Director of Budget

General Definition of Work

The director of budget, under minimal supervision, performs senior-level work with considerable decision-making discretion overseeing the day-to-day functions involved in developing and administering the district’s operating budget.  Position conducts pre-audit function in accordance with federal and state statutes, performing complex analysis of budget expenditure, and assisting in the maintenance of proper budgetary controls. This position is responsible for overseeing complex studies and trend analyses of actual and forecasted budget expenditures.  Employee performs district-level work to carry out Board of Education policies under the direction of the Executive Director of Budget Development and Management Services.

Qualifications

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary/Status

Market Pay Grade 10/Full-time, 12 months

Reports To

Executive Director of Budget Development and Management Services

Place of Work

The normal place of work is on the premises used by Charlotte-Mecklenburg Schools. Charlotte- Mecklenburg Schools reserves the right to require you to work at such other place(s) as it may reasonably require from time to time.

Essential Functions

• Adhere to all state, federal, and local laws, policies, and procedures
• Lead, manage, supervise, and evaluate assigned staff/programs
• Investigate, analyze, and formulate methods for handling special projects/reports
• Collaborate and prepare the district’s annual budget; assist in the development of the district’s budget strategy
• Monitor economic conditions as well as state, federal and local legislative activity that affects the district’s fiscal landscape and/or has immediate budgetary impact and communicates such events to CFO and ED immediately
• Review budget allocations and expenditures for compliance with federal, state and local laws, rules and regulations as well as grant compliance and independently approves the expenditures of funds based on board policy
• Assist in the development, training and implementation of budget operations policies, procedures, and budgetary controls and recommend changes as needed to improve operational efficiency and effectiveness
• Maintain employee position control through allotments to include verification/tracking in collaboration with human resources
• Collaborate and oversee development and modifications of planning/initial budget and revisions through the budget amendment process
• Ensure amendments to the budget are timely and accurately reconciled to source documents
• Calculate indirect cost rate, hospitalization insurance, retirement rates and budget to the appropriate program report code
• Assist with reconciling all budget and salary audit exceptions in timely manner
• Assist with Federal Time and Effort reporting
• Analyze budgets, staffing assignments, financial information, policies, and procedures and make recommendations
• Develop necessary reports and analysis, review with management and program staff
• Facilitate staff meetings and attend other related meetings as needed/required
• Complete local, state, or federal surveys and reports accurately and promptly
• Facilitate/participate in professional development workshops and leadership training
• Create an inclusive environment with positive communication/public relations
• Perform related work as assigned or required

Knowledge, Skills, Abilities

• Comprehensive in-depth knowledge and understanding of the principles, practices, and procedures of public school system financial policies
• Comprehensive knowledge of federal, state, and local regulatory requirements applicable to school system finances
• Knowledge of generally accepted accounting principles and principles of public administration, particularly as they relate to units of local government
• Knowledge of State statutes, policies, and regulations regarding financial transactions and of federal laws and rules impacting financial operations
• Skilled in technology with demonstrated ability to use spreadsheet software and word processing software
• Ability to use computer-based financial software packages to include experience with database search and retrieval both through query functions and typical web-based reporting in order to answer questions or to detect errors
• Ability to maintain professional and emotional control under stress
• Ability to reflect appropriate response to situations, while maintaining a professional and personal demeanor
• Ability to learn and use specialized tools, equipment or software related to business needs
• Ability to develop and monitor a budget
• Ability to direct and evaluate the work of others
• Ability to implement local, state, and federal rules, guidelines, and procedures into daily business operations
• Ability to communicate effectively, both verbally and in writing
• Ability to reason, make judgments, and maintain effective working relationships
• Ability to employ positive communication skills in all settings/mediums
• Ability to problem-solve utilizing sound judgment
• Ability to maintain confidentiality regarding school system business
• Ability to take initiative, work independently, and exercise sound judgement
• Ability to develop related charts, graphs, reports, and records pertaining to school planning and strategy
• Ability to conceptualize, initiate, monitor, and evaluate new and/or current programs
• Demonstrated ability to perform detailed work, planning, risk assessments, and associated risk mitigation actions
• Demonstrated ability to work effectively in a deadline-driven, rapidly changing team environment
• Ability to establish and maintain positive relationships; work collaboratively within and across departments, external agencies, and the public 

Education and Experience

• Bachelor’s degree in accounting, finance, business, or related area required
• Minimum of five (5) years’ experience in accounting or related area preferred
• Equivalent combination of experience and education