Hybrid DIRECTOR, FISCAL SERVICES na Montebello Unified School District, CA

About the Department

GENERAL PURPOSE

Under administrative direction and in coordination with the Chief Financial Officer (CFO), the Director of Fiscal Services will perform confidential, complex and responsible administrative support duties to assist the CFO with fiscal administrative details; perform a variety of technical duties in support of the Business Office and provide for the timely and efficient processing of financial data; train, manage, and provide work direction to assigned staff; maintain confidentiality of sensitive information regarding collective bargaining and other matters; primary support to the CFO; provide assistance and information to District staff, County and State officials, parents, and media; perform a variety of special projects as assigned.

DISTINGUISHING CHARACTERISTICS 

This management level classification requires a broad, technical knowledge of budgeting procedures and school accounting operations and provides supervisory and administrative directions to departmental staff ensuring that District budget functions, procedures, and reports are compliant with State and County Office requirements and reports are submitted in a timely manner. Responsibilities and assignments are broad in scope and require independent judgment and discretion.

Position Duties

Duties

The duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to this class.

1. Plan, organize, control, integrate, and evaluate the work of the assigned professional and technical accounting staff; with subordinate supervisors, develop, implement, and monitor work plans to achieve group and department mission, goals and performance measures; direct the development, implementation, and evaluation of work programs, plans, processes, systems and procedures to achieve group and department goals, objectives and performance measures consistent with the District's quality and citizen service expectations.
2. Plan, organize, direct, and evaluate the performance of assigned supervisors and staff; establish performance requirements and personal development targets; regularly monitor performance and provide coaching for performance improvement and development; take disciplinary action to address performance deficiencies, in accordance with Personnel Commission laws and rules, human resources policies, and collective bargaining agreements.
3. Direct and participate in the formulation and implementation of departmental policies, procedures, and special projects; plan, organize and implement short- and long-term programs and activities related to assigned operations and services; control modifications and revisions to policies.
4. Perform complex and responsible Business Office duties including processing of accounting data not requiring the immediate attention of the CFO; prepare accounting information needed for administrative decisions and in facilitating implementation of policies and programs.
5. Assist the CFO in budget related processing and reporting requirements of the District.
6. Perform a wide variety of technical accounting work for the Business Office; maintain accurate and detailed records and verify accuracy of information and research discrepancies.
7. Conduct studies, analysis and research for various financial and accounting assignments; compile data and prepare reports as required by Federal and State laws; maintain and update various records related to assigned functions; develop, update and distribute a variety of letters, forms and lists including bulletins to be distributed to the District.
8. Direct and assist in developing the general fund budget; prepare the year-end budget reconciliation and interim accounting reports; resolve day-to-day issues regarding budgetary matters.
9. Perform, direct, and review internal audits of accounting documents and reports.

Minimum Qualifications

MINIMUM QUALIFICATIONS
Knowledge of:

1. Planning, organization and direction of California public school business functions, operations, and activities
2. Accounting and business office principles, practices, and procedures
3. Local control funding rules, procedures, formula(s) and calculation(s)
4. Budget preparation and control
5. Applicable sections of the State Education Code and other applicable laws, rules and regulations related to assigned activities
6. Working knowledge of GAAP, GASB and GFOA accounting standards and requirements
7. Principles and practices of cost and fixed asset accounting
8. District organization, operations, policies, rules and objectives
9. Correct English usage, grammar, spelling, punctuation and vocabulary
10. Interpersonal skills using tact, patience and courtesy
11. Principles and practices of administration, supervision and training, and providing work direction
12. Oral and written communication skills
13. Research methods and report writing techniques
14. Modern administrative office practices, procedures and equipment
15. Record-keeping techniques

1. Effectively implement the principles and practices of governmental accounting and budget
2. Analyze and recommend changes in existing policies, procedures and methods
3. Plan and direct a variety of financial and internal service programs and activities
4. Understand, interpret, explain and apply District, state, and federal laws and policies regulating District financial accounting, reporting and record keeping
5. Prepare clear, concise and comprehensive financial statements, reports and written materials.
6. Present proposals and recommendations clearly, logically and persuasively.
7. Communicate effectively in both oral and written forms
8. Quickly identify problem areas or situations, isolate problem cause, and take appropriate action to resolve identified problem
9. Establish and maintain effective working relationships with all encountered in the course of work.
10. Exercise tact and diplomacy in dealing with sensitive, complex and confidential issues.

1. A Bachelor's degree with a major in finance, accounting, or other field closely related to the technical duties and knowledge requirements of the classification from an institution of higher learning accrediting organization recognized by the Council of Higher Education Accreditation, and 
2. Five (5) years of progressively responsible experience at the level of Accountant or higher, which included at least three (3) years of management responsibility in a similar work capacity.

• A valid California driver's license
• Proof of automobile liability insurability coverage.

• Primarily office environment involving sitting for extended periods of time.
• Walking/standing on hard or carpeted floors.
• Carrying moderately heavy materials.
• Dexterity to operate office equipment, including keyboard.
• Requires vision to read computer screen and complex written reports and materials.
• Hearing and speaking to exchange information in person and by telephone.
• Mental skills to resolve complex problems, prepare and present complex reports, and make independent decisions while meeting accuracy and productivity requirements.