Chief Financial Officer

Job Description POSITION SUMMARY

The Chief Financial Officer sits on the Superintendent’s Cabinet and serves under the broad guidance and administration of the Superintendent or Superintendent’s Designee. This position plans, implements, manages, and ensures the success of all aspects of the District’s budget, financial services, and business systems. The Chief Financial Officer provides leadership and oversight for the business and finance operations of the District in such a way as to ensure the best possible educational support services with the financial resources available.

The Chief Financial Officer serves as the lead in developing, implementing, and controlling the District’s budget, as well as monitoring Business Systems and Financial Services (accounting, finance, payroll, budget, forecasting, strategic planning, costing, analysis and negotiations, investments, etc.).

• Direct the financial services of the district and support all daily activities related to planning, implementing, managing and controlling costs of financial-related activities.

• Provide professional and strategic analysis and counsel to the Superintendent, Cabinet, Board, Budget Committee, and District administrators.

• Supervise the management of the financial affairs of District schools and departments, including leading strategic financial planning initiatives such as long-range financial forecasts and service and funding plans.

• Serve as District spokesperson on financial issues; present District’s fiscal position to the organization, School Board, budget committee, and the public.

• Prepare and submit agenda items for presentation and discussion before the School Board.

• Assist in the interpretation of the financial concerns of the District to the community.

• Perform all duties of deputy clerk for the District, entering into financial related obligations on the District’s behalf.

• Perform all duties of a budget officer as required by state law.

• Prepare the annual budget under the general direction of the Superintendent for proposal to the School Board and budget committee.

• Ensure the budget process and financial reporting complies with applicable laws and District policy.

• Oversee District budget: review financial status reports, prepare, and revise projections, ensure budgetary transactions comply with statutes governing public bodies, and make recommendations on budget changes.

• Oversee the creation of the District’s Annual Comprehensive Financial Report (ACFR).

• Complete complex portions of the report and ensure all aspects of the report are reviewed for accuracy and completeness prior to audit.

• Ensure the ACFR is presented to the School Board as required by law.

• Establish and supervise a program of accounting adequate to record in detail all money and credit transactions. Supervise the collection, safekeeping, and distribution of all funds.

• Act as payroll officer for the District: supervise all accounting, payroll and purchasing operations.

• Administer a budget control system for the District.

• Assist in recruiting, hiring, training, supervising, and evaluating all clerical, financial, and support staff personnel for the Fiscal Department.

• Plan, direct and coordinate department work activities; assign projects and programmatic areas of responsibility; review and evaluate work methods and procedures; meet with key staff to identify and resolve problems.

• Arrange for the internal auditing of school accounts.

• Manage the building resource allocation processes and support training for staff.

• Participate in setting strategic direction and policies for the District, addressing district-wide and cross departmental management issues.

• Coordinate all financial aspects of District elections for ballot measures and levies.

• Coordinate issuance of general obligation bonds and management of District debt.

• Administer the financial aspects of the district’s contracts with charter schools.

• Work with external auditors, financial advisors, bond counsel, underwriters, and regulatory entities to address financial issues or capital financing.

• Review and recommend action on proposed and approved legislation and regulations related to school funding.

• Make…