Director of Fiscal Services bei Simi Valley Unified School District, CA

About the Department

To establish a list of eligible candidates that will be used to fill a full-time, permanent assignment, for the duration of the list, up to one year. The anticipated vacancy is a 12-month, full-time position (8 hours per day) located in the Fiscal Services Department at the District Office in Simi Valley, California.

FILING DATE: Completed applications must be submitted no later than 11:59 p.m. on November 10, 2025. Late applications will not be accepted. 
 
TESTING PROCESS: 
A) Training and Experience (T&E) Evaluation = Qualifying (pass/fail) 
B) Structured Interview = 100% weighting on final score
Tentatively scheduled for the week of November 10, 2025.

Applicants must meet the minimum qualifications stated in the job posting by the application deadline in order to move forward in the testing process. Those applicants who meet the minimum qualifications will have their application materials reviewed by a screening committee that will evaluate the training and experience of each applicant as it relates to the areas assessed in the supplemental questions. Those with the highest scores on the T&E will be invited to the structured interview. The testing process is subject to change as needs dictate. All communication regarding this process will be delivered via email.

The information included in the Work Experience section of the application will determine whether applicants meet minimum qualifications. Please make sure you include ALL current and previous employment in the Work Experience section of the application and complete ALL fields. 
Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job.

Summary
Directs, plans, organizes, and controls district-wide accounting operations and activities including the preparation, development, monitoring, review, processing, analysis, maintenance and adjustment of District decentralized budgets, funds and accounts; coordinates all financial operations as well as the establishment of strong internal controls; provides performance disclosure and review with external oversight personnel, audit partners and financial rating entities; coordinates and directs personnel, communications, fiscal record-keeping and reporting functions to meet District accounting needs and assure smooth and efficient fiscal activities; supervises and evaluates the performance of assigned personnel.  
 
Distinguishing Career Features
The Director of Fiscal Services is a management position responsible for integrating all accounting operations, audit, systems and controls governing district-wide business transactions.  Advancement to this position is based on the needs of the District and requires that the incumbent demonstrate the ability to plan, evaluate, and initiate operations that meet current and future District needs in each key area.

Position Duties

• Participates in establishing fiscal time lines, and implements annual departmental goals, objectives, and priorities.  Directs, trains, and supervises the performance of overall accounting, payroll and attendance accounting work sections, ensuring adequate levels of service to other departments.  Assures financial activities comply with established standards, requirements, laws, codes, regulations, policies and procedures.
• Oversee the development and implementation of accounting programs, projects, services, functions, goals, objectives, plans, and strategies, and ensures activities are carried out in a smooth and efficient manner.  Plans, organizes, controls and directs the calculation, posting, auditing and adjustment of journal entries.  Monitors, evaluates, balances and reconciles categorical and various other accounts, funds and budgets. Assures accurate accounting of funds including income and expenditures; initiates budget and fund transfers and adjustments as appropriate; audits accounts for errors and makes appropriate corrections.
• Manages and participates in the closing of financial records to prepare trial balance financial summary statements.  Oversees preparation of accounting entries to close accounts, allocation of accounting adjustments, and consolidation to summaries. Directs and participates in the final year-end financial reporting process and procedures to ensure compliance as required by the Governmental Accounting Standards Board and AB 1200.
• Assures protection of assets by developing, coordinating, and overseeing administration of strong internal accounting policies, controls, and procedures for accounting operations that include but are not limited to revenues and reimbursements, expense budgets, accounts receivable, contracts and accounts payable, payroll, grants and entitlements, attendance accounting and other special funds.
• Forecasts short-range and multi-year cash requirements, as a basis for maintaining adequate funds and to submit projections to various finance rating agencies to ensure adequate disclosure for proposed and outstanding debt obligations.
• Directs and prepares analyses of program and special fund costs and methods of financing, including long-range projections, overhead allocations, and value-added benefits to the District.
• Prepares the Local Control Funding Formula calculation, as needed.  Assists in the district-wide coordination of the Local Control Accountability Plan budget and proportionality reporting and compliance.
• Directs, monitors and reports specialized accounting activities to assure accurate district-wide attendance accounting and reporting.  Analyzes various average daily attendance and enrollment reports to identify trends, inaccuracies and issues to adjust budget projections.
• Directs the preparation of the annual budget development calendar, management instructions, budget parameters, assumptions and various allocations.  Directs the preparation of preliminary and final budget summaries for all District funds upon submission and coordination of all decentralized budget management input. Projects District multi-year revenues and expenditures in compliance with state standards and criteria reporting requirements.  Develops systems for, and implements financial controls for decentralized budgets and District funds.
• Directs and prepares periodic reports that compare performance with plans, budgets, and standards.  Interprets financial and statistical results.  Provides departments and sites with periodic financial management information reports, highlighting variances from plan(s).  Collaborates with various administrators in the review, analysis and development of budgets and fiscal priorities.  Directs and participates in the review and analysis of the District budget including various departmental, site, categorical and program budgets to assure proper allocations, fund disbursement, fiscal solvency and compliance with legal requirements; evaluates, forecasts, calculates and projects annual income, expenditures and balances to determine budget requirements; compiles and analyzes costs and provides direction concerning budgetary allocations, limits, operating trends and deficits.
• Executes cash disbursements for payment of expenditures of accounts payable, debt, multi-year contracts and payroll in accordance with disbursement and accounting policies.
• Monitors and provides feed-back regarding the operations of various District departments to assure smooth and efficient fiscal and budgetary functions and activities.  Provides direct oversight and guidance to the Associated Student Body (ASB) bookkeepers; Food Services, Educational Services, Student Support Services and Bond Program accounting personnel; and related administrative staff and committees to ensure financial reporting and adherence to policies and procedures unique to the student program.  
• Directs fixed asset accounting.  Maintains up-to-date accounting of fixed asset account balances.  Oversees determination of depreciation rates.  Monitors inventory levels, receives verification after physical inventories are completed, compares book versus actual inventory, and advises others on variances. 
• Maintains current knowledge of laws, codes, rules, regulations and pending legislature related to accounting and budgetary functions; directs the modification of accounting and budgetary processes and procedures to assure compliance with established requirements as necessary; keeps various staff and administrators current concerning department, program, entitlement and other special fund requirements and the implications of potential changes in policies and procedures.
• Provides specialized accounting support of collective bargaining activities; oversees and participates in providing technical assistance and support  in projecting and determining fiscal impact of negotiated settlements on the District’s multi-year financial outlook, and prepares alternative scenarios; maintains confidentiality of sensitive and privileged information; prepares various financial reports and analyses for use in collective bargaining activities; oversees the preparation of AB 1200 disclosure documentation for County review prior to Board action.  Presents financial and related information at negotiations team meetings, as requested. 
• Provides technical information and assistance to the Assistant Superintendent of Business & Facilities, as well as other administrator.  Communicates with administrators, personnel and various outside agencies to exchange information, coordinate activities and resolve issues and concerns regarding Department operations and District accounting and budgetary functions and needs; assist in the formulation, development and implementation of fiscal policies and procedures.  In the absence of the Assistant Superintendent, may provide direction and technical guidance to District personnel and administrators as designated.
• Attends Board and other official meetings and proceedings on the District’s behalf.
• Performs other duties as assigned that support the overall objective of the position.

Minimum Qualifications

• Education and Experience

Requires a Bachelor’s degree in accounting, finance, business administration or related field.  A Master’s Degree in Business, Public, or Education Administration is desired.  Six to eight years of experience in accounting systems and operations, financial reporting, and audit, including three years in a leadership capacity is required.  A CPA certificate may substitute for post graduate education.  Additional related experience may be substituted for some higher education on the basis of two years of experience for one year of college.

Other Qualifications

• Knowledge and Skills

The position requires: Advanced-specialized professional knowledge of the theory, principles, and procedures of accounting, auditing and finance for education and public sector. In-depth knowledge of the principles and procedures used in budget preparation, accounting administration, and development of internal controls. Professional knowledge of the principles and techniques used in financial analysis and research. In-depth knowledge of the accounting data entry and storage systems used by the district. In-depth knowledge of the external audit process. Considerable knowledge of the laws and regulations governing financial transactions. Working knowledge of insurance and insurability including risk-and-return analysis. Working knowledge of centralized purchasing and material management functions. Advanced math skills to perform an array of business and statistical calculations. Well-developed skill with personal computer software sufficient to design and use spreadsheet and database models. Well-developed language skills to prepare business plans and complex reports seen by the public. Well-developed human relations skills sufficient to carry out negotiations, make formal presentations, conduct performance reviews, and communicate technical concepts to diverse audiences. 

• Abilities

Requires the ability to: Carry out all of the requirements of the job. Conduct complex analyses of accounting systems, financial reports, business opportunities such as grants and capital projects, and on-going operations. Convert financial information and outcomes into reports of findings and condition. Gather and analyze data and develop conclusions and recommendations. Develop projections using historical data and inferential methods. Think critically and creatively. Supervise, train, evaluate and motivate staff in a way that optimizes service. Plan, organize and prioritize complex and technical work processes in order to meet schedules and timelines. 

• Physical Abilities

Requires: ambulatory ability to sit for extended periods of time and locate to multiple locations; sufficient visual acuity to recognize letters and numbers and notice non-verbal behavior; and auditory ability to hear and respond to in-person and phone conversations, and give presentations to large audiences.  

• Licenses and Certificates

May require a valid California driver’s license. 

• Working Conditions

Work is performed indoors where there are minimal safety considerations.

Individuals protected by the Americans with Disability Act (ADA) may request accommodation if needed.  In order for appropriate arrangements to be made for testing, your request must be received at the time your application is submitted.  If special arrangements are not requested at the time the application is submitted, it is understood that no special accommodations are required.  Documentation on the need for accommodation must accompany your request. 

Equal Employment Opportunity Statement

The Simi Valley Unified School District is committed to providing equal opportunity for all applicants for employment. The application, examination, and selection process shall be free from unlawful discrimination, including discrimination against an individual or group based on race, color, ancestry, nationality, national origin, ethnic group identification, age, religion, marital, pregnancy, or parental status, physical or mental disability, sex, sexual orientation, gender, gender identity or expression, or genetic information; a perception of one or more of such characteristics; or association with a person or group with one or more of these actual or perceived characteristics.    

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