CASBO Career Center

WALNUT VALLEY UNIFIED SCHOOL DISTRICT
JOB TITLE: DIRECTOR OF FISCAL SERVICES

BASIC FUNCTION
Under the general direction of the Assistant Superintendent, Business Services, plan, organize and oversee the District’s financial activities; supervise, review and evaluate the performance of assigned personnel; perform the more technical and specialized accounting and financial record management and reporting functions; provide professional assistance and support schools/departments in budget planning and control; and to perform other related functions as required.

ESSENTIAL JOB FUNCTIONS

• 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 funds and special accounts
• Assists in the development, management, and monitoring of the District Budget, including the formulation of budgetary formulas and the preparation of budget control guidelines and procedures
• Coordinates vendor payments to ensure that vendors receive payment for products and services on a timely basis
• Trains, supervises, and evaluates the performance of Accounting Unit personnel and assists them in determining alternative solutions concerning unusual and unforeseen problems and situations
• Develops or assists in the development of improved accounting and financial record management and reporting systems and procedures
• Assists in the development of mid-term and long-term planning
• Prepares or coordinates the preparation of materials, or posts or inputs into computer-assisted accounting programs
• Monitors and audits the accounting and financial record management and reporting functions to ensure that established operational procedures and guidelines are followed
• Performs technical and specialized accounting, financial management, and reporting functions
• Prepares a variety of fiscal reports
• Counsels, advises, and assists school and District personnel regarding matters relating to accounting and financial record management and reporting systems
• Provides data for specific reports as needed, including budget control reports, financial statements, investment, accounts payable, and accounts receivable reports, payroll, food service, and a variety of other computer-assisted reports and records
• Maintains and supervises the property control records of fixed assets
• Prepares or supervises claims for reimbursement from other agencies
• Performs financial and statistical research studies as required
• Coordinates the Los Angeles County of Education Human Resource System (HRS)
• Works with local State and Federal agencies

JOB REQUIREMENTS – QUALIFICATIONS
Skills, Knowledge, and/or Abilities Required:

Skills to:

• Establish and maintain cooperative working relationships
• Operate standard office equipment, including use of a personal and microcomputer and use of appropriate software
• Communicate in written form using correct English, grammar, spelling, punctuation and sentence structure

Knowledge of:

• Principles of organization and management of a large organization including principles, practices and procedures of school district accounting, budget planning, fiscal record management, and data processing systems
• Principles, practices, and techniques of effective management, organization, supervision, employee motivation, and training
• Legal mandates, policies, and regulations pertaining to educational accounting and fiscal record management, computer-assisted accounting and fiscal record management systems, and equipment
• Los Angeles County Office of Education, Human Resources, payroll and accounting systems
• School district attendance accounting, construction project accounting, funding processes, including revenue limit and Federal, State, and local funding

Ability to:

• Performs responsible and technical accounting, budget, and fiscal planning functions and activities
• Communicate effectively both in oral and written form
• Organize, supervise, train, and evaluate the work of assigned personnel
• Plan, organize, and schedule work
• Analyze and make sound recommendations on complex financial data and operations
• Prepare and present fiscal, financial, and narrative reports in a clear and concise manner
• Review, audit, and verify financial statements and related summaries and reports
• Follow oral and written instructions with minimum accountability controls
• Interpret laws, rules, and regulations as they relate to the fiscal management of a school district
• Establish and maintain effective and cooperative working relationships
• Operate word processing, spreadsheet, and database programs to develop reports and communications materials

PHYSICAL DEMANDS
The physical requirements indicated below are examples of the physical activities this position classification must perform in carrying out essential job functions.

• Persons performing service in this position classification may occasionally be required to exert up to 40 pounds of force, to carry, push, pull or otherwise move objects
• This type of work involves sitting for extended periods of time and the manual dexterity to handle items, operate computers, and other types of office equipment

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

EXPERIENCE AND EDUCATION REQUIREMENTS
Any combination of experience and training that would likely provide the required knowledge and skills to qualify. A typical way to obtain the required knowledge and skill would be:

Experience:
Four years of increasingly responsible fiscal and operational management experience, including accounting, financial analysis, budget planning, preparation, and control, as well as the management of fiscal records, preferably in an educational agency, at least two of which were in a management or supervisory capacity.

Education:
Graduation from an accredited college/university with a Baccalaureate or higher degree in accounting, economics, business management, or educational management supplemented by training and coursework in closely related fields.

LICENSE AND/OR CERTIFICATE REQUIREMENT

• Possession of a valid California Driver’s License and evidence of vehicle insurance or insurability

CONDITIONS OF EMPLOYMENT

• Insurability by the district’s liability insurance carrier

About Walnut Valley Unified School District

OUR VISION All Walnut Valley students will experience an exceptional education in a supportive, safe, and healthy environment, giving them the skills, ethics and courage to achieve their dreams in the world of today and tomorrow. OUR MISSION Walnut Valley Unified, a premier school district committed to "KIDS FIRST - Every Student, Every Day," will prepare all students to thrive in a rapidly changing, competitive, global economy by teaching them 21st Century skills through quality programs that include Academics, Arts, Athletics, and Activities.

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