CFO

Thomas, Edwards Group; Dallas (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Thomas, Edwards Group seeks a hands-on CFO for an established independent school in the Dallas area. The role oversees financial planning, accounting, budgeting, cash management, payroll, and internal controls while serving on the School Leadership Team.

The CFO partners with the Head of School, Board, and Finance Committee to align resources with the mission and strategic priorities. This is a senior, impact-driven leadership position in a nonprofit educational setting.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field is required.
• MBA, finance graduate degree, or active CPA preferred.
• Minimum of five years of relevant experience; nonprofit educational experience preferred.
• Strong knowledge of accounting, budgeting, forecasting, and financial modeling.
• Experience with capital budgeting, long-term planning, and resource allocation.
• Proficient in Excel and accounting software.

Responsibilities

• Lead financial planning, accounting, budgeting, reporting, cash management, tax, payroll, and GL.
• Prepare and review financial statements, budgets, cash forecasts, and long-term projections.
• Present updates to Head of School, Board of Trustees, and Finance Committee.
• Monitor financial performance, expenditures, risks, and funding needs.
• Oversee tuition, tuition assistance, and employee compensation planning.
• Manage annual audit and oversee relationships with auditors and banks.
• Provide analysis for special projects and strategic initiatives.

Skills

Financial planning

Budgeting

Reporting

Cash management

Internal controls

Strategic partnership

Communication

Presentation

Problem solving

Organization

Education

Bachelor's degree in Finance or Accounting

MBA or CPA preferred

Tools

Microsoft Excel

Accounting software

Job description

Back CFO Controller Dallas , Texas Dallas:Fin/Acct/HR:Direct Hire Aug 7, 2026 Our client, an established independent school in the Dallas area, is seeking a hands-on CFO to oversee its financial operations and support students, families, employees, and long-term strategic priorities. As a senior administrator and member of the School Leadership Team, the CFO will oversee financial planning, accounting, reporting, budgeting, cash management, payroll, and internal controls. This individual will serve as a strategic partner to the Head of School and work closely with the Board of Trustees and Finance Committee.

Key Responsibilities

• Lead the school’s financial planning, accounting, budgeting, reporting, cash management, tax, payroll, and general ledger functions.
• Prepare and review financial statements, annual budgets, cash forecasts, investment reports, and long-term financial projections.
• Present financial updates and recommendations to the Head of School, Board of Trustees, and Finance Committee.
• Monitor financial performance, expenditures, risks, and funding needs.
• Develop recommendations regarding tuition, tuition assistance, and employee compensation.
• Support strategic planning through financial analysis, forecasting, and resource allocation.
• Lead the business office and oversee purchasing, employee benefits administration, and inventory controls.
• Establish and maintain effective financial procedures and internal controls.
• Manage the annual audit and maintain professional relationships with auditors, banks, attorneys, investment managers, insurance providers, and vendors.
• Partner with the Director of Development to ensure contributions and restricted funds are properly recorded and reported.
• Provide financial analysis and decision support for special projects and strategic initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field required.
• MBA, finance-related graduate degree, or active CPA license preferred.
• Minimum of five years of relevant professional experience; nonprofit educational experience is preferred.
• Strong knowledge of accounting, financial planning, budgeting, forecasting, and financial modeling.
• Experience with capital budgeting, long-term planning, and resource allocation.
• Intermediate to advanced proficiency with Microsoft Excel and accounting software.
• Strong communication, presentation, problem-solving, and organizational skills.
• High level of accuracy, sound judgment, and attention to detail.
• Demonstrated ability to establish and improve processes in support of an organization’s mission.