About this role
Position: Director - Fiscal Services Location: District Office Schedule: 8:00am - 5:00pm, Monday - Friday Work Year: 260 paid days per year Classified Management Salary Schedule: PRI 27, $139,091 - $177,519 per year Round 1 Interviews: Week of August 10th Round 2 Interviews: Week of August 17th
JOB SUMMARY: Under the direction of the assigned supervisor, plan, organize and direct fiscal functions including the preparation, development, monitoring, review, processing, analysis, maintenance and adjustment of District funds and accounts; provide technical expertise to assist the District in the formulation of financial policies, cost controls and budget development; plan and coordinate the District's accounting, payroll, purchasing and other fiscal functions; compile and analyze financial and statistical information related to District revenues and expenditure budgets. ESSENTIAL FUNCTIONS:
• Develop District budget including the monitoring of budget revenues and expenditures to verify revenue and expenditures are in compliance with projected levels; recommend, prepare and oversee budget revisions; analyze data related to District budget preparation or special projects; perform fiscal and program analyses and make recommendations as appropriate.
• Prepare the adopted budget, interim reports, the consolidated application and other financial reports; direct the preparation and maintenance of a variety of narrative and statistical reports, records and files related to personnel and assigned activities; prepare financial data and reports for negotiations.
• Communicate with District personnel to coordinate efforts, exchange information and provide assistance regarding business account funds, financial reports and policies; advise and assist District administrators regarding their site or department budget; respond to a variety of inquiries from District personnel and other organizations regarding accounting guidelines, expenditure status and grant guidelines.
• Audit and provide budgetary administration over payment of bills, invoices, payrolls, purchase orders and other District claims; oversee accounts payable functions including the processing of invoices and distribution of payments; review, analyze and verify purchase orders, requisitions, accounts payable vouchers and other expenditures; coordinate and direct accounts receivable functions including the receipt, verification and processing of incoming monies and deposits; oversee and direct procedures for collection of fees and revenues.
• Develop, recommend and perform functions related to internal audits and informational guidelines for attendance accounting in compliance with State laws, District policies and mandated reporting requirements.
• Direct and participate in end-of-year closing activities; coordinate and conduct annual audits to assure compliance with established fiscal standards and requirements; coordinate, assist and provide fiscal information to outside auditors as directed; prepare and distribute financial data to auditors; analyze audit reports, prepare written responses, and develop and implement modifications to accounting systems as needed.
• Communicate with other administrators, personnel and outside organizations to coordinate activities and programs, resolve issues and conflicts and exchange information.
• Provide technical information and assistance to the Deputy Superintendent concerning fiscal operations and District accounting and budgetary functions, needs and issues; assist in the formulation and development of fiscal policies, procedures and programs.
• Maintain current knowledge of laws, codes, rules, regulations and pending legislature related to accounting and budgetary functions; modify programs and procedures to assure compliance 2 with established requirements as necessary.
• Operate a computer and assigned software programs; operate other office equipment as assigned; drive a vehicle to conduct work as assigned.
• Attend and conduct a variety of meetings, workshops and trainings as assigned; prepare presentations and present and attend Board of Education, Local Control Accountability Plan (LCAP), District Budget Advisory Committee and others as assigned.
• Train and evaluate assigned personnel; provide input to the Deputy Superintendent regarding selection, discipline, promotion, reassignment or termination of assigned staff.
EDUCATION AND EXPERIENCE: Any combination equivalent to: Bachelor's degree in business, finance, accounting or related field and five years of accounting and budget analysis experience.
KNOWLEDGE OF:
• Planning, organization and direction of accounting operations and activities including the preparation, development, monitoring, review, processing, analysis, maintenance and adjustment of District budgets, funds and accounts.
• Budget administration, preparation and control.
• financial analysis and research techniques.
• Generally accepted accounting and auditing principles, practices and procedures.
• Accounting, budget and business functions of the District.
• Financial and statistical record-keeping techniques.
• Oral and written communication skills.
• Principles and practices of training and providing work direction to others.
• Applicable laws, codes, regulations, policies and procedures.
• Operation of a computer and assigned software.
ABILITY TO:
• Plan, organize, control and direct fiscal functions including the preparation, development, monitoring, review, processing, analysis, maintenance and adjustment of District funds and accounts.
• Plan and coordinate the District's accounting, payroll, purchasing, accounts payable, accounts receivable and other fiscal functions; compile and analyze financial and statistical information related to District revenues and expenditure budgets.
• Prepare financial and budget reports required by the State, administration, federal agencies and the Board.
• Train and provide work direction to assigned personnel.
• Analyze complex and technical financial documents and budgets.
• Communicate effectively, both orally and in writing, using interpersonal skills that include tact, patience and courtesy when interacting with others.
• Interpret, apply and explain rules, regulations, policies and procedures.
• Establish and maintain cooperative and effective working relationships with others.
• Operate a computer and assigned office equipment.
• Analyze situations accurately and adopt an effective course of action.
• Meet schedules and time lines.
• Work independently with little direction.
• Plan and organize work.
• Direct the maintenance of a variety of reports and files related to assigned activities.
• Perform other duties as assigned.
LICENSES AND OTHER REQUIREMENTS:
• Valid California Driver's License and current automobile insurance.
ENVIRONMENT:
• Office environment.
• Driving a vehicle to conduct work
PHYSICAL DEMANDS:
• Hearing and speaking to exchange information and make presentations.
• Dexterity of hands and fingers to operate a computer keyboard.
• Seeing to read a variety of materials.
• Sitting for extended periods of time.
Board Approved Revision: 9/11/2018 Original Board Approval: 1/10/2017