CASBO Career Center

DIRECTOR OF FISCAL SERVICES

JOB SUMMARY
Under limited supervision from the Assistant Superintendent Business Services, with major responsibility for central budgeting, accounting and other related fiscal activities on a district wide basis; and is responsible for the formulation and implementation of district fiscal policies relating to assigned areas of responsibility; manages, coordinates and supervises fiscal operations for the district for all funds; and do other related work as may be required.

ESSENTIAL FUNCTIONS
- Coordinates and supervises the work of accounting, payroll and benefits for the District;
- Coordinates annual budget development under the guidance of the Assistant Superintendent, Business Services;
- Calculation and projection of base revenue limits, estimated income and expenditures for all funds;
- Monitors and analyzes budget income, encumbrances, and expenditures to insure that expenditures are equal to budget allocations;
- Analyzes budget transfer requests, and recommends approval and approves transfer of budgeted funds in accordance with the established procedures;
- Prepares periodic budget reports and reviews expenditures to assure correct coding and other fiscal procedures;
- Maintains charts of accounts and prepares quarterly annual financial statements for certification of projected solvency;
- Develops, compiles, edits and approves a variety of fiscal reports for County and state agencies;
- Advises and counsels school and district staff in the preparation of budget requests and amendments for transfers of allocations in accordance with established procedures;
- Schedules, monitors and supervises the assignments of accounting staff members;
- Develops and maintains standards for performance of positions supervised and advises staff of standards for work performance;
- Supervision and evaluation of the Assistant Director and specialized clerical and technical support staff assigned to fiscal services;
- Provides consultation and training for school site and district administrative personnel to assure understanding of fiscal processes;
- Attends and participates in Governing Board, budget advisory and other meetings as required and requested;
- Represents the district at various local, regional and state meetings as needed;
- Prepares special financial analyses and reports as required for Collective Bargaining processes, or special projects as needed;
- Reviews and recommends approval of warrants, reviews and recommends approval of purchase orders as directed.

EMPLOYMENT STANDARDS
KNOWLEDGE OF
- Principles and practices of California public school and district accounting, including relevant laws within the Education Code and California accounting manuals;
- Principles and procedures for accounting, fund accounting and school district accounting, state and federal requirements and finances;
- District fiscal policies, organization, operations and objectives;
- Correct English usage, spelling, grammar and punctuation;
- Accounting and statistics required for the preparation of reports;
- Principles of supervision, evaluation and training for assigned supervisory responsibilities.

ABILITY TO
- Interpret and implement complex governmental regulations and directives;
- Plan, coordinate and supervise the work of accounting and purchasing personnel;
- Operate computer and various office machines;
- Follow safety procedures and written & verbal instructions;
- Make independent decisions;
- Work autonomously;
- Demonstrate good judgment & good problem-solving skills;
- Organize tasks, set priorities & meet deadlines;
- Manage multiple tasks; direct, supervise & instruct others;
- Respond appropriately to evaluation & changes in the work setting.
- Develop and adapt software computer programs to meet district accounting needs;
- Coordinate the development of the annual district budget for all funds;
- Develop effective internal control procedures for the monitoring and amendment of planned expenditures;
- Project income from various sources, including base revenue limits, state and federal projects and estimate expenditures;
- Prepare complex financial reports, including analyses and recommendations;
- Communicate effectively with all levels of district personnel, the board, and the general public;
- Maintain the confidentiality of information used in labor relations or other personnel and fiscal processes;
- Establish and maintain effective and cooperative working relationships with those contacted in the performance of duties.

EDUCATION
Masters Degree, MBA, OR a Certificate of School Business Management desirable.

EXPERIENCE
Minimum of three (3) years of documented supervisory/management experience in the monitoring and operations of a school district budget, including preparation, fund accounting and monitoring of an annual district budget; equivalent experience may be substituted in a governmental or other public agency; documented experience in the preparation and presentation of fiscal reports required by County and State agencies

SPECIAL REQUIREMENT
Must be bondable.

REQUIRED LICENSES AND/OR CERTIFICATES
- If required to operate a vehicle in the performance of duties, operator must possess a valid and appropriate California Driver's license and maintain possession of such license during the course of employment, have an acceptable driving record;
- Must be insurable at standard rates by District's insurance carrier and maintain such insurability during the course of employment;
- Other certificate(s) and/or license(s) may be required to comply with federal, state and/or local regulations.

PHYSICAL DEMAND AND WORKING CONDITIONS

The physical requirements indicated below are examples of the physical aspects that this position must perform in carrying out the essential functions.

Physical Demands: Sit, look downward, reach, (up to frequently); stand, walk, bend, stoop, squat, push, pull, foot controls (occasionally); climb stairs, twist (infrequently); repetitive hand activities within close reach, such as files, keyboard & handwriting (frequently); lift/ carry up to 25 pound (occasionally), may lift or carry up to 75 pounds (infrequently); extensive reading; use seeing, hearing & speaking (including in-person, phone & public address.)

Working Conditions: Indoor office, outdoor school yard & grounds. Exposure to: seasonal temperature variations, dust and wind, traffic, food preparation smells, use of office equipment and desk supplies.

Reasonable accommodations may be made to enable a person with a disability to perform the essential functions of the job.

EMPLOYMENT STATUS:

Management Position

October 2004

APPLICATION REQUIREMENTS:

Applicants must complete the ENTIRE application. Failure to answer all questions will cause your application to be screened out.

All of the following documents MUST be attached to your electronic application:

1. Udated Resume (relevant to this position)
2. Two (2) professional letters of recommendation (signed and dated within the last year)
3. Proof of completion of Masters Degree, MBA, OR a Certificate of School Business Management desirable

PLEASE NOTE:

Failure to attach all required documents may cause you to be screened out. Documents received in person, via email or fax and/or after the deadline will NOT be considered. 

Need help with your attachments? Call the following number for support 1-877-974-7437.

ADDITIONAL REQUIREMENTS: 

Candidate recommended for hire will be required to furnish proof of a valid California Driver's License