Chief Financial Officer

Description/Notes

Direct and manage the operation of all financial and business affairs of the district including budgeting, accounting, payroll, purchasing, risk management, human resources, Public Education Information Management System (PEIMS), and tax collection. Serve as the chief financial adviser to the superintendent and board of trustees.

Education/Certification:

• Bachelor's/Master’s degree in finance or accounting
• Certified Public Accountant (CPA) license preferred

Special Knowledge/

Skills:

• Advanced technical knowledge of school finance, budgeting, accounting systems, experience with excess revenue calculations, and 313 agreements
• Working knowledge of financial applications and accounting
• Strong communication, public relations, and interpersonal skills
• Ability to use personal computer and software to develop spreadsheets and perform data analysis
• Ability to interpret policy, procedures, and data
• Ability to manage budget and personnel
• Ability to coordinate district functions
• Ability to work alongside Superintendent's executive team

Experience:

• Director level or above experience in school district business management required

• Keep the superintendent informed on the business affairs of the district.
• Coordinate the preparation of the budget and development of long- and short-range objectives for the business operations of the district.
• Approve all general fund, debt service fund, and capital projects fund budget adjustments, additions, and deletions.
• Evaluate accounting procedures, systems, and controls in all district departments and recommend improvements in their design, implementation, and maintenance.
• Review auditing program for all funds and assist the district’s independent auditors in conducting the annual or periodic audit.
• Review period cash flow analysis to aid in determining cash available for investment and payment of bills.
• Review and oversee the district investment portfolio.
• Review and approve all employee reimbursement requests and maintain control of budget by verifying availability of funds.
• Plan and conduct needs assessments for improvement of district business operations.
• Work with district personnel to project student enrollments, staffing needs, building and facility needs, energy needs, capital equipment needs, and other cost items for district and individual school improvement.
• Oversee 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 district.
• Ensure that business operations support the district’s goals and objectives.
• Respond appropriately to changing financial needs and provide timely responses to requests for assistance from district administrators.
• Provide budget managers and their staff with information/training concerning budget management.
• Assist in planning and implementation of district compensation plan.
• Develop professional skills appropriate to job assignment.
• Other duties as assigned.
• Oversee current computerized inventory records of the district’s fixed and movable assets.
• Supervise maintenance of a timely replacement cost asset listing for insurance purposes.
• Supervise the preparation of bids and bid specifications.
• Oversee bid openings and tabulation of results and prepare written recommendations as appropriate.
• Implement policies established by federal and state law, State Board of Education rule, and local board policy in area of business operations and school finance.
• Observe professional and ethical standards of behavior in accordance with Texas Education Agency and Texas State Board of Public Accountancy code of ethics.
• Compile, maintain, and file all physical and computerized reports, records, and other documents required.
• Prepare and/or review as well as evaluate monthly financial statements and related budget reports.
• Oversee preparation and publish comprehensive annual financial report in compliance with Association of School Business Officer (ASBO) and Government Finance Officers Association (GFOA) standards.
• Develop semi-annual financial information for submission of data to TEA.
• Develop training options and/or improvement…