CLASS TITLE: CHIEF FINANCIAL OFFICER
REPORTS TO: Superintendent
EXEMPT STATUS: Exempt
APPROVED: October 13, 2016- Order #2016-1881
BASIC FUNCTION:
Administers the accounting, payroll, and tax collection, functions of the school district in such a way as to ensure compliance with appropriate laws, regulations, and rules as adopted by the Board, the state, or other governmental agency.
REPRESENTATIVE DUTIES:
- Directs the records and control of receipts and expenditures under the limitations set forth in the Board’s approved budget and according to rules set forth by funding sources.
- Directs the preparation of periodic financial reports, claims for reimbursement, and the publication of reports as required by law or regulation.
- Directs the accounting and record keeping in the Payroll Department.
- Directs the collection of such taxes as approved by the Board.
- Directs the issuance retirement of bonded indebtedness as approved by the Board.
- Prepares the budget.
- Disseminates procedures for school activity fund accounting.
- Supervises records and reporting of Trust Funds. Establishes and maintains a division training program to improve employee performance.
- Ensures that tax rates are established per Kentucky Department of Education requirements.
- Presents annual tax levy to Board, interprets and assures compliance with tax statues.
- Analyzes and reviews financial management reports and data; researches management problems and develops solutions.
- Works to prepare reports and analysis in support of budgeting, bond issuances, project management, and other areas to ensure sound business and financial practices.
- Responsible for MUNIS system security function and serves as system custodian and monitors compliance with district security objectives.
- Works to maintain effective district community relations, and interprets the financial concerns of the district to the community.
- Supervises the collection, safe keeping and distribution of all Funds.
- Supervises storage and distribution of department supplies and equipment.
- Arranges for the internal auditing of all central office and school accounts.
- Recommends new accounting methods, as desirable and necessary.
- Coordinates staff development allocations for school staff.
- Oversees school-based management budget development.
- Coordinates staffing formulas.
- Adheres to professional Codes of Ethics adopted by the Kentucky Education Professional Standards Board.
- Maintains regular attendance.
- Performs other duties as assigned
KNOWLEDGE OF:
- Practices, policies and procedures relating to sound financial management, including, but not limited to: budget preparation and control, generally accepted budgeting, accounting and auditing, principles, standards and procedures.
- Oral and written communication skills.
- Research methods and report writing techniques.
- Laws, rules and regulations related to financial management.
- Computer applications and MUNIS.
- Interpersonal skills using tact, patience and courtesy.
- Personnel requirements of the District.
ABILITY TO:
- Plan, organize, coordinate and control a large group of functional units with management and professional-level subordinates involving highly complex activities.
- Prepare, communicate and deliver presentations both orally and in writing.
- Coordinate and monitor the financial system of the District.
- Interpret and explain financial reports, statutory and regulatory requirements, and all Board financial policies.
- Perform professional and technical budgetary, statistical and accounting functions.
- Maintain current knowledge of technological advances in the field.
- Use financial computers programs efficiently. Prioritize and schedule work.
- Train, supervise, and evaluate personnel.
- To motivate and work cooperatively with diverse populations
- Use time efficiently
- Ability to plan effectively
PHYSICAL DEMANDS
- Work is performed while standing, sitting and/or walking
- Requires the ability to communicate effectively using speech, vision and hearing
- Requires the use of hands for simple grasping and fine manipulations
- Requires bending, squatting, crawling, climbing, reaching
- Requires the ability to lift, carry, push or pull light weights
Reasonable accommodation may be made to enable a person with a disability to perform the essential functions of the job.
EDUCATION AND EXPERIENCE:
- A Certified Public Accountant certification or Masters in Business Administration and five years professional experience in a business office setting with at least three years experience in a supervisory capacity is preferred but not required.
LICENSES AND OTHER REQUIREMENTS:
- Forty-two (42) hours of continuing education classes every two years that have been approved by the Kentucky Department of Education.
- Insurability by the District’s carrier