Careers

Job Title: Director of Financial Operations
Reports to: Head Principal
Employment Type: Full-Time, Exempt

Position Summary

The Director of Financial Operations is responsible for overseeing the financial operations of the school, ensuring the integrity of accounting, budgeting, and financial reporting systems. This role plays a key part in strategic planning and decision-making by providing leadership in financial matters and ensuring compliance with applicable laws, standards, and school policies. The Director of Financial Operations works closely with the Head of School, Board of Directors, and other administrative staff to ensure the financial health and sustainability of the organization.

Key Responsibilities

Financial Management & Reporting

• Lead and manage the school’s financial operations, including budgeting, forecasting, and reporting of monthly financial statements, including balance sheet, income statement, budget vs. actual, and cash flow reports
• Develop and manage the annual operating budget in coordination with school leadership and department heads, ensuring alignment with strategic plan of the school
• Monitor budget-to-actual results and provide variance analysis and forecasts
• Maintain the general ledger and chart of accounts in alignment with school’s financial goals of revenue and expenditures
• Ensure compliance with generally accepted accounting principles (GAAP) and applicable public and non-profit school policies
• Oversee the management of grants, state funding, and other financial resources and the allocations across the school
• Compliance with state accountability requirements, legal/corporate upkeep, books and records maintenance, and management of equipment/furniture/property
• Oversee student billing and collections processes
• Coordinate with Advancement Department to ensure accurate recording of donations and grants

Policy and Procedure Development

• Implement and update financial policies and procedures ensuring accountability and alignment with school strategic plan and goals
• Provide policy and procedures on procurement process, contracts, and management of vendors in support of school operations

Payroll & Benefits Oversight

• Supervise payroll processing and coordinate with HR to ensure accuracy of employee compensation and benefits
• Ensure compliance with COBRA
• Ensure ERISA compliance with 403(b) retirement plan
• Management of open enrollment of health benefits
• Ensure timely remittance of payroll taxes and retirement plan contribution
• Management of annual WISE Staff data report to WI DPI

Audit, Tax, and Regulatory Compliance

• Coordinate the annual financial audit and preparation of Form 990 and other tax filings
• Ensure compliance with local, state, and federal regulations, including those governing public and nonprofit educational institutions
• Process annual workers compensation audit
• Ensure compliance of WI Charter Organization and raffle licenses

Cash Management & Banking

• Monitor cash flow and manage banking relationships
• Ensure investment and endowment opportunities in coordination with Principal, Board of Directors, and external advisors

Internal Controls & Risk Management

• Develop and enforce internal control policies and procedures
• Ensure proper documentation of financial transactions
• Support risk management efforts and insurance coverage reviews

Qualifications

• Bachelor’s degree in accounting, Finance, Business Administration, or related field required; CPA or MBA strongly preferred
• Minimum of 5–7 years of progressively responsible experience in accounting or financial management, preferably within a school district and/or a nonprofit t school setting
• Strong knowledge of GAAP and fund accounting
• Proficiency in financial management software and systems preferably Skyward
• Knowledge of fundraising software, preferably Blackbaud Raiser’s Edge NXT, or similar systems) and Microsoft Office Excel and Word
• Excellent analytical, organizational, and communication skills
• Ability to communicate financial information clearly to non-financial stakeholders
• High ethical standards, utmost discretion, and positive, collegial spirit
• Ability to demonstrate, uphold, and promote in daily interactions a commitment to LCCA’s mission and vision and the moral character and civic virtue LCCA embodies

Job Description – Director of Advancement and Donor Relations

Lake Country Classical Academy in Oconomowoc, an independent, public, charter (2R) school, has a Director of Advancement and Donor Relations position available. The ideal candidate will provide leadership in securing new support and increasing current support from constituents of Lake Country Classical Academy. This is a full-tim, exempt position working Monday through Friday.

Essential Duties and Responsibilities:

Supports the advancement of Lake Country Classical Academy’s mission to train the minds and improve the hearts of young people through a content-rich, classical education in the liberal arts and sciences, with instruction in the principles of moral character and civic virtue.

Supports the institutional aim to expand and strengthen LCCA’s donor rapport and relations in the annual fund, annual Liberty Gala, capital campaign initiatives, and overall stewardship. The successful candidate is a dynamic relationship builder adept at building new connections on behalf of Lake Country Classical Academy. Must establish a donor-centered stewardship program based on individuals and organizations to aid in enhancing the support of significant constituent markets throughout the LCCA community and beyond.

• Creates a comprehensive strategic advancement plan in partnership with the principal, aligning with LCCA’s strategic plan and priorities.
• Oversees all LCCA’s advancement efforts, including, but not limited to, annual fund, major gifts, planned giving, special events, future alumni relations, donor stewardship, data management, and gift processing.
• Executes an annual development plan with forecasting goals to increase overall support and stewardship efforts to ensure donor relations.
• Collaborates with Board of Directors, administrators, teachers, and staff in identifying, cultivating, soliciting, and stewarding individual donors.
• Works with multiple constituencies, including the Board of Directors, committee members, faculty and staff, future alumni, current and past parents, foundations, corporations, and members of the community at large to align donor goals/interests with priorities of the school.
• Identifies and cultivates foundation and corporate support of LCCA.
• Manages a portfolio of future donors through solicitation, cultivation, and stewardship calls to current donors and new prospects.
• Builds relationships among prospective donors, future alumni, parents, and volunteers to support programs and priorities.
• Manages the fundraising software, Blackbaud Raisers Edge NXT (CRM), by entering constituents, donors, and producing appropriate receipts and donor letters.
• Leads in planning, designing, and/or supervising the publication of printed materials relating to fundraising.
• Manages the financial advancement budget, ensuring resources are efficiently utilized.
• Represents the Advancement Office at various board and school functions.
• Performs other duties as required

Requisite Experience & Competencies:

• Strategic and goal-oriented mindset.
• Minimum five years of experience in fundraising, relationship management, and/or building and sustaining long-term revenue generating broad-based relationships.
• Ability to create and execute the goals of a comprehensive fundraising plan.
• A self-starter and data-driven decision maker who leverages data to inform strategy and measure success.
• Adept and experienced in direct cultivation, solicitation, and stewardship of major donors and high-net-worth individuals.
• Prior experience working with capital campaigns, alumni, and volunteer engagement, or in a university, independent school setting, and/or a civic non-profit.
• Experience creating and managing budgets for strong fiscal management.
• Exceptional leadership, interpersonal, organizational, and critical thinking skills with attention to detail.
• Knowledge of fundraising best practices and techniques with a focus on capital campaigns, annual campaigns, and major gifts. Capital campaign experience preferred.
• Embrace and support the mission of Lake Country Classical Academy, an independent public charter school.
• Strong project management skills to efficiently oversee multiple competing complex tasks.
• High level of professionalism and commitment to confidentiality with sound judgment and discretion.
• Experience maintaining donor records using Blackbaud’s Raiser’s Edge NXT database (and other fundraising/relationship management software).
• Able to work evenings, weekends, and work holidays as needed. Occasional travel.
• Proficient with Microsoft Office and Google Workspace.
• All Lake Country Classical Academy employees must pass required background checks in accordance with the policies of both Lake Country Classical Academy and the Wisconsin Department of Public Instruction.

Education and Experience:

• Bachelor’s degree required.
• Minimum of five years of equivalent experience in higher education, independent school (day or boarding schools), or advancement offices (development offices) in healthcare or civic nonprofit institutions.

Job Type: Full-time

Pay: $70,000.00 – $80,000.00 per year

Benefits:

• 403(b)
• 403(b) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule: Monday to Friday with weekends as-needed

Education: Bachelor’s (Required)

Experience: Relevant: 5 years (Required)

Ability to Commute: To Oconomowoc, WI 53066 (Preferred)

Ability to Relocate: Relocate to Oconomowoc, WI 53066 area before starting work (Preferred)

Work Location: In person

Job Description – Substitute Teacher
LCCA is building a growing team of regular substitute teachers that are knowledgeable about our students, curriculum, procedures, and teachers. This is a part-time, variable hour position and is not eligible for benefits. The work schedule is typically 8 hours for a full day or 4 hours for a half-day and may be at either of our campuses in Okauchee and Oconomowoc.

Applicants must either hold a current substitute or regular teaching license from the WI DPI or be able and willing to obtain a DPI Three-Year-Short-Term Substitute License. The license requires an Associate’s degree or higher from an accredited institution and appropriate training from LCCA.
Major Function
This is a classroom leadership position responsible for guided instruction and learning while following written plans for the day’s program of study. The substitute teacher ensures that the classroom and learning environment is welcoming, safe, and respectful. The substitute teacher collaborates with other teachers and administrators and communicates with parents and guardians when necessary. The substitute teacher assesses student learning and provides feedback to the regular classroom teacher.

Please submit your resume and/or application, along with proof of licensure (if currently hold).

• Establishing and maintaining a safe and secure classroom environment.
• Managing student misconduct promptly and resolving conflict and crises effectively.
• Using teaching and learning strategies that reflect each student’s culture, learning styles, special needs, and socioeconomic background.
• Using classroom processes that support effective teaching and learning to promote high student achievement, designing lessons to promote all students’ being engaged in learning all the time through such strategies as active learning, hands-on application, and teacher-student and student-student conversations about the learning.
• Using appropriate technology in teaching and learning processes, record keeping, assessment, evaluation, and performance analysis.
• Demonstrating positive classroom results and trends.
• Performing other related duties as required.

Minimum Qualifications

• Bachelor’s degree from a fully accredited college or university.
• Possession of, or eligibility for, a Wisconsin teaching certificate for the level and subject area to be taught.
• Preferred Wisconsin certification in the elementary education and/or the middle grades.
• Integrated curriculum (Grades 5-9) licenses.

Additional Qualifications

• Ability to demonstrate, uphold, and promote in daily interactions a commitment to LCCA’s mission and vision, and the moral character and civic virtue LCCA embodies.