This position works under the supervision of the Executive Director. The Chief Business Officer leads a team of professional and technical accounting and payroll audit staff who work together to ensure that the school remains fiscally solvent and complies with California school accounting, budgeting, and reporting requirements. The Chief Business Officer is responsible for establishing directional focus for the school budget and serves as a resource for Helix Charter High School staff and the Board.
Essential Duties and Responsibilities
Develops budgets and financial forecasts for the purpose of providing financial guidance and recommendations to administrative personnel, Executive Director and/or the Board
Conducts internal audits (e.g. general and special funds) for the purpose of ensuring program operations are within budget and in accordance with fiscal practices
Maintains a variety of fiscal information, files and records (e.g. accounts payable, accounts receivable, student activities, contracts, etc) for the purpose of providing an up-to-date reference and audit trail for compliance
Develops strategic (long and short range) plan in relation (e.g. enrollment projections, procedures, policies, staffing, forms/materials, equipment, etc) for the purpose of ensuring organizations objectives are achieved in the most efficient and timely manner
Advises Executive Director on issues and/or problems for the purpose of providing information (pros and cons) for making knowledgeable decisions that are legally compliant
Monitors fund balances of assigned programs and related financial activity for the purpose of ensuring that allocations are accurate, related revenues are generated, expenses are within budget limits and/or fiscal practices are followed
Analyzes a variety of financial information (e.g. budget formulas, legal guidelines, budget variances, cost projections, etc) for the purpose of providing required fiscal direction and support, making recommendations, maximizing use of funds, and/or ensuring overall operations are legally compliant and within budget parameters
Facilitates meetings that may frequently involve a wide range of issues (e.g. financial procedures, regulatory requirements, community involvement, actions involving outside agencies, interdepartmental needs, etc.) for the purpose of identifying appropriate actions, developing recommendations, supporting staff and serving as the school representative to various districts
Prepares a wide variety of materials in written and electronic formats (e.g. annual budgets, financial statements, Consolidated Reports, Federal Cash Management Reporting, reports for the Board, Executive Director, etc.) for the purpose of documenting activities and issues, meeting compliance requirements, and/or providing supporting materials for requested actions
Administers group benefit programs, including medical, dental and vision, life insurance, worker’s compensation, employee retirement programs (403b, CalSTRS and CalPERS) and auxiliary benefits.
Collaborates with others (e.g. budget committee, administration, board members, purchasing department etc.) for the purpose of implementing and maintaining services and/or programs
Researches financial information and related legal issues (e.g. discrepancies, current legislative trends, etc.) for the purpose of evaluation compliance requirements and potential implications on school operations
Responds to a wide variety of inquiries of staff, outside organizations, other professional organizations, etc. (e.g. accounting guidelines, expenditure status, grant guidelines, etc.) for the purpose of resolving problems, providing information and/or referring to appropriate personnel.
Provides direction to the payroll department through maintenance of salary schedule and personnel placements
Active participant in the collective bargaining process for both employee unions and management responding to requests for financial data, analyzing fiscal impact and advising all on courses of action
Identifies grant funding and donor opportunities to support of the the mission and vision of the school, cultivating and stewarding meaningful relationships with institutional funders and donors, and drafting grant proposals and reports
Performs other related duties, as assigned, for the purpose of ensuring an efficient and effective work environment
Knowledge, Skills and Abilities:
Specific knowledge required to satisfactorily perform this job includes: advanced financial concepts, techniques and regulations; accounting/bookkeeping principles; and pertinent federal, state and local laws, codes and regulations
Specific skills required to satisfactorily perform this job includes: applying assessment instruments; operating standard office equipment; performing accounting procedures; planning and managing projects; preparing and maintaining accurate records; and using pertinent software applications
Specific Abilities required to satisfactorily perform the job includes: adapting to changing work priorities; communicating with diverse groups; maintaining confidentiality; meeting deadlines and schedules; setting priorities; and working as a part of a team
A Master’s degree in Finance (MBA preferred); Bachelor’s degree in Accounting, Finance, or related field
CPA & Top Accounting Firm experience preferred
Chief Business Officer (CBO) Certificate preferred
More than 10 years' experience total accounting/finance experience
At least 5 years' senior financial leadership experience in a charter school or traditional public school preferred
Must have knowledge of, and experience with, California public school accounting, finance, budget, and audit procedures as well as federally-funded program procedures
Experience with using Standard Account Code Structures (SACS) for public school fund accounting and experience with the California School Accounting Manual
Experience integrating IT/Systems to improve accounting productivity and accuracy preferred
Experience working with external auditors, compliance and regulatory oversight with a history of successful audits
Letters of Recommendation (minimum of 3)
About Helix Charter High School
Mission Statement: Helix Charter High School provides a comprehensive education that prepares all students to graduate college-ready and equipped to reach their personal and academic potential.
Vision Statement: In a college preparatory environment, Helix Charter High School strives to close the achievement gap through effective collaboration and innovative practices.
Values and Beliefs:
At Helix Charter High School:
1. We believe that all students can learn and become contributing members of society.
2. We value each student as an individual and therefore create curriculum, instructional activities, assessments, and feedback systems focused on providing learning opportunities that enable students to achieve success.
3. We value the diverse ideas, values, and cultures that enrich our school system.
4. We value a safe and supportive learning environment that promotes student achievement.
5. We believe that the allocation of our resources should be aligned with our mission and vision in order to maximize the opportunity for students to learn and experience success in school.
6. We believe that the success of our school depends on t...he commitment of all staff (administrators, teachers, and support staff) to high quality standards, expectations, and performances.
7. We believe that students need to not only develop a deep understanding of essential knowledge and skills, but also need to develop the capacity to apply their learning, reason, solve problems, and produce quality work.
8. We believe effective collaboration and communication with families as partners in the education of their students is essential to the success of our school.
9. We value a comprehensive education that provides students with multiple opportunities and connections to build relationships and engage with their school.