Director of Finance & Operations

Trinity School•Menlo Park, CA

2d•$210,000

About The Position

Trinity School is a small, connected learning community serving students from age two through Grade 5 across two campuses in Menlo Park. Grounded in curiosity, belonging, and joyful learning, Trinity prepares children to thrive academically and personally in an environment that values integrity, empathy, and growth. With an annual operating budget of approximately $7 million, investments of $18 million, and 40 employees, Trinity is entering a new phase of organizational maturity - building on its strong systems foundation and preparing to launch a strategic plan that will shape the school’s next decade. Trinity seeks a Director of Finance & Operations to provide cohesive leadership across finance, human resources, and campus operations. Reporting to the Head of School, this position plays a central role in ensuring the school runs smoothly day to day while supporting long-term sustainability and mission alignment. This is a hands-on leadership role for an experienced professional who thrives in a collaborative environment and finds satisfaction in building reliable systems that make great work possible.

Requirements

8+ years of progressive experience in nonprofit, education, or small-organization finance and operations.
Proven skill in managing HR, facilities, and financial systems; comfort leading a lean team and vendor partners.
Strong technical proficiency with accounting and workflow software.
Exceptional communicator—able to translate complex information into clear, actionable language.
Collaborative, grounded, and mission-aligned, with a genuine commitment to Trinity’s values of curiosity, belonging, and joyful learning.

Responsibilities

Oversee all accounting, budgeting, and financial reporting in partnership with the school’s outsourced accounting team (CLA) and internal staff.
Prepare clear, timely financial reports for the Head of School, Finance Committee, and Board of Trustees.
Partner with the Head of School to develop annual budgets, long-range forecasts, and tuition modeling scenarios.
Manage investment, banking, and insurance relationships in coordination with the Finance Committee.
Ensure sound internal controls, compliance, and risk management practices.
Lead day-to-day operational systems across both campuses, fostering coordination and service-minded responsiveness.
Oversee facilities maintenance and vendor contracts, including leased-space relationships.
Manage operational technology systems and ensure effective integration of platforms such as Bill.com, QuickBooks Online, Clarity, RAMP, and EZ School Apps.
Oversee all HR functions, including payroll, benefits, hiring, onboarding, employee relations, and policy compliance.
Partner with the Head of School to ensure transparent, adult-respecting employment practices and a positive workplace culture.
Coordinate annual benefit renewals and compliance filings in partnership with the school’s HR and benefits vendors.
Supports the Head of School in maintaining a coordinated, schoolwide approach to risk management.
Serves as co-chair and administrative lead of the Risk Management Committee, fostering collaboration and clear ownership of risk domains, including:
Cybersecurity and data privacy
Enrollment and financial sustainability
Facilities and regulatory compliance
Physical safety and emergency preparedness
Student safety and safeguarding
Employee relations and workplace compliance
Strategic and mission continuity
Third-party and vendor risk
Health and wellness risk
Ensures appropriate insurance coverage, reports findings to the Board through the Finance or Audit Committee, and integrates risk management into budgeting, operations, and planning processes to promote accountability and a culture of shared responsibility.
Serve as a strategic partner to the Head of School, helping translate financial and operational data into decision-ready insight.
Support the Finance Committee and Board of Trustees with accessible reports and thoughtful recommendations.
Supervise and mentor Business Office staff, fostering a culture of accountability, service, and professional growth.
Participate in strategic planning efforts and scenario modeling as Trinity considers its long-term campus and program vision.
Oversee the administration of the financial aid program in partnership with the Tuition Assistance Committee.