Union Academy Charter School (NC) seeks a Chief Financial Officer for the fall of 2022 (immediate
placement). Big Back Pack has been retained to lead a national search for the next CFO. For more
information, contact Hacker Burr at firstname.lastname@example.org.
Union Academy Charter School is a public K-12 co-ed charter school located in Monroe, North
Carolina -- a 40-minute drive from Uptown Charlotte. Founded in 2000, the school serves the broader
Union County community and surrounding counties in South Charlotte. UA currently enrolls more than
2,100 students. Learn more from the school’s website https://www.unionacademy.org/ and a video of
its founding here. The school is in the process of developing a new Strategic Plan. Contact
Hacker Burr at email@example.com if you would like an early draft copy to review.
Mission and Vision
As one of the first charter schools in North Carolina, Union Academy was founded in 2000 to be
distinctly different, to be an innovator in K-12 education and to prepare young people for lives of
purpose, service and lifelong learning. The school is a national school of character and develops
the whole child. UA sends more than 92% of its graduates to college each year, and is guided by its
3 C’s: Challenge, Character and Community.
To this end, as codified in the UA WAY, the school strives to:
● Learn and embrace the name of every student and their family’s unique story.
● Celebrate visionary teachers and coaches who possess a passion for children and for being
innovative in how they teach.
● Welcome every family regardless of socio-economic or cultural background.
● Foster in each child a love of learning and a lifetime curiosity.
● Demonstrate respect for opinions that may be different from our own.
● Inspire graduates to lead and serve and their local communities.
● Earn the confidence, respect of our parents and other stakeholders, and, in turn, their
emotional and public support and philanthropic gifts.
The Power of AND
UA does not believe high academic standards and good character are mutually exclusive.
● UA is a school where the 3 Cs of challenge, character and community are pursued with equal
energy and vigor.
● The education of the head, heart and hands will shape UA graduates into responsible,thoughtful
and caring adults.
● Children are best-served when they are both challenging and nurtured. Grit and
Grace are essential in the UA DNA.
● A well-rounded school pursues excellence in all areas, academics, the Arts and
● The challenges our children will face in this complex and changing world will be solved by
leaders with both character and brainpower.
UA is a special place because it is populated by special people. One UA Board member put it this
way, “The spirit of Union Academy is embodied in people who are willing to do whatever needs to be
done.” That spirit of collaboration and selflessness together with an extraordinary emphasis on
academic challenge, community service, and the development of strong character certainly defines
What are Charter Schools?
Charter schools are tuition-free public schools that operate independently of the local school
district. Charter schools provide more freedom and involvement for parents, teachers and
educational leaders to make decisions on how the school is operated than a traditional public
school. They are designed to promote innovation and reform in public education.
Union Academy is jointly accredited by the AdvancED (formerly known as the Southern Association of
Colleges and Schools Council on Accreditation and School Improvement) and by the North Carolina
Department of Public Instruction. In addition, the Union Academy charter was recently renewed
through the year 2025 by the NC State Board of Education. Union Academy is also a member of the
National Association of Independent Schools (NAIS).
Union Academy is recognized as a National School of Character (only one of two in the state), a Top
Workplace 2018, 2019 and 2020, and the Charlotte Business Journal Healthiest Workplace in 2021. UA
was voted Best Charter School in Charlotte in 2021 by the Charlotte News & Observer.
As a key leader of the senior administrative leaders, the Chief Financial Officer supports the
mission of the School through the management of its finances. He/she will be responsible for the
maintenance and review of all School financial records, the implementation and oversight of the
School’s annual and long-range budgets, and other related financial and operational matters
assigned to the position by the Head of School.
In addition to managing a business office staff of four experienced professionals, the CFO
supervises the food services and transportation functions of the school. He/she will be called upon
to lead in the broader state and charter school community as well as liaison with the local school
district. The CFO partners with the UA Foundation and works to advance the school’s mission in the
shared pursuit of grants, federal and otherwise.
Successful candidates will have experience in finance as well as demonstrated leadership in a
strategic financial role. The School is looking for a person that is a financial professional with
a high level of expertise, an effective communicator, and a team player. Experience in a charter or
independent school or an educational non-profit organization defines the ideal candidate.
● Carry out all duties assigned by the Head of School.
● Develop financial plans and forecasts to support the schools’ strategic plan.
● Manage a Finance Office of 4. Conduct formal counseling of staff with job descriptions and
annual performance evaluations.
● Manage accounts receivable and payable, and payroll processes.
● Pursue state and federal grants and maintain an up-to-date working knowledge of sources of state
and county funding of charter schools. Maintain a relationship with the NCDPI.
● Lead the annual budgeting process. Report to the Head of School on performance against budget.
Assist department owners in budget development within the strategic priorities of the school.
Identify budget issues during the school year and present options of potential solutions.
● Present benchmarking data, financial performance and foundation reports to the board of
● Oversee the annual audit.
● Serve as chief staff liaison to the Finance, and Audit Committees of the Board. Presents at
monthly board meetings and handles all board needed budget, and finance approvals.
● Serve as primary contact with benefits and insurance providers.
● Maintain the accounting software by working with current vendors on upgrades and/or additional
functional modules. Identify and support finance department training needs.
● Work with the Director of Human Resources on adequate staffing levels, compensation, and
appropriate benefits programs for all facets of school operations as it relates to the budget.
●Help the Director of Human Resources as needed, to create robust, but cost- effective employee
benefit programs, including health insurance, retirement, worker’s compensation, life insurance,
and other related plans.
● Maintain all fixed asset records and schedules for depreciation.
● Manage investment portfolio balances.
● Coordinate correspondence with the state and federal governments with regards to taxes, fees,
penalties, and miscellaneous questions of procedure.
● Shop insurance policies, contracts, and benefits plans to ensure best products for the best
● Ensure organization and security of all records.
Opportunities for the new Chief Financial Officer
● Build the School’s short and long-term strategic financial models in conjunction with the new
● Examine existing financial systems, business relationships, infrastructure and operations to
provide enhanced and streamlined services.
● The CFO will be asked to bring fresh ideas on a range of issues, including increasing revenue
and internal policies and controls that allow for effective school communications related to
budgeting, forecasting, and long-term viability.
Core Qualifications, Credentials, and Personal Characteristics
Candidates should possess the following requirements and skill sets:
● Bachelor’s degree in accounting or finance is required, CPA, M.B.A. and/or a master’s degree in
a related field preferred
● Management experience in a financial and business leadership position
● Experience in an elementary/ secondary school, higher education or non-profit organization is
preferred. Individuals with financial and leadership experience in a related field are encouraged
to apply -- and working in a charter school is a plus!
● Demonstrated knowledge and understanding of financial systems, modeling and forecasting,
investment and risk management, support services administration, business services, and benefits
● Proven ability to productively interact with multiple stakeholders at all levels of the school
community -- Board of Directors and Foundation Board are key groups.
● Track record of creating and communicating accurate and timely financial reports
● Knowledge of and experience in setting up effective financial controls
● Strong background in finance, budgeting, and cash management
● Skilled negotiator able to procure optimal agreements and contracts with external vendors while
serving the school’s best interests
● Expertise in the administration of employee payroll and benefits
● Proficiency in the use of technology
● A strong, transparent communicator -- written, oral, and presentation skills
● Embraces the mission and values of the school
● Highly relational person with an ability to handle stress in a manner that does not create
stress for teammates, subordinates or other stakeholders.
Living and Working in Union County -- Metro Charlotte
Once sleepy and rural, Union County is now the fastest-growing county in the metro Charlotte area
and the 15th-fastest-growing county in the nation. Today, Union County’s population is estimated at
more than 240,000, but that number is expected to grow in the next few years.
County seat Monroe, formed in 1844 and named for President James Monroe (approximately
30 minutes southeast of Charlotte), is an intriguing blend of past and present, with its lovely old
restored buildings downtown and its bustling shopping strip, airport and industrial parks. It’s the
county’s largest city, with more than 35,000 people.
The county has many thriving communities, including Monroe, the county seat. It’s home to highly
regarded Wingate University, a private institution, and the West Campus of South Piedmont Community
College in a new location on Old Charlotte Highway.
Charlotte itself is a modern urban and financial center grown up dramatically from its previous
agricultural and regional banking roots. Today the city is reputedly the headquarters for more banks than any city outside New York, and is the home to such financial
heavyweights as BankAmerica and Wachovia, as well as Lowe’s (home improvement retail) and specialty
steelmaker Nucor. A diverse commercial and industrial economy has developed around the financial
industry. Downtown is a mix of contemporary skyscraper architecture and a number of well-preserved
Interested and qualified candidates should submit electronically in one email and as separate PDF
documents the following materials:
● A cover letter expressing your interest in this particular position
● A current résumé
● An annotated list of professional references with contact information. References will be
contacted only with prior candidate approval.
All materials should be sent via email to:
Managing Director and Senior Search Consultant Big Back Pack, LLC
Union Academy is an Equal Opportunity Employer and strives to provide a work environment that
welcomes diversity. Union Academy does not discriminate on the basis of race, religion, age, sex,
sexual orientation, national origin, disability, veteran status or any other reason prohibited by
law. This policy is applicable to all aspects of the employment relationship including recruitment,
selection, compensation, assignments, promotions, transfers, discipline and implementation of all
policies, procedures and benefits.