesan Business Office as needed.
● Provides Budget Literacy for Principals and bookkeepers
A. Budget exercise (Optimistic, Realistic and Pessimistic)
B. Professional development sessions for school leaders and bookkeepers
throughout the year
● Individualized school budget forecasting
A. Based on enrollment and fundraising
● Implement procedures and policies on expenditures (approvals)
● Build individualized financial aid models for each school
● Build an individualized tuition negotiation model for each school
● Serve as Financial Auditor for all parish schools
● Serve as an Ex- Officio on school advisory/consultative boards
● Advise on yearly tuition increases
● Create a 3-tier financial guidance model
A. Tier 1 - financially healthy schools - minimum oversight
B. Tier 2- schools who need moderate oversight
C. Tier 3 - intensive oversight of schools financially struggling
● Assist in the creation and execution of school site marketing plans
● Other duties and projects as assigned
KNOWLEDGE, SKILLS, AND ABILITIES
● Strong organizational, research, administrative, analytical, planning, project and time management skills
● Strong knowledge of local, state and federal law and regulatory requirements applicable to businesses and schools
● Ability to handle stressful situations in a calm, empathetic, orderly, and constructive manner
● Effective leadership
● Strong communication skills, both written and oral
● Ability to maintain confidential information, including information related to finances, students, parents/guardians, employees, donors, alumni, legal matters and similar.
● Exhibits a customer-service and results-oriented mindset and encourages the same of employees.
● Ability to collaboratively engage, influence and forge productive relationships with school leadership, board and committee members & employees
● Conservative financial management philosophy and practice
● Ability to assume responsibility and work without direct supervision, exercising initiative and good judgment with consideration of potential risks and rewards when making decisions
● Commitment to continued professional growth and development in order to maintain and upgrade relevant knowledge, skills, and abilities
● Knowledgeable of Shelby Accounting Software, QuickBooks or other accounting software
● Proficient in use of core Microsoft Office 365 programs, including Word, Excel, Teams, PowerPoint and Outlook, along with Adobe Acrobat and office equipment.
EDUCATION AND EXPERIENCE
3 years minimum school finance experience and/or
Minimum BA in Business or Finance (MBA Preferred)
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodation will be provided to enable employees with disabilities to perform the essential functions of their job.
While performing the duties of this job, employees must be able to talk, hear, and see. They must have the ability to observe details at close range and be able to communicate and exchange accurate information so others will understand. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and ability to adjust focus. The employee is regularly required to stand, sit, walk, use hands/fingers to handle or feel. Employees must be able to remain in a stationary position 50% of the time. Occasionally they will need to move around in the office and position themselves to access or maintain files in filing cabinets, or to operate office machinery, etc. They will constantly be operating a computer, calculators, copiers, printers, or scanners, etc. Employees must be able to climb. Occasionally they may climb stairs, step ladders, ascend/descend a step ladder. Employees must be able to stoop, kneel, or crouch to position self to maintain files from filing cabinets, etc. Employees must be able to carry, lift and/or move up to 10 pounds and occasionally carry, lift, and/or move up to 25 pounds.
WORKING CONDITIONS
The work conditions described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate, typical of an office with computers and printers. A company fleet vehicle is available if needed for this position. Mileage reimbursement is available for use of personal car for diocesan business.
This position is for full-time employment, averaging 40 hours per week. Working hours: Monday through Friday; 8:00 a.m. to 12:00 noon and 1:00 p.m. to 5:00 p.m. Rest breaks (15 minutes): 10:00 a.m. and 3:00 p.m. Lunch Hour: 12:00 noon to 1:00 p.m. Overtime will be occasional with prior authorization.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Education:
Experience:
- Finance: 3 years (Required)
- Microsoft Excel: 1 year (Preferred)
Ability to Commute:
- San Juan, TX 78589 (Required)
Work Location: In person
