This position facilitates the growth of Catholic school faith communities by organizing, directing and coordinating financial services that support the mission of the Office of Catholic Schools at the local elementary and secondary schools. The Financial Planning Director is responsible to carry out the assigned general duties as needed to implement the Catholic philosophy, goals, and objectives of the Office of Catholic Schools in the service of Catholic education. Specifically, this position assists the Superintendent in the oversight and support of school/system finances, development new for new tuition and tuition assistance models, marketing for new tuition and tuition assistance models, and implement the Finance recommendations in Disciples on the Way: Strategic and Mission Plan for Catholic Schools.
"Embrace the mission and vision of the Catholic Diocese of Green Bay and work in accordance with Catholic Social Teachings and the moral and ethical values of the Catholic Church."
Requires a devout, practicing Catholic who is familiar with the Church's structure, functions and institutions.
Reflects official Catholic teachings and values in his/her personal and professional life by an expressed commitment and witness to the Gospel as well as respect for Catholic tradition through participation in community worship, willingness to perform Christian service and to work for Christian justice.
Bachelor's degree in Accounting, Finance, or related is required.
Seven to ten years' experience in financial planning management required.
Valid driver's license is required.
Knowledge of School Finance Best Practices
Knowledge of School Tuition Best Practices
Knowledge of School Tuition Assistance Management Best Practices
Knowledge of School Marketing Best Practices
Able to communicate effectively both in written and verbal form
Must be well organized with a professional and Catholic approach in carrying out all job related duties and responsibilities.
Strong interpersonal skills to relate to various people at various levels, i.e. school leaders, school boards, Office of Catholic Schools and diocesan Curia personnel.
Ability to write and develop financial aid/tuition assistance plans/programs as well as lead and train others in that process.
An ability to write school financial plans as well as lead and train others in that process.
Ability to identity critical vitality indicators and measures for school long term financial health.
Must be able to market financial plans to internal audiences (i.e. pastors, boards, councils, etc).
Must possess the ability to work collaboratively with others to meet project deadlines and needs.
Must be flexible in scheduling and calendaring to meet the needs of the institutions being served in this ministry.
Must possess the ability to make decisions in accordance with federal and state laws, diocesan regulations, and school system policies and procedures.
Excellent oral and written communication skills. Excellent people skills, including leadership, supervisory skills and consensus-building skills.
Must have ability to organize work flow and coordinate activities.
Must be able to establish and maintain effective working relationships.
Must also have ability to present facts and recommendations effectively in oral and written form.
Must have a strong level of confidence in his/her presence in front of groups.
Possess the ability to work closely in a team environment.
Ability to act with professional discretion; works with and safeguards sensitive and confidential information
About Diocese of Green Bay
The Catholic Diocese of Green Bay, established on March 3, 1868, serves 324,000 Catholics in 16 counties: Brown, Calumet, Door, Florence, Forest, Kewaunee, Langlade, Manitowoc, Marinette, Menominee, Oconto, Outagamie, Shawano, Waupaca, Waushara and Winnebago.