Roman Catholic Diocese of Orange
Chief Financial Officer
Roman Catholic Diocese of Orange, Rancho Santa Margarita, California, United States, 92688
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Chief Financial Officer
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Roman Catholic Diocese of Orange The Chief Financial Officer (CFO) serves as a key member of the school's administrative leadership team, reporting directly to the President and playing a strategic role in ensuring the school's financial health, operational efficiency, and long-term sustainability. Position Overview The CFO provides strategic oversight and day-to-day management of all financial and administrative functions, including GAAP-compliant accounting, financial planning and analysis, forecasting, compliance, internal controls, risk management, treasury services, insurance, facilities management, food services, and the retail campus store. Key Responsibilities GAAP Accounting
: External Audit Management, Financial Reporting Compliance Treasury Services
: Banking Relationships, Financing Arrangements, Check Signing Authority Financial Planning & Analysis
: Budget Development, Strategic Planning, Five-Year Financial Plan, Financial Modeling, Executive Reporting Accounting Oversight
: Monthly Financials, Business Office Leadership, Payroll Oversight, Tuition Management, Internal Controls, Fundraising Oversight, Third-Party Facility Rentals Campus Store
: Store Operations, Purchasing and Pricing Administrative Oversight
: Facilities Management, Food Services, Compliance & Risk Management, Customer Service Workforce & Resource Planning
: Headcount & Budget Planning, Workforce Forecasting, Resource Allocation, Metrics & Monitoring Additional Duties
: Other Responsibilities as assigned by the President Required Qualifications Education: Bachelor's degree in Accounting, Finance, Economics, or a related field; MBA or CPA strongly preferred Experience: Minimum of 5 years of responsible experience in financial management Skills & Competencies: Strong expertise in GAAP-compliant accounting, budgeting, forecasting, cash flow management, and financial modeling Mission Alignment: Deep commitment to the mission of Catholic education and the core principles of Santa Margarita Catholic High School Preferred Qualifications Experience in facilities management, food services, or retail operations Familiarity with Diocesan or Catholic school operations and governance Experience with workforce planning and headcount forecasting in an educational or non-profit setting Knowledge of tuition management and fundraising financial oversight Compensation & Benefits Salary Range: Competitive salary commensurate with experience and qualifications Benefits: Comprehensive benefits package, including medical, dental, vision, retirement plan, paid time off, and professional development opportunities Work Environment: A mission-driven, collaborative, and supportive environment rooted in Catholic values Work Conditions The position primarily involves work in an office setting within the school premises Evening and weekend work is required to accommodate school programs and events Must be available to adjust the schedule as needed to meet the needs of the school community and ministry activities Physical Requirements Works extensively in an office environment, sitting and standing for long periods of time Involves repetitive use of computers and telephones and requires the ability to communicate effectively
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Chief Financial Officer
role at
Roman Catholic Diocese of Orange The Chief Financial Officer (CFO) serves as a key member of the school's administrative leadership team, reporting directly to the President and playing a strategic role in ensuring the school's financial health, operational efficiency, and long-term sustainability. Position Overview The CFO provides strategic oversight and day-to-day management of all financial and administrative functions, including GAAP-compliant accounting, financial planning and analysis, forecasting, compliance, internal controls, risk management, treasury services, insurance, facilities management, food services, and the retail campus store. Key Responsibilities GAAP Accounting
: External Audit Management, Financial Reporting Compliance Treasury Services
: Banking Relationships, Financing Arrangements, Check Signing Authority Financial Planning & Analysis
: Budget Development, Strategic Planning, Five-Year Financial Plan, Financial Modeling, Executive Reporting Accounting Oversight
: Monthly Financials, Business Office Leadership, Payroll Oversight, Tuition Management, Internal Controls, Fundraising Oversight, Third-Party Facility Rentals Campus Store
: Store Operations, Purchasing and Pricing Administrative Oversight
: Facilities Management, Food Services, Compliance & Risk Management, Customer Service Workforce & Resource Planning
: Headcount & Budget Planning, Workforce Forecasting, Resource Allocation, Metrics & Monitoring Additional Duties
: Other Responsibilities as assigned by the President Required Qualifications Education: Bachelor's degree in Accounting, Finance, Economics, or a related field; MBA or CPA strongly preferred Experience: Minimum of 5 years of responsible experience in financial management Skills & Competencies: Strong expertise in GAAP-compliant accounting, budgeting, forecasting, cash flow management, and financial modeling Mission Alignment: Deep commitment to the mission of Catholic education and the core principles of Santa Margarita Catholic High School Preferred Qualifications Experience in facilities management, food services, or retail operations Familiarity with Diocesan or Catholic school operations and governance Experience with workforce planning and headcount forecasting in an educational or non-profit setting Knowledge of tuition management and fundraising financial oversight Compensation & Benefits Salary Range: Competitive salary commensurate with experience and qualifications Benefits: Comprehensive benefits package, including medical, dental, vision, retirement plan, paid time off, and professional development opportunities Work Environment: A mission-driven, collaborative, and supportive environment rooted in Catholic values Work Conditions The position primarily involves work in an office setting within the school premises Evening and weekend work is required to accommodate school programs and events Must be available to adjust the schedule as needed to meet the needs of the school community and ministry activities Physical Requirements Works extensively in an office environment, sitting and standing for long periods of time Involves repetitive use of computers and telephones and requires the ability to communicate effectively
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