Job Title: Executive Director of Financial Services
Classification: Executive Director
Reports to: Superintendent
FLSA Status: Exempt
Work Calendar: 235 Days
Job Summary: Plans, directs, and supervises all aspects of the District’s financial services and related functions for the District, including budget development and management, accounting and financial reporting, payroll and PERS coordination, procurement and contracting, investments and debt service management, and coordination with the Oregon Departments of Education and Revenue.
Essential Job Functions:
Under the guidance and direction of the Superintendent, plans and supervises the development of District-wide operating and capital
Monitors and reports all pertinent information associated with revenue, and expenditures; cash flow analysis; authorizes and executes transactions involving investments and
Ensures a system of timely, efficient, effective and accurate financial reporting in accordance with applicable federal, state and local laws/statutes/ordinances/District policies and Board Executive Limitations by directing the development and preparation of the annual budget and all related documents, quarterly financial reports, the Comprehensive Annual Financial Report (CAFR), and all other required reports and
Working through the Superintendent, responds to inquiries and provides fiscal data to the District School Board and Budget Committee as
Ensures a system of timely, efficient and effective procurement and contracting services in support of District operations and in accordance with applicable federal, state and local laws/statues/ordnances/District policies and Board Executive
Establishes and maintains a culture of exceptional customer service.
Leads in developing and establishing policies and procedures for the District in all areas of responsibilities. Promotes continuous process improvement and monitors quality assurance.
Oversees and coordinates the development of department policy and budgets within areas of responsibility. Controls expenditures within approved budgets; prepares and controls budget plan for use of federal or special grant
Provides guidance, leadership, and consultation to schools/departments regarding all fiscal activities to ensure effective fiscal
Promotes the establishment and maintenance of a strong partnership between educational programs and business
Prepares and presents necessary financial plans and reports to the Superintendent.
Select, supervise, and evaluate assigned staff; assign work and ensure appropriate training is provided; investigate complaints, recommend and administer disciplinary actions; manage sensitive personnel matters and recommend grievance responses.
Evaluates program effectiveness and evaluates staff performance as
Interviews, selects, and recommends hiring and termination of Financial Services Department
Directs preparation of long- and short-range work plans for assigned areas of responsibility.
Directs District-wide and department short and long-range financial planning
Supervise the monitoring of the district’s financial outlook and prepare the district’s annual financial forecast, annual budget, supplemental budgets and ongoing revenue and expenditure projections
Oversee the financial aspects/functions of school finance positions and provide regular support to principals. Ensure school accounting is in compliance with applicable state and federal laws and District policy
Support District representatives in employee collective bargaining, employee benefit and compensation administration by overseeing financial analysis relating to employment issues and participating on management bargaining teams
Work with external auditors, financial advisors, bond counsel, underwriters, and regulatory entities to address financial issues or capital financing.
Make recommendations to establish appropriate service and staffing levels; monitor and evaluate the efficiency and effectiveness of service delivery methods and procedures; allocate resources accordingly
Performs other duties as
Skills, Knowledge and/or Abilities Required:
Skills to: lead and supervise others; independently organize, plan, initiate, and manage projects and programs; facilitate and coordinate district financial programs; analyze data, problem solve and effectively reduce findings to writing; develop, implement and facilitate training of employees in the business/finance department and in other departments and schools as applicable related to business and financial processes and procedures; operate standard office equipment and maintain complex data including advanced skills in Excel, PowerPoint, Word (Microsoft products), budget and financial database software; communicate effectively using English in both written and verbal form, prepare and present comprehensive, effective oral and written reports; use correct spelling, grammar and punctuation; Establish and maintain effective and collaborative working relationships with a wide variety of groups and individuals including district personnel and outside vendors;
Knowledge of: federal, state and local laws/statutes/ordinances/District policies and Board Executive Limitations relative to school finance; the Comprehensive Annual Financial Report (CAFR); report writing and budget production methods and techniques.
Ability to: sit for prolonged periods, perform a variety of specialized and responsible tasks, meet schedules and tight deadlines, communicate with individuals of varied cultural and educational backgrounds; carry out multiple projects as assigned; attend School Board business meetings and frequently attend and/or present at other evening meetings; travel between school sites and the district office as required by position and to respond to problems and emergencies. This position requires a high level of self-motivation, accuracy, attention to detail, and organizational skills.
Significant Physical Abilities include: frequent reaching, handling, manual dexterity, talking/hearing conversations and other sounds and speech to communicate both in person and over the telephone; near visual acuity/depth perception with or without visual accommodation to read printed materials, computer screens and/or other monitoring devices; mobility to work in a typical office setting and be exposed to moderate noise levels and/or to frequently move from sitting position to standing, walking, stooping and kneeling; maintain concentration for extended periods; exert force to 15 pounds occasionally or a negligible amount of force frequently to lift, carry, push, pull or move objects.
Five years of managerial experience with acquired skills in planning, organizing and controlling budget and fiscal services preferably in school district, college or related governmental environment of similar size and
Successful oversight and delivery of an annual budget and CAFR in a school district, college or related governmental environment of similar size and scope.
Meritorious Budget and CAFR Award recipient preferred.
Education and Training Required:
Master's degree in Business Administration, or Bachelor’s degree in Accounting or Business Administration plus ten years of executive/managerial experience noted in Experience Requirements Section.
Oregon Fingerprint and criminal background check clearance.
Extended work days and evening meetings.
Primary Location ADMIN
Salary Range $136,839.00 - $154,094.00 / Annual
Shift Type Full Time