Chief Financial Officer - Education Service Center Region 8 : Job Details

Primary Purpose:

Direct and manage the operation of all financial and business affairs of the district including accounting, payroll, purchasing, and tax collection. Serve as the chief financial adviser to the superintendent and board of trustees.

Qualifications:

Education/Certification:

Bachelor's degree in a business-related field or educational administration CPA certification or TASBO certification preferred

Special Knowledge/Skills:

Advanced technical knowledge of school finance, budgeting, accounting systems, and economics Working knowledge of financial applications and accounting

Strong communication, public relations, and interpersonal skills

Ability to use personal computer and software to develop spreadsheets, perform data analysis, and do word processing

Ability to implement policy and procedures Ability to interpret data

Ability to manage budget and personnel Ability to coordinate district functions

Experience:

Five years of experience in school business management or public organization

Major Responsibilities and Duties:

Fiscal Management

* Keep the superintendent informed on the business affairs of the

* Evaluate accounting procedures, systems, and controls in all district departments and recommend improvements in their design, implementation, and maintenance.

* Maintain a continuous auditing program for all funds and assist the district's independent and internal auditors in conducting the annual or periodic audit.

* Ensure that accounting systems comply with applicable laws and regulations including the Texas Financial Accountability System Resource Guide.

* Develop period cash flow analysis to aid in determining cash available for investment and payment of

* Maintain the district investment

* Oversee preparation of monthly bank reconciliations for the operating, special revenue, debt service, construction, tax, cafeteria, and athletic accounts; review reconciliations of vendor and payroll clearing accounts.

* Prepare and enter budget adjustments, additions, and

* Review and approve purchase orders and check requests and maintain control of budget by verifying availability of funds.

* Assist in the preparation of the budget and development of long- and short-range objectives for the business operations of the district.

* Plan and conduct needs assessments for improvement of district business

* Work with district personnel to project student enrollments, staffing needs, building and facilities needs, energy needs, capital equipment needs, and other cost items for district and individual school

* Administer the business office budget and ensure that programs are cost effective and funds are managed prudently.

* Provide leadership to achieve cost-effective practices throughout the

* Ensure that business operations support the district's goals and

Policy, Reports, and Law

* Implement policies established by federal and state law, State Board of Education rule, and local board policy in area of business operations.

* Compile, maintain, and file all physical and computerized reports, records, and other documents

* Prepare and evaluate monthly financial statements and related budget

* Prepare and publish comprehensive annual financial report in compliance with Association of School Business Officer (ASBO) standards.

* Develop semi-annual financial information for submission of data to

* Ensure expenditure reports for all federal or grant funds are prepared and

Purchasing and Inventory

* Ensure accurate and current computerized inventory records of the district's fixed and movable assets are maintained.

* Supervise maintenance of a timely replacement cost-asset listing for insurance

* Supervise the preparation of bank bids and bid

* Receive and open bank bids; tabulate results and prepare written

* Obtain and study comparative prices and Make purchasing decisions based on information collected.

* Approve purchase orders and monitor all purchase requisitions district-wide to determine correctness of information, calculations, coding, etc.

* Work cooperatively with district personnel to determine purchasing specifications, sources, availability, pricing, shipping, and receiving.

* Compile, maintain, and file all physical and computerized reports, records, and other documents required, including auditable accounting records.

Personnel Management

* Prepare, review, and revise business department job

* Develop training options and/or improvement plans to ensure exemplary business

* Evaluate job performance of employees to ensure

* Recruit, train, and supervise personnel and make sound recommendations relative to personnel placement, assignment, retention, discipline, and dismissal.

Community Relations

* Demonstrate awareness of district and community needs and initiate activities to meet those

Supervisory Responsibilities:

Supervise and evaluate the performance of accounts payable, accounting, purchasing, and payroll.

Working Conditions:

Mental Demands/Physical Demands/Environmental Factors:

Maintain emotional control under stress. Occasional district and statewide travel; occasional prolonged and irregular hours.