Director of Fiscal Services

SOUTH WHITTIER SCHOOL DISTRICT
DEPARTMENT OF HUMAN RESOURCES

Director of Fiscal Services

Definition

Under direction of the Associate Superintendent of Business Services, responsible for managing the District’s financial functions including preparation and monitoring of the district budget; providing leadership and training to staff; ensuring the financial records and internal controls are properly maintained; promoting compliance with all applicable regulatory requirements; and providing administrative and technical staff assistance to the Associate Superintendent; and to perform related work as required.

Essential Duties

The duties listed below are intended only as illustrations of the various types of work that might be performed. The omission of specific statements of duties does not exclude them if the work is similar, related, or a logical assignment to the position.

• Manages the District’s financial functions for the purpose of ensuring district compliance with state, federal and/or county regulations
• Analyzes financial information for the purpose of identifying potential budget variances, compiling statistical information, developing policies and procedures and/or conforming to district, state and federal funding requirement
• Assists in developing budgets and financial forecasts for the purpose of providing financial guidance and recommendations to administrative personnel, Superintendent and/or governing Board
• Compiles statistical and financial data (e.g. payroll report data, quarterly/year-end report data, etc.) for the purpose of providing information for budget recommendations and/or ensuring compliance with established regulations
• Implements accounting procedures for the purpose of maintaining accurate records and internal controls throughout the district and ensuring compliance with all applicable regulatory requirements
• Assists auditors for the purpose of providing required information and coordinating necessary project activities
• Responds to inquiries from various internal and external sources (e.g. staff, insurance companies, Department of
• Retirement Systems, Internal Revenue Service, providers, etc.) for the purpose of providing information, direction and/or appropriate referrals
• Recommends policies, procedures and/or actions on issues that relate to accounting functions for the purpose of providing direction and/or decision making
• Trains staff regarding proper accounting practices for the purpose of ensuring compliance with the School
• Accounting Manual and generally accepted accounting principles
• Researches a variety of topics as needed and/or assigned for the purpose of providing information, recommendations, and/or addressing administrative requirements
• Maintains a wide variety of fiscal information, files and records (e.g. accounts payable, accounts receivable, contracts, payroll, etc.) for the purpose of providing an up-to-date reference and audit trail for compliance;
• Provides technical expertise and direction regarding accounting issues and related activities for the purpose of conveying pertinent information to appropriate parties
• Directs the accounting of student body funds
• Works with Information Technology Department to ensure the proper use of technology is used in financial record keeping
• Reviews, evaluates, trains and reports performance of the accounting and payroll staff, making adjustments in personnel and procedures as necessary
• Reviews duties and work schedules of employees
• Composes a wide variety of materials in written and electronic formats (e.g. reports, memos, letters, policies, etc.) for the purpose of documenting activities, providing written reference and/or conveying information
• Informs personnel and/or vendors regarding a variety of procedures and program requirements for the purpose of providing necessary information for completing transactions, taking appropriate action and/or complying with established fiscal guidelines
• Participates in meetings, workshops and seminars as assigned for the purpose of conveying and/or gathering information required to perform functions
• Performs other related duties, as assigned, for the purpose of ensuring the efficient and effective functioning of the work unit

Qualifications, Knowledge, and Abilities

• Bachelor’s degree from an accredited university with a major in Business Administration, Management, Finance, Accounting or closely related field
• Four years of increasingly responsible professional accounting experience or
• Bachelor’s Degree in accounting or related field with two years of increasingly professional accounting experience
• School district fiscal management experience highly desirable
• Advanced math, review and interpret highly technical information, write technical materials, and/or speak persuasively to implement desired actions
• Analyze situations to define issues and draw conclusion
• Financial concepts, techniques and regulations
• Accounting/bookkeeping principles; Concepts of employee supervision and evaluation.

Ability to:

• Organize activities, meetings and/or events
• Routinely gather, collate and/or classify data
• Flexibility to work with others in a wide variety of circumstances
• Analyze data utilizing defined but different processes
• Work with a diversity of individuals and/or groups
• Work with data of varied types and/or purposes
• Utilize a variety of job-related equipment
• When working with others problem solving is required to analyze issues and create action plans
• Problem solving with data requires analysis based on organizational objectives
• Adapt to changing work priorities
• Maintain confidentiality
• Meet deadlines, schedules, set priorities, and work as part of a team

Skills:

• Apply assessment instruments
• Operate standard office equipment
• Perform simple and complex accounting procedures
• Plan and manage projects
• Prepare and maintain accurate records
• Use pertinent software applications
• Knowledgeable in Microsoft Excel and Word

Physical, Mental, and Environmental Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Appearance, grooming and personality, which establish a desirable example for parents, staff and students.

Physical Requirements
While performing the duties of this position, the employee is required to consistently sit for periods of time; talk or hear, in person and by telephone; use of hands and fingers to touch, feel or operate standard office equipment including technology, and reach with hands and arms; walking level surface, stand, bend and stoop; lifting objects 1-25 pounds; carry/push 1-25 pounds; specific vision abilities required include close vision to read and enter data into a computer; ability to distinguish sounds in transmission, speaking.

Mental Requirements
While performing the duties of this position, the employee may be regularly be required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve problems; observe and interpret situations; learn and apply new information or skills; use math and mathematical reasoning; perform highly detailed work; work on multiple and concurrent tasks; work with frequent interruptions; work under intensive deadlines; and interact with District and program personnel, school administrators, managers, staff, vendors, the public, and others encountered in the course of work.

Work Environment
Work in an office and or school environment.

Salary/Work Year: Classified Management Salary Schedule; 12 months

Job Type: Full-time

Pay: $110,979.00 - $135,023.00 per year

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Do you have a Bachelor's degree in Business Management, Finance, Accounting, or related field?

Education:

• Bachelor's (Required)

Experience:

• Accounting: 4 years (Required)

Work Location: In person

Salary : $110,979 - $135,023