Chief Financial Officer

About us

The Lincoln Academy is a new K4-12 charter school in the city of Beloit, Wisconsin.  We will serve 700 scholars when fully enrolled after four years.  We will offer K4 through 2nd grade and 6th through 9th grade the first year.  We will add a grade in elementary and high school each year until we grow into K4-12.

The Lincoln Academy has three pillars - Academic Rigor, Character Expectations and Career Pathways.

  • Academic Rigor:  We will ensure all scholars are prepared with foundational skills and will be on grade level within three years of enrolling.  This will be accomplished through specifically designed curriculum, longer instructional day, interventions/enrichment, blended learning opportunities, strong professional development, coaching and a growth mindset expectation.

  • Character Expectations:  A strong emphasis on character development and citizenship will build our school culture.  Civic responsibility, service learning and community outreach will play an important role in developing character in our scholars.  Restorative Practices and the Jubilee framework for character education will guide TLA in a joyous, collaborative and healthy school environment where all scholars thrive.

  • Career Pathways:  Career exploration will begin in K4 and scholars will develop an Individualized Learning Plan by 8th grade to help guide them in their course selections in high school.  Scholars will set career goals and be fully prepared to graduate high school.  They will be able to have choices to enroll in a 2 or 4 year college or technical school, enlist in the armed forces or be employed in a living-wage job.

Vision: The Lincoln Academy will be the premier K4-12 school in the state of WI providing college and career pathways for scholars to lead happy, choice-filled lives.  We are committed to an equitable environment with rigorous instruction, joyous interactions, and strong community partnerships.


  1. Children First-Every decision we make is in the best interest of the scholars we serve.  We are completely focused on their education and their well-being and we always act accordingly.

  2. Trusting Community-We model and expect transparency, honesty, open communication and respect to collaborate with one another and push each other to always be our best.

  3. Get it Done-We are fiercely determined to do whatever it takes to ensure scholars reach their goals.  Innovation and productivity will drive our quest.

  4. Find the Joy-The work is challenging.  And in the face of those challenges, we choose joy.  We choose positivity.  We choose to find the wins.  We choose to lift each other up.

  5. Community Focus -We work alongside our families and community partners to build alliances that afford our scholars unique learning opportunities.   Shared voices will be honored and help us grow.

Job Description

The Chief Finance Officer (CFO) will manage the financial strategy, systems and staff that support the sustainable operations of our school, including finance, purchasing, risk management, benefit administration, contract compliance, school nutrition, transportation, and management of a new state-of-the-art facility. The CFO will serve as a member of the executive leadership team, and support the achievement of our mission to provide a high-quality education to our scholars.

Key Responsibilities:

Organizational Leadership

● Serve as a thought partner and advisor to the CEO and leadership team on financial, operational, and other strategic issues; support them in understanding how decisions impact the financial performance and sustainability of the organization.

● Act as the liaison with external stakeholders on financial and operational issues, including legal counsel, our authorizer, auditor, bank, vendors, etc.

● Interface with the Board and communicate timely, accurate and insightful financial information. Serve as the liaison to the Finance Committee.

● Provide support to the school leadership and staff, emphasizing a culture of excellent customer service.

Financial Management

● Lead financial operations including budgeting, analysis, cash flow planning, forecasting and long-term planning.

● Support the CEO in preparing and reviewing insightful financial reports (using Skyward) and provide training upon request.

● Oversee all accounts, ledgers, payroll and reporting systems, ensuring compliance with appropriate GAAP and DPI standards and regulatory requirements. Ensure fidelity of

data and timely monthly and year-end reporting.

● Transition the accounting function in-house and build and manage a high-performing team that provides excellent customer service to the staff.

● Establish and implement strong financial controls that ensure compliance with all state and federal laws.

● Oversee the completion of annual tax returns and annual audit; ensure clean financial audits.

Management of School Operations

● Develop procurement policies and procedures and lead procurement and vendor negotiation. Ensure management of effective and cost efficient contracts and compliance with procurement laws.

● Manage responsibilities related to school nutrition, transportation, and the management and maintenance of our new state-of-the-art facility.

● Oversee risk management activities including the solicitation, purchase and maintenance of adequate property and liability coverage in accordance with Board and CEO directives and TLA contract requirements.

● Oversee employee benefit and compensation plans and ensure compliance with all laws and regulations related to benefits administration.



● Minimum of five years of progressive finance and accounting experience;

● Experience in K-12 public education preferred

● Experience with Skyward and DPI reporting preferred


● Bachelor’s degree required; Master’s in Business Management or related field preferred


● Alignment with The Lincoln Academy’s vision and values

● Strong people skills and leadership ability to develop a team environment

● Belief in maintaining the bar for educational equity for learners at every ability level

● Ability to thrive in a fast-paced setting with high expectations

● Demonstrated professionalism and integrity

● Strong critical thinking skills and strategic problem solving skills

● An ability and passion to work with stakeholders from diverse backgrounds

● A joyous attitude and drive for personal excellence

● Strong organizational skills and ability to adapt to change quickly and efficiently

● Interpersonal skills that encompass strong relationship building and communication

● Ability to use technology and data to drive toward exceptional outcomes for scholars

● Demonstrated strong work ethic

● Commitment to professional growth and personal development