Assistant Director of Financial Services

Primary Purpose:

Assists in preparation of the districts proposed budget while considering changes in state law long range planning program initiatives and growth.

Qualifications:

Education/Certification:

Bachelor degree in Accounting CPA preferred

Special Knowledge/Skills:

Knowledge of basic accounting procedures

Advanced technical knowledge of school finance budgeting accounting systems and economics

Working knowledge of financial applications and accounting

Ability to use personal computer and software to develop spreadsheets perform data analysis and word processing using Excel Word and PowerPoint

Excellent organizational communications and interpersonal skills

Experience:

Three years of accounting experience with a high level of responsibility.

Two years of experience in school business and finance with a focus on budgets preferred.

Major Responsibilities and Duties:

Assist in the preparation of proposed budget for adoption by the Board.

1. Calculation of State Funding for budget projections including the following:
   Student enrollment for all programs
   Staffing requirements for new facilities
   Changes in property values
   Proposed tax rates

1. Works with district personnel to project student enrollments staffing requirements program budgets and facility and energy needs.
2. Works with the Budget Committee in reviewing and recommending budget requests from various campuses and departments for the proposed budget.
3. Preparation of district level budgets including Payroll and Debt Service.
4. Assists the preparation of the long range budget planning for the following activities:
5. Opening new facilities
6. Replacement of furniture fixtures and equipment
7. Capitol Improvement
8. Recommends cost-effective practices throughout the district.
9. Maintains the budget process through the use of appropriate software.
10. Ensures district budget supports the strategic plan mission statement and board goals.
11. Evaluates the budget projections and expenditures based on benchmarks.
12. Monitors current year budget status for both revenue and expenditure accounts.
13. Reviews and approves annual budget information for the Public Education Information Management System (PEIMS) submissions to TEA
14. Works with various campuses and departments to submit budgets electronically through the appropriate software.
15. Classify record and summarize numerical and financial data to compile and maintain financial records according to governmental accounting principles and district procedures.
16. Prepare income statements balance sheets consolidated statements and other statements and reports.
17. Monitor and reconcile expenditures with budget availability.
18. Set up and maintain account controls logs and files.
19. Perform cost accounting activities bank reconciliations or accounting for grant expenditures.
20. Review and verify accuracy of journal entries accounting method and procedures.

Administration
22. Follow district safety protocols and emergency procedures.

Records and Reports

timely audit schedules and financial statements according to federal state and GASB standards.
maintain and file all reports records and other documents required including auditable records and financial statements.

Other

Assign work to accounting clerk and other employees engaged in accounting activities.

Supervisory Responsibilities:

None.

Equipment Used:

Copier calculator computer typewriter and printer

Working Conditions:

Mental Demands/Physical Demands/Environmental Factors:

Tools/Equipment Used: Standard office equipment including personal computer and peripherals

Posture: Prolonged sitting; occasional bending/stooping pushing/pulling and twisting

Motion: Repetitive hand motions including frequent keyboarding and use of mouse; occasional reaching

Lifting: Occasional light lifting and carrying (less than 15 pounds)

Environment: May work prolonged or irregular hours; occasional districtwide travel

Mental Demands: Work with frequent interruptions; maintain emotional control under stress

Required Experience:

Director