Fiscal Services Manager - Fortune School of Education - Sacramento, CA at Fortune School of Education
About the Employer
About the Employer Rex and Margaret Fortune School of Education is a comprehensive education system including, non-profit preschools, a network of tuition-free, public charter schools (TK-12th), and a school of education with a masters programs and educator preparations programs accredited by the California Commission on Teacher Credentialing. in Sacramento/San Bernardino County. We prepare students for college starting in preschool Transitional Kindergarten in San Bernardino and Sacramento Counties and are focused on closing the African American achievement gap. Our Mission To graduate high achieving students of good character prepared for college and citizenship in a democratic society. Our Vision To prepare teachers for service in public schools with competence and sensitivity that will enable them to develop students to their fullest potential. Our Approach At Fortune School our education philosophy is The Five Pillars--1) High Expectations, 2) Choice and Commitment, 3) More Time, 4) Focus on Results, 5) Citizenship. We follow this philosophy in all our academic programs in service to the wide range of people we serve from preschool to masters.
Job Summary
Job Summary
Under the direction of the Chief Financial Officer, perform complex fiscal, budgeting and reporting activities for the organization. This position serves as a business and accounting specialist in preparing various reports as required internally and by local, state and/or federal sources; recommending and assisting in the formulation and implementation of policies and procedures related to fiscal activities; and providing work direction and training to staff.
Requirements / Qualifications
For more information on Requirements/Qualifications, please contact the employer.
Comments and Other Information
For more information on Comments and Other Information, please contact the employer.
Comments and Other Information
ESSENTIAL FUNCTIONS:
• Plan, organize and direct the work of the fiscal services department including accounting, budgeting, payroll and food service functions.
• Manage, train and audit work of staff in all budget and financial subsystem applications and ensure that established operational procedures and Local, State and Federal laws are followed.
• Assist in the preparation of annual and interim budgets, including data for projections of income and expenditures by program and funds.
• Work collaboratively with Human Resources on position control maintenance
• Consult and coordinate with principals, directors and other program administrators on their budget allocations on a regular basis
• Assist in the submission of the adopted, interim budget and unaudited actual reports and related documentation to the County, State or other external agencies
• Prepare financial/budget analysis and reports as required or requested including reports required by Local, State and Federal Grantors
• Assist in the preparation, planning and management of fiscal year-end closing process to assure validity and accuracy of annual financial statements.
• Assist in the preparation of financial data for annual audit and tax return, prepare requested schedules and act as a liaison with external auditors.
QUALIFICATIONS
Knowledge of:
• Principles, practices and terminology of budgeting, accounting and financial record keeping, preferably as they apply to California school accounting.
• Auditing and financial research and analysis procedures.
• Budget preparation and administration.
• Applicable federal, state, local and school laws; regulations; and the California School Accounting Manual.
• Principles and practices of governmental accounting on a fund basis.
• Internal and external auditing preparation and procedures.
• Principals of supervision.
• Charter school operations including Food Service.
• Computer based software programs that support this level of work, including but not limited to, word processing, spreadsheet, presentation graphics, and data entry onto custom data bases.
• Data processing systems and applications in the field of budgeting and accounting.
• Financial record keeping techniques.
Ability to:
• Plan, coordinate and perform a variety of complex, advanced-level accounting, budget, payroll and fiscal operations.
• Effectively supervise and train assigned Business Office Staff.
• Analyze, generate, evaluate and implement financial, accounting and/or budgetary procedures for effectiveness and efficiency.
• Establish and maintain effective budget monitoring and controls.
• Analyze and interpret financial reports, perform difficult financial analyses.
• Read, interpret, apply and explain rules, regulations, policies, and procedures in assigned areas.
• Assure compliance with organization policies and procedures.
• Communicate effectively with a diverse base of individuals, demonstrating appropriate interpersonal skills using tact, patience, and courtesy.
• Prepare and present clear, concise and comprehensive reports and recommendations verbally and in writing.
• Demonstrate proficiency in the use of computers including electronic spreadsheets and database utilization
• Handle multiple tasks, work under pressure, and work with priorities and deadlines subject to frequent change, and work efficiently under stringent time deadlines
REQUIRED EXPERIENCE AND EDUCATION:
BA/S degree in accounting or business management with two years of advanced level accounting experience preferred; however, a minimum of five years of experience with a focus in increasingly responsible advanced-level accounting, budgeting and payroll oversight, preferably with charter or school district experience, will be considered.
WORKING CONDITIONS: The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position will include office and school site environments.
Physical Abilities:
• Visual acuity and depth perception to read a variety of materials and inspect work in progress.
• Sufficient hearing to conduct conversations in person and over the telephone.
• Normal physical strength and endurance for standing, sitting, bending, reaching, walking, and lifting and carrying of lightweight materials.
• Hand/eye coordination and manual dexterity to keyboard 10-key, operate a telephone and business office machines.
• Physical, mental and emotional stamina to endure long hours under sometimes stressful conditions.
• Speaking in an understandable voice with sufficient volume to be heard in normal conversational distance and on the telephone.
CLEARANCES
• Criminal Justice/Fingerprint Clearance
• TB Clearance
Fortune School of Education provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This position description intends to describe the general nature and level of work being performed by people assigned to this position. It is not intended to include all duties and responsibilities. The order in which duties and responsibilities are listed is not significant.
Comments and Other Information
ESSENTIAL FUNCTIONS:
• Plan, organize and direct the work of the fiscal services department including accounting, budgeting, payroll and food service functions.
• Manage, train and audit work of staff in all budget and financial subsystem applications and ensure that established operational procedures and Local, State and Federal laws are followed.
• Assist in the preparation of annual and interim budgets, including data for projections of income and expenditures by program and funds.
• Work collaboratively with Human Resources on position control maintenance
• Consult and coordinate with principals, directors and other program administrators on their budget allocations on a regular basis
• Assist in the submission of the adopted, interim budget and unaudited actual reports and related documentation to the County, State or other external agencies
• Prepare financial/budget analysis and reports as required or requested including reports required by Local, State and Federal Grantors
• Assist in the preparation, planning and management of fiscal year-end closing process to assure validity and accuracy of annual financial statements.
• Assist in the preparation of financial data for annual audit and tax return, prepare requested schedules and act as a liaison with external auditors.
QUALIFICATIONS
Knowledge of:
• Principles, practices and terminology of budgeting, accounting and financial record keeping, preferably as they apply to California school accounting.
• Auditing and financial research and analysis procedures.
• Budget preparation and administration.
• Applicable federal, state, local and school laws; regulations; and the California School Accounting Manual.
• Principles and practices of governmental accounting on a fund basis.
• Internal and external auditing preparation and procedures.
• Principals of supervision.
• Charter school operations including Food Service.
• Computer based software programs that support this level of work, including but not limited to, word processing, spreadsheet, presentation graphics, and data entry onto custom data bases.
• Data processing systems and applications in the field of budgeting and accounting.
• Financial record keeping techniques.
Ability to:
• Plan, coordinate and perform a variety of complex, advanced-level accounting, budget, payroll and fiscal operations.
• Effectively supervise and train assigned Business Office Staff.
• Analyze, generate, evaluate and implement financial, accounting and/or budgetary procedures for effectiveness and efficiency.
• Establish and maintain effective budget monitoring and controls.
• Analyze and interpret financial reports, perform difficult financial analyses.
• Read, interpret, apply and explain rules, regulations, policies, and procedures in assigned areas.
• Assure compliance with organization policies and procedures.
• Communicate effectively with a diverse base of individuals, demonstrating appropriate interpersonal skills using tact, patience, and courtesy.
• Prepare and present clear, concise and comprehensive reports and recommendations verbally and in writing.
• Demonstrate proficiency in the use of computers including electronic spreadsheets and database utilization
• Handle multiple tasks, work under pressure, and work with priorities and deadlines subject to frequent change, and work efficiently under stringent time deadlines
REQUIRED EXPERIENCE AND EDUCATION:
BA/S degree in accounting or business management with two years of advanced level accounting experience preferred; however, a minimum of five years of experience with a focus in increasingly responsible advanced-level accounting, budgeting and payroll oversight, preferably with charter or school district experience, will be considered.
WORKING CONDITIONS: The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position will include office and school site environments.
Physical Abilities:
• Visual acuity and depth perception to read a variety of materials and inspect work in progress.
• Sufficient hearing to conduct conversations in person and over the telephone.
• Normal physical strength and endurance for standing, sitting, bending, reaching, walking, and lifting and carrying of lightweight materials.
• Hand/eye coordination and manual dexterity to keyboard 10-key, operate a telephone and business office machines.
• Physical, mental and emotional stamina to endure long hours under sometimes stressful conditions.
• Speaking in an understandable voice with sufficient volume to be heard in normal conversational distance and on the telephone.
CLEARANCES
• Criminal Justice/Fingerprint Clearance
• TB Clearance
Fortune School of Education provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This position description intends to describe the general nature and level of work being performed by people assigned to this position. It is not intended to include all duties and responsibilities. The order in which duties and responsibilities are listed is not significant.