Chief Financial Officer (CFO)

Primary Purpose:
Responsible for oversight of all financial and business affairs of the district. Provide
leadership for the district’s financial services activity to ensure legally sound and effective
management practices. Direct and monitor the management and investment of all district
funds and ensure they are adequately protected. Serve as chief financial advisor and budget
advisor to the superintendent and board of trustees.
Qualifications:
Education/Certification:
Bachelor’s degree in business, accounting, or other related field
 
Special Knowledge/Skills:
Advanced knowledge of school finance, budgeting, accounting systems, and economics
Knowledge of information/data processing systems and financial applications
Ability to resolve conflict, listen, and appropriately respond to concerns
Demonstrated leadership skills
Ability to manage budget and personnel
Ability to implement policy and procedures
Ability to interpret data
Excellent communication, public relations, and interpersonal skills
Knowledge and use of Ascender Software a plus
 
Experience:
3-5 years of experience in the school finance business with management and supervision
requirements

Major Responsibilities and Duties:
Financial Management
1. Ensure preparation and integrity of all district general accounting records and related
financial reports using accepted standards for school accounting as prescribed by the
Texas Education Agency.
2. Develop long-range and short-term objectives for district’s business operations and
prepare district budget. Monitor budget variances and oversee budget adjustments.
3. Act as financial advisor to the superintendent and board of trustees and keep them
informed of the financial condition of the district.
4. Maintain the district’s investment portfolio. Supervise and coordinate the investment
of all available funds to the best interest of the school district and ensure that these
funds are adequately protected against loss at all times.
5. Ensure that all financial obligations of the school district (accounts payable, notes
payable, bonded indebtedness, and payroll) are met on a timely basis.
6. Implement and maintain internal control procedures to ensure the safeguarding of
assets and reliability of accounting data and to promote operational efficiency and
ensure adherence to prescribed procedures.

7. Oversee the auditing program for all district funds and work cooperatively with the
district’s independent auditors in conducting periodic audits.
8. Administer the business office budget and ensure that programs are cost effective
and funds are managed prudently.

Policies, Reports, and Law
9. Review and recommend appropriate policies, administrative regulations, and
administrative practices for the areas supervised.
10. Implement the policies established by federal and state laws, State Board of
Education rule, and local Board policy in the areas assigned.
11. Compile, maintain, and file all physical and computerized reports, records, and other
documents required including preparing and evaluating monthly financial statements
and related budget reports, preparing quarterly and final reports for all federal funds
and grants, developing semi-annual financial information for submission of data to
TEA, and preparing and publishing comprehensive annual financial report in
compliance with Association of School Business Officer (ASBO) standards.
12. Follow district safety protocols and emergency procedures.

Personnel Management
13. Select, train, evaluate, and supervise department staff and make recommendations
relative to assignment, retention, discipline, and dismissal.
14. Develop training options and improvement plans for department staff to enhance the
effectiveness of department operations.

Other
15. Attend board meetings and make presentations when appropriate and/or requested.
16. Supervise, evaluate, and recommend the hiring and firing of the business office staff.
17. Any other duties assigned by the superintendent or his designee.

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, 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 districtwide and statewide
travel
Mental Demands: Work with frequent interruptions; maintain emotional control under
stress