*** Position Filled ***

Finance Manager

 Job Title: Finance Manager 

Administrative Level: Level 3, someone in this position preferably holds an advanced degree or significant specialized training in his or her field. Level 3 staff report directly to the Governance Council and/or Board of Directors, may supervise Level 1 and 2 personnel and may control a Section/department budget. Exempt position. 

FTE: Full-time, 40 hours a week; 

Reports to/Supervision received from: Governance Council and Board of Directors 

Salary and Benefits: TBD, dependent on experience 

Full time benefits including tuition remission and administrative vacation 

General Statement of Duties: Overall responsibility for school finances and business management. The Finance Manager ensures the successful operation of the school, exercising fiscal and legal authority while managing risk and school resources, in order to ensure that the school’s mission and strategic plan are well supported. The Finance Manager will work closely with the other members of the administrative team, the Board of Directors, The Governance Council, and the Finance Committee as well as work in close collaboration with the College of Teachers and core groups to monitor and address the well-being of the whole school community while managing the school’s financial health. 

Skills required: Knowledge of accounting practices, business and human resource management; ability to develop, manage, and maintain financial and business related policy and procedures; ability to review and analyze financial statements and report in an accessible and timely manner. 

Primary Responsibilities May include but not exclusive to: 

  • Facilitating the smooth running of the financial life of the school with parents, faculty, staff, vendors and others. 
  • Participating in performance reviews of all administrative personnel and forwarding updated job descriptions as needed to the HR Coordinator. 
  • Overseeing the accounting department and the budgeting process. 
  • Supporting in the creation of a long term (5 year) financial plan. 
  • Reviewing and maintaining policy books and records of decisions (in accordance with Governance Council requests) including Job Descriptions and Salary Structures. 
  • Being responsible for oversight of parent and faculty employee handbooks. 
  • Coordinating annual audit, tax returns, and filing. 
  • Prepare financial report for the Annual Report. 
  • Coordinate Tuition assistance process and provide administrative support and background information for the Tuition Assistance Committee. 
  • Troubleshooting legal issues with Governance Council and/or Board of Directors. 

Specific Statement of Duties May include but not exclusive to: 


  • Producing or coordinating production of monthly Board Reports: Budget 4 Column, Finance cash flow 
  • Audit Coordination 
  • Review and monitoring of Farm Income and budget 
  • Approval of large or unexpected budgetary items or purchases 
  • Working with Finance Committee to determine international student and farm class tuition annually 
  • Finance and budget management for the following: Lunch program, Circus program, farm camp, aftercare 

Vendor Management: 

  • Including but not exclusive to: AWSNA Utilities, Tents, Pest Control, Building Maintenance Contract, 
  • School Contracts: negotiates on behalf of the school for vendor contracts 
  • Auditor and CPA, Financial vendors, Fiscal Audit and Retirement Plan 

Tuition Assistance: 

  • Coordinate Tuition assistance process and Budget 
  • Provide administrative support and background information for the Tuition Assistance Committee 
  • Coordinate Financial Assistance Meetings and then approval contact for the rest of the year 

Benefits Administrator and HR related: 

  • Time off requests 
  • Health/Dental/LTD Insurance Administrator 
  • 401k Plan manager, Investment Committee 
  • Employee Severance 
  • Approval of hiring stipend staff (alumni, Farm to Feast, etc.) 
  • Staffing for non-faculty positions: Administrative staff, Development, Lunch Program, Farm Interns, etc. 
  • Oversight of timecard charges relative to budget and Approval on Time Cards: Messenger Admin, IT Manager, Aftercare Director, School Chef, etc. 
  • Personnel issues, termination and severance, Worker’s Compensation 
  • Harassment, discrimination, retaliation or other prohibited conduct complaints 

Meetings: In general, monthly Board meetings, Administrative Staff meetings, Finance Committee Meetings, Governance Council Meetings as necessary in a consultative capacity, All-school Staff meetings and Financial Assistance Committee and/or Meetings 

Requirements and Qualifications: 

  • Bachelor’s degree or equivalent experience in non-profit management with a solid business sense, and high level of comfort with the finance aspects of a complex organization. 
  • Bachelor’s degree from an accredited college or university or the equivalent based on training or experience 
  • Demonstrated experience in finance management and strong analytical skills 
  • Experience and demonstrated competence with preparing, understanding, interpreting and communicating institutional financial documents 
  • Proficiency with verbal and written communications and excellent interpersonal skills with all members of a diverse school community 
  • Experience with nonprofit board governance 
  • Business management experience and skills in managing an organization, specifically including budget and finance 
  • Pertinent knowledge of HR work and state employment law 
  • Commitment to working collaboratively with other administrative team members and faculty 
  • Commitment to engage with and promote Equity, Diversity and Inclusion (EDI) policies and practices as well as skill and experience in conflict resolution 
  • Skill in associated software, especially VeraCross, Google Suite, Excel, and tuition tracking and billing software 
  • Experience with or openness to learning more about Waldorf Education 
  • Dependability and a strong work ethic, being able to work autonomously with minimal supervision 
  • Maturity and a professional attitude, adaptability and flexibility 


Please email your letter of intention and resume to Michelle Bovard, Human Resources Coordinator at michelle@summerfieldwaldorf.org. Please also include at least three professional references with phone numbers. 


Physical Requirements for Employees at SWSF:

Summerfield is both a school and farm. Though we do have paved pathways between various buildings, many pathways are unpaved and rough. Some have steep inclines and declines, steps and holes.

Employees must have the ability to:

  • Stand and walk on various-density and uneven surfaces for extended periods of time and significant lengths;
  • Sit for extended periods of time, both in chairs and on the floor;
  • Use a computer for extended periods of time;
  • Squat, stoop and/or bend over;
  • Reach overhead, grasp, push/pull up to 35 pounds for short distances;
  • Lift and carry up to 45 lbs. at waist height for short distances.

655 Willowside Road Santa Rosa, CA 95401 ph (707) 575-7194 www.summerfieldwaldorf.org