Definition
Under the direction of the Superintendent, plans, directs, controls and evaluates the business, fiscal and support service operations of the district. These services include budget development and control, purchasing and related records management, financial reporting and forecasting revenue and expenditures.
Reports To: Superintendent
Distinguishing Characteristics
Responsibilities include the management of the district’s fiscal operations. Includes oversight for the following departments: Business Office, Maintenance and Facilities, Warehouse, Purchasing and Distribution, Transportation, Custodial, District Safety, and the Child Nutrition Programs. Requires thorough knowledge of public funds, accounting practices and the ability to coordinate the fiscal and support activities of a complex public agency.
Education
• Bachelor’s in Business, Accounting, or related field required.
• Ability to obtain School Finance Officer Certification through OASBO
Experience
• Record of increasingly responsible business management positions
• Five years in a school district (or other municipal organization) administrative position requiring business management, accounting skills, and staff supervision.
Qualifications
Knowledge of:
• Laws, rules, procedures and policies related to the expenditure and accounting for public funds.
• State budgeting and accounting procedures for school districts.
• Current accounting principles, techniques, and application procedures.
• Public school administration and school district operations.
• State and federal grants and federal programs.
• Computers and data processing for business office and district functions.
• Investment procedures, policies, and practices.
• Governmental procurement procedures, policies, and practices.
• Facilities management.
• Employee insurance terms, procedures, policies, and practices.
• Oregon liability insurance terms, policies and practices.
• Management team concepts.
• Communication techniques.
Ability to:
• Understand and communicate Oregon’s State School Fund formula school finance and local budget law.
• Establish and maintain records, ledgers and accounts as related to high-volume public fund accounting.
• Work independently and make decisions in areas which may not have established policy or procedure.
• Organize and direct others in accomplishing the business management goals of the district.
• Work effectively as part of the management team.
• Effectively use and supervise the use of financial management software in a business office and school district environment.
• Demonstrate experience in collective bargaining and employment contract management.
• Demonstrate expertise in business support staff development and personnel evaluation.
• Connect business and finance activities with successful student outcomes.
• Communicate effectively with staff, patrons and the community.
Performance Responsibilities
• Establishes and maintains an accounting system consistent with state and federal laws, regulations, rules and district policy. Directs and supervises and auditing of all district funds.
• Prepares financial and budget reports, including a Comprehensive Annual Financial Report as requested by the Superintendent.
• Analyses and interprets financial information.
• Administers and is responsible for the operation of the district’s business office and its operational functions. Gives advice regarding the use of, and accounting for, federal state and local funds.
• Plans the district’s cash flow requirements and arranges for short-term borrowing as needed. Directs the sale of bonds and administers a program of fund investment.
• Manages, through the Warehouse/Purchasing/Transportation Supervisor, a program of effective and efficient purchasing, warehousing and distribution of the district's supplies and student transportation services.
• Manages, through the Nutrition Services Coordinator, an effective and efficient child nutrition program.
• Manages, through the Physical Plant Manager, effective and efficient district maintenance and custodial programs, and evaluates the need for and recommends capital improvements to the district.
• Manages, through the district Safety Coordinator, efficient and effective safety program ensuring the safety of staff and students.
• Evaluates personnel under the employee’s supervision.
• Attends all Board meetings as an advisor to the Superintendent.
• Supervises the district’s data processing services.
• Administers the district’s liability insurance program.
• Serves on committees and fulfills such other assignments as assumed or delegated by the Superintendent.
Essential Job Functions
All Areas of Responsibility
• Maintain effective communication with the School Board, staff and patrons of the district.
• Business Office
• Budgeting
• Accounting and Banking
• Insurance and Risk Management
• Business Office Annual Financial Statement Audit
• Maintenance and Facilities
• District Maintenance Department
• Custodial
• Land and Facilities Acquisition and Construction
Warehouse, Purchasing and Distribution
• Oregon Purchasing and Contracting Rules
• Inventory Procedures
• Student Transportation Coordination
Child Nutrition Program
• Cost effective program that meets federal guidelines
District Safety
• Employee and Student Safety
Personal Traits:
• Team player and supportive of team planning, collaboration and shared decision making.
• High ethical and professional standards.
• Student focused.
• Innovative and stimulate initiative and creativity in others.
• Able to manage a variety of priorities and remain organized and focused.
• Practical, common sense approach to support services.
Successful candidate must pass criminal history and drug screen clearances in accordance with Oregon Statutes and District Policies.
