Chief Financial Officer

Job Title: Chief Financial Officer
Wage/Hour Status: Exempt/At-Will
Reports To: Superintendent
Pay Grade/Days: 110/226
Dept./School: Administration Building
Date Revised: November 2025

Primary Purpose:
The Chief Financial Officer is responsible for oversight of all financial and business affairs of the district. Provides financial management leadership to achieve the district’s short- and long- term instructional and strategic planning goals while ensuring legally sound and effective management practices. The position directs and monitors the management and investment of all district funds and serves as chief financial advisor and budget advisor to the Superintendent and Board of Trustees. A strong understanding of school finance is required in order to foresee financial challenges, analyze the situation and provide visionary solutions. 
 
Qualifications:
           Education/Certification:    
Major Responsibilities and Duties:
Executive Level Leadership

1. Establish and maintain commitment to open, direct and transparent practices, procedures and communications in the Business Services arena.
2. Act as financial advisor to the Superintendent, and Board of Trustees and keep them informed of the financial condition of the district. Provide technical and financial expertise and make recommendations to ensure that financial resources are allocated for student achievement and employee compensation.
3. Communicate financial information clearly and effectively to diverse audiences including but not limited to the Board, committees, staff, parents, and the general public. Articulate the district’s vision and mission to the community and solicit support.
4. Assist the Superintendent, and the Board in developing the district’s short- and long range financial priorities and establishing financial goals for strategic plans.
5. Advise the Superintendent of projected cost implications of requested program expansions or implementations and provide statistical data required for the proper study of such issues.
6. Provide technical and financial expertise and make recommendations to ensure that financial resources are allocated for student achievement and employee compensation.
7. Prepare recommendations and reports for the Superintendent and the Board including comprehensive financial data covering all aspects of facilities, operations and school finance, including relevant trends applicable to the district, and anticipated obligations.
8. Review all contracts, written agreements and negotiation documents as appropriate.
9. Anticipate problems, implement reforms, and identify opportunities for improving the quality of financial services and the effectiveness of financial procedures.

Fiscal and Business Management

1. Oversee complex technical financial work in the areas of budgeting, accounting, bonds, debt services, payroll, attendance, report generation and risk management.
2. Provide general supervision and direction for the development of the district budget by collecting, collating and formatting all requests from principals, directors and departments. Monitor budget variances and oversee budget adjustments.
3. Calculate and project property tax collections, state aid, and recapture.
4. Administer the general fund, debt service fund and child nutrition fund budgets and ensure that programs are cost effective and funds are managed prudently.
5. Coordinate and manage all matters related to the external auditing of all district funds and work cooperatively with the district’s independent and internal auditors in conducting periodic audits.
6. Oversee the management of the district’s property and liability insurance and provide support for the workers’ compensation and benefits program.
7. Oversee demographic studies as needed and provide leadership for long-range facility planning.
8. Maintain the district’s investment portfolio. Supervise and coordinate the investment of all available funds to the best interest of the district and ensure that these funds are adequately protected against loss at all times.
9. Ensure that all financial obligations of the school district (accounts payable, notes payable, bonded indebtedness, and payroll) are met on a timely basis.
10. 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

Department and Personnel Management

1. Develop short-term and long-range objectives for the district’s business operations.
2. Oversee and provide support for assigned departments, currently including: Business Services.
3. Select, train, evaluate, and supervise Business Services and director-level assigned staff and make recommendations relative to assignment, retention, discipline, and dismissal.
4. Define job performance expectations.
5. Provide staff development and training opportunities to ensure exemplary business operations.
6. Review and assist in revising job descriptions in coordination with Human Resources as needed.

Policy, Reports, and Law

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. Supervise all district financial accounting and ensure the accounting system provides for the proper recording of all expenditures to conform to statutes and auditing requirements.
3. Compile, maintain, and file all physical and computerized reports, records, and other documents required, including, but not limited to:

1. Oversee the preparation of all necessary bid documents and specifications, and recommend bid awards based on adherence to stated requirements.
2. Implement the policies established by federal and state laws, State Board of Education rule, and local Board policy in the areas assigned.
3. Review and recommend appropriate policies, administrative regulations, and administrative practices for the areas supervised.

Communication and Community Relations

1. Communicate financial information clearly and effectively to diverse audiences including but not limited to the Board, committees, staff, parents, and the general public. Articulate the district’s vision and mission to the community and solicit support.
2. Serve as the district’s liaison in the administration of business matters, including with city, county and state entities, as assigned by the Superintendent.
3. Demonstrate an understanding of political processes and their implications for the successful operation and financial well-being of the district.
4. Demonstrates through professional, ethical, and responsible actions and words responsiveness to staff, parent, and/or community concerns.

Organizational Culture

1. Foster collaboration, collegiality and a sense of team among staff members, and empower them to be actively involved in decision making.
2. Establish and maintain open communication and positive professional relationships with all staff members.
3. Deal sensitively and fairly with persons from diverse backgrounds.
4. Ensure effective two-way communication with the superintendent, district and campus administrators, staff, students, parents, and the community.
5. Serve as a bridge between the district and campuses in such a way that furthers the district-wide strategic plan.

Organizational Improvement

1. Identify, analyze and apply research findings to promote continuous organizational improvement.
2. Actively participate in the district’s strategic planning process (both the Strategic Plan and annual District Improvement Plans.)
3. Develop and use information systems to maintain records to track progress on assigned district performance objectives

Personal Learning and Professional Growth

1. Participate in professional learning to enhance job-related knowledge and skills, which may include maintaining membership in appropriate professional organizations.

Other

1. Attend board meetings and required district and campus meetings and events. Develop and deliver presentations as needed.
2. Maintain confidentiality regarding student and coworker information and as required by FERPA, and any other state/federal laws or district rules.
3. Model integrity and ethics in a manner exemplary of the Educator Code of Ethics.

Supervisory Responsibilities:
Supervise multiple staff, including all Business Services staff, and assigned department director
           
Working Conditions:
            Mental Demands/Physical Demands/Environmental Factors:
Note:  This is not necessarily an exhaustive or all-inclusive list of responsibilities, skills, duties, requirements, efforts, functions or working conditions associated with the job.  This job description is not a contract of employment or a promise or guarantee of any specific terms or conditions of employment.  The school district may add to, modify or delete any aspect of this job (or the position itself) at any time as it deems advisable.