CASBO Career Center

BASIC FUNCTION:

Plan, organize and direct fiscal management functions including:

• Accounting and budgeting systems
• Supervision and evaluation of assigned personnel
• Implement the District goals and objectives
• Develop and monitor budgets

REPRESENTATIVE DUTIES:  

ACCOUNTING AND BUDGET SYSTEMS:

• Direct, supervise, plan and manage assigned functions relating to fiscal management, control and analysis.
• Coordinate and perform complex accounting functions in analyzing, recording and monitoring income and expenditures for all district funds; preparing financial analyses and special studies.
• Develop, control and monitor budgets and accounts of the District.
• Direct, supervise, coordinate and perform fiscal/accounting transactions and records related to audit, accounts payable, accounts receivable, budget, payroll, and building projects.
• Coordinate district purchasing.
• Direct, coordinate, prepare and assist in preparation and review of narrative and financial reports, records and files.
• Direct and control Fiscal Services tasks including effective work flows, priorities, staff development and assignments.
• Direct and control District financial computer system procedures including user instruction, application, maintenance and revision.
• Verify and approve transactions and records related to financial accounting, accounts payable, payroll, student attendance accounting and student body accounts.
• Analyze and review District budgetary and financial data to insure accuracy, standards and appropriateness.
• Prepare year-end financial statements and coordinate annual district audit.
• Provide training and information on District fiscal management.
• Perform accounting, audits and reconciliations of District accounts.
• Identify, analyze, project and monitor all revenue sources ensuring the District receives all available revenues.
• Identify, analyze, project and monitor expenditures to ensure the District expends and accounts for funds in accordance with Local, County, State and Federal requirements.

GENERAL:

• Communicate with District administrators and personnel, City, County State and Federal agencies to coordinate activities, resolve issues or concerns and exchange information.
• Supervise and evaluate the performance of assigned personnel.
• Perform related duties as assigned.

KNOWLEDGE AND ABILITIES:

KNOWLEDGE OF:

• Accounting and auditing principles, practices and procedures as required by California public schools accounting standards;
• Budget preparation, control and revenue projections;
• Collective bargaining agreements;
• Financial analysis and projection techniques, and financial reporting procedures;
• Applicable laws, codes, regulations, policies and procedures;
• District organization, operations, policies and procedures;
• Principles and practices of management;
• Oral and written communications skills.      

ABILITY TO:

• Use applicable sections of State Education Code and other laws;
• Develop, control and monitor District budgets;
• Direct and manage assigned functions relating to fiscal management, control and analysis;
• Interpret, apply and explain rules, regulations, policies and procedures related to financial management;
• Prepare, analyze and maintain comprehensive financial and statistical records;
• Meet schedules and timelines;
• Operate and use district business systems and equipment;
• Communicate effectively both orally and in writing;
• Effectively plan and organize work;
• Maintain effective working relationships with those contacted in the performance of required duties;
• Supervise, evaluate, train and counsel assigned personnel;
• Work independently with little direction;
• Maintain effective budgeting and financial control;
• Analyze data and arrive at sound conclusions and recommendations;
• Interpret, apply and explain rules, regulations, policies and procedures.
• Other duties as assigned

EDUCATION AND EXPERIENCE:

• Bachelor’s Degree in Business Administration, accounting, finance or closely related field.
• Two years of responsible experience in a fiscal management/supervisory capacity of a public school district.
• Two years of responsible experience in public school financial and statistical recording keeping.

WORKING CONDITIONS:

ENVIRONMENT:

• Office environment          

PHYSICAL ABILITIES:

Light Physical Effort

• Normally located in a work environment with light physical qualifications and requirements.
• Ability to lift 25 lbs. maximum or carry any object weighing up to 15 lbs.