ElevatEd

Director of Finance and Administration

Bellaire, TX - Part Time

The Director of Finance & Administration is the operational and financial backbone of Goldberg Montessori School. This role owns the financial, HR, compliance, and back-office functions of the school, placing them in the hands of a dedicated professional with the background and expertise to manage them efficiently. The Director of Finance & Administration ensures that GMS’s finances are healthy and transparent, its licensing and HR obligations are met, and its operational systems run reliably — freeing the Executive Director of GMS to focus on education, community, and strategic leadership.

Core Responsibilities

Financial Administration

  • Manage all day-to-day bookkeeping in QuickBooks Online: record income and expenses, reconcile accounts, and maintain accurate, board-ready books.
  • Manage accounts payable and receivable; process and track all invoices and vendor payments.
  • Develop, manage, and monitor the annual operating budget in collaboration with the Executive Director of GMS and Board.
  • Reconcile bank accounts and credit card charges monthly; partner with the school accountant on monthly budget updates and income/expense coding.
  • Reconcile donations in QuickBooks (auctions, Annual Fund); send tax acknowledgment letters to donors in a timely manner.
  • Monitor classroom budgets and provide regular updates to the Executive Director of GMS and teaching staff.
  • Prepare yearly tuition schedules for Board review and approval.
  • Apply for grants in conjunction with the Executive Director of GMS; manage yearly allocations from the Jewish Federation.

Billing & Enrollment Systems (Brightwheel)

  • Manage and oversee the Brightwheel database and its associated contract.
  • Maintain all parent billing accounts (tuition, PTO, extended day, early care, drop-ins, enrichment); assess late fees weekly as needed.
  • Reconcile monthly Brightwheel billing in partnership with the school accountant.
  • Serve as the primary point of contact for all Brightwheel billing inquiries from parents and staff.
  • Coordinate with the Admissions & Enrollment Coordinator on new student financial onboarding — ensuring FACTS applications, billing accounts, and financial paperwork are complete before a student’s first day.

Financial Aid (FACTS)

  • Administer the FACTS financial aid system; provide financial aid information to families and maintain all FACTS accounts and data.
  • Supply information to the Financial Aid Committee; serve as the primary liaison between families and the committee for aid amounts and appeals.

HR & Payroll

  • Process payroll accurately and on schedule for all salaried and hourly staff, including tax withholding and benefit deductions.
  • Prepare and present teacher and staff contracts annually.
  • Maintain records of paid time off and communicate balances to employees.
  • Manage all school insurance policies (liability, workers’ compensation, COBRA, staff benefits) including renewals and changes.
  • Manage annual open enrollment for employee benefits; communicate options and deadlines clearly to staff.
  • Maintain all personnel files and ensure compliance with documentation and recordkeeping requirements.
  • Support the Executive Director of GMS in the recruitment, onboarding, and offboarding of staff.

Texas State Licensing & Compliance

  • Ensure full program compliance with Texas DFPS minimum standards for licensed childcare facilities.
  • Maintain all required licensing logs (visitor logs, fire drill records, playground safety checklists, etc.).
  • Track and maintain CPR/First Aid certifications for all staff; send reminders to ensure ongoing compliance.
  • Record and track required staff professional development hours; notify staff of upcoming PD opportunities.
  • Ensure all student files (immunizations, emergency forms, therapeutic records) are complete and current.
  • Plan, implement, and document required safety drills (fire, lockdown, extreme weather) per state requirements.
  • Conduct regular campus walks to verify compliance with state safety standards.
  • Serve as the primary point of contact for Texas DFPS licensing agents during campus visits and inspections.

Legal & Board Support

  • Work with the school’s attorney on compliance issues, contract reviews, and other legal matters as needed.
  • Collaborate with the Board Treasurer and school accountant to prepare monthly board financial reports and enrollment snapshots.
  • Provide financial analysis to support Board decision-making; present at monthly Board meetings as requested.
  • Oversee the donor database and gift tracking; support the Executive Director of GMS and Board in Annual Fund execution.

PTO Financial Administration

  • Perform all PTO billing for families.
  • Facilitate reconciliation of the PTO bank account with the school accountant.

Development Support

  • Assist the Executive Director of GMS and Board in executing annual fund campaigns and fundraising events.

Key Performance Indicators

 
KPITarget / Description
Budget ReportingMonthly financial reports delivered to Executive Director of GMS within 5 business days of month close
Payroll AccuracyZero payroll errors; all payroll deadlines met consistently
Financial Aid TurnaroundAll FA applications processed and communicated to families within 3 business days of receiving decision from committee
Brightwheel Accuracy100% of billing accounts reconciled monthly; zero unresolved discrepancies at quarter end
Licensing ComplianceZero licensing citations or deficiencies at annual DFPS inspections
Staff PD Compliance100% of staff PD records current at all times
Board ReportsAll financial reports and snapshots delivered on time for each Board meeting

Qualifications

  • 3+ years of experience in school administration, operations management, or nonprofit finance; prior Head of School or director-level experience a significant asset.
  • Proficiency with QuickBooks Online required; experience with BambooHR or similar payroll/HR platforms strongly preferred.
  • Demonstrated experience managing Texas DFPS licensing compliance for a licensed childcare facility.
  • Experience with Brightwheel or similar school management/billing platforms.
  • Strong attention to detail, discretion with confidential information, and commitment to accuracy.
  • Excellent “customer service” and clear communication with families to assist with billing inquiries and with staff concerning pay checks, benefits, etc.
  • Ability to work independently, prioritize effectively, and meet deadlines in a busy school environment.
  • AMS or AMI Montessori experience and/or Texas Child Care Director Certification a plus.
  • Cleared background check, fingerprinting, and Pre-Service requirements per Texas Licensing.

Goldberg Montessori School is an equal opportunity employer. GMS reserves the right to revise this description as it deems appropriate.
 
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