Loma Prieta Joint Union Elementary School District- Position Description

TITLE:  Chief Business Official                                            

CLASSIFICATION: Management                                        

WORK YEAR:  12 Months

 DEPARTMENT:  Business

 REPORTS TO:  Superintendent                                          

DESCRIPTION OF THE POSITION:

Under the direction and supervision of the Superintendent, the CBO performs varied and complex management functions including budget development, monitoring and administration; fiscal and accounting services; grants accounting; public contracts, risk management and attendance reporting.  This job class functions in a visible and independent manner and requires a degree of tact, discretion and judgment. CBO is responsible for all District accounting-financial procedures, reports and records, attends Board of Trustee meetings and performs other duties as directed by Superintendent.

MAJOR DUTIES AND RESPONSIBILITIES:

• Directs and organizes accounts payable and receivable, payroll record keeping and preparation, purchasing, cafeteria accounting and all bookkeeping functions.
• Prepares all aspects of the budget and financial projections, including position control.
• Ensures procedures are in compliance with policies, regulations and Education Code requirements and that sound business practices are followed.

• Develop and present financial reports to management and Board of Trustees.
• Prepare confidential information for negotiating with bargaining units.
• Develop and implement purchasing policies and procedures; prepare and administer contracts.  
• Coordinate property and liability insurance and loss-control.  
• Prepares state attendance reports.  
• Perform related duties as assigned.

 DESIRABLE QUALIFICATIONS:

Knowledge of:

• Principles and practices of governmental accounting, auditing and budgeting
• Principles of supervision and training
• Provisions of the Education Code and the California School Accounting Manual
• Maintenance, operation and facilities oversight
• School Construction
• Principles of organization and administration as the apply to Basic Aid Community funded schools and business management services
• Technology

Ability to:

• Apply the principles, practices and techniques of governmental accounting
• Develop and maintain fiscally sound budget projections
• Apply the principles of budgetary preparation and control
• Assemble and analyze data and make appropriate recommendations
• Plan, organize and coordinate the work of others
• Develop and install new, and revise existing methods and procedures
• Establish and maintain cooperative relationships with those contacted
• Supervise and evaluate staff

Experience:

• Three years of increasingly responsible experience as a Chief Business Officer or Business Manager, Including at least three years in a supervisory role, preferably in a school district
• Knowledge of school accounting structures

Education: 

• Bachelor’s degree in accounting, public administration or business administration including courses in government accounting and computer applications
• CASBO Certification, ACSAA Business Academy or FCMAT CBO training desirable.

WORKING CONDITIONS

Environment:

• Office environment at the District Office
• Demanding timelines
• Subject to frequent interruptions and daily contact with staff and public

Physical Abilities:

• Occasional bending at the waist and stooping
• Occasional carrying, pushing, pulling or lifting up to 20 lbs.
• Dexterity of hands and fingers to operate standard office equipment
• Hearing and speaking to exchange information in person and on the telephone
• Occasional reaching overhead, above the shoulders and horizontally
• Visual ability to read, prepare/process documents and small figures
• Sitting and/or standing for extended periods of time
• Mobility

 Hazards:

• Extended viewing of computer monitor
• Working with an around office equipment having moving parts

Approved:  10/13/04

Revised:  04/06/22. JOB DESCRIPTION PENDING BOARD APPROVAL