Finance Director

Archuleta School District 50 JT

POSITION DESCRIPTION:

Leads and oversees the accounting and business functions of the school district. Maintains accurate financial records and furnishes reports and information needed to assist in the efficient operation of the district’s financial affairs. Position is part of a team that works together in the district administrative office providing functions necessary to support the process of educating children.

MINIMUM QUALIFICATIONS:

Bachelor’s degree from an accredited college or university in Accounting, Finance, Business Administration or related field.

Master’s degree, or CPA strongly preferred.

PHYSICAL DEMANDS:

The work is mostly administrative with periods of mild physical activity. Position requires an employee to walk or stand for short periods; lift and carry over 50 pounds repeatedly on an occasional basis; climb stairs and ladders; bend; reach; hold, grasp, and push objects; and use fingers to operate computer keyboards.

REPORTS TO:

Superintendent

ESSENTIAL JOB ELEMENTS:

1. Financial Planning and Budgeting: Provides organization for, prepares, and monitors the budget; and continually communicates and informs the school board, the staff, and others about the budget and its changing status. Attends all meetings of the Board of Education.

2. Fiscal Accounting and Financial Reporting: Provides organizational structure, personnel, procedures, monitoring and appraisal for the fiscal accounting system; keeps the Superintendent and Board of Education informed of financial conditions; and prepares financial reports for the Board of Education and the Colorado Department of Education.

3. Cash Management: Establishes, monitors, and appraises a cash investment program and procedures; and communicates activities and results of the investment program to the Superintendent and Board of Education.

4. Fiscal Audits and Reports: Provides for effective internal controls and accurate, legal, proper and complete financial transactions; continually monitors fiscal records, transactions, entries and statements for regularity and accuracy; and provides for and communicates results of an independent audit of financial operations.

5. General Management: Develops a comprehensive plan, provides the organizational structure and personnel, coordinates work activities, appraises and adjusts work activities, and creates a positive work climate for the school district.

6. Pupil Counts: Work collaboratively with other district office personnel regarding October 1 pupil counts; communicates results of the count and its implications on funding with the Superintendent and Board of Education; and aids in the annual state audit of the pupil count.

7. Enrollment Projections: Prepares and annually updates a five-year projection of student enrollment by building, including advancement of existing students as well as projections of new developments; reviews and adjusts this projection based upon input by the Board of Education, Superintendent and the Administrative Team.

8. Payroll Management: Develops, implements, appraises and adjusts a plan for payroll services and salary payments including determining the performance of personal services, authorizing the release of salary payments, and determining the system for delivering salary payments; and prepares special reports as required (income tax, social security, retirement, etc.)

9. Employee Benefits: Develops, implements, appraises, and adjusts employee benefits program, bids benefit programs selected, communicates benefits with employees, program solves employee benefit issues, obtains feedback from employees on benefit program, and insures financial stability and effectiveness of employee benefit program.

10. Purchasing: Develops, implements, appraises and adjusts a comprehensive plan, purchasing calendar, system forms, and management of personnel for purchasing; cooperates with and assists all in determining the supply and equipment needs of the school district and in authorizing payment; prepares specifications, bid documents and contract forms in accordance with legal requirements and Board policy; and informs school district personnel about the purchasing program.

11. Insurance and Risk Management: Develop, implement, appraise and adjust a comprehensive plan and control system for meeting insurance needs; and manages, assigns responsibilities. Organizes staff to perform the work activities and informs staff about the insurance program.

12. Capital Improvements Management: Prepares and annually updates a five-year plan for financing capital improvements and determines methods, procedures, and control system. Appraises and verifies appropriate spending in the capital improvements and debt service programs.

13. Legal Control: Provides input into and implements Board policy pertaining to financial affairs; participates in legal discussions regarding real estate transactions; participates in the opening of bids and award of contracts for construction, furniture fixtures, equipment and supplies.

14. Educational Resource Management: Prepares, in cooperation with the Superintendent and Administrative Team, goals, objectives, and a chart of accounts for the school business operations program in order to carry out the school district program structure; prepares and annually updates five-year financial projections; and continuously evaluates the effectiveness of resource allocation and utilization for all school district programs.

15. Supervision: Supervises the Business Office Staff which includes the Assistant Finance Director, the Payroll Specialist, and the Purchasing/Accounts Payable Specialist.

16. Student Activity Funds: Develops, utilizes, appraises and adjusts accounting procedures, records and controls for school activity funds; and guides fund managers in legal and regulatory responsibilities relative to correct management of activity funds.

17. District Administrative Team Member: Serves as a participating member of the District’s Administrative Team who honors collegiality interactions and respects confidentiality of sensitive issues and topics.

18. Other Duties: Other duties as assigned by the Superintendent. Maintain a positive outlook on life, a good sense of humor and the capacity to be engaged and have fun.

TERMS OF EMPLOYMENT:

Salary: Based upon the district-adopted salary schedule for the Finance Director.

$68,505-$83,303

Work Schedule: 250 days/year – 12-month schedule

Benefits: Full Benefits, including 12 vacation days which increases with years with the district, 12 discretionary days, health & dental insurance, life insurance and disability.

Hours: Minimum of 37.5 hours per week

FLSA Status: Exempt

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