
Director of Finance & Operations
Trinity School, Menlo Park, CA, United States
The Opportunity
Trinity School seeks a Director of Finance & Operations to provide cohesive leadership across finance, human resources, and campus operations. Reporting to the Head of School, this position plays a central role in ensuring the school runs smoothly day to day while supporting long-term sustainability and mission alignment.
This is a hands‑on leadership role for an experienced professional who thrives in a collaborative environment and finds satisfaction in building reliable systems that make great work possible.
Key Responsibilities
Financial Management
- Oversee all accounting, budgeting, and financial reporting in partnership with the school’s outsourced accounting team (CLA) and internal staff.
- Prepare clear, timely financial reports for the Head of School, Finance Committee, and Board of Trustees.
- Partner with the Head of School to develop annual budgets, long-range forecasts, and tuition modeling scenarios.
- Manage investment, banking, and insurance relationships in coordination with the Finance Committee.
- Ensure sound internal controls, compliance, and risk management practices.
Operations & Facilities
- Lead day‑to‑day operational systems across both campuses, fostering coordination and service‑minded responsiveness.
- Oversee facilities maintenance and vendor contracts, including leased‑space relationships.
- Manage operational technology systems and ensure effective integration of platforms such as Bill.com, QuickBooks Online, Clarity, RAMP, and EZ School Apps.
Human Resources
- Oversee all HR functions, including payroll, benefits, hiring, onboarding, employee relations, and policy compliance.
- Partner with the Head of School to ensure transparent, adult‑respecting employment practices and a positive workplace culture.
- Coordinate annual benefit renewals and compliance filings in partnership with the school’s HR and benefits vendors.
Risk Management & Compliance
- Supports the Head of School in maintaining a coordinated, schoolwide approach to risk management. Serves as co‑chair and administrative lead of the Risk Management Committee, fostering collaboration and clear ownership of risk domains, including:
- Cybersecurity and data privacy
- Enrollment and financial sustainability
- Facilities and regulatory compliance
- Physical safety and emergency preparedness
- Student safety and safeguarding
- Employee relations and workplace compliance
- Strategic and mission continuity
- Third‑party and vendor risk
- Health and wellness risk
- Ensures appropriate insurance coverage, reports findings to the Board through the Finance or Audit Committee, and integrates risk management into budgeting, operations, and planning processes to promote accountability and a culture of shared responsibility.
Leadership & Collaboration
- Serve as a strategic partner to the Head of School, helping translate financial and operational data into decision‑ready insight.
- Support the Finance Committee and Board of Trustees with accessible reports and thoughtful recommendations.
- Supervise and mentor Business Office staff, fostering a culture of accountability, service, and professional growth.
- Participate in strategic planning efforts and scenario modeling as Trinity considers its long‑term campus and program vision.
- Oversee the administration of the financial aid program in partnership with the Tuition Assistance Committee.
The Ideal Candidate
- 8+ years of progressive experience in nonprofit, education, or small‑organization finance and operations.
- Proven skill in managing HR, facilities, and financial systems; comfort leading a lean team and vendor partners.
- Strong technical proficiency with accounting and workflow software.
- Exceptional communicator—able to translate complex information into clear, actionable language.
- Collaborative, grounded, and mission‑aligned, with a genuine commitment to Trinity’s values of curiosity, belonging, and joyful learning.