DESCRIPTION:

Under the general direction of the Superintendent and within budget policies established by the Governing Board of Education, the Chief Financial Officer is responsible for providing executive management of all District business services processes and the personnel responsible for implementing such processes including but not limited to budget preparation, budget control, maintenance operations, food services, transportation and contracts.

 RESPONSIBILITIES:

• Determines all revenue available from local, State and Federal sources for operation of the school district.
• Plans and directs the development of the annual budget.
• Controls the establishment and maintenance of all methods and procedures of the Business Office. Develops and maintains a chart of accounts as related to budget control and expenditures. Is responsible for maintaining accounting procedures as required by County, State and Federal governments.
• Provides oversight to insurance needs, lease agreements, payroll, employee benefits, sick leave, vacation records, voluntary employee deductions, and worker’s compensation.
• Directs the preparation of detailed periodic statements of revenues and disbursements and account balances and such other related reports that may be necessary to show the financial condition of the district.
• Assists managers, school principals, and school staff budget committees in the development of individual school budgets, control of expenditures, and other financial activities.
• Works with certificated and classified staff in the selection, purchase, warehousing and distribution of educational and maintenance supplies and equipment.
• Directs the supervision of the maintenance, care and upkeep of buildings and grounds. Plans and coordinates studies for long range maintenance needs.
• Administers pupil attendance reporting and accounting systems and supervises the preparation of related reports.
• Directs the supervision of the District's Food Service Program.
• Oversees school facilities and their use by community groups.
• Supervises and coordinates the transportation of students through the District's busing program.
• Attends meetings of the Governing Board of Trustees, interprets the Business Services program to the Board, staff and community and carries out special assignments as directed.

 REQUIREMENTS:

• Five (5) years of increasingly responsible comparable and related financial and business administration experience;
• A valid California Driver’s License and maintains possession of such license during the course of employment; have an acceptable driving record.

 KNOWLEDGE:

District policies and procedures as they apply. Procedures and terminology of school district finance. Requirements of the Education Code and accounting manual regarding budget and finance. Practices and procedures relating to State financial reporting. State school construction programs. Methods and practices of office management involving data processing and other computer equipment. Office practice procedures particularly financial record keeping. Bookkeeping and financial record keeping principals and procedures. Operation of office machines used in a modern office environment. Formats and procedures for entering and retrieving various types of data. Record keeping techniques. Correct English usage, grammar, spelling, punctuation and vocabulary. Oral and written communication skills. Report formats and deadlines. Interpersonal skills using tact, patience and courtesy. Applicable sections of the State Education Code and other applicable laws.

 ABILITY:

• Verify accuracy and completeness of documents, records, reports, and process data. Read, interpret, apply and explain rules, regulations, policies and procedures. Compile, maintain, and submit accurate and complete records and reports. Establish and maintain cooperative working relationships with others.
  Analyze situations accurately and adopt an effective course of action. Operate office equipment used in financial and statistical reports. Prepare and present comprehensive oral and written reports. Work cooperatively with business and community agencies. Review, code, check, and enter data on a computer. Understand and follow oral and written directions. Provide work direction to others as assigned. Make arithmetic calculations with accuracy. Perform financial clerical work. Follow-through with directives. Communicate well with others. Meet schedules and deadlines. Plan and organize work. Work confidentially. Work flexible hours.
• Ability to plan, coordinate and organize work to meet deadlines with minimal direction; establish and maintain cooperative relationships with others; communicate effectively; make independent judgments based on common sense and knowledge of legal and other requirements; prepare and maintain accurate and complete records and reports; learn computer database and software applications; ability to listen, observe and to absorb the concerns of the Board, staff, and community and to act upon needs; ability to train and supervise staff; manage multiple projects; demonstrate leadership qualities and utilize motivational techniques.
• Physical abilities will include hearing and speaking to exchange information and make presentations; sitting for extended periods of time; reaching, fine manual dexterity, pushing and pulling; near and far visual acuity, depth perception and field of vision.
• NOTE: This list of essential abilities is not exhaustive and may be supplemented as necessary in accordance with the requirements of the job.

 EDUCATION:

• Bachelor's Degree or equivalent in a business-related field;
• Masters Degree from an accredited institution desired.

Adopted on 9/23/08