Assistant Director of Financial Services

Primary Purpose

Assists in preparation of the district’s proposed budget while considering changes in state law, long range planning, program initiatives and growth.

Bachelor degree in Accounting, CPA preferred

• Knowledge of basic accounting procedures
• Advanced technical knowledge of school finance, budgeting, accounting systems, and economics
• Working knowledge of financial applications and accounting
• Ability to use personal computer and software to develop spreadsheets, perform data analysis, and word processing using Excel, Word and Power Point
• Excellent organizational, communications and interpersonal skills

• Three years of accounting experience with a high level of responsibility.
• Two years of experience in school business and finance with a focus on budgets preferred.

• Assist in the preparation of proposed budget for adoption by the Board.
• Calculation of State Funding for budget projections including the following:
  • Student enrollment for all programs
  • Staffing requirements for new facilities
  • Changes in property values
  • Proposed tax rates
• Works with district personnel to project student enrollments, staffing requirements, program budgets, and facility and energy needs.
• Works with the Budget Committee in reviewing and recommending budget requests from various campuses and departments for the proposed budget.
• Preparation of district level budgets including Payroll and Debt Service.
• Assists the preparation of the long range budget planning for the following activities:
  • Opening new facilities
  • Replacement of furniture, fixtures and equipment
  • Capitol Improvement
• Recommends cost-effective practices throughout the district.
• Maintains the budget process through the use of appropriate software.
• Ensures district budget supports the strategic plan, mission statement, and board goals.
• Evaluates the budget projections and expenditures based on benchmarks.
• Monitors current year budget status for both revenue and expenditure accounts.
• Reviews and approves annual budget information for the PEIMS submissions to TEA
• Works with various campuses and departments to submit budgets electronically through the appropriate software.
• Classify, record and summarize numerical and financial data to compile and maintain financial records according to governmental accounting principles and district procedures.
• Prepare income statements, balance sheets, consolidated statements, and other statements and reports.
• Monitor and reconcile expenditures with budget availability.
• Set up and maintain account controls, logs, and files.
• Perform cost accounting activities, bank reconciliations, or accounting for grant expenditures.
• Review and verify accuracy of journal entries, accounting method, and procedures.

22. Follow district safety protocols and emergency procedures.

23. Prepare timely audit schedules and financial statements according to federal, state, and GASB standards. 24. Compile, maintain, and file all reports, records, and other documents required, including auditable records and financial statements.

Assign work to accounting clerk and other employees engaged in accounting activities.

None.

Copier, calculator, computer, typewriter, and printer

Mental Demands/Physical Demands/Environmental Factors:

• Tools/Equipment Used:
  Standard office equipment including personal computer and peripherals
• Posture:
  Prolonged sitting; occasional bending/stooping, pushing/pulling, and twisting
• Motion:
  Repetitive hand motions including frequent keyboarding and use of mouse; occasional reaching
• Lifting:
  Occasional light lifting and carrying (less than 15 pounds)
• Environment:
  May work prolonged or irregular hours; occasional district wide travel
• Mental Demands:
  Work with frequent interruptions; maintain emotional control under stress