Director of Finance and Business Operations - 1.0 FTE - SY 25/26

Job Description: Reporting to the Assistant Superintendent for Finance and Operations, the Director  of Finance and Business Operations is responsible for the oversight and supervision of the business  office functions including accounts receivable, accounts payable, payroll, and purchasing/procurement.  The Director of Finance and Business Operations has financial responsibility oversight of the school based Medicaid program, student activity accounts, scholarship funds, grants (federal, state, and  private) and cash capital funds. In addition, the position oversees the school nutrition program and  coordination with the contracted food service management company.  

Essential Functions of the Position:  

The essential functions or duties listed below are intended only as illustration of the various types of  work that may be performed. The omission of specific statements of duties does not exclude them from  the position if work is similar, related, or a logical assignment to the position. This job description does  not constitute an employment agreement between the employer and employee, and is subject to  change by the employer, as the needs of the employer and the requirements of the job change.  

Overall Operations:  

• Supervise the Business Office units including accounts receivable, accounts payable,  purchasing/procurement, facility rental, and payroll and coordinate the day-to-day operations of  the Wellesley Public Schools Business Office  
• Assist the Assistant Superintendent for Finance and Operations in the development of the  annual operating and cash capital budgets including research and analysis of appropriate data  for inclusion in the budget as well as compiling the budget document  
• Stay well-informed about best practices and innovations in the management of public school  finances and oversee compliance with state, town, and school district rules, regulations and  policies  
• Develop, review, and maintain up-to-date documentation of financial policies and procedures for  use by school and department administrators and by internal business office staff; monitor for  compliance  
• Collaborate with key external partners including the Town of Wellesley and its departments,  outside auditing firms, and state and federal agencies  
• Oversee the facility rental program and ensure compliance with School Committee policies and  procedures
• Provide training and support to district staff on all aspects of business operations   
• Other duties as assigned by the Assistant Superintendent for Finance and Operations and / or  Superintendent of Schools  

Financial Operations:  

• Prepare and submit all state and federal required financial reports including the end-of-year  financial report to the Massachusetts Department of Elementary and Secondary Education  (DESE) 
• Prepare year-end financial statement and assist with the preparation of information for all  financial audits  
• Review student activity accounts to ensure compliance with School Committee policy and best  practices  
• Assist the Assistant Superintendent in developing financial models for collective bargaining and  generating costs of collective bargaining proposals  
• Conducts an annual internal audit of all school accounts  
• Perform any other tasks or assume such other responsibilities as directed by the Assistant  Superintendent for Finance and Operations  

Grant Support:  

• Serve as fiscal agent for all state and federal grant programs; review and approve grant  applications; coordinate grant submissions including requests for payments, amendments, and  final reports. 
• Prepare monthly grant expenditure reports for the Assistant Superintendent for Finance and  Operations for all grant managers  
• Maintain System for Award Management (SAM) registration  

Procurement:  

• In conjunction with the Accounting Coordinator - Purchasing and the Assistant Superintendent  for Finance and Operations, ensure compliance with state and federal procurement laws  
• Review bid specifications, advertise to solicit responses to requests for proposals/invitations to  bid in accordance with MGL 30B, 30, 39M, and 149. Ensures compliance with all Central  Register requirements under MGL c 9, § 20A and Goods and Services requirements under MGL  c 30B, § 5 & 6.  
• Reviews all requisitions submitted by school departments for purchase order accuracy, cost  efficiency and proper accounting identification. Approves all Munis requisitions that meet MGL  procurement thresholds or other thresholds determined by the Assistant Superintendent for  Finance and Operations.  
• Manage the procurement and financial impact of school copier services and machines  

School Nutrition Program:  

• Ensure compliance with federal and state regulations regarding the National School Lunch  Program 
• Manage the Food Service Management Company (FSMC) bid process 
• Prepare and submit annual application and compliance documents  
• Review and process monthly invoices and meal claims provided by the FSMC  ? Responsible for overseeing annual audits of the Food Service program, including DESE  Procurement Review and Administrative Reviews 
• Supervise the Free/Reduced Application process and verification process 
• Communicate with families to manage negative account balances 
• Oversight of broad sustainability practices within the food service program in conjunction with  the Assistant Superintendent for Finance and Operations  

School Based Medicaid Program (SBMP):  

• Provide financial information for school-based Medicaid program  
• Manage revenue deposits and vendor payments for Medicaid program  
• Maintain detailed records related to school-based Medicaid program  

Qualifications:  

• Licensed as a School Business Administrator or ability to become licensed by the  Massachusetts Department of Elementary and Secondary Education (DESE)  
• Designation as Massachusetts Certified Public Purchasing Official (MCPPO) preferred or willing  to work toward certification within the first year of employment
• Bachelor’s degree in business administration, accounting or school administration required.
• Master’s degree preferred  
• Thorough knowledge of public-school finance, including knowledge of and state laws governing  the financing of public schools, and a broad working knowledge of state funding for public  education, accounting, municipal business practices and budget development  
• Knowledge of MUNIS or related accounting financial management system
• Five or more years experience in budget, grants management and financial administration,  including financial modeling, trend analysis, and forecasting. 
• Advanced skill with standard computer applications, including Word, Excel and PowerPoint. Strong analytical aptitude, with an ability to see the big picture while maintaining impeccable  attention to detail 
• Excellent oral and written communication and interpersonal skills  
• Ability to develop effective, collegial, and cooperative working relationships with all  constituencies with the school community and municipal departments  
• Ability to supervise staff and develop skills and teamwork within the Business office  ? Strong organizational skills and attention to detail  
• Successful completion of a Criminal Record Check (C.O.R.I.), Sexual Offender Record Check  (S.O.R.I) and fingerprints.  

Evaluated by: Assistant Superintendent for Finance and Operations  

Supervises: Financial Transaction Assistant - Facility Rental; Accounting Coordinator of Accounts  Payable; Accounting Coordinator of Accounts Receivable and Revenue Management; Accounting  Coordinator of Payroll; Accounting Coordinator of Purchasing. Co-supervise the Accounting  Coordinator of Payroll/Record Access Officer and the Transportation Coordinator and Accounting  Coordinator.  

Work Year: This position is a year-round, 12-month position. When required, attend meetings of the  school committee, its subcommittees, and/or meetings in support of bargaining or negotiations,  including occasional nights and / or weekends.  

Salary/Benefits: Competitive salary and benefits commensurate with qualifications and experience;  individual contract. 

Physical Demands: 

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. Reasonable accommodations will be made to  enable individuals with disabilities to perform the essential functions.  

While performing the duties of this job, the employee is frequently required to sit, talk, and/or hear. The  employee is occasionally required to walk; use hands to finger, handle, or feel objects, tools, or  controls; and reach with hands or arms, climb or balance and stoop.  

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by  this job include close vision and the ability to adjust focus. The employee is required to have the  cognitive ability and focus to manage multiple detailed tasks at once with frequent interruptions.  

Work Environment:  

The work environment characteristics described here are representative of those an employee  encounters while performing the essential functions of this job. Reasonable accommodations will be  made to enable individuals with disabilities to perform the essential functions. 

Work is performed in an educational environment. Majority of the work is performed in a moderately  noisy environment with frequent interruptions.  

Non-Discrimination Statement:  

Applicants for employment are considered without regard to age, physical, mental or psychiatric  disability, genetics, race, religion, sex, sexual orientation, gender identity, marital status, national origin,  or military status.  

Salary : $120,000 - $135,000