Director of Business Services; CSBO

Director of Business Services (CSBO)

Purpose of Position:
To oversee the financial functions of the District, in collaboration with the Superintendent of Schools, ensuring the community assets are well-administered, maintained, and protected.

Position Responsibilities:

• Prepares the annual tax levy and budget, and administers a budget control program.
• Meets the qualifications as listed in the School Code to be the legal school treasurer and fulfill, via Board appointment, the duties of school treasurer.
• Assists the Superintendent with respect to data production/contract negotiation.
• Attends board meetings and prepares such reports for the Board as the Superintendent may request.
• Supervises the management of the financial affairs of the schools.
• Supervises all accounting operations and its personnel.
• Supervises the purchasing services and its personnel.
• Acts as advisor to the Superintendent on all questions relating to the business and financial affairs of the district.
• Serves as district treasurer and implements the district's investment policy.
• Advises the Superintendent on employee insurance and retirement benefits.
• Advises the Superintendent on property and liability insurance coverage.
• Assists in coordinating the district's registration process and implementing online registration.
• Assists in the determination of types of programs needed by the schools and makes appropriate recommendations.
• Prepares drafts of needed Board policies and administrative rules for the Superintendent's review and action.
• Serves upon assignment by the Superintendent as a resource to all other administrators in the district.
• Prepares state reports and claims as required, as well as state and federal grant reporting.
• Manages quality assurance/audits, including bid management, contract management, external audits, internal audits, risk management, vendor management, and benefits management.
• Submits transportation reports, supervises transportation, and works collaboratively with the Superintendent to resolve District-level transportation matters.
• Submits Nutrition Reports, supervises the nutrition program, prepares for nutrition audits, and is the liaison between the District and its food vendor.
• Serves as FOIA officer.
• Develops and implements a procurement process.
• Budget Preparation:
• Gather facts and information affecting the district's revenues and expenditures.
• Prepare a tentative budget in the fall, prior to adopting the district's tax levy.
• Fine-tune the budget in the spring after tax levy is known and decisions regarding salaries, staffing, and major capital outlay expenditures are complete.
• Prepare and file the official state budget form.
• Tax Levy Preparation:
• Estimate the district's assessed valuation and calculate the levy based on the tentative budget.
• Prepare and file official tax levy form.
• Cash Flow Analysis:
• Monitor and forecast the monthly flow of revenues and expenditures to assist in investment planning and avoid any "surprises".
• Prepare periodic reports to keep the Superintendent and Board of Education informed.
• Investment Management:
• Implement the district's investment policy emphasizing safety of principal while maximizing return.
• Periodically analyze investment plans, banking, and financial services to advise the Superintendent as to the best choice for the district.
• Fixed Asset Management:
• Maintain an inventory of the district's assets, classified according to type and location, including value and depreciation.
• District funds and bank accounts:
• Supervise accounting system and reconciliation of all accounts, including activity funds, petty cash and general checking accounts.
• Supervise business office personnel.
• Provide overall direction and supervision to accounts payable and payroll.
• Plan and provide appropriate training in order to implement job functions.
• Audit:
• Recommend the appointment of an outside auditor.
• Serve as the district resource during ISBE audits and outside audits.
• Prepare all backup documentation as requested by auditors.
• Work with the auditor to ensure district compliance with all accounting standards and reporting requirements.
• State and Federal Grant Reporting:
• Assist staff in preparing and filing all grants, budgets, and documentation.
• Track expenditures and keep grant coordinators updated.
• File quarterly and final expenditure reports in a timely manner.
• Maintain backup documentation for the audit trail.
• Salaries:
• Prepare and maintain salary and deduction tables to be used for preparing payroll.
• Track staff eligibility for longevity stipends and prepare calculations for payroll.
• Prepare scatter grams and salary schedules during negotiations of teacher contracts.
• Obtain and analyze salary information for comparison basis.
• Employee Benefits:
• Assists the Superintendent in administering employee insurance benefits, including health, dental, and life insurance.
• Lead employee information meetings and open enrollment meeting.
• Lead benefits in-service for new employees.
• Research the market and periodically bid out insurance packages.
• Provide assistance to…