Assistant Finance Officer

General Definition of Work

The assistant finance officer (AFO) under minimal supervision performs senior-level work with extensive decision-making discretion related to strategic deployment and management of financial resources policy development and ensuring adherence to board policies state and federal laws and regulations and financial business practices. Employee performs advanced and supervisory work to carry out Board of Education policies and procedures related to finance under the direction of the Chief Financial Officer.

Qualifications

To perform this job successfully an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Salary/Status

State Salary Schedule/Full-time 12 months

Reports To

Chief Finance Officer

Place of Work

The normal place of work is on the premises used by Montgomery County Schools. Montgomery County Schools reserves the right to require you to work at such other place(s) as it may reasonably require from time to time.

Essential Functions

• Adhere to all state federal and local laws policies and procedures
• Lead manage and supervise/evaluate assigned staff/programs in the district
• Collaborate with grant directors and district departments as needed to monitor expenditures for compliance with State and Federal laws as well as grant specifications
• Oversee and implement at minimum annual internal audits of individual schools
• Implement proper internal control procedures and develop/test procedures to determine compliance while supporting bookkeepers and school administrators
• Oversee and monitor the cash needs of the Accounts Payable and Payroll departments and orders cash from State and Federal sources while maintaining compliance with cash management procedures and deadlines
• Oversee local state or federal surveys and reports accurately and promptly (e.g. Local Capital Outlay reimbursement request (monthly) LGC Cash report (semi-annually) HUBSCO Report (quarterly) various grant reports (quarterly) Sales Tax Return (annually) ACA Unemployment (annual) Quarterly Tax Filings/W2s and Escheats Return (annual)
• Assist with the preparation of the annual fixed asset and long-term debt roll forward
• Establish procedures to assure compliance with financial laws regulations and requirements and to assure adherence to generally accepted accounting principles (GAAP) and standard business practices
• Establish and maintain a system of controls over cash receipts deposits disbursements and investments in accordance with requirements of the Office of the State Treasurer the Office of the State Controller and the North Carolina Department of Public Instruction and in accordance with standard business practices
• Ensure compliance with the Chart of Accounts mandated for school district use by the Local Government Commission and the Department of Public Instruction
• Implement and maintain an accounting system adequate to record transactions in accordance with the requirements of GAAP the North Carolina Local Government Commission the North Carolina State Board of Education the North Carolina Uniform Education Reporting System (UERS) and other relevant state and federal agencies
• Complete local state or federal surveys and reports accurately and promptly
• Create an inclusive environment with positive communication/public relations
• Participate/facilitate professional development workshops and leadership training
• Perform related work as assigned or required

Knowledge Skills Abilities

• Thorough knowledge and understanding of the principles practices and procedures of public school system financial policies
• Thorough knowledge of federal state and local regulatory requirements applicable to school system finances
• Thorough knowledge of county and school board policies procedures and standards regarding funding position control and allotments
• Knowledge of generally accepted accounting principles and principles of public administration particularly as they relate to units of local government
• Knowledge of State statutes policies and regulations regarding financial transactions and of federal laws and rules impacting financial operations
• Skilled in technology with demonstrated ability to use spreadsheet software and word processing software
• Ability to use computer-based financial software packages to include experience with database search and retrieval both through query functions and typical web-based reporting in order to answer questions or to detect errors
• Ability to maintain professional and emotional control under stress
• Ability to reflect appropriate response to situations while maintaining a professional and personal demeanor
• Ability to learn and use specialized tools equipment or software related to business needs
• Ability to develop monitor and implement a fiscally sound budget
• Ability to direct and evaluate the work of others
• Ability to implement local state and federal rules guidelines and procedures into daily business operations
• Ability to communicate effectively
• Ability to reason make judgments and maintain effective working relationships
• Ability to employ positive communication skills in all settings/mediums
• Ability to problem-solve utilizing sound judgment
• Ability to maintain confidentiality regarding school system business
• Ability to develop related charts graphs reports and records pertaining to school planning and strategy
• Ability to take initiative work independently and exercise sound judgement
• Ability to conceptualize initiate monitor and evaluate new and/or current programs
• Demonstrated ability to perform detailed work planning risk assessments and associated risk mitigation actions
• Demonstrated ability to work effectively in a deadline-driven rapidly changing team environment

Education and Experience

• Associate degree in accounting or related area required
• Bachelors degree in business administration Accounting or related area preferred
• Minimum of five (5) years experience in accounting/accounts payable preferred
• Equivalent combination of experience and education

Special Requirements

• Possess and maintain a valid Drivers License or ability to provide own transportation
• Travel to school district buildings and professional meetings

Physical Requirements/Working Conditions

• Work requires the occasional exertion of up to ten pounds of force
• Work regularly requires exchange of accurate and detailed information through oral and written communication
• Constantly operates a computer and other office business equipment
• Ability to remain in stationary position for required meetings/work
• Ability to move to other work locations
• Visual acuity requires preparing and analyzing written or computer data determining the accuracy and thoroughness of work and observing general surroundings and activities
• Hearing is required to perceive information at normal spoken word levels and to receive detailed information through oral communications
• Work requires preparing and analyzing written or computer data operating standard office equipment and the use of advanced technology
• Work occasionally requires exposure to outdoor weather conditions
• Work is generally in a moderately noisy location (e.g. business office light traffic)
• Requires the ability to deal with people beyond giving and receiving instructions
• Must be adaptable to performing under mild to high levels of stress
• Must be on-call as a regular part of the job

Disclaimer

The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees in this job. Job description is sourced from employee interviews internal documents representative job descriptions in similar districts and other state/federal agencies.

Montgomery County Schools provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws. This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.

Required Experience:

Unclear Seniority