Under the general direction of the Executive Director of Business Services or designee plans, organizes, supervises and carries out duties to assure a sound fiscal operation, preparation including maintenance of the district or program budget and directing the district or program accounting and financial record keeping activities; serves as the in-house auditor for the district or program. Supervise and coordinate accounting, budgeting, financial research and analysis, payroll, purchasing, health and welfare benefits, attendance accounting, and student body accounting as assigned.
The Director of Fiscal Services is distinguished from the Executive Director of Business Services in that the latter serves is responsible for district-wide business operations, while the former serves as a fiscal operations manager and auditor ensuring day to day accounting and fiscal activities are performed as required.
EXAMPLE OF DUTIES:
Consults with the Executive Director of Business Services or designee, in the preparation of the budget; coordinates all aspects of the budget; supervises and participates in the detailed preparation of the budget; ensures budget is monitored continuously and updated regularly.
Assist in the budget planning and preparation processes, including the formulation of budgetary formulas and the preparation of budget control guidelines and procedures.
Plans, schedules, audits, supervises and participates in the preparation and maintenance of a variety of accounting and financial record management reporting, including general and special ledgers for all District or program funds and special accounts as assigned.
Ensure that vendors receive payment for products and services accurately and timely.
Develops or assists in the development of improved accounting and financial, inventory control, and fixed asset record management, and reporting systems and procedures.
Counsels, advises, and assists administrators and other personnel regarding matters relating to accounting and financial record management and reporting systems.
Maintains and supervises the property control records of fixed assets.
Supervises and coordinates the preparation of materials for posting or inputting into automated fiscal record management systems.
Supervises the business functions of Payroll, Benefits and Insurance, and Accounts Payable as assigned.
Oversees the accounting operations for the district or assigned program.
Accurately complete the district’s or program’s financial accounting and reporting, in accordance with the requirements of the California School Accounting Manual and generally accepted accounting principles.
Compile experience data based on statistical studies and analysis of the past and current years to aid in the preparation of budgets and the justification of requested funds.
Function as internal auditor of financial and non-financial documents of the district in accordance with generally accepted accounting and auditing principles.
Develop, update, and implement a cost accounting process for the evaluation of financial data.
Report on special studies as may be necessary to evaluate time on task, cost, and system applications.
Monitor and apply the fringe benefit programs of the district.
Monitor student attendance data gathering to ensure state regulations are implemented. Gather and assure student attendance data reported to the state is accurate.
Research, recommend and implement procedures to utilize electronic data processing within assigned duties.
Interpret legislation and appropriate regulations relating to finance. Advise Assistant Superintendent of changes and implementations as necessary.
Organize, plan, assign and evaluate work of staff directly assigned to this position.
Conduct staff meetings as may be necessary for an effective, efficient department.
Attend staff, departmental, management and other meetings as may be necessary for reporting and cohesiveness.
Communicate incidents and/or situations, which might impact the district office/schools to the Assistant Superintendent and/or appropriate district personnel.
Annually establish objectives appropriate for the department. Establish an evaluation process to determine effectiveness of such objectives.
Assists with budgets, issues memoranda on procedures, discusses problems with project developers and reviews related financial reports.
Prepares complex financial, statistical, and analytical studies to assist in the formulation and revision of budgets, programs, and enrollment projections.
Acts as liaison with external auditors.
Reviews personnel actions for fiscal impact.
Perform related duties as assigned.
Budgetary, accounting and fiscal procedures, policies and methods of a school district, business law, basic financial analysis and research procedures and public finance administration.
Principals of management and supervision, office organization, equipment and procedures.
LACOE Human Resources System (HRS).
Budget, accounting, fiscal, and financial record keeping principles, procedures, and methods.
Auditing and inventory control procedures.
Financial analysis and research procedures.
Principles of supervision and training.
Modern data processing systems and personal computer systems and procedures as they apply to budgetary, financial record keeping and management information systems.
Generally Acceptable Accounting Practices (GAAP), methods, practices and procedures of school district accounting, budget planning and expenditure control, fixed assets, inventory control, fiscal record management, and data processing systems.
Legal mandates, policies and regulations pertaining to accounting and fiscal record management and reporting, and purchasing processes.
Principles, practices and techniques of organization, supervision, employee motivation and training.
Ability to plan, organize, direct and coordinate the fiscal program of the school district.
Ability to conduct financial analyses, prepare complete and clear financial reports and prepare complete school district budget.
Ability to instruct, train and supervise bookkeeping and clerical personnel.
Ability to work closely with auditors in developing and maintaining accounting and business office procedures.
Plan, organize, and direct the accounting program of a school district to meet requirements of law, quality standards, and rigid deadlines;
Prepare clear and concise financial reports;
Plan, organize, and direct a complex budget management program;
Read, interpret, and administer statutes, policy, and regulations regarding school district accounting, budgeting and financial transactions;
Collect, assimilate, and evaluate data to prepare sound recommendations;
Analyze problems, develop sound problem-solving models, and arrive at appropriate solutions to problems;
Instruct, train, and supervise personnel in financial record keeping operations;
Proficiently use a PC, appropriate software, and calculator;
Operate a vehicle observing legal and defensive driving practices;
Understand and carry out oral and written instructions;
Establish and maintain effective relationships with persons contacted in the course of work; and
Accept and carry out responsibility for direction, control, and planning.
Certified public accountant or bachelor’s degree from an accredited institution, in Accounting, Fiscal Management, Business Administration/Management or other closely related field.
Four years of progressively responsible accounting, fiscal management, and organizational management. One year in an educational organization management or supervisory capacity supervising a staff of at least 5 persons.
At least two years of such experience in a public school district is desirable.
Competency with LACOE HRS (Human Resources System) is desirable.
Licenses and Certifications:
Must possess a valid California Class C Driver's License and be insurable by the District's insurance carrier for liability purposes.
Office environment; direct contact with the public, students, parents, staff, and other school personnel, with a high volume of work and frequent interruptions.
Employees must be physically able to perform the essential duties of a position with or without reasonable accommodation and without hazard to themselves or others.
See to read and review financial and statistical records
Hear and speak to obtain and provide information from other District staff and the public
Sit at a desk and/or computer terminal for extended periods of time
Bend, kneel and reach to retrieve and file records from shelves and file cabinets
Dexterity of hands and fingers to file documents and operate a computer terminal and other office equipment
Persons with disabilities may be able to perform the essential duties of this class with reasonable accommodation. Reasonable accommodation will be evaluated on an individual basis and depend, in part, on the specific requirements for the job, the limitations related to disability and the ability of the selection authority to accommodate the limitation.
Additional Salary Information: Pay increases: The first pay increase occurs after 1 year. Pay increase annually thereafter, until top step is reached.
This position includes the following benefits: 1. Paid Holidays: Up to 15 holidays per year. 2. Paid Vacation: Up to 24 vacation days per year. 3. Benefits: Health, Vision, Dental, and PERS (retirement). 4. Childcare & Education: As an employee of the district, your children can enroll and attend school (K-12) at Bassett. Children aged 18-months to 11-years-old may be able to enroll in full day/full year childcare services. Contact Child Development for further childcare program details: 626-931-3161.
APPOINTMENT An employee appointed to this class must serve a probationary period of one year during which time an employee must demonstrate at least an overall satisfactory performance. Failure to do so shall result in the employee's termination. This class is designated both supervisory and administrative.
Internal Number: 19-016
About Bassett Unified School District
We are a community committed to educating and empowering
our students to think creatively, act responsibly, and
communicate effectively in order to be successful members of
society and make a positive impact on the lives of others.
Working collaboratively with all stakeholders, the Bassett Unified
School District will provide engaging and rigorous
learning opportunities, using integrated technology
in state-of-the-art learning environments, to
graduate College and Career Ready students.