Charitable Advisors LLC
  • 23-Apr-2019 to 22-May-2019
  • - Fortune Academy
  • Indianapolis, IN, USA
  • Full Time

Fortune Academy, established 17 years ago, is an accredited independent day school in Indianapolis which serves bright students who have dyslexia, dysgraphia, and other language processing differences.  The Business Director works alongside the Head of School to provide the financial and business tools needed to fund and staff the operation of programs and to secure the future stability and strategic growth of the school in alignment with the directions set by the Board. 

Organizational Overview:
On the Loop in the historic Fort Benjamin Harrison area of Indianapolis near 56th Street and Post Road is a repurposed brick building – an inviting space where young people, grades 1 – 12 gather to learn in a nurturing environment.  Fortune Academy, established 17 years ago, is an accredited independent day school in Indianapolis which serves bright students who have dyslexia, dysgraphia, and other language processing differences.  Fortune students come from  central Indiana for a 21st century education where specially trained teachers attune to each young person's unique learning pathway.  Fortune offers small classes of 6 to 10, the Orton Gillingham approach to learning, a full academic diploma program, and open participation in extra-curricular activities including sports, the arts, and social events.  Fortune is the only school in Indiana to provide a teacher certification program in the nationally recognized Orton Gillingham approach to language learning. 
The Fortune Academy vision is two-fold:
1) to serve a growing number of students with learning differences, and
2) to train more teachers from across the central states to use the O-G approach to learning in their home schools.  
For more information about Fortune consult the website at

Key Responsibilities of the Business Director: 
a) Reports directly to the Fortune Head of School and partners routinely.  The BD is a member of the Senior Leadership Team. 
b) Develops a complete and balanced Annual Business Plan that parallels the Board-approved Strategic Plan, the Head of School's Operational Plan, and the Director of Development's Fund Raising Plan.
c) Develops, with input from the Head of School, a high level 3 Year Rolling Trends Report for the Board. 
d) Prepares and presents quarterly financial reports to the Board, and provides quarterly reports for certifying associations, taxing agencies, and auditors.
e) Sets annual development goals with the Director of Development and Head of School and conducts monthly goal review meetings to assure that underwriting is on target.
f) Provides, in a timely manner, all financial data needed by the Dir. of Development to satisfy potential donor and grantor queries.
g) Establishes a Growth Fund to support planned expansions into new services, facilities. The BD and Board Treasurer invest the growth fund and conduct quarterly review meetings with the Director of Development to assure that contributions are on target to provide the required capital to support new ventures until they break even. 
h) Develops and oversees a grant tracking system that provides timely reports to the Director of Development to meet requirement of the grantors.  
i) Develops a cost center accounting system supported by a management process that gathers input from the leader of service area to build and manage their cost center budgets. 
j) Coaches service area leaders in the business acumen they need to take responsibility for operating within their area's cost center budget. 
k) Provides supervision for the office support staff, including reception, and assistants to the senior leadership team as needed. 
l) Trains, assigns, and supervises the support staff to enter data into all the bookkeeping systems and operational tracking systems accurately and close to real-time.
m) Works with venders and the in-house end users to collect bids and proposals for goods and services.  Negotiates and manages contracts. 
n) Handles the financing of Facilities with a Board Member and oversees the maintenance of facilities, using the on-going input of the Facilities Maintenance Coordinator for technical input.
o) Manages the technology consultants and venders who design the architecture for the school's business management systems, classroom technology for teachers and students, and parent/community communications systems.
p) Provides Human Resource support to all staff members throughout their employment cycle and drafts HR policies and pay schedules for the Board to review and approve. 
q) Demonstrates for staff and students an empowering leadership and behavioral style that aligns with values and mission of Fortune Academy. 

Qualifications for the Position of Business Director:
• 5 years in senior role similar to CFO, Business Director, Controller in a NFP or mid-sized professional firm with an annual budget of 5-20 million.
• Bachelor's Degree in Business or Non-Profit Management with specialty in Finance and Accounting or an MBA

• Experience in Cost Center Management, Feasibility Studies, Business Modeling)
• Managing people as direct reports and as a project leader of a team
• Working with or sitting on a NGO/NFP board of directors/trustees 
• Working collaboratively with a CEO/Exec. Leader with overarching responsibility

• Ability to communicate complex professional concepts both orally and in writing
• Willing to learn the professional vocabulary of education and learning differences
• Strong interpersonal communication skills that build rapport with others

• Intermediate skills in word processing, excel, power point, computer graphics, and basic project management software, QuikBooks
• Expertise in adapting standard accounting software to the school's needs by cost center
• Ability to use data bases and to format data tables
• Ability to communicate, negotiate, and manage agreements with professionals in financial institutions, real estate, building management, database management, technology, school supply, etc. 

• Ability to analyze data, find patterns, draw conclusions and draft recommendations
• Ability to identify anomalies and barriers to success; then move to problem solving
• Math skills to formulate and monitor budgets, reconcile accounts, spot anomalies

Click the APPLY button to submit cover letter and resume.

This position has been closed and is no longer available.
Charitable Advisors LLC


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