Chief Financial Officer

Anaheim, California, Servite High School , a Roman Catholic, college-preparatory school for young men in Anaheim, California, invites nominations and applications for the position of Chief Financial Officer. Founded in 1958 and operating under the Order of Friar Servants of Mary, Servite provides an educational experience centered on faith, formation, brotherhood, leadership, and service. The next CFO will join Servite at a meaningful point in the school’s continued development. Reporting to the President and serving as a key member of the leadership team, the CFO will provide strategic financial direction, ensure disciplined stewardship of the school’s resources, and strengthen the systems, practices, and insights that support informed decision-making. The role calls for an accomplished financial leader who can balance long-range thinking with hands-on execution and who understands that financial sustainability is inseparable from mission. Serving as a strategic partner to the President, leadership team, and Finance and Investment Committees, the CFO will help shape financial strategies that advance institutional priorities and support Servite’s continued strength. The CFO will oversee the school’s financial operations, including budgeting, forecasting, cash-flow management, financial reporting, audit, debt financing, payroll, compliance, and internal controls. The CFO will also lead efforts to improve operational efficiency through technology, automation, data-informed decision-making, and the thoughtful modernization of financial systems and processes. The opportunity is particularly compelling for a leader drawn to Servite’s distinctive approach to forming young men. The school’s Formation Program connects academics, athletics, activities, and spirituality through four shared themes: Primacy of Faith, Mastery of Self, Necessity of the Other, and Centrality of Christ. These themes provide a common foundation for the student experience and reinforce Servite’s commitment to developing faith-filled graduates prepared to lead and serve others. Review the Servite High School CFO Search Position Profile at: https://www.nboaadvisoryservices.com/servite-high-school Key Responsibilities of the CFO Role at Servite Strategic Financial Leadership

Serve as a trusted advisor to the President, leadership team, and Finance and Investment Committees, aligning financial strategy with Servite’s Catholic mission and institutional priorities. Lead long-range planning, budgeting, forecasting, and financial analysis to support informed decision-making and long-term sustainability.

Financial Management and Stewardship

Oversee accounting, cash-flow management, payroll, financial reporting, debt, banking, audit, compliance, and internal controls. Monitor financial performance, communicate results clearly, and identify emerging opportunities and risks.

Business Office and Human Resources Leadership

Lead and develop the Business Office team, fostering a culture of accuracy, accountability, collaboration, and excellent service. Provide strategic oversight of Human Resources, including compensation, benefits, workforce planning, employment practices, and employee development.

Systems and Operational Effectiveness

Strengthen financial processes, technology, automation, reporting, and data integrity to improve efficiency and organizational insight. Partner closely with the Vice President of Operations on financial planning related to facilities, technology, auxiliary programs, facility rentals, and other operational priorities.

Institutional Partnership

Collaborate with Admissions, Advancement, Human Resources, Operations, and other school leaders to align resources with shared priorities. Build trust across the Servite community through transparency, sound judgment, collegiality, and servant leadership.

About Servite High School Servite High School is a Catholic, college-preparatory high school for young men in Anaheim, California. Founded in 1958 under the Order of Friar Servants of Mary, the school serves approximately 750 students in grades 9 through 12. Servite’s educational tradition is shaped by the Catholic faith and the Servite charism, with a commitment to forming young people through faith, intellectual growth, character, brotherhood, leadership, and service. Servite’s mission is expressed through the formation of faith-filled leaders prepared for success in college and in life. Its distinctive Formation Program unites academics, spirituality, athletics, arts, activities, and relationships within a shared educational experience. The school’s four Formation Themes, Primacy of Faith, Mastery of Self, Necessity of the Other, and Centrality of Christ, give students a common framework for understanding their gifts, responsibilities, relationships, and purpose. The Search Process Servite High School has engaged NBOA Advisory Services to lead the search for its next Chief Financial Officer. This search is being conducted in close partnership with President Stephen Walswick and his leadership team. Please do not contact the school directly. Interested candidates should express interest by applying via the form at: https://www.nboaadvisoryservices.com/servite-high-school You will be asked to upload a cover letter expressing your interest in the position and alignment with Servite High School’s mission and values, as well as a current résumé. As the process proceeds, selected candidates may be asked to submit additional information, including responses to leadership and job-specific assessments, and a list of professional references. All inquiries, nominations, and questions should be directed in confidence to: James Palmieri, CEO and Search Lead jpalmieri@nboaadvisoryservices.com Search Timeline

Applications will be reviewed on a rolling basis Priority will be given to applications received by October 20, 2026 The position is open until filled, with a desired start date of January 2027 or as soon as possible thereafter The salary range for this position is $185,000 – $210,000, commensurate with experience and qualifications Additionally, Servite High School provides a comprehensive benefits program that supports employees’ personal well-being and professional growth throughout their careers

Qualifications and Experience Required

Bachelor’s degree or higher in Accounting, Finance, or Business Administration Minimum 7 years of progressive leadership experience Proven success in budgeting, forecasting, audits, and strategic planning Strong analytical, organizational, and communication skills Advanced proficiency in Microsoft Office Suite and financial management systems (e.g., Sage, NetSuite, QuickBooks Enterprise, Blackbaud, or similar) Demonstrated ability to leverage technology for financial modeling, reporting automation, and data visualization Excellent interpersonal, organization, and communication skills (including public speaking) Experience managing a team, including hiring, onboarding, and performance management Evident alignment with Servite’s mission and values and appreciation for the role of finance and operations in supporting educational excellence

Preferred

CPA, MBA, or other advanced financial or business credentials Senior financial and operational leadership experience in an independent school or other educational institution Experience implementing or optimizing financial tools and ERP systems is highly desirable Experience with endowment oversight, investments, debt, reserves, or other elements of institutional asset management Success leading financial systems implementations, organizational improvements, or major process changes Experience with human resources, campus planning, capital projects, facilities, risk management, or auxiliary operations Interest in participating actively in the Servite High School community Equal Opportunity Statement: Servite High School is an Equal Opportunity Employer that does not discriminate on the basis of race, color, religion, sex, pregnancy, gender, gender identity, gender expression, national origin, ancestry, physical disability, mental disability, age, medical conditions, genetic information, marital status, military and veteran status, sexual orientation, transgender status, reproductive health decision making, or any other basis protected by federal, State, or local laws, any combination of such characteristics, or a perception that an individual has such characteristics or is associated with another person who has or is perceived to have such characteristics or a combination thereof, consistent with applicable law.