Chief Financial Officer

Chief Financial Officer (CFO) Performance Responsibilities

• Financial Planning and Strategy
  • Lead the development and implementation of long‑term financial strategies to support the district’s goals and objectives.
  • Lead the preparation, review, and implementation of the annual district budget in accordance with IDOE guidelines, GASB standards, and IASBO recommendations.
  • Prepare and manage annual budgets, forecasting revenue, expenditures, and other financial variables.
  • Provide financial guidance and recommendations to the Superintendent, School Board, and other administrators.
  • Monitor the financial health of the district and ensure the proper allocation of resources for educational programs and services.
  • Lead efforts to optimize the use of district financial resources, balancing short‑term and long‑term needs.
  • Oversee and manage financial reporting processes, ensuring transparency and accountability to stakeholders.
• Financial Reporting and Compliance
  • Ensure timely and accurate financial reporting in compliance with state and federal guidelines, including financial statements, grants, and audits.
  • Oversee the district’s financial record‑keeping and accounting practices.
  • Serve as the primary point of contact for external auditors and ensure all audits are completed successfully.
  • Stay updated on IDOE and GASB regulations, ensuring district compliance.
  • Oversee the preparation of accurate and timely financial statements and reports for internal and external audiences, including the annual Comprehensive Annual Financial Report (CAFR).
• Budget and Resource Management
  • Develop and oversee the district's annual operating budget, ensuring effective allocation of resources across various departments and programs.
  • Monitor cash flow, track revenue, and expenditures, and recommend adjustments to stay within budget.
  • Manage the district’s investments, debt, and funding sources, including state and federal funding, grants, and local revenue streams.
• Financial Risk Management
  • Identify financial risks and implement strategies to mitigate those risks while ensuring sustainability.
  • Develop and maintain a system of internal controls to safeguard district assets.
  • Monitor financial performance and provide regular budget updates to the Superintendent, School Board and other stakeholders.
  • Analyze budget variances and propose corrective actions as needed.
  • Ensure that budgets reflect district priorities, maintain compliance with local and state regulations, and align with available funding sources.
  • Oversee the management of district cash flow, ensuring adequate liquidity for daily operations and proper investment of district funds.
  • Ensure compliance with applicable laws related to school district investments and collaborate with investment advisors to maximize returns within prudent risk parameters.
  • Maintain effective cash management policies and procedures to ensure optimal allocation of district funds.
• Collaboration and Leadership
  • Serve as a key advisor to the Superintendent and School Board on all financial matters.
  • Lead and mentor the finance team, fostering a culture of continuous improvement and professional development.
  • Collaborate with other departments to ensure financial policies and procedures align with district goals.
  • Represent the district in meetings with local, state and federal agencies regarding financial matters.
• Grant Management
  • Oversee the administration of state and federal grants, ensuring compliance with all applicable regulations.
  • Identify opportunities for securing additional funding through grants and partnerships.

• Education
  • Bachelor’s degree in Accounting, Finance, Business Administration or a related field (required).
  • Master’s degree or CPA designation preferred.
• Experience
  • Minimum of 5 years of experience in financial management, with at least 3 years in a leadership role in a public sector or educational setting.
  • Experience managing budgets in excess of $50 million preferred.
  • Experience with school finance, Indiana Department of Education policies, and government accounting standards is a plus.
  • Strong knowledge of IDOE financial reporting standards, GASB principles and IASBO best practices.
• Skills
  • Strong analytical,…